VOC 0.00% $5.49 vocus group limited

new horizon, page-31

  1. 9,749 Posts.
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    just for interest sakes,has voc or tpg forecast ebitda reductions once nbn rolled out ie completion 2020?
    Tls has forecast a $ 2 to 3 b ebitda reduction due to re seller margin.
    Yes tls's margins were higher plus a much larger footprint,but i would b interested if voc or tpg have released such guidance regarding margin on nbn completion in 2020 ie ebitda.
    Of course like tls i would guess both voc and tpg would state how they plan to counter reduced margin?.
    ps just because someone posts negative opinions doesn't mean they r a shorter etc.
    ps i hold plenty tls and happy to trade some if price gets to high or low,and i post plenty of negative posts on tls's expansion decisions beyond connectivity ie crap acquisitions etc and missed opportunities.
    ps latest i'm negative tls's drone push for domino and amazon drones,when plenty of other mobile developments ie banking,advertising developments being missed.
    ps as posted,i will not b such a lge holder of tls if they concerntrate of connectivity ie mobile and fixed.Voc and tpg just concertrate on fixed which is y i have no interest in voc,especially with govt involvement.
    ps that does not mean i put a zero value on voc,but i believe there is plenty of dust to settle regarding nbn.
 
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