Have to agree with optimistus,but excluding market relevance of $37b,market cap has no relevance to co potential imo.
imo at current sp it should be in a portfolio,but then again i said it was a screaming buy at $4,but then penn opened his mouth.
If i didn't hold a position in tls i would buy a what ever you feel very comfortable with volume wise,then wait to read next report and see how transition figures ie nbn are looking,plus of course various new revenue streams ie iot machine to machine etc..
ps i have no problems holding my current position in tls ,and i see no reason to sell around current sp,even if it falls further because i like the business model and its potential especially compared to other sectors.
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