The winner of a price war will be Telstra I can assure you of that.
The 2019 downgrade to earnings is preempting the price cuts coming in July.
This strategy is the same as qantas did at the bottom and Woolworths at the bottom.
Penn just needs to execute. With JOHN riding him like seabiscuit!!
I can assure everyone Vodafone and Optus are worried and they do not want to have to cut prices agsin to keep the discount gap in pricing in place
People talking about protecting margins. They have tried this over last few years and it hasn’t worked.
They will reprice down and create a lot of pain for all competitors
If they can cut costs and keep prices down they will blow up Vodafone and tpg and come out of this cycle stronger than they have ever been.
Telcos are neverous and it ain’t telstra
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