NBN market share... roll out has not been in TPG core regions
TPG NBN GPM... I have read the same reports... howeve to date no effect
TPG BB margin has moved from 41-40% during the period FY15-1H17 with NBN % of total BB increasing from 2-19% of their subscribers ... nill effect to date
iinet BB margin moved from 27% - 29% during the periof FY15-1H17 with NBN % of toal BB increasing from 8-22% of their subscribers ... nill effect to date
Fed Levy.... speculative
Remaining... The outcome of the mobile venture will not be known for some time... so any comments are speculative... the points for guidance
TPG have been successful with acquisitions and ventures
TPG have reported as per their guidance's
Mr Teoh and W.H.P.S have major holdings and have increased their stakes
Mobile/data market is growing
In summary lots of numbers get thrown about and speculation however the results give the answers and TPG have shown no effects of NBN... In addition they have been successful with all their strategies...
VOC Price at posting:
$2.37 Sentiment: Hold Disclosure: Not Held
