TLS - IMHO IS THE BEST BUY ON THE ASX!, page-3

they have enough cash flow to do what they want; you almost have to consider them as an IPO at this stage; but it is a mystery IPO; because the direction they are taking / will take is really undefined

I bought in just over $3 pre dividend on the following, long term assumptions

1) they will pick up the NBN for a song
2) they will use their huge customer base and in place infrastructure to become an IOT, 5G, Tech stock

re 1) Since I bought the NBN has been reported to have VALUE, so maybe TLS cannot get it for free.... darn
re 2) TLS are partners with Microsoft, but I cannot see how they can advantage that; I was going to move my business TPG voip service to MS Teams Calling on Telstra, but Telstra want to charge me $10,000 to set up 10 phone numbers; the setup is part of Office365, but they want me to pay $10k for some techo to tick some boxes in my Office365 tenant

Honestly, all that cash and all them customers. But they really dont know where they are going.