Is this the same david thodey that signed the nbn agreement that he repeated many times times would maintain tls's net present value.?
As in $1b nbn access lease agreement plus the reduction in costs as tls employees tranferred from tls to nbn total cost savings est $2b .
Thats total $3b which would confirm thodey's suggestion tls's net present value would be maintained.
And not just me but investors mutual quoted same same figures..
The problem tls's fixed ebitda has disappeared as in $3b.
eps,div and ebitda has halved.
So who to blame thodey as in understanding the costs and results of his signing agreement or penn as in controlling costs as fixed transferred to nbn.
Both imo so i would take no interest in thodey or penn's views but thats just my opinion.
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