Ann: AXX:ACCC finalises regulation of non-NBN high-speed internet, page-2

My reading, at first glance, is this announcements appears to be great news for TPG. One reason TPG pulled back so sharply recently was because of market speculation that, as the NBN rolls out, companies like TPG will have to absorb a significantly higher cost to supply the NBN to retail customers. My reading of this announcement is that the ACCC has reversed that assumption and allows TPG to pass on this cost to its customers. If my reading is correct, this should see a significant improvement in TPGs share price - both because it provides certainty going forward and eliminates what would have otherwise been a significant cost impost - this should result in brokers re-rating TPG's earnings and therefore target prices. Thoughts?