Next 12-18 months will see most of the transition to nbn. Over this time the core ebitda will continue to drop. But at some point during this time the cross over will happen, when the recurring nbn payment will more than offset the reduction from the nbn transition At this point the market pricing of tls should be very attractive as market faith in tls will be at a low, holders would have been worn out from all the share price declines, fundamental investors will be exhausted from the continued bad news and drop in earnings, momentum players will be shorting because of several yrs of share price declines. This will be the optimum time to strike and strike hard
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