Australian (ASX) Stock Market Forum

TLS - Telstra Corporation

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sptrawler said:
Yes that was the weirdest stock movement in years, someone is pushing the price up, possible re gearing of institutions?
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I would've thought any price movement yesterday would have been largely in reaction to the annual report that came out before the market opened?
 
My take - more like :2twocents - on Telstra (financially speaking) is pretty well summed up as simply:

Profitable and stable, but devoid of any growth.

It has consistently rated as a 'cheap' stock for me, but the chart has been undesirable, making it a very middle-of-the-road idea; not particularly good and not particularly bad.
 
systematic said:
My take - more like :2twocents - on Telstra (financially speaking) is pretty well summed up as simply:

Profitable and stable, but devoid of any growth.

It has consistently rated as a 'cheap' stock for me, but the chart has been undesirable, making it a very middle-of-the-road idea; not particularly good and not particularly bad.
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I guess that depends on what the person paid for them.
 
Talking to a guy who plays the markets (trend follower) at work yesterday and hes like TPG, its TPG that you want, they will do this and do that, and im like so what will TPG look like in 10 or 15 years time, what are they tiring to be? well they would want to look like Telstra, TPG's measure of success will be how many customers they can take away from Telstra by providing pretty much what Telstra already provides.

I think its a pretty silly argument, Telstra is king and will always be King, Telstra pays the dividend that TPG cannot because they have the cash and its the cash that will keep them way out in front with 5G, TPG has many hurdles to jump that Telstra simply dose not.
 
If 5G does develop strong commercial demand perhaps being cashed up and ready to pull the trigger quickly will be an advantage. Commercial will require the "quality" network with best coverage and will pay a premium for the quality. If TLS can be the first to own such a network and keep the rate of expansion quick enough perhaps there will a big enough first mover advantage to justify a quick roll out
 
fiftyeight said:
If 5G does develop strong commercial demand perhaps being cashed up and ready to pull the trigger quickly will be an advantage. Commercial will require the "quality" network with best coverage and will pay a premium for the quality. If TLS can be the first to own such a network and keep the rate of expansion quick enough perhaps there will a big enough first mover advantage to justify a quick roll out
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I agree, if 5G does what they are purporting it can do, it will take wireless to a whole new level.
But it really is in its infancy, so it will take time before technology catches up with the 5G capability.
Telstra will have a huge advantage with its tower network coverage, but will Telstra's earnings maintain until 5G starts paying a dividend?
My guess is the dividend will drop, the price will drop, then there will be a long slow growth.
However if I got a $ for everytime I was wrong, I would be rich.:roflmao:
 
So_Cynical said:
Talking to a guy who plays the markets (trend follower) at work yesterday and hes like TPG, its TPG that you want, they will do this and do that, and im like so what will TPG look like in 10 or 15 years time, what are they tiring to be? well they would want to look like Telstra, TPG's measure of success will be how many customers they can take away from Telstra by providing pretty much what Telstra already provides.

I think its a pretty silly argument, Telstra is king and will always be King, Telstra pays the dividend that TPG cannot because they have the cash and its the cash that will keep them way out in front with 5G, TPG has many hurdles to jump that Telstra simply dose not.
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Is TPG set to float? I've been under a rock with Telco's sorry. Hoping to catchup here...
 
brisrocket said:
Is TPG set to float? I've been under a rock with Telco's sorry. Hoping to catchup here...
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Motley float (though I have little faith on them) has declared TPM as a SELL. They have been nagging on a buy but after the result published, they raised a white flag. To me, it is a really bad signal.
DYOR. Do not hold TPM but do hold TLS bought at a very low price when others were selling.
If I am not wrong one thing I believe why TLS can not fail like ABC child care or Lehman brothers -
Financial institutions hold TLS to a great extent and so probably Federal Government through their super funds etc.
So forget financial cals, for the sake of vote and colossal damages those big guns will keep the sheep saved from sinking.
 
So_Cynical said:
Telstra way out in front having about 1.9 million active NBN connections, TPG second with 800K, Optus 500K and Vocus 300K, so Telstra with easily more than the other big 3 combined.

https://www.itnews.com.au/news/telstra-towers-over-rivals-in-war-for-nbn-power-512746
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Being a Telstra holder and customer I am happy but as a holder of SOL, I know the share price tumble on TPM will heavily impact SOL performance. The annual report has already showed some of it for SOL and many more to come. Opportunity to buy moment for SOL for sure.
On VOC, the Chairman Bob Mansfield of ex Optus and MacDonald fame bought $200,000 worth of shares.
 
Darc Knight said:
"Telstra chairman John Mullen has warned shareholders that the telco's net profit is expected to be cut in half after the National Broadband Network is fully rolled out."

https://www.abc.net.au/radio/progra...-to-be-halved-after-full-nbn-rollout/10382502
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That is a great pick up Darc Knight, jeez if that hits mainstream news the poo will hit the fan.

Luckily they are pre occupied with the Wentworth by election.:roflmao:

If you read back through the thread, the underlying issue always brought to the fore, was where is revenue and growth going to come from.
Why Telstra executives get paid at all is beyond me, all they have done is steer dead ahead into the abyss.
No imagination, no lateral thinking, no hope.
 
One would hope TLS gets pro-active in the area of aerodynamic RF transmissions. All 5G's of it.
 
IMO the only long term hope will be if TLS gets 5g up and exceeds expectations or it buys some or all of NBN off the govt to protect its income.
 
5G is not going to save TLS. However bad the NBN rollout has been, imagine the disaster that would ensure if TLS bought it from the Government.
 
galumay said:
5G is not going to save TLS. However bad the NBN rollout has been, imagine the disaster that would ensure if TLS bought it from the Government.
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I'm working at Telstra at the moment, on the transformation component of T22.

To be completely honest, I think they need a miracle to save them. The workforce is heavily unionized, and they're changing software delivery methodology at the same time as imposing unrealistic delivery time-frames given the current state of play.
I could be wrong, but that's how I see things right now.
 
Looks like the workers wont be the only ones sweating their jobs this year.
T22 might be too late. "T19" will need to show verrry good progress.

From their results announcement today....

4: Remuneration Report The following non-binding resolution was decided on a Poll and the resolution did not pass.
“That the Remuneration Report for the year ended 30 June 2018 be adopted”. For* 38.02% Against 61.98%
As more than 25% of the votes were cast against this resolution, this constitutes a first strike for the purposes of the Corporations Act 2001 (Cth).
 

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