If that post was directed at me then this is my answer.I have issues buying into new co's,i find it very hard to research a co I don't hold.etc
Having said that currently i'm very happy with my holdings,but as posted many times i want tls and a bank back in my porotlio.
A bank imo mid next year should be a good time.
Tls never under current management.Tls should be thriving in current conditions.As posted i don't care if i pay $2.40 or $4 for tls as long as management has finances and strategy under control.imo only they don't and haven't for sometime.
Iv'e held tls for decades obviously at massively different levels.
I feel over the years i have researched tls so much its hard to throw that in the bin and move on,especially considering imo only tls still has massive potential but this resrtucture could destroy that.'completely'.
I see no logic in towerco,see previous post re vodafone/accc.This will give access to any domestic/global corporate with deep pockets to enter the australian telco market with major strength and competitive advantages ie a global tech co or technocally more efficient global telco can enter the australian market entirely thru nbn and tls's mobile tower network.Obviously it also gives tpg /vodafone national coverage and tpg has the spectrum so vodafone/tpg would be very happy to hear this.
This is not logical.
And to suggest this gives tls more time for R&D well again i don't see the logic in that either.
etc all previous posts iv'e posted.
I do agree its weird i post on tls which i don't hold and relatively rarely post on co's i do hold but it annoys me (obviously) to see what is being done to tls.
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