TLS - Telstra Corporation

[Sean K]

Long term investors might be interested in TLS's current situation. Big rounded bottom appearing and approaching resistcne at $4.00 again. A break through here would be a breakout I reckon. MACD looking very good, about to cross signal line on way up.

(holding - too many! )

 

[Dutchy3]

Quick and dirty reaction back to 4.00ish has seen the JAN 3.94 CALLS improve nicely ... sold down 30% of my position on the close Friday. 4.00 could still prove resistance at this point.

 

[Sean K]

Quick and dirty reaction back to 4.00ish has seen the JAN 3.94 CALLS improve nicely ... sold down 30% of my position on the close Friday. 4.00 could still prove resistance at this point.

No where near confirmed but broken through this am, trading $4.04. This happened a couple of months ago and was quickly shot down, so I'm not getting too excited. Still like the rounded bottom and if it can hold above this, high end technical traders will be jumping all over it.

 

[Ken]

T3 share price.

Any one taken their profits..?

I said to myself go long term on them...

They are almost 5 grand up for me....

Could the T3 installments get to $3?

I thought $2.50 was high....

I can really see them dropping in the ass still......

If they are $2.70 by friday i am taking the profits and running.

 

[Sean K]

Holding above $4.00.

Could it be the start of the recovery of the telco beheamoth? Probably not, but I'd like to look back at this time and say 'hey - that was it!!!!!!'

Technically it's looking good.

 

[Dutchy3]

Hi kennas

I refer your previous post re Rounding Bottom ... totally agree. I've just closed out a bought JAN 07 3.94 CALL position that I entered some weeks ago and expect that TLS will deliver many such opportunities over the next 12 -18 months. Of all the decent option stocks this one is the most predictable at the moment ...

 

[Sean K]

Has held above $4.00 and hopefully that's the last we see of a number 3 in front of the sp......

Next resistance on the upside at $4.50 and lots of noise between there and Kipps note on his avatar. Is that ramping kipp?? he he It's going to take some good news and market conditions to find it's way through there I reckon. Looks like a pretty safe play short term to me. Maybe Phil Burgess can talk his mum into buying some and we'll be ok. When she gets on we know it's going alright!

 

[wavepicker]

Has held above $4.00 and hopefully that's the last we see of a number 3 in front of the sp......

Next resistance on the upside at $4.50 and lots of noise between there and Kipps note on his avatar. Is that ramping kipp?? he he It's going to take some good news and market conditions to find it's way through there I reckon. Looks like a pretty safe play short term to me. Maybe Phil Burgess can talk his mum into buying some and we'll be ok. When she gets on we know it's going alright!

Share you sentiments kennas. Was bullish this stock 4-6 months ago and trading it numerous long and short as it was base building. I remember opinion poles in the newspapers with regard to this stock and 90% of respondents said they would not buy T3, not to mention the negativity in the mainstream media. Just the sort of pessimism seen at bottoms.

Although long term bullish this stock, I would expect it to continue to base build in the coming months and retest the lows, but not make new lows and have thus sold out my position. Will look at buying on the dips.

Cheers

 

[Ken]

T3 installments are expected to be one of the best performing blue chip stocks according to the smart investor magazine.

i suppose big dividends would already account for the most of that profit.

if telstra gets to $4.50, what will the T3 installments be... around $2.90?

 

[Sean K]

TLS has just started to break out of a sideways consolidation period after breaking through $4.00 and out of the long term downward trend. Next resistance at $4.50 where I expect it to pause.

 

[Sean K]

For those following TLS, it's been a pleasing ride since bottoming out and then watching it unfold as expected.

Has definately broken that short term resistance at $4.15 ish.

Still not breaking BB on the upside so hasn't run to hard in that department, but Stochastics say it has. For the 'rounded' bottom to continue up to the final target of $5.00, it probably needs a few days of consolidation which I expect to occur around resistance at $4.50......

Going to plan so far, but of course the whole market has been going great so not sure if this is responding to it's own revaluation, or just following the market........

Chart update.

(holding)

 

[nomore4s]

Big day for TLS, especially TLSCA. Could be pushing that $4.50 shortly

 

[Sean K]

Yeah, one of the biggest single day gains for some time. Encouraging for long term holders. I bought T2 and then kept averaging down - all the way down! I think my average price is $5.00 so I've got a bit to go....luckily my girlfirend used to work for Telstra and she got a whole bunch of T1 which are now in my name consolidated with the rest so it's looking ok now. I'm still not confident in this being a start performer down the track. Looking for an exit, especially if it gets back to my $5 mark. All the best!

