Interesting that Vodafone TPG got rejected.
Will TPG see the value in SLC's fixed wireless broadband network as a entry in FW broadband allowing TPG to bypass NBN and increasing margin on broadband plans. TPG has around 20 percent market share with thin margins on NBN. Not hard to see that they could offer better plans on FW (cost and speed) to customers and increasing margins at the same time. The FW network would be able to plug into extensive the existing AAPT Fiber network.
Also SLC has a large duct and Fiber network in Singapore that would compliment TPG mobile network in SG. and a share of the indigio subsea system.
Lots of Shares being traded over the last 3 days!!
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Interesting that Vodafone TPG got rejected. Will TPG see the...
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