With the approval of the shareholders, we have a new InfraCo. This will generate huge capital return to shareholders. Shareholders will benefit if InfraCo merge with NBN Co. Why would government hold on to NBN Co?
The main advantage of leasing 5G network to TPG is to snatch customers from Optus. There will always be customers who seek cheaper service providers who will never be customers of Telstra. This represents extra rental income. After all, Telstra had already incurred capital costs in building 5G network.
With 5G, Telstra’s margin will improve. The uptake of 5G will be a determining factor. Do you have any insight in 5G?
Imo, 5G is the key to the survival of Telstra. Happy to read more input from other contributors on this topic.
TLS Price at posting:
$3.82 Sentiment: Buy Disclosure: Held
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