Hey Ash.
AFR 14/1/24
'TPG telecom's top shareholder Vodafone said to mull exit'
Its the headline of a AFR article which i don't subscribe but found with a google today.I was going by my memory.I heard it suggested somewhere else recently and thought i would include it since i was posting.
Vodafone global is a massive telco,their Australian business imo would be an irritant to them imo.I don't believe it would impct tls I guess my point was that these 3 telcos imo are in a mess .
Telstra is sticking around because i don't believe ACMA would approve a sale.Infraco yes .But imo as vodafone,Bevan Slattery and Telstra continue to roll out their faster fibre to major towns for business,govt and military it can only reduce the value of infraco as they are the high value customers that don't mind paying a premium for superior and more secure fibre connectivity.
NBN waffles on about business fibre but imo its just that 'waffle'.
GL i believe my points are relevant.
ps i still feel tls purple is a major issue,tls health sml potatoes and what happened to energy.?etc etc etc
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26 | 70860 | 4.800 |
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