Small Punt on AYS

I am sensing rationalisation in the Oz Telco space, had a few bucks in a cash account and picked up some of these.

With statutory net revenue of $577.6m, statutory EBITDA of $37.6m and underlying EBITDA of $47.8m. They look stable but a little small to survive the long run.

I did well on TPG, still crying over Vocus a bit, however, they could get picked up at some stage. I keep picking up Telstra shares when they get cheap, no complaints about their returns over the past decade.

Does anyone else follow these guys or the Telco stocks in general?

Cheers

Mike