Sell Your Soul, page-128

I also thought that TPG is struggling , however someone in the industry said to me that the reality is that its the NBN that is causing a lot of this fallout. The customer expectations are for high speed internet and that backbone is NBN driven but with everyone working and at times the speed slows. The internet they thought they were getting isn't the one the government is supplying. The NBN charges are high and hopefully the government will reduce them.

However the vulnerability must be Telstra - Once the NBN comes why stay with them - they can no longer help. I am with them only until the NBN comes and then I will move and its not because of investment purely because of the frustration I have had to live with Telstra. They own the infrastructure here so I get the best they can do if I am with them.

I think that the TPG income will drop in 2018 and 2019 but if they put their efforts into it I am sure the mobile will work over time.

I don't think Teoh would have put the sort of money in he had to unless he had worked a pathway to make a return.

I think that as opposed to TPG being a detractor I think it can become the next wave up in a few years.

Personally anything around $16.00 is a fair price and any suggestion of $10.00 is just a shorter trying to scare people in my opinion.