TLS telstra group limited
Add to My Watchlist 0.60% ! $4.99

Where to now for long term investors of Telstra, page-10114

  1. bug1
    6,633 Posts.
    lightbulb Created with Sketch. 615
    clock Created with Sketch.
    25/10/20
    08:30
    Post #: 48363278
    If Telstra SP was $2 and Infraca is worth $20b, it would mean the rest of Telstra (Telco) would have an EV/EBITDA of 3.7
    For comparison TPG (closest comparison) is trading at an EV/EBITDA of 20
    $2 not going to happen
    (EDIT: stupid tables)

    1Telstra@
    2SP (est)2.0
    3Ordinary Shares (diluted)11,895
    4Market Cap23,790
    5Net Debt16,844
    6Enterprise Value (Combined)40,634
    7Underlying EBITDA8,408
    8EV/EBITDA4.8
    9Infraco EBITDA2,833
    10Infraco EV (x7 EBITDA)19,831
    11Telco EV (Combined minus Infraco)20,803
    12Telco EBITDA (Combined minus Infraco)5,575
    13Telco EV/EBITDA3.7
    Last edited by bug1: 25/10/20
    TLS Price at posting: $2.73 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 6  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS Couples and cash: How to stay aligned with your finances
right-arrow Created with Sketch.
PSC Prospect Resources: Strike Extensions to Nyungu Central Copper Deposit
right-arrow Created with Sketch.
NEWS Gold producers Alkane and Mandalay make merger official
right-arrow Created with Sketch.
NEWS Power mulls Santa Anna option after cracking into wide zones of niobium, rare earths
right-arrow Created with Sketch.
WCE West Coast Silver defines near mine high priority targets defined at Elizabeth Hill
right-arrow Created with Sketch.
NEWS DealRoom - Gain Access to exclusive capital raises and investment opportunities
right-arrow Created with Sketch.
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist
(20min delay)
Last
$4.99 		Change
0.030(0.60%) 		Mkt cap ! $56.81B
Open High Low Value Volume
$4.97 $4.99 $4.94 $123.3M 24.82M

Buyers (Bids)

No. Vol. Price($)
2 3696 $4.97
 

Sellers (Offers)

Price($) Vol. No.
$4.99 85492 5
View Market Depth
Last trade - 16.10pm 07/08/2025 (20 minute delay) ?
TLS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.