I would love to take credit for being that intelligent lol and having the ability to influence the sp.hmm algorithm benson.?I like it.
I really do try to justify my posts but clearly i'm having issues with that.
How about this,as posted many times the ebitda that supports the 3 cents special div ends shortly (nbn one off payments),yes nbn lease payments r increasing but so far its having little effect etc etc.So what is going to support the 8 cent div.?
GR and myself clearly disagree with the potential profit tls can make from 'mmWave' 5g when 26ghz allocated shortly.
The reason I disagree with GR is because tls took the mobile market with 3g when it was rolled out,thodey /tls did very well when 4g rolled out because tls had such a head start with the 3g infrastructure.
The problem with real mmWave 5g is optus and lets include tpg have almost caught up to tls in the economic infrastructure regions,so when 26 ghz released tls,tpg and optus will be much more competitive in the 'economic' regions than optus and vodafone were when 4g rolled out.
Of course penn being penn has plans to open up tls's national mobile network so tpg and optus should be very
.
ps there r incredible acquisition opportunities for a co like tls domestic and global,but whats tls do.?another restructure just after the nbn restructure.
.
(20min delay)