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21.0¢ amaysim australia limited

The general advice I get from my stock advisor newsletter...

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whartanto

358 Posts.

6

25/09/18

10:38

Post #: 35820230
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Originally posted by MikeVallender ↑

I am sensing rationalisation in the Oz Telco space, had a few bucks in a cash account and picked up some of these.

With statutory net revenue of $577.6m, statutory EBITDA of $37.6m and underlying EBITDA of $47.8m. They look stable but a little small to survive the long run.

I did well on TPG, still crying over Vocus a bit, however, they could get picked up at some stage. I keep picking up Telstra shares when they get cheap, no complaints about their returns over the past decade.

Does anyone else follow these guys or the Telco stocks in general?

Cheers

Mike

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The general advice I get from my stock advisor newsletter (Intelligent Investor) is to hold TPM, sell AYS, sell TLS, sell Vocus. i.e. the industry is in general bleeding badly from NBN and mobile wars.

AYS Price at posting: 97.5¢ Sentiment: Hold Disclosure: Held
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