CP, u say 'they (tls) have huge issues with capex 'just' to keep up with the combined smaller players'????????
CP r u shore its not to keep up with the 'internet of things' massive increase in wireless connectivity demand eg requiring 5g ????.
imo only the only threat to tls is potentially the accc destroying the incentive for tls to spend 18% capex on 5g specifically designed to cater for above eg home appliances,door locks,security systems etc etc.
I'm not sure y u suggest tls has planned to invest billions in its mobile network 'just to keep up with the combined smaller players' who only will ever re sell tls,optus,vodafone mobile services?????.
What's the recommendation buy hold sell, page-70
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