TLS - Telstra Corporation

[sptrawler]

Who pays for it? The shareholder of course, not the executives who made the decisions.

Telstra will end up being the next AMP IMO, a great Australian institution that is slowly ground down.
Just my opinion and their demise wont be solely due to poor management.
More due to a ridiculous belief that 25 million people can support unlimited competition.
Some things shouldnt be privatised, in a small market place, when in reality they are an essential service. The NBN proved that.
I havent held for years and cant bring myself to re enter.
It says something when a market sector leader, is at the same price it was, when it was floated 20 years ago.

 

[Newt]

Hi cutz

You're quite right - for an ASX20 stock there is so much inertia that small cap price momentum trading may not apply. I was mainly seeking to show there are many possible interpretations on what might happen, and TA traders are generally more concerned setting entry/exit/risk margins than predicting.

Your interpretation may well be correct. Only time will tell of course, and any new trade could benefit from specifying what criteria will constitute confirmation of a rebound off resistance and where the stop loss should be.

Captain Hindsight just noticed that a 200 day MA applied to telstra since Sept last year would have resulted in a 10-25% proiftable trade, and avoided the Oct 2020 drawdown.

My work here is done - I must move on to save another family! Up and away......

 

[Dona Ferentes]

(probably should belong in the Nimby thread)

Telstra networks and IT executive Nikos Katinakis said the initial battle to build new mobile infrastructure, particularly in Byron Bay, had been “very difficult” but the telco had now managed to activate its 5G network in the area.

“We even had a demonstration a few months ago and you could see most of the protesters were using the 4G network to record and stream the protest, and then we were getting complaints about the capacity of the network,” Mr Katinakis said.

“So we are sort of going in circles ... it is my firm belief that it is just a matter of time before we see these communities come around.”

Of course there are other communities that would welcome the upgrade, so why not just let them stew.

Thomas Picketty refers to these groupuscules as the Brahmin Left * , but that is being too kind, as it implies some sense of place (and intelligence). Perhaps the slang as used in France to label them les Bobos, is more appropriate.

*Brahmin Left versus Merchant Right: Changing Political Cleavages in 21 Western Democracies, 1948-2020

 

[Dona Ferentes]

Telstra up on news of the deal to sell 49% of InfraCo Towers.

A consortium has paid $2.8bill for what is 28x EV/EBITDA, which is at the upper end of what similar businesses have sold for around the world, with the following aspects:

• the multiple is impressive in that it is not leveraged
• a minority stake, with Telstra keeps control
• sold to local consortium - Future Fund, the Commonwealth Superannuation Corporation and Sunsuper - so no FIRB considerations
• a convergence of views for what are long term assets

Marko Bogoievski, chief executive of Morrison & Co, which stitched together the deal and will manage the investment on behalf of the consortium, says a key to making an offer that could successfully pre-empt the auction was to come up with a structure that met Telstra’s specific needs. A commitment to keep improving the tower network was particularly crucial.

He says a problem with similar transactions around the world has been strained relationships between the infrastructure owner and their major customer.

“We are taking the exact opposite stance,” Bogoievski says. “The way to be successful is to make sure they’re successful.”

The consortium’s focus, he says, will be making sure Telstra’s service arm gets what it needs, particularly around access to existing towers and new towers as required.

 

[So_Cynical]

Selling half the towers seems like a dumb move, i was hoping they would spin them off and give shareholders a in specking distribution of shares.

 

[sptrawler]

Still don't see where the sustained dividend is going to come from? But it is great to see China didn't buy our communication towers. ?

 

[Dona Ferentes]

Telstra Health to acquire MedicalDirector

09 August 2021: Telstra announced that Telstra Health has entered into a binding agreement to acquire leading GP clinical and practice management software company MedicalDirector for an enterprise value of A$350 million. (MedicalDirector was formerly owned by ASX listed Healius (formerly Primary Health Care), before it was sold to Affinity for $155 million in 2016.)

Telstra Health Board Chair Brendon Riley said the acquisition of MedicalDirector was a key step in Telstra Health’s vision to create a connected and improved digital health experience for all.

“MedicalDirector is a modern clinical and practice management solution that supports GPs and other medical specialists to focus on providing high quality care and reducing time on paperwork and administration. It supports consultations by medical practitioners through a comprehensive patient medical record, including electronic prescriptions, options for virtual consultations, patient care plans, real time alerts about drug safety and drug interaction, and a range of other functionalities,” Mr Riley said.

