I think it is similar to what you have there except there is a...

First 13 Last

Share
Profile

Follow
petercschung

95 Posts.

20/04/17

14:25

Post #: 24169581
Share

Originally posted by Galba ↑

Is there a more recent Morningstar note? I was a subscriber last year but don't have any info now.

The one I have is from YMW Issue 41 - 20/10/16 and had TEN as a buy below $0.75 with fair value at $1.50, but that is probably well outdated.

DDay is next week. I'm a believer that it is oversold, but have this niggling feeling they will make the business appear worse than it is before to get media reform back on the agenda for the next parliamrnetary sitting, in addition to possibly cutting the fees in the May budget.

I stopped back out again at 55, and think the odds of a bounce here are getting better and better. Not for the faint hearted, but the upside risks are enormous as I still think TEN despite the headlines are in a much better position than they would have people believe. I guess we await the HY results next week. GL to those long

Expand

Originally posted by Galba ↑

Is there a more recent Morningstar note? I was a subscriber last year but don't have any info now.

The one I have is from YMW Issue 41 - 20/10/16 and had TEN as a buy below $0.75 with fair value at $1.50, but that is probably well outdated.

DDay is next week. I'm a believer that it is oversold, but have this niggling feeling they will make the business appear worse than it is before to get media reform back on the agenda for the next parliamrnetary sitting, in addition to possibly cutting the fees in the May budget.

I stopped back out again at 55, and think the odds of a bounce here are getting better and better. Not for the faint hearted, but the upside risks are enormous as I still think TEN despite the headlines are in a much better position than they would have people believe. I guess we await the HY results next week. GL to those long

Expand

I think it is similar to what you have there except there is a Fair value adjustment to $1.20 per share. Very high uncertainty. Buy at 60C.

TEN Price at posting: 49.3¢ Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

RSG

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

ADD

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

There are more pages in this discussion • 1 more message in this thread...

First 13 Last

Add TEN (ASX) to my watchlist

I think it is similar to what you have there except there is a...

Top Stories

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up