 

[nomore4s]

I only got in on T3 so I'm looking very good at the moment. I'm not sure of the long term prospects either. Am weighing up whether to wait for the dividend or not, if price keeps pushing up to over $3.00 may just take the profits and run.

 

[ROE]

I only got in on T3 so I'm looking very good at the moment. I'm not sure of the long term prospects either. Am weighing up whether to wait for the dividend or not, if price keeps pushing up to over $3.00 may just take the profits and run.

I take the the profit and run on T3.. nearly 50% gain, once the dividend is paid and people exercise their warrants and take profit this dog will go back to the Zoo .. their earning trend has steadily going downward so there is no justification for this stock to shoot for the star.

Judgment day will be 15 Feb on 1st quarter result to see if they make any in road into the next G stuff if it look bad this dog could be in for another long hard year.

I say keep dancing with T3 but stay close to the exit..and when you spot the first sight of downward movement I head for the exit.

I exit a little bit short at $2.65 and for a moment there it going to $2.60 and I said beauty this dog could head back down further and I can pick it up again to make a quick buck but I was wrong, still pocket 33% so I'm not complaining.

 

[Ken]

What should T3 shares realistically be priced at?

I am thinking of selling up as telecommunications stocks have had a good run and believe market is due for a correction in these sorts of stocks.

On the other hand the government will be getting a heap back in tax.... so I dont know whats worth doing...

Hold long long term...

or take profits...

 

[louie]

Financial bloke from Com Sec said today, analysts expect good results from Telstra at their February meeting next month, hence reason for the price hike.

There must be more to it than what we all know.

 

[TheRage]

Financial bloke from Com Sec said today, analysts expect good results from Telstra at their February meeting next month, hence reason for the price hike.

There must be more to it than what we all know.

Fundamentally speaking how could earnings improve so suddenly on this dog of a stock. The companies margins are still the same unless line rentals have gone up with out me knowing. Sales are probably roughly equivalent but perhaps a little higher due to the bigpond division. The only real area for improvement would come from a restructuring and cost cutting. While Sol has set out to do this it is unlikely he has achieved anything dramatic in such a short timeframe. I may be proven wrong but my feeling is that the company will report earnings similar to their projections. If they end up having this wonderful result I will be wondering where the profit upgrade went to as an ASX announcement and I think ACC might be thinking the same thing. My feeling is that the Sp is being pushed up by the positive sentiment surrounding this stock. I can't help but feel that some further finger burning might be on the way.

Disclaimer: this is not financial advice merely my opinion.

 

[Warren Buffet II]

Hi All,

I believe 3 things are happening with this stock:

1) Yield driven funds, TLSCA is expected to pay 14c which at current price is 4.8% + Franked divs = 6.25. This yield is at the top of the table and is above usual yield-stocks like banks. So Imputation funds which are looming these days are just racing to get in.

2) Why people keeps thinking that TLS is only about land lines?, they have more than one revenue stream and remember that even if that one is getting less revenue it will stop where the other ISPs and customers use the service.

3) From the beginning I thought the goverment was giving away TLSCA at these price and that was the main reason to invest in it. TLS book value is $2, so installments were sold at book price.

WBII

 

[ROE]

I believe 3 things are happening with this stock:

1) Yield driven funds, TLSCA is expected to pay 14c which at current price is 4.8% + Franked divs = 6.25. This yield is at the top of the table and is above usual yield-stocks like banks. So Imputation funds which are looming these days are just racing to get in.


2) Why people keeps thinking that TLS is only about land lines?, they have more than one revenue stream and remember that even if that one is getting less revenue it will stop where the other ISPs and customers use the service.

that where they draw majority of their revenue, a 2% decline in line rental area equivalent to 5-10 on other stream.


3) From the beginning I thought the goverment was giving away TLSCA at these price and that was the main reason to invest in it. TLS book value is $2, so installments were sold at book price.

Where the hell do you get that crazy number, this one coming from comsec (Aspect Huntley Data)

Book Value($) 0.77 0.86 0.80 0.90 1.03 1.10 1.20 1.22 1.20 1.01