H.Lee, from Livewire Markets, interviews on 16.2.23 analyst Natalie Tam, on TLS prospects.
Tam says that TLS is expected to pick up more Optus customers, angry at being hacked. In H1 FY 2023, TLS states it had a net increase of between "low to mid tens of thousands of subscribers". (IMO, this increase will continue, as Optus subscriber plans come to an end).
She also expect that TLS is likely to moderately outperform the market in the near term, & It is a "good defensive play", as telco services are non-discretionary businesses. The big catalyst may occur, however, in 12-18 months, if TLS sells 49% of InfraCo Fixed asstes.
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(20min delay)