RE:RE:RE:RE:RE:Asked a question about Telus International spin off.Telus is so much more than a telecom company- to me this is a substantially undervalued tech play.
Telus International will hopefully get a tech valuation sometime in Q1 and Telus Health as well. Add the potential of Telus Agri with that and you have a 70- 80 billion dollar company trading at 35 bil.
As a telecom play itself Telus can add significant value to shareholders-
In the next few years, hard industries like manufacturing, oil & gas, processing will have machines that would start consuming vast amounts of data as these industries get digitized (see companies like Aveva) and we see widesread adoption of IoT in such sectors. Telus, with its top of the line network and coming 5G capabilities would be best placed to serve this growth and demand.