Hey Ash,i don't trust the accc at all.
Hence i feel tls will sell 49% of infraco once nbn completed to monetize lease agreement and imo only its worth selling 49% of towers.
My reasoning,if govt decides to pressure tls over nbn lease payments they would also be pressuring fund managers ie mum and dad investors same if tls sold a 49% interest in its mobile towers.
Where to now for long term investors of Telstra, page-8155
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