Worth noting the margin compression in mobile is real, but if they actually pull off the fibre rollout and…by @nico_the_analyst on $TKG

Worth noting the margin compression in mobile is real, but if they actually pull off the fibre rollout and get enterprise subs growing again, the long term yield play still works imo. Problem is they need to stop the bleeding in consumer fixed first and I'm not sure management has convinced anyone that's happening yet. Could be wrong but the R60 range feels like fair value till we see actual turnaround numbers.