I think Telstra would be exactly where it is regardless of who took over. Telstra is moving from a monopoly position into a non-monopoly position and the fruits of the past are no longer. There is no getting away from this fact.
Only question I'd ask about Gibson (who I admit to knowing nothing about). If he is as good as everyone says, why has this not had any price effect on BRO? Still languishing at .4c. I'd prefer to see some sustained price movement before getting back into this one.
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