Thanks bug1
Yes that is the exact argument in the mkt
I believe penn has to cut harder to protect margin. He hasn’t adjust the cost base to the revenue per user adjustment. We could all see it happening
I am big buyer as I honestly believe competition is at peak levels now.
I believe the margin compression and revenue per user has bottomed
Mkt will realise tpg offering poor
Vodafone can not discount further given huge debt holding... company just cashflow positive
Optus now talking tough on tpg and giving no indication they are prepared to cut further
They plan to cut costs but reading the Optus results I recon they are done cutting prices
Penn needs to cut hard in costs
Thanks bug1 Yes that is the exact argument in the mkt I believe...
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Last
$4.03 |
Change
0.010(0.25%) |
Mkt cap ! $46.56B | |||
| Open | High | Low | Value | Volume |
| $4.01 | $4.03 | $3.99 | $79.49M | 19.78M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 124824 | $4.01 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.03 | 70445 | 3 |
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| Last trade - 16.10pm 18/09/2024 (20 minute delay) ? |
| TLS (ASX) Chart |