I agree and own both
TPG will end up either merging with or taking out Vodafone IMO, can combine and go straight for 5g, VOC will struggle along until taken out by either TPG or Optus although Optus may have some heat from regulators.
No room for 4 strong players in the mobile market.
Bought more TLS today and am taking my full share in TPM capital raising.
I would not be in VOC at the moment, they are in the worst position of anyone IMO.
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