TPM 0.00% $8.93 tpg telecom limited

Latest TPG updates, page-87

  1. 3,808 Posts.
    lightbulb Created with Sketch. 576
    LOL OMFG are you suggesting kiddies aren't a profitable market on their parents money?
    Every heard of Smiggle? (betting most here have dropped serious money in their stores)
    Seen a kid without a tablet in the last year?
    TPG don't target the premium end of the market, not sure why anyone would think they will compete directly with Optus and Telstra when first starting out.
    Big deal Telstra and Optus will give you unlimited data if you pay 4 times the price!
    What about the millions of mobile devices in Aus that don't need this amount of data?
    First company to give an ongoing $5 a month plan for about 5 gig of data will have 3 sims sold in my house on day one (no switching providers, all new!), guessing you could times that by a few million before you even have anyone switching providers and let me tell you sir people will be switching as neither Telstra, Optus or Vodafone will target that end of the market as not one of them will have the cost structure to support it.
    Fast forward a decade and maybe TPG will take on the big guys, when they do it they will likely win but now would just be suicide IMO.
 
watchlist Created with Sketch. Add TPM (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.