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$8.93 tpg telecom limited

Ann: TPG acknowledges ACCC decision, page-97

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m77

1,195 Posts.

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21/05/19

10:27

Post #: 38664318
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Originally posted by fugazied: ↑

Well it means that NBNCO will continue squeezing profits from telco, so TPG's fixed line profit will continue declining. Without a write down, it is bad news for fixed line in this country. It also means that Telstra/NBNCO will continue to be protected by the Sims/ACCC (he won't be fired).

It also means NBNCO will continue rolling out its garbage FTTN network. That means 5G will be more of a cash cow for Telstra and Optus (but not for TPG/Voda because we'll be in court for 12-18 months).

Its all bad news for the sector and for TPG, but I think most of it has been priced in already. Labor would have been better news for TPG holders imo.

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All these could be an example in the courts in favour of the merger; better late than never, .

TPM Price at posting: $6.22 Sentiment: Hold Disclosure: Held
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