recent run.., page-8

TPM gets a greater share of its earnings from fixed line consumer than any other Telco, so all the pressure on NBN to reform (writedowns, new plans etc) should help TPM's share price more than other telcos.

I think TPM and VOC is benefiting from money shifting out of Telstra, and there seems to be a growing capitulation in TLS after a dead cat bounce. Oct 17 was when the TLS bounce first peaked, and thats when TPM, VOC started rising. TLS is so big that small capital has big effect on TPM or VOC.

(I have TPM as sell due to concerns over mobile)