AYS amaysim australia limited

Ann: AGL: Enters binding agreement to acquire Click Energy Group, page-5

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    Actually The Australian reported already on September 11th, 2018 that Peter O’Connell was removing costs from the business to ready the company for a sale and that Optus had sounded out Amaysim for a possible takeover. But as the underdog in the market with just 5.4m subscribers (see below chart) TPG urgently needs subscribers to increase utilization levels of its network, by this unlock economies of scale and fund the 5G roll out. That is why I bet that TPG will also have a close look at AYS, especially as this is the largest available customer base available and the only alternative to gain market share - beat down prices - would come at a much higher expense than a takeover. In this context I recommend this recent article: https://www.copyright link/companies/telecommunications/how-the-new-look-tpg-could-transform-the-mobile-market-20200703-p558nh
    So I would not be surprised if we see a little takeover battle in the coming weeks that takes us in the region of $1.20-1.50.

    https://hotcopper.com.au/data/attachments/2427/2427945-95d6776d37fd64d060a14ed717dbf4da.jpg
 
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