ABB has 300m revenue, almost no infrastructure, so ServeCo will be similar to that from an asset POV.
ABB has market cap of 550m, 1.5x revenue, granted thats mostly a big chunk of expectation of future growth, but its also barely profitable.
So maybe $15b for servco, $4b for towers has been mentioned, Infraco had a book value of $11b under the initial plan in 2018 which is now equivalent to Infraco Fixed and International (probably), so that gets to the $30b market cap Telstra currently has.
But the big benefit will come from improved management due to simplification which gives them focus, and managers will be able to make decisions without looking up so high. Look at what Amaysim did with just focusing on reselling one product, they got a 1m SIOs.
Telstra has been bogged for years, separation is a towtruck.
- Forums
- ASX - By Stock
- TLS
- Ann: Update on Telstra's proposed legal corporate restructure
Ann: Update on Telstra's proposed legal corporate restructure, page-69
-
- There are more pages in this discussion • 31 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.82 |
Change
0.000(0.00%) |
Mkt cap ! $44.13B |
Open | High | Low | Value | Volume |
$3.83 | $3.85 | $3.80 | $81.46M | 21.29M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 337439 | $3.82 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.83 | 404931 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 23544 | 3.820 |
4 | 66997 | 3.810 |
17 | 142756 | 3.800 |
10 | 120187 | 3.790 |
13 | 139168 | 3.780 |
Price($) | Vol. | No. |
---|---|---|
3.830 | 35000 | 2 |
3.840 | 236191 | 19 |
3.850 | 364599 | 53 |
3.860 | 346056 | 45 |
3.870 | 221062 | 28 |
Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
Featured News
TLS (ASX) Chart |