GR Where is the tls announcement ,doesn't have to be a 'material' announcement any announcement will do.?
So tls was dragged into building a 'inter capital fibre project' by Bevan Slattery building his hyperone 'intercapital super fast fibre project' Both cost appriox $1.5b,both superfast ground connectivity utlities. My guess,Bevan will produce better profits than tls due to agility etc. As posted tls made a solid agreement with viasat geo 2 satelliote constellation but bevan believes his leo customer/s will support his project? hmm leo customers ?elon ? Anyway tls provides the utility,microsoft provides the brains as in soft ware,data centres etc.and provides tls with its customer base "potential'. The obvious problem is google and AWS are out there ,yes both have some agreements with tls but will bevan form some similar agreement with AWS or google.? Bevans business model is to provide the high volume market demand in all major Australian cities eg ,aerospace,AI,machine learning,cloud,satellite,,defense etc So again who would u back a lean,agile etc bevan or an over weight gorilla.? Its a case of new and developing monkeys continuing to nibble a the gorillas bananas. ps not surprising the woke abc supports the woke tls. ps and just to finish off its no surprise penn not making any type of comments on change in revenue.?It cost holders $1.5b and to be fair it had to be invested but again 'show me the profits' . eos is flat on its stomach,absolute chicken feed for a co like tls.excluding the meo spectrum eos has laser connectivity 'not RF connectivity' it will be used for 99% of all space connectivity including some space to ground connectivity.It will be used to control autonomous vehicles and 100% secure. etc etc etc.Tls imo should be involved in laser 'real time' connectivity.Many global companys have laser connectivity. I want to read solid 'material' acquisitions/announcements not opague not even announced announcements. etc etc ps will tls's eps equal its div.?
TLS Price at posting:
$3.94 Sentiment: Sell Disclosure: Not Held
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