Not worried about mobile subscriber numbers at all.
They're still hinging off old Vodafone tech and paying Vodafone quite a sum of money. In other words, they a middleman (Vodafone) to pay, so they can't offer the best deals yet.
Their mobile deals right now, in all honestly, is shithouse (even though it's a lot cheaper than the big 3 Telstra, Optus and Vodafone).
Kogan Mobile, Aldi Mobile, Vaya, Amaysim, OVO, craps all over TPG's deals right now.
But it'll be a different story in a year's time. Once they build up their network, they'll say bye bye Voda. Cut off the middleman. Cheaper data for customers + more profit for TPG = win win.
TPM Price at posting:
$5.00 Sentiment: Buy Disclosure: Held