“GPs play a central role in connecting to every part of the health and aged care systems, and practice management is an incredibly important addition for Telstra Health in providing quality solutions and supporting them to deliver care. Telstra Health has transformed substantially over the past five years and this announcement reflects its continuing maturity as a business and its importance as part of Telstra’s long-term growth strategy. It also reflects its continued growth into a global business, including strengthening our existing presence in the UK where MedicalDirector has been establishing itself in recent years.”

MedicalDirector has been trusted by healthcare practitioners for over 25 years, providing software as a service and innovation to the healthcare industry, including across electronic health records, patient and practice management, billing, scheduling, care coordination, medicines information and clinical content. Its SaaS solutions support general practitioners and other specialists and pharmacies in the Australian healthcare industry. It currently supports approximately 23,000 medical practitioners and is used to deliver more than 80 million consultations a year.

Telstra Health’s Managing Director, Professor Mary Foley AM, said the acquisition supported Telstra Health’s vision to be a leading partner to the health and aged care sectors.

“Patient care journeys move back and forth across home, clinics, hospitals, aged-care and pharmacies. This acquisition helps realise our vision to connect and co-ordinate across the continuum of care, enabling smoother experiences for those who need it and provide it.” Digital solutions support operational efficiency and effectiveness and help clinicians and other care providers solve some of the complex problems they face in the delivery of care.” “We will significantly increase investment in MedicalDirector to provide medical practitioners with the best digital solutions, across desktop and cloud, to support the future delivery of primary health care."

 

[Garpal Gumnut]

Telstra Health to acquire MedicalDirector

09 August 2021: Telstra announced that Telstra Health has entered into a binding agreement to acquire leading GP clinical and practice management software company MedicalDirector for an enterprise value of A$350 million. (MedicalDirector was formerly owned by ASX listed Healius (formerly Primary Health Care), before it was sold to Affinity for $155 million in 2016.)

Telstra Health Board Chair Brendon Riley said the acquisition of MedicalDirector was a key step in Telstra Health’s vision to create a connected and improved digital health experience for all.



MedicalDirector has been trusted by healthcare practitioners for over 25 years, providing software as a service and innovation to the healthcare industry, including across electronic health records, patient and practice management, billing, scheduling, care coordination, medicines information and clinical content. Its SaaS solutions support general practitioners and other specialists and pharmacies in the Australian healthcare industry. It currently supports approximately 23,000 medical practitioners and is used to deliver more than 80 million consultations a year.

Telstra Health’s Managing Director, Professor Mary Foley AM, said the acquisition supported Telstra Health’s vision to be a leading partner to the health and aged care sectors.

My local quack just changed from Medical Director to Best Practices.

She still uses Google. I've tried to get her to change to Duckduckgo.

gg

 

[Dona Ferentes]

My local quack ... tried to get her to change to Duckduckgo.

Just put it on the bill!?

I think TLS is looking like the banks 15 years ago, when they veered into Financial Services omnichannels

 

[basilio]

I thought this was an outstanding piece of public relations by Telstra. They have made all calls from their public phones free.
The cost is peanuts -$5m a year - but the goodwill should be excellent.

Next question is how long will the public phones stay in service ?

Telstra to make public pay phone calls around Australia free

Standard national calls and SMS from Telstra’s network of more than 15,000 pay phones will be made free

www.theguardian.com

 

[sptrawler]

Telstra sounds all upbeat, but i still can't see where it is going to get its earnings upgrade from.
2020-2021 earnings fell 9.6% to $6.7b and previously Andy Penn stated earnings need to be between $7.5 and $8.5b to support the current dividend. The poor result is apparently due to NBN and pandemic headwinds, I would have thought with people being at home streaming would have increased usage.
I'm probably missing something, but I still can't get excited.

Telstra shares hit two-year high as investors cheer upbeat outlook

Telstra chief executive Andy Penn has declared the telecoms giant has reached a tipping point after a rise in profits allowed it to hold its 16¢ dividend steady

www.smh.com.au

 

[miawilson]

Hello,

Let me start out by saying I am a splunk + tls novice.

Over the last 18 months, I POC'ed an further onboarded Splunk + Cribl in my firm. I get events in either via splunkforwarder and/or syslog.

When I initially setup my production environment, I did not bother with setting up TLS in my communication between splunkforwarder to Cribl/SplunkIDX due to it being a secure container + time constraint to go live.

I am planning to move away from syslog to splunkforwarder to get events in. I have a few very fundamental questions.

1. What is the smallest key length I can use, which leads to my 2nd question
2. If I enable TLS between the splunkforwarder and/or cribl/splunkidx does that automatically imply compression happens considering all the data flowing is pure ascii text.

My objective is not securing these events, but optimizing the tcp flow at a network level as there are points in the morning when a lot of applications come up, there are some udp drops and I lose about 1% or even less of the events.

