Perhaps Mr Hendy should concentrate more on his existing network than looking to take over new services?
TfL publicly criticising a DfT franchise is not good form.
DfT fund a big chunk of TfL services and there are big joint projects on the go (not least Crossrail and GOBLIN electrification).
You don't find the DfT TOCs criticising each other, however deserved.
They know the risks to their business in doing so.
What if Govia or Stagecoach (operators of SE/SR/SW) win the next LO concession?
On fares, it's Oyster versus RSP, and for good or ill Oyster is still winning.
Wherever you draw the boundary there are bound to be cross-border issues - this year Dartford, next year Watford, then Slough and Reading.
Just wait until the PTEs all have their own smart cards and zonal ticketing systems for rail.
I haven't looked, but does TfL publish financial results for LO or any other parts of its network?
We know how Govia is performing on its DfT franchises, but how about LO?
The extra services, new trains and extra staffing come at a cost.
Nobody ever seems to analyse the cost side of the TfL operation, they just say it's "better" than what went before.
Because of Oyster and the zonal system I doubt they can disentangle the LO costs/benefits from London as a whole.