Maybe the attention gained "Opening his mouth" was strategic (maybe not)
Damn big spend on the spectrum though (5g) - Now because of that spend a 3rd (read VODA/TPG) Real mobile player cannot exist unless its with the TPG Spectrum if i was an insider (which is illegal of course) voda dont have the spectrum (without TPG) to become even number 3
so a merger would be more likely (To gain the reqiured spectrun from TPG)
ok ---will spell it out ---TPG bought 5g specifically to compliment the merger with Voda
NO -- that couldn't happen -- but it did
Now, what the hell are ACCC and the courts gonna do about it.. ohhh --me thinks the mergers is going to / has to go ahead
There can only be 3 -- Australia cannot support 4 - even America can't
of course all depends on the courts --remember ACCC are not really batting well 6 attempts no wins
Really - DYOR
TPM Price at posting:
$6.66 Sentiment: Hold Disclosure: Held