Where to now for long term investors of Telstra, page-12414

Hey Ash.

Just a couple of observations,the global connectivity business model is changing,besides the obvious as in fixed,mobile,seacable without doubt satellite connectivity will be a critical part of global connectivity.
Starlink is the arguably onlt western leo constellation far superior to one web plus it has spacex to provide other services.
hmm optus has an agreement with Elon to provide 100% coverage for Australia using the current optus phones.
Vocus has imo the meaty agreement which i believe will make their network the most attractive for govt,business and defence for various reasons.
Then we have woke tls that had to carefully consider Elons other business decisions before they finally decide to sign an agreement to use starlink only for remote areas.
Lets not forget Elon's Leo constellation has global coverage if required which it is by govts and business and defense.
One can decide the effect this will have on digicel.etc etc .
Without doubt there will be different grades of leo connectivity that involving laser connectivity and teleports connected to fibre providing real time global connectivity.
Europe has developed the meo sector,the US is just starting.

On a brighter note the woke eg tls have lets say concerns about Elons business decisions.Lets see how the left feels if Elon releases nuclear powered EV's sooner rather than later.Powered by NDB technology as in nuclear waste powered batteries ,last 20000 years,then nuclear waste stable.What will this mean for the lithium industry,bowens cheap chinese battery infrastructure.
How brain dead would you have to be to replace an economies energy network with an unproven etc energy technology and at what cost.
Just my opinion on tls.'Vocus /MQG understands the future but for me the sp is a bit high
gltahs
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