News: TPG Telstra And TPG Telecom Sign Network Sharing Agreement, page-7

GS says this deal reduces eps in the short term, -6% in CY23, and 0% in CY 24 (then positive impact I presume), but I can't see any detailed numbers to tell if they are deducting the 1.7b/10 per annum - not that they should know the exact deal unless they are given details the market hasn't been given. I would have thought the bigger TLS would get a better deal with a tapered deal, smaller at the start and bigger at the end.

Whatever the case - looks great to me if they win eps accretion from CY 24 onwards. I think this could be a dangerous deal for TLS in some ways. Customer service at TLS is very friendly, but still a bit behind.