GR
imo only regarding technology and tls u must divide tls's network and the technology it employs including technology partners and maybe one day coherre technologies.
The other tls technology business is tls purple which is a bunch of IT acquisitions and as posted many times a couple of years ago maybe currently tls valued it at $8 billion.
So u have tls network technology and tls IT tls purple technology.
Tls network technology is easy to post on ,but tls purple technology which provides IT solutions to enterprise/business/govt domestic global not so easy because hmm because imo its probably a sector tls doesn't want to highlight,imo for good reason.imo only.
For me there is an amusing part about tls,i enjoy posting on tls ,other holdings i have little interest they just sit in my portfolio where i may add,reduce buy in sell out.
One of the reasons i like posting on tls is i learnt imo a fair bit about telco spectrums as in characteristics.
Then i bought into EOS and lost a tesla but i can't hold a grudge against the guy because imo he absolutely led the space sector globally thru brilliant acquisitions,unfortunately for me imo only he had no idea of how to work with or understand how to develop the business etc etc.Example the US FCC made a massive mistake and sold EOS all western meo spectrum for 10 million.12 months later the US military etc said this meo sector is critical and a minor Australian start up should not hold this spectrum.ETC .
My point ,you have the leo sector with starlink,then the meo sector undeveloped but critical for relay and missile detection etc etc then geo but now that so so important.
My point yawn,read the vocus-starlink add on the ADM australian defense magazine they only mention business and govt in metro,regional and remote.This starlink will become a major c ompetitor to tls,tpg and optus in the business sector/govt sector the profit sector.Talk network technolog u can't go past starlink plus MAQ/vocus is expanding their business/govt fibre.
ps i bought in to codan and sold out at $7.30 now its $8.I couldn't handle it because it was a whole new spectrum sector to telco and space.
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So when talking tls technology imo either tls network technologies or tls IT technologies technologies.
And no i can't read ceo/cfo/chaitman tls comments because they haven't changed since trujillo left.
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