Hey Ash,sry but i can't be positive re tls.(tls ventures )
So i will be quick before being booed off stage.
imo years after the nbn agreement was signed it has resulted in the destruction of tls's ebitda due to penn's relatively recent description ie nbn headwinds.I have no reason to believe current management can turn this distruction around.
imo only there should be a class action regarding misleading descriptions of the nbn agreement as 'maintaining net present value' by previous and current tls management.
Now tls imo only is being nationalized and all assets up for sale.
ps and just to add since trujillo left tls's acquisition history has been horrific so how will these sale proceeds be invested.?.
ok benson has left the building and on the run..
ps can't help it ,aussie broadband and tpg rolling out fibre as required,picking all the economic areas just like what will happen with 26ghz 5g..
could continue but i'm running out of breath..
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