100% correct leasx,nbn is about scale and POI's. Isn't that why belong was established to take advantage of tls's scale and POI but have a low cost base to compete with the likes of 'mate'.Even if that requires belong to provide extra services like energy ie gas that mate could not supply. sensis has a pulse if the brain dead management utilised the sensis 'advertising' customer base ,embraced new advertising technology and partnered with a decent website development co not the rubbish yellow pages website. When i google a supplier ,if i c yellow pages i will keep scrolling until i find a co that has bothered to establish a website .imo sensis should and may provide this service but imo its probably a rubbish service.Tls must take material positions in co's that understand their sectors,whether health,advertising,energy just like tls's position in soufun and autohome. What would have happened if thodey didn't increase tls's position in ooyala from 50% with management left in place to 100% and thodey took control.? Tls can't run anything,tls health etc etc.Unfortunately now i have to include mobile,after spending billions on their mobile network their ARPU goes down.? Teoh must b very happy with tls management..
TLS Price at posting:
$2.89 Sentiment: None Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)