I can understand the head winds the NBN have created for TLS, lucky for me I bought back in under the $3 mark with the interest of being part of TLS long term as it moves more towards a 'tech' company over a communications company. Not sure if I think TLS are capable of pulling my vision off but TLS are taking steps in the right direction.
Anything that shifts TLS more towards data, cloud and edge network is what I am after. I think small handful of companies around the world will have the market share. taking advantage of China will provide the leverage to at least protect its interests in Australia.
Again I invested of a vision I see for the future and TLS is the only Australian company I can see to pull it off. If they can't Amazon or the likes will take the market.
I Dont see the future for TLS involving selling retail internet connections as a 3rd party reseller for the NBN and a 'mum and dad' mobile connection. If that's TLS's plan into the future we have all lost our money.
IMO, NBN co should be the retailer and the wholesaler now this cluster f___ is built, in saying that I have never looked into the backbone of the NBN and how much impact it will have on supporting the 5g network. It would be interesting if anyone has an idea about this?
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