TLS 2.07% $3.95 telstra group limited

TLS - Separation Analysis ... Calling Friend, page-2

  1. 13,234 Posts.
    lightbulb Created with Sketch. 555
    Thanks for the Analysis
    .
    However two issue
    ..
    1) Mobile Revenue will continue to decline while fixed line revenue does not decline
    ..
    2) Process of asset sale will take at least two years and InfroCo minimum three years
    ..
    Tesltra is highly integrated business. Separating the two will take lots of time
    ..
    I was expecting the decline to stop but it has not.
 
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