TLS telstra group limited
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Bill Morrow leaving is good for telco

  1. G650er
    296 Posts.
    lightbulb Created with Sketch.  14
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    17/04/18
    09:56
    Post #: 32497467
    I know this is not consensus thinking but if the government were to support NBN in the pending sale, Bill Morrow would have no reason to leave. He would collect a few more million in pay plus walk away with a reputation that the government is on his side.

    The fact he threw in the towel indicates that the NBN will take a hit. This is good for telco...but of course the sector is still so unloved.
    TLS Price at posting: $3.12 Sentiment: Hold Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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