TPM 0.00% $8.93 tpg telecom limited

Genius move???? I think the’re not offering voice from day one...

  1. 2,903 Posts.
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    Genius move???? I think the’re not offering voice from day one because they know full well that it will be total rubbish without a roaming agreement. With over $1.4B spent on spectrum alone the license clock is already ticking until a big renewal payment is due. The Chinese Tongyu Antennas that they are using on their power poles, don’t support Massive MIMO or beam forming.. So the depreciation costs are also ticking pretty rapidly.
    I have not been able to find out if the Huawei Small Cells are upgradeable to 5G. Quite frankly with 5G it will probably be cheaper to add another 2 antennas on your power pole with a whole new Small Cell.
    So another big expense coming to keep up with the incumbents.
    While I agree TPG’s play may well be to bypass NBN. Their foray into the mobile network looks like a money pit in the short term at least. The incumbents are going to fight back hard, and the most likely scenario will be that nobody wins, at least not for the first 2 years.
 
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