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I feel its more of a consequence of changes in the communications industry, specifically, Telstra rationalising parts or silos of their business, NBN being dragged from a monopoly on fibre services.

I think there is room for agile, nimble providers of  fibre, 5g and SaaS.

But whatever your view, the market obviously likes the story of acquisition and management.

Up 3.5% on a quiet day on the ASX...


I hold UWL, OTW...


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