Hey Ash,these days I have to post quick and run. First infraco always made sense for many reasons but tls still has to invest the proceeds to replace ebitda.But in what.? Towerco although i feel vodafone/tpg could not ask for more as they did against the accc in court and lost,it will produce proceeds but again like infraco what will tls invest the proceeds in ? The split between servco and international is opaque,but it will be interesting the value the market puts on both businesses relative to the ebitda produced. ok have to run gltah's. comcast media/internet building a purpose built esports arena ,there's an idea.
TLS Price at posting:
$3.23 Sentiment: Sell Disclosure: Not Held
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