TLS 0.00% $3.82 telstra group limited

Ann: Update on Telstra's proposed legal corporate restructure, page-68

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    ServeCo wont have many assets, but it will have most of the $10B revenue, no company with close to $10B revenue is worthless.

    It has 40% of the consumer Telco market, as a utility unbound by infrastructure it has scope to expand into energy, and its separation from infrastructure should help it focus on improving its customer care.

    I dont like Penn, because he had to resort to this separation, its like an admission of failure to properly manage it as a whole, but the reality is it will be the best thing that has happened to Telstra in decades (not much good has happened).
 
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