VOC 0.00% $5.49 vocus group limited

That's actually a positive for Telstra. They will still get that...

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    That's actually a positive for Telstra. They will still get that revenue, just delayed by 12-18 months In the meantime they get to maintain the high margins without much risk of competition/churning for another 12-18months.
 
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Currently unlisted public company.

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