Despite my ongoing grievances with TPG and IInets customer service I see value here. A waiting game for us while funds reduce their position helped by large shorting.
Long term I believe the number two telco will be viewed as an infrastructure stock like an airport or utility. Uncertainty remains but value is there. The move into Singapore will be interesting but will not break TPM if it goes sour as the startup investment is manageable.
TPM Price at posting:
$6.78 Sentiment: Buy Disclosure: Held
