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What is going on? This is serious., page-16

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Chocomuncher

250 Posts.

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13/03/17

15:58

Post #: 23305391
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Originally posted by Klogg ↑

The difference is the underlying fibre network.
All those additional retailers need to pay a wholesaler, and there aren't many options there.

The other part is scale. TPG and VOC have it, hence have higher margins from the retail business. I would suggest smaller retailers make nowhere near as much.

I would really like to see Vocus ramp up utilisation on their Network. They have a massive fibre network and it's not even at 50% utilisation. Forget trying to get an additional 1% NBN market share, using up that network is where it's at. Geoff did mention this in the half yearly webcast, which makes me far more comfortable.

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And you use up the network by selling, is it not ? That only means that Geoff should discount to really get that economies of scale going.

VOC Price at posting: $4.30 Sentiment: None Disclosure: Held
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