Tls's infraco asset valuation relies on nbn profitability/business model . The increase in nbn competition directly devalues infraco. NBN is coming under pressure by these business/govt fibre networks tls,hyperone and MAQ are establishing.The nbn is not protected from these networks by the accc/acma. NBN may try to compete in the business/govt sector but imo they have no chance so imo will lose that fibre business to above networks. Tls should waste no time divesting 49% of infraco because imo only the value of infraco will drop as nbn competition grows.Not to mention infraco makes little if any profit even after $1b nbn lease . ps MAQ imo has 5g covered,challenge aquisition for remote/rural optus for local. All connectivity must be taken into account when talking about this high margin govt/business fibre.including the critical vocus starlink agreement. Tls has the $1b mobile dod contract because of their coverage but clearly besides coverage the dod reqards tls contract delivery and contract pricing as poor regarding original contract over budget and 8 months late. Sugar coat tls all u like but it requires new management asap..
TLS Price at posting:
$4.23 Sentiment: None Disclosure: Not Held
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