that's the whole box and dice so to speak. Mobile is just 40% ....

that's the whole box and dice so to speak.

Mobile is just 40% . so if the SP fell 7.3% today, that means it applies to 100% of the business.

so basically it means that the mobile section would have to lose 17 % in projected earnings to justify a 7.3% decline in SP.

look, let's get this into perspective. you have a mob called TPG, run by an egotistical billionaire.
now this guy has aspirations of greatness, so he overpays for his spectrum at auction by at least 1 billion.
now this guy is totally perched on Cloud 9, so he decides to announce he is going to develop his own mobile network for another billion, but his network will be at Third World standards anyway and will be operational in 2 years time.

so now he has satisfied his ego, he calls a trading halt, but the vast majority of actual "thinking" shareholders are just waiting to SELL.

ps- it doesn't take much nous to realize that this is a one off opportunity to buy into a share like TLS that at current SP will bear a safe 7.3%FF.

cheers crazypunter