GR,I have no interest in the tpg merged entity.
But i'm starting to feel it could provide some serious competition to tls for the following reasons.
-teoh as chairman imo will comtrol costs better than tls,although i don't think they have selected a ceo yet.?
-unlike optus tpg has a 26% fixed market share and i tend to feel they r more efficient in developing that network compared to tls or nbn,both residential and business..
-i believe teoh can take better advantage/opportunities of a tpg mobile/fixed network than tls is taking advantage of their mobile/fixed network.
Having said that from a distance i'm guessing its going to b a few years till tpg becomes profitable.
ps again from a distance it appears toeh has got rid of his imo only mistake in establishing a 4th singapore network.
Anyway time will tell.
Where to now for long term investors of Telstra, page-9301
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