GR,clearly my opinion is contrary to many fund managers and...

GR,clearly my opinion is contrary to many fund managers and retail investors and my guess due to the major impact energy prices is going to have on many asx co's tls may look like a safe haven.
I disagree but 1H report should make clear the siruation.
What I fail to understand is how fund managers and most retail investors have such high hopes regarding tls's future.Tls mentions T22 all get exited but absolutely no positive reult.Tls mentions T25 and again all get exciting.So far every fundemental figure has reduced 50 % to date as in EBITDA,EPS and Diviend but all continue their confidence in management.
Regarding raloms post,tls has been divided up into infraco,towerco and servco.All talk about the obvious value of infraco as it holds the nbn $1b cpi linked nbn access agreement plus data centres etc.Towerco again of course has value it holds Australia's largest national mobile tower network.
Strange where is the analysis on 'serco'.?
ps NTT japan like tls ex govt owned,at &t and verizon look at the developments with 5g and 6g with NTT and the govt/military agreements.
Can't say the same about tls.
But again with 1H report,go straight to EBITDA , EPS and FCF that tells the facts not the proceeds from tls selling 49% of infraco .Why doesn't tls mention the value of servco ,if they do then lets judge the value of tls when broken up into infraco,towerco and servco.
gltahs