Grow Rich its just not humanly /mentally possible to listen to that presentation.Believe me i really really tried.
So much network bs over and over again ,as a shareholder i already know their excellent network,yes they r spending capex and maintaining an excellent and leading network and data is growing blah blah yawn,eyes closing blah a sleep.
If u listened to their presentation u would think tls had an excellent future but then the schizophrenia (confusing thinking no offence meant) kicks in and penn continues with his 2020 black hole.
Then luckily as i clicked at particular points i picked up short comments on belong,imo goyder would have belong selling energy in a heart beat,apparently going by tls 90% of belongs customers don't come from tls,what a waste.
Then more short comments regarding NAS by brendan,i got the impression he couldn't move onto another subject quick enough ie he mentioned the NAS business will b up and down as some years big contracts other years no big contracts etc giving me the impression maybe fy18 wont have the growth of fy17 and what ever u do don't ask if NAS could make a 'profit' tls only talks NAS ebitda bs in a sector where ebitda is a bs figure ie it should b ebitdao,the o standing for obsolete.
What a shame,a presentation full of useless figures,at least when tls owned autohome each year strong revenue and profit growth no bs.
Tls desperately needs a business person in control to take advantage of current new technology profitable businesses,at least then i could stay awake.
ps i have the q&a part saved but couldn't even listen to that now,but will later.
ps Grow Rich iv'e always been nice to u but suggesting i read/listen to that presentation is simply torture.
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