Thanks, Thunderhead1 great find as I had been thinking that all...

Thanks, Thunderhead1 great find as I had been thinking that all the interviews were about the Perpetual fight and the New Ackland phase 3. I was a bit surprised to hear the comment that they see TPG as disruptive ... I thought they were mainstream players.

I do think that more and more the share is acting independently of underlying stocks that they hold. I have noticed that with TPM climbing they have not had the same run even though I would have assumed that with the gas supply looking a bit better there would have been a greater bounce in SOL from BKW but in fact, over the past 3 months, TPM has been better than SOL.

Timbowls - well I am still waiting for a lower price. Everywhere I ask the NBN is a disaster from speed issues to the general feeling that mobile is getting cheap enough to use for a connection and that NBN is pretty expensive with a lot of overpromise and underdeliver.

I still think TPG is a great share but really cannot see how it can overcome the drag of an NBN no-one seems to have faith in. The NBN blame game that seems to start once reality sets in seems to get every one of the suppliers tagged as mediocre.