How long have you held the stock?
Since February 2017.
What do you like about it?
Long-term growth in demand for mobile and data services. The government is helping with the transition away from voice and fixed line broadband with payments from the NBN. The valuation is attractive with the market pricing in a cut in the dividend, which would still leave the company on a solid yield.
How is it better than its competitors?
Has a strong market share in the mobile space with a premium offering. The company continues to reinvest in its network to deliver a performance advantage over competitors, which helps it to maintain a greater share of the higher value corporate market and maintain a price premium. The strong brand and diverse network infrastructure enables the ability to cross sell and bundle products.