I think mr market has adjusted down Telstras value appropriately, to the point where there is some value. Watched Mr Penn speak the other day and got the impression he has some ideas but seems to lack conviction, please note this was what i gleened from how he spoke about opportunities and it did not leave me totally convinced. I dont have a problem with them looking at something like energy to re-invent themselves, but would need people with experience in place to pull it off, but nuclear may be a little left field for my liking. Perhaps developing their 5g network will secure their future.who knows?
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