TPM tpg telecom limited

Latest TPG updates, page-143

  1. 438 Posts.
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    I think what your saying is wishful thinking.
    Where is the margin for tpm?
    Nbn is killing tpm broadband margin so no growth. In fact shrinking margins.
    A inferior mobile network and once people realise the network is crap and not much cheaper than the compition Singapore and Australia They will struggle to return to tpm.
    Hence your eg: floptus, Vodafail
    So the wishful thinking of mobile waffer thin margins does not materialise.
    Where is profit??
    You can have all the fibre in the world but no margin.no profit= Crash bust or a cheap
    takeover target
    Theo will be $$$ fine shareholder get paid last if at all.
    Optus and Vodafone have been where tpm is about to travel the inferior network zone.
    both have returned in coverage strength. More avenues of$$ return hence look at the numbers. ++. All at tpm expense
    Optus, Vodafone and Tls will force Tpm to the brink of collapse.
    ACCC cannot donate or finance Tpm loss making venture. It just compition.

    Vodafone is hovering in the best position and will buy Tpm at fire sale prices or merge at Vodafones selected conditions.
    Due to Tls, Optus will not be allowed to.
    Both eyes open. Happy punting
 
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