Interesting discussion. Revenue will be sooner with the coalition NBN, but as it will be slower, there will be less use over time.
Which wins?
(and to pedro: I can see the telcos falling on a coalition win, but TPG has great internal strength, so I'm be holding on. May even get a few more if it falls 20%.
(Movements in the shareprice is not everything. Being in a strong company with growing profits and dividends is worth holding onto, or at least one would need to be sure of significant SP declines.)
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