Vodafone!
Parent company finally decided to either "fit in or f**k off"?
They haven't been willing to tip money in but TPM's move re fibre and mobile have snookered them.
If they picked up some nice cable assets in Aus it could be a game changer.
I tell you right now if that happens I'm out of TLS and TPM like a rocket!
SGT & TLS can't do it (competition) and TPM don't have the financial ability to, if that's the move that gets made telco land is going to be savaged like nothing Australia has ever seen IMO.
Most likely that's not whats going to happen though as where are they going to make the money in that scenario?
My most likely scenario thoughts are TLS buying NZ at better price than what market are thinking VOC continue to be sold off for bits while management blame everyone but themselves for the dismal performance and destruction of the business.
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