Penn did a reasonable job in the following areas (most of them clearly mentioned in T22 strategy): 1) simplify number of plans/products 2) reduce costs 3) focus on 5G 4) provide leadership during the pandemic 5) re-emphasise ehealth as a result of pandemic
Imo, his main weakness is his style of presentation. It does not inspire the audience unlike Trujillo.
By the end of this month, he will be in CEO position for five years. Perhaps it is time to renew the management team. Santos is doing well after it puts new management team in charge.
TLS Price at posting:
$3.05 Sentiment: Hold Disclosure: Held
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