I own tls only because of tls's 5g potential,but again my understanding is 5g is not a threat to nbn's core business ie fixed.
5g does not have the bandwidth to make it a superior form of competition to nbn when bandwidth capacity/requirement is taken into consideration?.
The 5g's business case is mobile which has massive potential in growth and is currently producing that growth ,obviously including data and the various and developing 5g apps and services and probably at some stage mainstream node to premise connectivity.
For me nbn is boring,the govt has nationalised it ,tls has its agreement/compensation end of story.
just my opinion.
Grow Rich,of more interest to me is whats happening in tls's various divisions.
ie channelnews 26/3/18
'telstra est ouvert paris' excuse my french.
Tls opens an office in paris and frankfurt and builds a couple of points of presence to improve access for its european customers to its asian infrastructure and of course asian customers to europe.
For me,the seacable business,the above,the UK acquistion,the new hk to US seacable ,the asian infrastructure assets and the fact tls global is actually growing,not massive but growing,imo this is more interesting than the stuffed up monopoly business model of nbn whether fttp or fttn.
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