MNF have the same ability to use any phone via their Global Access services - but you still have to dial into an existing network first.
Telstra have a tonne of WiFi hotspots (Maccas, airports etc etc), hence why im keeping an eye on Telstras moves in the VoIP market. Their hotspots are expensive to use from memory though.
It would be beneficial for them to use these companies to promote their WiFi hotspots since revenue will still be directed to Telstra via their networks. Telstra shareholders would support too imo
One positive for FRE is that they are cashed up but their model is not profitable atm. MNF are not cashed up but their model is profitable. Would make for an interesting combination hence why I think MNF is extremely cheap compared to market peers.
MNF Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held