JS,clearly i'm having trouble articulating my point. So look at pands chart,look at the revenue guidance,ebitda guidance and FCF for fy 2020 .Then look at penns guidance for fy 2021 on the same chart.(thats this year) All are down,and the big figure for fy21 is ebitda ie fy 20 penn achieved the low figure in his guidance $7.5b .So he can achieve guidance again he has reduced the low point of ebita guidance for fy21 to $6.5b which i'm sure he will achieve. On those figures i got an approx eps of .135 cents.Recently nabtrabe using a third party forecast same .135 eps. Lets include the FCF . But then as posted due to end of nbn one off payments in 2022 which funds the 3 cents special div ,the 3 cents special div will end 2022.
ps not sure if teoh is religous but i'm sure he is praying tls will get back the nbn,then he can hold hands with the accc again and control tls's nbn pricing with tls having no control.(while teoh grows his extensive fixed network within nbn agreement plus free to roll out business fibre) Even optus is probably praying tls will get back the nbn then they can hold the accc's other hand and cry poor over tls's nbn pricing.
TLS Price at posting:
$2.90 Sentiment: None Disclosure: Not Held
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