I don't think your a troll, just trying to understand your position. I agree that the increased competition has no doubt had an affect on Telstras bottom line. But my own take on the situation is that Telstra still has the competitive advantage over them for the long run And that this increased competition in the telecom market is already priced into the share price. It's bigger and more easily able to absorb competition than the smaller companies ect. I don't look at it as TLS needing to compete with TPG, but rather TPG desperate to try and compete with TLS! With regards to the earnings hole caused by NBN. I believe it Is a bit over stated and likely to be downgraded to less than 3Bil, did anyone else see penn come out this week talking about how he believes the forecast for future NBN prices being charged to telcos will need to be adjusted?.. In my opinion i think that down the line that earnings gap will not be as large as disclosed originally.. I also think that this earnings gap is also already priced into the current SP. These are 2 of the reasons I think there is more upside to TLS now then there is downside. Thoughts?
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