Gassin & JCoure, page-41

The rally is still yet to come for TLS but with the following:
1) 5G
2) a nearing conclusion for the loss making FoxTel
3) a new Government next May that will finally provide euthanasia to NBN Co and that lunacy
4) the movement way of Vodafone back to an improved England post Brexit
5) an end to SingTel Optus (it’s non-compliant Christmas parties, World Cup apps that do not work, end to its rights purchases for well over the odd and an end to its advertising budget)
6) a revival in its market position on the broadband and cell/ mobile spectrum compared to TPM and others
7) revival of sentiment to telcos generally see Sprint, AT&T, Verizon, Spark, BT and others such as VOD:

I think our patience waiting for a TLS rally will be rewarded IMHO but pls DYODD.