TLS 0.26% $3.91 telstra group limited

$3 walked through, page-178

  1. 6,633 Posts.
    lightbulb Created with Sketch. 615
    NBNCo are the biggest loser out of a mobile vs fixed war, fixed will always have lower unit costs, and mobile will always have convenience.
    A discount factor will have to emerge somewhere between the two, and i think from the recent discounts NBNCo has accepted they cant squeeze RSP's any more, they have to do the heavy lifting.
 
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