Serious Business.., page-92

Here we go, the cult of 5G, sign crazypunter up.

5G doesnt change the basic use case of fixed line vs mobile, mobile will always be more expensive, higher latency and less secure, nothing will ever change that.

Vocus is growing in relevance, its a top-tear telco (TLS, TPM, VOC, OPT, and maybe Vodafone), its increasing its market share at the retail level, is developing as a wholesaler, and it actually makes a profit offshore (NZ), unlike other triers.

Vocus costs are very similar to the other Tier1 telcos, and has around $24 per customer per month margin, there might be pressure on costs in coming years, but Vocus is better off than its peers, because their margin isnt reducing because they never had the fatter profits that others had, Vocus benefits from the levelling playing field

If you feel so strongly about Vocus, you should set your sentiment towards the stock as sell, and perhaps you should consider shorting it.