On data centres;
“The data centres make a reasonable contribution to earnings but the question is whether they are core to our strategy, and they are probably not,”
“This is a very sophisticated piece of real estate and if there was someone in the market that had an interest in buying the asset and the valuation was reasonable we would be open-minded to sell them.”
Talking up a 'partnership' with Vodafone, but it doesnt mean much unless Vodafone take the bait;
“Vodafone will have some success, they have a strong brand and they will take some share of the market, but there’s enough room there for all of us,” he said. “We see an opportunity to partner with them on a wholesale basis.
“While there will be some cannibalisation in a retail sense, we can offer them NBN aggregation products.”
Also, “The valuation work is progressing,”, referring to the IBC work on the KKR proposal
