Without the AGL takeover, I think TLS as a high charge provider will suffer a little as it has been with its SP plummeting. There would have been synergies in a TLS-AGL tie up but without them, it is hard to see TLS having a catalyst to go too much albeit it’s SP is getting really low.
As a high charge provider, its churn rate is getting more significant, complaints are getting higher, services like Kayo will lose subscriptions when the freebie deals come off, $15 AUD per month is really exorbitant IMHO, about three times what you would pay on the East Coast of the U.S. for a similar type product.
Cannot see too many earnings rises, if TLS keeps Its present exorbitant high prices across telephony, broadband, subscription services and other.
TLS needs a better pricing strategy otherwise I fear TLS’ jump from these lowball SPs might have some difficulty in happening.
Seems to be headed downwards unless management do something instead of this terribly poor indecision.
TLS Price at posting:
$3.08 Sentiment: Buy Disclosure: Held
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