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$8.93 tpg telecom limited

Ann: TPG and VHA Merger of Equals Investor Presentation, page-141

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03/12/18

11:49

Post #: 36728047
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Originally posted by japanfresh: ↑

I'd back Australia's 3rd integrated telco to beat those forecasts, as TPG regularly do.

I believe 5G revenue will beat estimates with greater IoT takeup and out by outcompeting the NBN.

A strong Labor government will write down the carrying value NBNCo during that period providing further an EBITDA windfall to all resellers.

Also add in the special dividend in too.

I hope it was these discussions that spooked the market recently rather than a leak regarding ACCC decision. Strange though how TLS has been pasted too.

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That's all best case scenario. However, I do believe it will play out that way. The federal election can't come soon enough.

TPM Price at posting: $7.37 Sentiment: Buy Disclosure: Held
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