Tls must make its third division a strong growth division,that being tls purple. I see little growth in its connectivity business,absolutely not enough to return tls to pre nbn agreement levels in divs.
So tls must make a division a strong growth division in a sector where tls has historically never had 'any' success.
So along comes Brady,the following is a observation not an opinion. Since Brady took control tls has appointed some guy to a tls purple division plus made some agreement with some global co to provide tls Australia with its by memory IT/cyber security services. Plus now this acquisition.$400m 500 more experts to add to the 2000 current experts and what $130m revenue,not net profit revenue. Massive question imo will above just be absorbed into the tls never to be heard of again or is this the beginning of a what is required real structural change in tls purple which if u r a shareholder is critical to yr investment. imo only
TLS Price at posting:
$3.86 Sentiment: None Disclosure: Not Held
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