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.
AFR 6.3.23 J. Doyle (Snr Academic Fellow at La trobe Uni)...
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$4.95 |
Change
-0.020(0.40%) |
Mkt cap ! $56.29B | |||
| Open | High | Low | Value | Volume |
| $4.96 | $4.97 | $4.93 | $50.73M | 10.25M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 39 | 237877 | $4.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.95 | 236534 | 60 |
View Market Depth
| Last trade - 11.48am 01/08/2025 (20 minute delay) ? |
| TLS (ASX) Chart |