TPM 0.00% $8.93 tpg telecom limited

I disagree with most of the analysts on this one, page-34

  1. 1,753 Posts.
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    We should hear the results of the 700 MHz auction next week.

    If Teoh can pull a rabbit out of the hat and successfully cross into the mobile arena I'll hold this one for life.

    Looking around the place through during my commute in the city today I could not believe how obsessed we are with our mobiles. Two out of three people wandering around heads buried into their phones.

    TPG have enormous infrastructure which is necessary for mobile networks, they need towers and they are done. Some kind of strategic deal with Voda (well, a larger one than they currently have) would not surprise me.
    Last edited by lordearl: 30/03/17
 
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Currently unlisted public company.

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