I referenced that article to GR as a positive re tls and I have had time for Anton previously.He is with investors mutual has access to telco analysts and has been a long time holder of tls but i'm not going to sit back and let these fund managers support current management for what ever reasons... I didn't comment but did suggest I don't agree with his views.. The reason being not that long ago Anton agreed with me ie the $3.5b compensation nbn agreement should support tls's eps.ie the $1b lease plus the $2.5b transfer of employee costs to nbn,it has not.. So at worst due to nbn agreement tls recieves $1b pa cpi linked to compensate for the $3b lost fixed ebitda.Again the figures make no sense unless u start including some greens policy. So thats a reduction of $2b in ebitda. Can some one explain how eps can fall from .32 cents to .136 cents FY21 due to the nbn head winds?No .so now Anton suggests we have optus competition?. Anton has not answered this question and he has ignored the destruction of EPS in his very positive article of tls.He now sounds like penn by introducing the term 'nbn headwinds' ????????????????????????? Why did Anton with his army of telco researchers not understand the potential 'nbn headwinds' when he suggested the $3.5b nbn compensation would support tls's earnings.???????????????. I would like to post more especially after ben burges quotes. Just be cautious, imo only the potential for tls to just become another tpg/optus profitability telco is real under current management imo only.
TLS Price at posting:
$3.05 Sentiment: Sell Disclosure: Not Held
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