Try figuring out what they are worth to Optus or any other MNO.
Agree that energy biz seems impaired to some extent due to new regulation in VIC. Not worthless however.
Mobile ARPUs in the industry must go up mid-term - otherwise MNOs won't get any ROI on their 4.5 / 5G CAPEX.
What do you think?
Try figuring out what they are worth to Optus or any other MNO....
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