My short position getting caned today as TPM (now $10.07) joins the general surge across the ASX. It seems we are in for a strong finish to CY15. In general i feel firms in the telco sector will experience tough competition going fwd. Holders have made a fortune on TPG over past 6 yrs. Can SP keep going? i reckon it will plateau and then slide. All eyes will be on how much detail in the interim outlook statement late Feb '16.
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