iiNet was acquired after the FY ended, the financial statements will not provide any insight into this by itself.
~$1.8 billion to reap $200 million free cash flow a year seems like a pretty good price to me.
Why does TPG have to have pricing power all of a sudden? TPG's "pricing power" comes from being the lowest cost provider, along with the most generous in data.
Who says gaining market share is a zero sum game? New businesses and households are created every year.
Your analysis is far too simplistic IMHO.
- Forums
- ASX - By Stock
- TPM
- Optus wants mkt share/price war
Optus wants mkt share/price war, page-50
-
- There are more pages in this discussion • 33 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)