Sort 4G out first...
I agree with him around the business case...
- The 4G networks (especially EE) need to be sorted out. Hate being stuck somewhere on 1 bar or when it says there is data (but really there isn't).
- No-one is going to suddenly change their 4G based iPhone 8/X or Samsungs anytime soon.
- ADSL and FTTC are poor in some places.
- FTTP is a unicorn.
The above things need fixing before starting a whole new 5G spectrum.