Grow Rich,and as per all my previous posts,I have always said tls appears to be developing their network restricted only by the avaiability of spectrum.
And aghain as per all my previous posts i have no doubt in the potential of 5g.
I had read that article and completely agree with it.
This is y i'm hanging around the tls forum.
But again as per my previous posts,5g connectivity alone imo will not replace the $3b lost fixed profit,the $3.5b appears to have disappeared.
So again imo only for penn to replace the $3b fixed profit he imo is relying on NAS.
NAS is currently the only division that can replace the $3b fixed profit,but i see no signs of this happening,whether e health,esports acquisitions including material positions in tls venture capital co's.
TPG and optus will provide some competition on 5g.
So again,i don't wont to hear penn talk about the technology,i want penn to talk about how he is going to grow profits.Without doubt,imo only its a disagrace profit has fallen 41% so far and guidance is for 50% reduction and there has been no change to that fact and guidance.
ok penn confirms he has rolled out transitional 5g to 53 cities including regional,lets see if arpu is increasing for a start.Lets c if nas/enterprise profit is increasing.
Or is penn just providing the 5g connectivity which will not replace the fixed revenue,and again lets add penn still suggests tls is still facing a $1.7b nbn head wind but never mentions this should have been countered by the nbn $3.5b compensation package..
Ash,i have a nick name for dan but i can't post it.If they think they have health issues with covid wait till the economic health issues from shutting down the victorian economy start show up in statistics ie the above average deaths per months and the reasons.
And i can't go fishing
.
Anyway GR,thursday week penns presentation,he better be able to produce figures showing a clear turn around in the profit trend and the divisions responsible.
I want to hear talk about profit not talk about just the technology.
(20min delay)