Mobile has serious growing competition. Telstra purple probably terminal unless a controlling partner found. Imo infraco has a pulse but also extreme competition growing from nbn,hyperone,vocus and starlink. But imo the big but is a few smart decisions and infraco could become a strong asset but telstra has no time to waste especially after failing to become a major data centre provider including selling off data centres years ago. This microsoft agreement could be good but i hesitate to suggest it,this new ceo of infraco could be good but i hesitate to suggest it. 'still ' so much potential but the microsoft agreement and the new ceo appointment better be very positive because AI is coming (not that batteries can power the true potential of AI) and data centres are an imperative part of AI something tls should have understood years ago etc etc gltahs
TLS Price at posting:
$4.63 Sentiment: None Disclosure: Not Held
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