Our guest on the first edition of the Morning Mail this week is Evans and Partners Senior Research Analyst Tony Wilson.
On Thursday last week, the Federal Government announced formal details of the National Broadband Network (NBN). We discuss the potential implications of these NBN details for Telstra Corporation Ltd (Telstra) and the telecommunication sector more broadly. While there are further details to come, including the cost of access to the NBN for Telstra, Tony discusses potential impacts of this announcement for their earnings, margins and dividends.