Drew Meredith
speaker
386 appearances
1 recordings
1 series
first heard Jan 2023
last heard Jan 2023
Drew Meredith’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Is it Nicky or Vicky Brady?
Terrible, like 10 years.
And part of the problem was they always paid out all their profit as dividends and they never reinvested.
And then they got to a point where competition started to come in.
The NBN came in, which is basically stripped out part of their business.
But they're finally at a point where most of that disruption is gone.
They've got...
free cash flow growth is growing.
They've got the best network in 5G.
We're in Tasmania a few weeks ago.
Vodafone had no chance down there.
You had to have Telstra.
In a lot of places, you still have to have Telstra.
Profits up, and they're about to realize the value of their long-held kind of infrastructure.
So their mobile towers, their data centers, they're freeing up capital and focusing more on the growth opportunities.
Yeah, sell off half of it.
Pension funds like Australian Super and these sort of groups love buying anything that has a regulated income stream, so they're realizing capital on that and allowing them to double down.
Digital infrastructure and 5G is like the infrastructure of what we're doing to make it back to the future.
How are they competing?
I'm overselling it, aren't I?
Showing 221–240 of 386 · page 12 of 20
← Previous
Next →