Ash,i want tls to succeed.
But i feel there is still plenty of negative news penn is taking notes of for his presentation.
Absolutely 5g (enhanced 5g) has massive potential.The problem is first tls must be very careful to control their market share ie already 50% otherwise the accc imo will intervene.
So penn
must increase arpu by adding nas.Thats fine,but nas competition is growing and my other concern is although optus and vodafone don't have the coverage,if they get what they require in up coming 26ghz action then competition will b strong in the economical areas etc other various issues.
So for me can tls/penn grow their mobile profit thru nas additions?,
I'm only talking growing their mobile division,i'm not even talking about where $3.5b of compensation has disappeared to.
GR,,i'm happy to sit and wait,the 26ghz is not for auction till is it early or late 2021.? so imo there is time,of course the market is going to get excited about 5g developments,but again that excitement needs to b converted to profit by penn.
.
ps Ash yr post does give me a little more confidence regarding enhanced 5g including by memory GR's post where tls mentions 6g and acma 6months ago mumbling about relevant/interested parties submitting their opinions of the next round of ghz from 3 to 6ghz to real 6g spectrum 300ghz.I do believe penn or nikos or both fully understand 6g developments.
GR,imo still to many questions under currrent management when imo there should not b any questions regarding tls's future.imo it could easily still get stick in a a very competitive 5g mobile only competition ,even if tls has the superior network nationally..
I would likento be ablento give a one sentence answer,but for obvious reasons thats not possible,plus i tend to prattle on.
(20min delay)