I echo your thoughts. Maybe that's why Telstra tried to sign me up for 2 years on a 500gb per month deal for $75.00. I think this is a huge opportunity if they get it moving and get to provide competitive pricing, especially in mobile broadband for home use. I was concerned that I have a few LIC's and my concern was that I could not predict how they would behave so do they just hold everything or do they start looking at those companies that are already weak and cull them from their portfolio. I was looking at Boral and Tabcorp as examples. That made me a bit uncomfortable as I suddenly felt that many would not take action. I think that an active manager who is also a business operator was a great defensive stock and fully agree that SOL fits that bill.
SOL Price at posting:
$20.60 Sentiment: None Disclosure: Held
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