TPM 0.00% $8.93 tpg telecom limited

Vodafone, probably the biggest mobile company in the world, and...

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    Vodafone, probably the biggest mobile company in the world, and they have lost billions in Australia...
    23 Years and still not making a profit... But getting close at last!
    We are about to see a massive investment in mobile networks. 5G Spectrum Auction is coming....
    Huge dollars required...
    Testra, Optus and Vodafone are rolling out 4G on 700, 850, 900, 1800, 2100, 2300, 2600, 5100, 5800 MHz
    Then there will be 5G on 3500MHz and probably 24GHz
    TPG's coffers looking rather small and bare...
    Is there really room for four mobile carriers in Australia?
    Vodafone would argue that there is barely room for three, let alone four.
    This really is a David...(Teoh) versus 3 x Goliaths...
    In two years time TPG will probably have a network 1/3 as good as Vodafone is now...
    While the other carriers spend a few billion each just to turn on 5G, and another few billion to grow their 4G network capacity by 60% per annum..... The more spectrum you have the lower the cost per bit delivered....
    TPG's network will cost more per bit, purely from lack of spectrum!
    Big Kahuna's required.... Does David have Big Kahunas?
 
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