A quick question, with the financial results that Telstra produced, what about them would encourage you to hold or indeed buy?
From my perspective, I would rather wait and see how much traction 5G gets and what new technologies come from it, before committing. An increase in mobile phone connections and a decrease in income, isn't a great signal.
Also a 5c dividend on a 60% income pay out ratio, does bode well, when they have conceded the income will drop next year. Maybe I'm missing something, but I can't fathom where the blue sky value is, can someone help?
Just my opinion.
Yes I think it is about time, for me to jump ship, again.
Maybe I'm missing something, but I can't fathom where the blue sky value is, can someone help?.
Maybe I'm missing something, but I can't fathom where the blue sky value is, can someone help?
I would deal with at least one major stuff up with NBN provisioning by them every week
Which goes back to the underlying NPAT and the sustainable dividend payout ratio, which I mentioned.Not bright blue sky, very little bright blue sky for almost anything at the moment, after all's done TLS will be a very simple big business with
a simple offering dominating a must have market, everyone has a mobile and the infrastructure required to operate the network is a moat of sorts.
IF 5G proves to be the massive leap forward, as the gurus say, Telstra will be in the box seat.Not much to be honest, there was nothing surprising or new in there. (From the small pieces I have read, I dont follow TLS closely...yet) Which why I was curious as to what was in there has made you want to jump ship again?
One thing I have started to ponder, 'IF' 5G is a 'national strategic asset ' maybe Telstra will get some kind overly generous conditions/funding/deal/protection to roll out it out
I thought the NBN contractors do all the provisioning - is Telstra an NBN contractor?
IF 5G proves to be the massive leap forward, as the gurus say,
That is where the nodes come into play, as relay transmitters in populated areas, apparently.5G needs a tower within 200m.
I don't see how this will be practical in the country.
That proved to be a good move Boggo, TLS have been on the slide ever since and IMO they have a long way to go.I'm out, gave back part of the profit from last trade.
...
It is a big gamble that they probably had to take, time will tell if it puts a brake on the slow slide to the pack.
Just my opinion. I don't hold.
Things still aren't looking rosy with Telstra $2.1b net profit after tax (down 39%), $1.9b dividend sounds like a 90% payout ratio, which in a capital intensive company is unsustainable. IMO
It has been ranging around your predicted price, so you could be right, they will still have to strip out a lot of costs to maintain the dividend around this level.Next few days should show if this is already priced in to the last few months, I'm tending to think it is ?
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