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A Christmas eve downgrade
The recent Investor Day was largely an educational session delving into the technicalities of 5G. We see TLS as a relative safe haven in volatile equity markets.
NXT announced it has sold 9MW in S2 which takes the facility to 14.5MW/48% sold at opening.
We retain our Add recommendation
The NBN recently released their revised business plan
It's tough, but not getting worse.
Is FY19 rock bottom?
TPG recently released details on their planned mobile network and Telstra investors should be pleased
Craig gives an update on the company following the announcement of a $300m raising to fund the third generation of data centres.
NBN's pain is TPG's gain
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