TPM tpg telecom limited

Bullish View on TPG, page-6

  1. 521 Posts.
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    I am long TPM. But I would have to disagree that it is dramatically undervalued. It certainly is better value now than at $13. But still well above its intrinsic value of around $4. So yes it is fair value now looking at its forward growth. But certainly not a bargain.
 
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