I'd back Australia's 3rd integrated telco to beat those forecasts, as TPG regularly do.
I believe 5G revenue will beat estimates with greater IoT takeup and out by outcompeting the NBN.
A strong Labor government will write down the carrying value NBNCo during that period providing further an EBITDA windfall to all resellers.
Also add in the special dividend in too.
I hope it was these discussions that spooked the market recently rather than a leak regarding ACCC decision. Strange though how TLS has been pasted too.
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