GR,the following are facts imo not benson's negativity re penn. Tls will fall behind because of penn's and ben burges ideology ie they will not sell gas imo. As posted many times origin and agl and imo tpg will sell all '4' essential services ie gas,electricity,nbn and mobile services. Today agl announced an agreement with optus to sell mobile services.This after agl acquired southern phones and entered nbn reselling and suggest its only the beginning.AGL also stated the obvious importance of selling 'ALL' four essential services. The real threat imo is an agreement between tpg and origin. imo 5g will not provide profit growth,it will be the applications and services that require mmWave connectivity and who ever controls those apps and services that will make the profit.ie just like content. tls has no idea how to profit from selling NAS imo only. ps re skillz,100% skillz requires mmWave 5g,but will penn simply say to skillz here we have the best national mmWave 5g network at 'competitive' prices. And clearly tpg and optus will be competitive and will have their allocation of 26ghz in april plus access to penns towerco.
TLS Price at posting:
$3.12 Sentiment: Sell Disclosure: Not Held
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