I didn't read the mobile arpu because thats not what is causing the destruction of tls.But some one posted ,by memory,mobile arpu had decreased.After a week the penny dropped and i thought hang on all this capex going into the mobile network and tls can't even 'manage' to maintain arpu.? Anyway my second thought was imo only had penn applied the nbn compensation agreem ent to maintain tls's fixed $3b profit imo that $3b would have been maintained. This is why i didn't believe the analysts forecasts regarding the drop in eps. Bottom line,penns dream of tls becoming a tech co is draining tls's profit beyond any rubbish nbn headwind. My point,imo had penn just run tls mobile and tls fixed and used the nbn compensation agreement for the reasons it was agreed tls's eps would not have collapsed below .28 cents. Tls purple is the reason behind the destruction of tls's eps and potentially tls. ps again any ceo should understand when u invest tens of billions in its mobile network and u can't even maintain arpu there is something seriously wrong with the way the co is being managed.
TLS Price at posting:
$3.05 Sentiment: None Disclosure: Not Held
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