re: empire strikes back The Govt, Tls , ACCC imbroglio is very interesting
The PM wants desperately to sell TLS. On his part it is idealogical.
Sen C##NAN wants to secure good competitition policy. For her this means driving TLS into the ground.
Sen Minchin wants a good price for TLS shares
SOL wants TLS privatised. Only then can he proceed with the monkey off his back. But he wants to secure a good regulatory outcome before privatisation.
Every statement by C##NAN is challenged by TLS...like the recent off-the-cuff statement with the AFR about the 3G mobile network
The way I see it.....
PM and Minchin are in one camp in the Gov
and C##NAN is alone
The big priority for the Gov in the weeks to come will be raising the SP.
The first big step on this road will be a good regulatory outcome in which the 'magificent seven' will be stranded at the node in FTTN
and the second.....
TLS revenue from all segments will better than expected...
IMHO
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