AFR 6.3.23 J. Doyle (Snr Academic Fellow at La trobe Uni) said"NBN’s$31.5 billion write-off last yearis simply the latest issue to rekindle the flames of debate. Most interesting is what it means for the government-owned company’s future saleability, notwithstanding the Albanese government’s plan to retain NBN Co in public ownership for the foreseeable future.
If – or when – privatisation kicks off, the most likely scenario is that Telstra will be first in line. It makes no secret of wanting a seat at that table, and has been progressively splitting its vast portfolio of assets and operations into separate businesses. One of these, InfraCo Fixed, is plainly primed for a full or partial NBN sale.
The larger question is:what it will take to make NBN Co saleable, to Telstra or anyone else?".
Doyle's comments suggest that TLS is planning to sell 49% of InfraCo- & a sale is likely.
Various brokers etc. have stated, in the last 6 months, InfraCo could sell for $12-$17 bn, delvering a huge windfall to TLS. A significant SP rise, IMO, can be expected.
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$4.87 |
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Mkt cap ! $55.61B | |||
| Open | High | Low | Value | Volume |
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