Tls going broke will never happen. imo bottom line . -fixed tls will continue to resell nbn plus once sold 49% of infraco tls will still receive $500m pa cpi linked lease payments from nbn for approx 30 years.Plus tls still has its business fibre and the $1.5b major city fibre network for business and for satellite ground connection. -tls will continue to b the leader in mobile connectivity as it owns basically 50% of spectrum ,infrastructure but margins will continue to b under pressure from tpg/optus. -hmm satellite technology has developed but for many reasons will never replace mobile connectivity even with real time speed and reliability. Also whether elon etc they still require Australian govt approval to access Australian airspace then they need ground infrastructure/spectrum/partner. Hence my previous post imo tls sp will collapse ,tls will continue to b the leading Australian telco 'utility' only. At some stage they will writedown servco. Then i may re enter. above imo only.
TLS Price at posting:
$4.06 Sentiment: Sell Disclosure: Not Held
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