TLS - Telstra Corporation

[luutzu]

The taxpayer will be funding the upgrade of the NBN, to 5G, so the telco's can charge us more again.Lol
Also 5G will be required for autonomous cars, and we know who will be paying for it, jeez we are a bunch of muppets.
NBN the biggest waste of taxpayer money, in history. lol

The only value Telstra's going to have, is the fibre backbone, in 10 years time.
Just my opinion.

It's only a waste of money 'cause our representatives thought to foot the bill in getting it built, but then offload it once the money starts to roll in.

Certain infrastructure got to be public owned. Things like the internet, telecom, roads, airport... why in the hell would you privatise it if it's not to hand cash out to your friends.

Just drove the folks to the airport the other day. Got back 3 minutes past the parking timeframe and they charge me $19.60.

During peak hours, the traffic to and from Sydney International backs up a mile or two.

 

[sptrawler]

Is 5g going to be adequate at home?

Will everybody at home use there own mobile device or a mobile modem hub

5G has huge bandwidth, the thing is going to be, who will use a PC when the mobile device will out perform it?
Blue tooth keyboard and full size TV screen or a monitor, take your phone with you as your phone, camera, internet and pc, no point in having a massive box in the corner doing nothing.
With regard the mobile modem hub or individual phone plans, will depend on the household I guess.
I think, the only thing coming down the line to the house, will be pay t.v.

 

[sasch]

5G has huge bandwidth, the thing is going to be, who will use a PC when the mobile device will out perform it?
Blue tooth keyboard and full size TV screen or a monitor, take your phone with you as your phone, camera, internet and pc, no point in having a massive box in the corner doing nothing.
With regard the mobile modem hub or individual phone plans, will depend on the household I guess.
I think, the only thing coming down the line to the house, will be pay t.v.

Sptrawler,

I already find my mobile 4G connection faster than my Telstra cable connection most of the time and more reliable (I don't remember ever being not able to access my phone internet). I find it kind of ironic that I used to get 100 Mbps 8 years ago on my connection, and the top NBN speed now being marketed is the 100 plan, lol.

My original connection has deteriorated over the years, and Netflix was the final nail in the coffin, so to speak.

There is no incentive to switch over to NBN, and that is a worry. The minimum speed for a new network should be 1000 Mbps. I will take the convenience of 5G over cable any day. There has to be a payoff for using a wired service, such as much faster speed. But, this does not look like it is happening anytime soon.

This is vital future infrastructure for Australia, yet it seems we want to focus on digging stuff out of the ground and putting up houses/apartments.

 

[sptrawler]

Sptrawler,

I already find my mobile 4G connection faster than my Telstra cable connection most of the time and more reliable (I don't remember ever being not able to access my phone internet). I find it kind of ironic that I used to get 100 Mbps 8 years ago on my connection, and the top NBN speed now being marketed is the 100 plan, lol.
.

Hi sasch, the problem with 4G is the bandwidth is too narrow, therefore the more that get on it the more it bogs down.
That is where 5G is a massive step forward, the bandwidth is huge, so congestion isn't an issue. The data handling capability, will apparently be able to handle autonomous car and consumer data concurrently, which will mean the NBN will be left for fixed appliance feed.
Well that's my understanding.

 

[sptrawler]

Just read up on the Telstra dividend, it is 5c with a 3c special dividend, doesn't bode well for the underlying share price.

https://exchange.telstra.com.au/2019-half-year-financial-results/

 

[kahuna1]

Howdy,

Out come the analysts reports, valuation is #2.80-2.90 from the ones I got. Share price has stopped for now going down !! Amazing what they are thinking when the head of TLS came out and in the AFR is saying they make NOTHING from reselling NBN plans. Not any motivation to sell them and even worse, the whole bunch is in the same place, selling NBN for no or little margins. As such, of course they are asking for a price rise so they can eat !!

On one hand if it occurs, the price rise, some profits, on the other not good for competition overall as it will make those with their own networks worth MORE. So I suppose I understand why TLS has stopped dropping for now, but its a bloody long way from any rise and a political nightmare already the whole NBN. Basically don't expect the price to rise any time soon as its a political football and we have an election coming.

Basically heads they loose tails they loose for the NBN and TLS the stupid hope of some price rise that NEVER EVER is going to occur until late 2019 if ever, is not a good risk.

