TPG

From the news wires, it looks like Singtel and TPG will set up a mobile network sharing agreement.

TPG gets access to Optus regional infrastructure, TPG pay for the privilege, TPG can then market to regional customers, without having to pay out the capex, Optus gets money for underutilised assets, customers are after all expensive to acquire and here they don’t have to do anything to generate some revenue, it’s a win-win for both, and, frankly, really the only way to challenge Telstra in the regions.

A while back, the ACCC rejected a similar agreement between TLS and TPG, with the regulator all but saying “we want the smaller players to do this, not the bigger ones” (that’s our view, and words, not theirs).

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