Hmm Kitty,i can't.i won't give u a TU.I wish I could.
I agree re the potential of tls and thats y I hold the stock.
Regarding yr various theories,all very reasonable,but imo unfortunately under thodey/livingstone and penn/mullins both managements have shown no interest in diversification outside providing connectivity plus although late to the party NAS.
The examples are very clear,no interest in payments (banking) even considering nfc trials were extremely successful under trujillo back in 2007 thodey shelved nfc payments and livingstone said tls was not getting into banking,this after vic state govt etc wasted billions on crap myki transit cards when trujillo was on the verge of developing mobile ph payments for transit ie japan and korea went on to establish nfc payments including transit.
Wont bring up the 2 to 3 billion lost because sou fun was sold to early because it was not seen as part of thodey's tls business model,lucky penn did see the value and held onto autohome.
Thats banking ,then we had digital advertising thodey had no interest ie oml and penn leases out locations to deceaux for their digital boards ie telephone booths.And deceaux and apo take full advantage of tls's network for connectivity just like payments banks/applepay etc now take full advantage of tls's network.
Then we have energy,and all the bs,even tls suggesting they have decades of experience in solar/battery storage networks with their regional mobile towers ,the media gets all exciting,but again just like livingstone said tls would not be getting into banking,mullins said tls would not be getting into energy retail
And again,great excitement by penn and esports???????/,investment in tsm ???,penn says more announcements will be made.The problem is i believe again for some reason tls has no interest but the connectivity ie no interest in duplicating tsm business model in australia,already you can see the main players in esports developing in australia...
The only solution is a conglomerate board,keep penn as ceo of tls,employ Ash as ceo of tls energy,Kitty u can be ceo of tls digital advertising.600ml can be chairman of conglomerate board as i believe he/she doesn't put up with much crap.
And I can sit back and watch tls's sp rise to where it should be considering it is in the box seat to disrupt any sector.
Unfortunately imo tls has missed the boat on payments when it could have sold nfc payments to the state govts for transit worth billions ie myki cost.
But i don't believe current management has any interest in any diversification outside the developing business model as per announcements.
Which is very unfortunate because imo NAS ,iot's and content has great growth potential but is very complicated and imo tls NAS iots and content provides the maingrowth potential for tls..
What annoys me is imo energy,digital advertising would be relatively easy businesses to run compared to NAS,iots and content and energy/digital advertising provide excellent growth potential ,both domestic and global.
ps i know many hated his guts,but trujillo was an excellent ceo and proved tls can diversify ie chinese websites and nfc payments,not forgetting 3g network so it is possible to find the ceo required but not under current management.
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