Cheers
Mark K

 

[sptrawler]

Basically heads they loose tails they loose for the NBN and TLS the stupid hope of some price rise that NEVER EVER is going to occur until late 2019 if ever, is not a good risk.

The light at the end of the tunnel IMO is, eventually autonomous vehicles will arrive. They will use a lot of data, which will have to be delivered wirelessly, someone will have to pay for that data.
But that is a long, long, long way off and a lot of capital has to be spent, on data transmission infrastructure.
The whole telco industry, is a money pit and it is difficult to keep up with technology, while keeping prices down.
I have no idea, what is holding Telstra's price up.

 

[peter2]

The TLS price chart is starting to look a little bullish. Price is close to a clear resistance level (3.30) and it's not far away from making a new yearly high.

 

[$20shoes]

Yeah, it came up on a scan for me this weekend, Peter. I think I'll be in with a nibble if it continues on its merry way.

 

[Boggo]

The TLS price chart is starting to look a little bullish. Price is close to a clear resistance level (3.30) and it's not far away from making a new yearly high.

Yeah, it came up on a scan for me this weekend, Peter. I think I'll be in with a nibble if it continues on its merry way.

It's only Wednesday data on a weekly chart but it's still saying "look at me" on my scan.

(click to expand)

 

[Ann]

TLS listed on Monday November 17th 1997 the initial price was $3.30 today it closed at $3.26.

 

[sptrawler]

The funny thing was the opposition of the day, said T1 was sold too cheap, to the Governments mates and rich individuals.
So the second installment went for $7.40, that proved to be a laugh, so T3 was floated back at T1 prices.
Just shows what can be done, when a lot of false news, is thrown around.

 

[Smurf1976]

TLS listed on Monday November 17th 1997 the initial price was $3.30 today it closed at $3.26

I ponder whether we could now be seeing a double bottom on the long term chart?

Bottoms at a similar level in 2010 and 2018 so looks possible.

 

[Ann]

I ponder whether we could now be seeing a double bottom on the long term chart?

Bottoms at a similar level in 2010 and 2018 so looks possible.

I have been watching for this Smurf however there is an overhead resistance line at $3.30 which it needs to overcome first. Then we have a falling long term overhead resistance which is around the $3.70ish level depending on how the price travels. In other words technically there is a lot of headwind for TLS.

 

[Ann]

The $3.30 resistance line seems to have given TLS a bit of trouble, it still seems to be a (weakening) resistance line. It needs to push above this to get it out of a sideways range coming from March 2018.

 

[Boggo]

Constantly saying "look at moi" on my weekly system (weekly data on last bar not complete yet).

(click to expand x 2)

 

[peter2]

Every time I mention that the TLS chart looks bullish to a friend who was a Telstra employee for a long time, he tells me to take a BEX and lie down. BEX powder was banned in 1977 so that tells you we're both getting on. He can't see anything positive in Telstra's future other than 5G, but I like the chart.

 

[Boggo]

Every time I mention that the TLS chart looks bullish to a friend who was a Telstra employee for a long time, he tells me to take a BEX and lie down. BEX powder was banned in 1977 so that tells you we're both getting on. He can't see anything positive in Telstra's future other than 5G, but I like the chart.

Yes, its a stock that I gotten sick of hearing about, great yield etc etc over the years.
I have a list of what I think are better stocks for my SMSF but I couldn't resist a few TLS instalment warrants in my trading account

 

[Ann]

Every time I mention that the TLS chart looks bullish to a friend who was a Telstra employee for a long time, he tells me to take a BEX and lie down. BEX powder was banned in 1977 so that tells you we're both getting on. He can't see anything positive in Telstra's future other than 5G, but I like the chart.

I bet he isn't a chartist Peter!

The $3.30 resistance line seems to have given TLS a bit of trouble, it still seems to be a (weakening) resistance line. It needs to push above this to get it out of a sideways range coming from March 2018.

....and I reckon it may have done it, look at the energy as it crosses that $3.30 line!

 

[kahuna1]

My view,

as to value of TLS well below $3- even with TPG pulling out of its proposed mobile network, even with NBN sucking as to any profit for TLS, the market, in its wisdom, loves it !!

Glad to be wrong, but nothing has changed to alter its outlook and if anything, Labor and its record with NBN will not make the next few years easy o Telcos let alone TLS.

But for now, sit ... wait and be disciplined.