Interesting that Kogan are going to buy their fixed line services via Vodafone wholesale..Rather than dealing with NBN Direct.
Simon Hackett sold Internode because he thought he was too small and would not be able to compete on the NBN. His prediction was that eventually there would only be a few players on NBN and everybody else would be buying from the major carriers. So that makes 5 TLS Optus Voda, Vocus, TPG.
HTA Price at posting:
6.4¢ Sentiment: None Disclosure: Not Held
