'$85 unlimited pans" this is part of the problem. 'telstra's 5g among the fastest in the world' and so it should be considering the capex holders have invested in it.abilising
Management has no idea how to monetise their investments in their new $1.5 billion major city fibre connection to compete with slattery and vocus or their global leading 5g network when coverage is included or their massive investment in telstra purple.
What is happening imo is tls is probably maintaining their 'pleb' $85 customer base including me (fixed or 5g) but this is cannibalising their infraco $20 billion infrastructure
New entrant Elon Musk should not be discounted,he now sells direct with his mini dishes and real time global connectivity.
What is happening is the market is being divided up and the smart players are picking up the high value high profit customers.
Again management is the issue not the tls infrastructure ,it requires smart IT management.
Time is not on telstras side to start making decisions to solve the above management issues,they have the infrastructure but no idea how to service high value customers govt,military and large business domestic/global imo
TLS Price at posting:
$3.67 Sentiment: None Disclosure: Not Held
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