I guess this can be described as a positive post. Watched a interview with Rodger Montgomery regarding restructure,I have some time for his opinion and he feels there is further upside for tls sp. He referenced towerco that tls had it on its books at approx $280m and he felt once split off due to revenues its value should be more like $4 to $5 billion. Thats fine. But benson was left hanging why he didn't mention servco.? He mentioned infraco,but not servco,then imo only he appeared to get a little confused re seacables and imo only his comments re buying back nbn infrastructure when the relevant statement should have been buying back the nbn lease and taking back the nbn employees etc.. But bottom line he believes there is more upside.
TLS Price at posting:
$3.30 Sentiment: Sell Disclosure: Not Held
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