So Crazy, "TLS is still being pressured by TPG future mobile." What based on the auction where TPM overpaid? That is so funny, crazy, gives me a great chuckle.
Crazy, "TLS are committed to upgrading from 3G to 4G in the bush because that is how they bribed the ACCC during submissions.", Well, it is good that TLS is investing across Australia and trying to get customers because Long Run Aggregate Supply will get Long Run Aggregate Demand unless the country becomes uninhabitable (the ACCC decision in Woolworths selling its gas outlets to BP might achieve that but not in the short to medium term, immigrants toted up at 190,000 in Australia in 2016: allowing for nil natural birth rate, some might not be able to afford North Shore of Sydney, South East Melbourne), so at least some might go into the "food bowl" or "CSG base" of the region.
It does not look like "drachmas" unless the bush becomes on the whole unprofitable. There might be some wealth in Australia outside of Sydney's North Shore and South East Melbourne, you know.
I would not have mentioned "Greek", the ACCC draft ruling could be the catalyst for a Vodafone VOD pullback (they did the same in NZ when ComCom gave a commercial and equitable solution to Spark and Chorus). TPM could have solvency issues similar to Greece and SingTel may have to repatriate capital back from Optus to the Merlion Island if Temasek does not make its IRR. As for Vocus, it could be "Greek" on a solvency basis.
TLS sholders should have a drink for Hawke's boy, Rob Sims. The ACCC certainly came thru 2day. It is entirely reasonable.
1) Why should on an equity basis, other telcos free ride off TLS towers,
2) why should divestment in the bush occur because an anti-trust regulator does not give a fair rate of return to infrastructure builders, and
3) why should foreign telcos or other start-ups be given a leg up across a nation as wide and vast as Australia that needs investment in infrastructure not oligopolistic profits at no set up cost?
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