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TPG to kill Vodaphone, page-14

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Old Engineer

4,868 Posts.

243

18/04/17

11:09

Post #: 24109800
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Originally posted by APJAPJ ↑

but what an amazing set of assets for the current market cap.

considering almost 60% of the registry is owned by two owners... and I am assuming another 10% held by long term believers... that only leaves 30% free float.

with the benefits of a large amount of the share capital in long term ownership... (ie not accountable for share price returns - but brutally focussed on generating cash flow to pay the owners steady dividends) ... DT is free to take long term bets which more likely than not will pay off.

if owners come to grips with this... they will realise that TPG is a long -long-long term dividend play - and hopefully this gets priced at around the 8% dividend mark...

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I suspect the two major shareholders see TPM as a long term expansion play. Not that I have any problem with that.

TPM Price at posting: $5.42 Sentiment: Hold Disclosure: Held
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