TPM 0.00% $8.93 tpg telecom limited

Agree. To all long holders worrying about the share price - keep...

  1. 58 Posts.
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    Agree. To all long holders worrying about the share price - keep calm and keep moving.
    Shorters are good for the market - they help to weed out bad companies (when they get it right) and provide opportunity (when they get it wrong)....Don't forget - shorters have to cover at some point (regardless of whether they get it right or wrong) - long can hold indefinitely....and putting a short on is costly - the borrow is not cheap.... So if TPG keeps churning cash out - the shorts will get squeezed.
    I'm more concerned/interested in the fundamentals - is he going to keep earning solid ebitda margins. At these prices we aren't paying for any growth at all - TPM doesn't need to grow - they just need to maintain earnings
 
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Currently unlisted public company.

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