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i would be GUESSING new regulatory changes ( OR TLS actually buying the NBN ) i squeaked out a small profit ( not counting divs ) when exiting TLS , i hold TPG ( 'free-carried' ) and hold TUA and SPK and exited CNU after a very nice run maybe i am biased but telcos operating outside Australia are doing better for me ( after David Teoh left the TPM/TPG board )maybe ABB and SWP can gain a lot of market share in the future , but i am not rushing to tip in the cash , for skin in the game ( i want to watch both of them longer ) in my opinion the Federal Government sees spectrum auctions as the treasure chest that keeps on giving
i would be GUESSING new regulatory changes ( OR TLS actually buying the NBN )
i squeaked out a small profit ( not counting divs ) when exiting TLS , i hold TPG ( 'free-carried' ) and hold TUA and SPK and exited CNU after a very nice run
maybe i am biased but telcos operating outside Australia are doing better for me ( after David Teoh left the TPM/TPG board )
maybe ABB and SWP can gain a lot of market share in the future , but i am not rushing to tip in the cash , for skin in the game ( i want to watch both of them longer )
in my opinion the Federal Government sees spectrum auctions as the treasure chest that keeps on giving
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