I decided to take a look at NBN pricing. Can't see iiNet anywhere near the bottom. iiNet is selling at a premium, and I like it.
I'm personally using iiNet - they've got great reputation on the Whirlpool telco forums. Their plans are several notches cheaper than Telstra, but not at the bottom, so they've got healthy margins.
I'm happily paying them monies monthly. TPG has also come off being bottom feeders - they don't compete as much on price now, if you're after standalone NBN. They do still offer great Bundle deals though, so customer acquisition should still be good. Expecting margins to be better than the margin crunch which the market seems to be expecting
TPM Price at posting:
$5.39 Sentiment: Buy Disclosure: Held