 

[sptrawler]

Sounds like a question for the whirlpool forum, this is a stock forum.
I could be wrong and what you are talking about is stock related and I'm just too old to understand the lingo.
I know what spunk is , but what is cribl?

 

[divs4ever]

well some of it is in regard to networking , and maybe a few other members have more practice than me in that area

but i agree Whirlpool might be a better place to ask the questions

 

[Garpal Gumnut]

Hello,

Let me start out by saying I am a splunk + tls novice.

Over the last 18 months, I POC'ed an further onboarded Splunk + Cribl in my firm. I get events in either via splunkforwarder and/or syslog.

When I initially setup my production environment, I did not bother with setting up TLS in my communication between splunkforwarder to Cribl/SplunkIDX due to it being a secure container + time constraint to go live.

I am planning to move away from syslog to splunkforwarder to get events in. I have a few very fundamental questions.

1. What is the smallest key length I can use, which leads to my 2nd question
2. If I enable TLS between the splunkforwarder and/or cribl/splunkidx does that automatically imply compression happens considering all the data flowing is pure ascii text.

My objective is not securing these events, but optimizing the tcp flow at a network level as there are points in the morning when a lot of applications come up, there are some udp drops and I lose about 1% or even less of the events.

Please ignore the digitally challenged on ASF @miawilson .

In answer to your questions which I ran past the barflies here at the hotel, at least those able to text an Uber without falling over.

1.
In the Splunk indexer's inputs configuration, you'll want to configure a UDP listener on port 514, with the type set to syslog (which allows it to figure out some of the default syslog fields) and the host set to the source of the traffic (which allows it to set the host field for the log items appropriately). Once this is done, any standard syslog device can send data to the Splunk indexer, and it will be happily accepted by Splunk.

2.
No.

Simples.

gg

 

[Dona Ferentes]

gee whizz, Telstra has held above $4 for two days in a row. And at the start of the year, it was sub $3. What has happened?

I have never met anyone with a good thing to say about their customer service, but somehow it is the default option for many users, possibly the only (realistic) option. And it is all about data, and bandwidth.


Ally Selby: Hello, and welcome to Livewire’s Buy Hold Sell. I’m Ally Selby, and today we’re discussing quality companies with resilient cash flows and further earnings upside on the horizon, and to do that, we’re joined by Rhett Kessler from Pengana and Stuart Welch from Alphinity. First up, we have national treasure Telstra, which has seen its share price rise around 27 per cent over the past 12 months. Rhett, I might start on you. Is it a buy, hold or sell ?

Rhett Kessler (BUY): It’s a buy for us. It’s one of our largest holdings in the portfolio. We like the fact that the two main assets are the mobile phone network, and let’s face it, mobile data is the new oxygen. I have four kids. Try and take it away from them.

So, that’s a very good business, and they’re obviously good engineers because they’ve got the best network, and they’re very good marketers because they managed to get a 15-20 per cent premium for the same data that their competitors sell.

The other bit we really like is the fact that it’s got an inflation-protected arrangement with the NBN, where it rents the infrastructure on a CPI contract. So my view is inflation’s coming and that gives a really nice kicker to earnings if it does turn up.

Ally Selby: Also, a kicker for earnings is Telstra’s just announced two new partnerships with the Aussie government. Stuart, over to you. Is Telstra a buy, hold or sell?

Stuart Welch (SELL): It’s a sell for us. So I think the share prices got quite excited and trended up after they did a deal to sell some of their mobile phone towers.

They’re pretty lofty prices, and we may hear more about asset sales at their investor day. That’s not too far away, but for us, now that the NBN existential threat is behind it, it’s back to being predominantly a mobile-phone operator.

And although they are the best network in the country with the widest reach and the most spectrum, it’s a pretty mature space. And so from our perspective, we see better opportunities elsewhere.

 

[UMike]

Been a long term trader of TLS and consumer of their services,
.
Have One long horror story with them but otherwise been happy. Bought alot sub $3 last year and am very happy.

Massive company and hard for a pleb to fully value and understand.

Still hold.

 

[Tyre Kicker]

Customer service has improved out of site in the last 12 months. Certainly looks like Penn has turned the ship around somewhat.

Divi is ok if you got in near the lows. Any future increase in dividend will give the share price a nice kick along too.

Looks to be a bit to look forward to really.

 

[Dona Ferentes]

Customer service has improved out of site in the last 12 months.

Certainly has moved out off site. The local shopfront closed and I have to go to some anodyne shopping complex more than 10 km away.

Yes there were Covid closures, but is that just an excuse?

 

[Tyre Kicker]

Ha. Left myself open to that one!