why tls must be restructured by someone that understands technology and not someone that has an accountants degree with a board of finance people..
NextDC announces the start of a Darwin data centre for govt/military.I have no doubt miners will be more than welcome.
So imo 2 smart operators Bevan Slattery due to Subco,Hyperone,Superloop and NextDC MAQ/Vocus .
Imo they are concerntrating of the high value customers and imo providing high quality service.
Tls ,optus and vodafone are concentrating on the masses which is high cost and low margin and attracts the unwanted attention of govt/accc for this reason. I can't help to continue to follow tls from an arms length because it could have it all plus more but it instead plods along selling ph's ,selling competitive low margin plans and supported only when optus or vodafone have an outage. paying out 100% eps n div is not sustainable.
If Slattery's hyperone complements MAQ/Vocus imo a merger could make sense and establish a real viable secure govt,military and enterprise connectivity co including their appreciation of Starlink.
TLS Price at posting:
$3.77 Sentiment: None Disclosure: Not Held
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