Forum Topics TPM TPM TPG Telecom Ltd General Discussion
Advent
Added 8 years ago

Telecom or Telstra which company would be better for a pf (?)

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Strawman
Added 8 years ago

One a growth play, the other a deep value play. Pros and cons for both.. (sorry, not very helpful). I hold neither

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Tanguini
Added 8 years ago

Query about the valuation... what is the timeframe around member's valuations. Is Strawman's valuation of $5.90, for example, a forecast for the next 12 months? Or next 5 years? Or is it an estimate of where it should currently be valued at this point in time, and hence not a forecast?

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Strawman
Added 8 years ago

Sorry for the slow response Tanguini -- still refining the forums alerts functionality. The valuation is intended to be what price an investor thinks is "fair". That is, one that will allow for an acceptable return if purchased at that price. So it's how the investor values it now, but will inherently be based on some forecasts (be that future market multiples, cash flows, sales etc)

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