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zadah

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01/07/17

12:12

Post #: 25605738
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Originally posted by Cyph ↑

I think a lot of people do the analysis for TPG's mobile customers as steadily acquiring X amount per month. It doesn't look pretty and the scepticism around the profitability of the investment is probably warranted when you look at it that way.

But, I think the reality is that the number of people onto Tpg's network is likely to come swiftly in one big chunk - there's a point where Vodafone just wave the white flag.

TPG have ramped up on mobile advertising and they are now running it like they have with their ADSL advertising - bill boards, on buses, etc. I assume they're going to do this and try to build up to 1-2 million customers while they're deploying the network. Just slowly chip away at converting Vodafone customers and get the customer base to the point where mobile is break-even. That way they can play hard ball when it comes to negotiations with Vodafone.

I am expecting to see a significant turnaround in mobile customers when they release full year results and presentation. Mobile customers have been declining, but I believe this is the reversal point.

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Cyph i think your dreaming .Voda and Hutch have more money than Tpg can dream of .
NBN will trim Tpg .Tls .Voc..to a extent that it is just viable to continue .
Tls will not share coverage with Tpg .what for to cut its own throat for pittance from Tpg .
Imho.Tpg will beg Voda for a merger.during Voc and Vha negotiations
Ears to the ground Vha says no to Tpg for Voc just might merg with Vha. Then its nighty night Tpg ..

TPM Price at posting: $5.70 Sentiment: Sell Disclosure: Not Held
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0 Great analysis

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Motley Fool's Article, page-7

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