Story in the AFR about mobile margins re optus, speculated Telstra margins could reduce to 30% (from 43)
http://www.copyright link/brand/cha...st-change-its-operating-model-20180517-h107d8
Doing some numbers on that;
With Mobile Revenue of 10102m in FY17, a reduction in EBITDA margin of 13% is $1313m, reduced by 30% for tax not paid gives $919m, or 7.7 cents per share.
If earnings reduce by 7.7 cps that probably equates to 70c of the SP.
Its hard to differentiate that from other issues effecting recent SP movements though, so its hard for me to speculate on what might be a good price target just based on that (i still get confused about the NBN payments)
Keep in mind, that drop of mobile margins to 30% is just speculation (by AFR) as well.
Where to now for long term investors of Telstra, page-3084
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