Compare tls's money making announcements to Vocus. imo only vocus is the only option/ Australian IT/telco for those that require secure/superior global leading connectivity and my guess IT solutions who require 'secure' low latency global connectivity for the high profit margin customer base whether domestic / global customers whether big business,govt and military. Vocus and ben slattery and tls (ok and nbn wannabe) appear to have their specific major city business/govt/military fibre networks but it seems to me that is where the similataries end. Then its the IT those co's can offer lge high profit customers,then besides fibre and IT the network must have superior satellite connectivity and services and that without doubt is elon's leo constellation plus his services with the vocus exclusive agreement.Then imo the missing tooth was LTE/5G so for their specific above high profit margin customers vocus recently acquires their partner challenge now they have imo the most secure efficient absolutly critical connectivity network required for aboce customers as new technology connectivity developments are developed at a never seen before pace. Bottom line forget any defense developments,unless u have a superior connectivity network domestic/global compared to any potential adversary then your army,navy and airforce and cyber security will be fighting an uphill battle imo only. Hence the never seen before pace of new connectivity weapons. Telstra has an agreement with viasat good for esports and inmarsat geo constellation very important but can't compete with the leo latency and volume of elon satellites. Again when vocus/macquarie telecom/macquarie group make an announcement its a pleasure to read and its not hard to see the ,money making high demand reasoning / logic. When tls makes and annoucement its either WT or ok that will just be diluted into the lazy bureaucratic gorilla . Or i'm wrong and Vicky will pull a rabbit out of a hat,good luck with that.
TLS Price at posting:
$4.33 Sentiment: None Disclosure: Not Held
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