TPM 0.00% $8.93 tpg telecom limited

Ann: Australian mobile network rollout update, page-33

  1. 3,154 Posts.
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    If the merger is blocked, the entire sector will be trashed once more.  Players in a struggling sector with pressure from the government-owned player and decreasing margins can't be expected to roll out new mobile networks. 

    The ROI just isn't there in a country with 25 million people imo.  Telstra is still dominant, and the best way to challenge that is 3 strong players -- not 2 strong and 2 weak ones.  Edit: also, I think you jumped the gun on selling.  This will probably go high $7 or even low $8 again by March.
    Last edited by fugazied: 29/01/19
 
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