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21.0¢ amaysim australia limited

I think the clue might be in the fact that NBN and Telco...

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ExcellentArt

84 Posts.

9

07/03/18

14:15

Post #: 31591234
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Originally posted by goosmurf ↑

And Optus are now doing unlimited starting at $60/mo, dropping to $40/mo for your 3rd SIM. https://www.ozbargain.com.au/node/364771

Granted there are some conditions/limitations on the actual usage but if overseas markets are anything to go by, the entire market will inevitably be unlimited and fighting on price. It is a race to the bottom.

Bringing this back to AYS, IMHO friendlydwarves nailed it earlier -- the issue for Amaysim is what is it's backstop valuation?

One can look to the future based on the cross-selling opportunities but the reality is their core business is being demolished right now so if the cross-sell margin doesn't eventuate how much is AYS worth?

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I think the clue might be in the fact that NBN and Telco wholesale prices are coming down in tandem with retail prices, and yes the cross sell/synergies for telecommunication companies in the electricity distribution industry are very good.
With Investmentaktiengesellschaft racing to the 20% holding mark, it might be that AYS were undervalued after the recent SP slide.

disallowed/business/companies/why-y...-selling-you-electricity-20180227-p4z1vx.html

AYS Price at posting: $1.34 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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