Which telco to back – Telstra, TPG or Vocus?
I featured in this week’s Livewire Buy Hold Sell to discuss the telco sector being under immense pressure due to structural issues and fierce competition. Watch the 5-minute video clip below.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
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GB
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How about Amaysim [ASX: AYS]? 1 million customers and growing.
Should be a takeover target for all 3 of the above in the short to medium term.
JOE
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More bombs than Darwin 1942? An interesting analogy to use to open the segment…