GR
I see nothing regarding financials or guidance that would change my mind about investing in tls.
I didn't read report because its like reading a puzzle.
I did read the 4 page announcement which showed the basic financials and I believe Brady made some comments on NAS ,in short being a obvious problem.
First is it done to confuse holders?,absolutely it would confuse brokers.Why does she talk about NAS,then she mentions enterprise.?I'm sure within the various announcements she mentions tls purple.
NAS short for network applications and services.
Tls purple and enterprise imo NAS should be a stand alone business.it value on tls's books well above $10b.It should be treated with greater respect by tls management and let me add it requires a global partnership with starlink not oneweb.
As posted previously imo tls has 3 main divisions,mobile,fixed infrastructure including international and the new major city fibre link and fin NAS.
The problem imo tls can make it so simple because of the serious issues facing infraco and NAS would be obvious.
Some r impressed with tls mobile revenue why.?Since Penn over $20b has been spent upgrading the network plus its original costs.
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