TLS - Telstra Corporation

[jersey10]

Any insights as to why this stock has fell quite sharply recently after a good up trend from $4 to $5ish

 

[UMike]

I'd like to know also.

Aspect Huntley re-rated this as Accumulate last Thursday. (With an intrinsic value of $5.10)

I'm a long term holder on this stock and will continue to hold but find this recent downtrend way over the All Ords's performance over the last week intriguing.

 

[UMike]

I'd like to know also.

Aspect Huntley re-rated this as Accumulate last Thursday. (With an intrinsic value of $5.10)

I'm a long term holder on this stock and will continue to hold but find this recent downtrend way over the All Ords's performance over the last week intriguing.

 

[Rainmaker2000]

Honestly, why is everyting going down......its just a constant downward barrage........I think just driven by peoples margin loans and general belief that the stock market is now longer a conservative investment.....

I've got stocks trading at PE 6,7,8,9,10 and upwards who've had great profit seasons including TLS, as yet the market justd does not care, but it will soon

 

[Fab]

What is the deal with TLSCA (T3) if we decide to pay for them in May when the installment warrant expires? I understands that you get 1 free share for 25 held. So for 10000 TLSCA warrants held that means you get for free 400 TLS @ roughly 4.50 (today price) = $1800. Is that correct as this is a fair bit of money and sounds worthwhile paying for it when the installment warrant expire.

 

[UMike]

What is the deal with TLSCA (T3) if we decide to pay for them in May when the installment warrant expires? I understands that you get 1 free share for 25 held. So for 10000 TLSCA warrants held that means you get for free 400 TLS @ roughly 4.50 (today price) = $1800. Is that correct as this is a fair bit of money and sounds worthwhile paying for it when the installment warrant expire.

Thats correct.

It was a great incentive for me to keep them all this time.

If you include the fully franked dividends on your holdings at $4,200 and the $9000 in the shares acapital gains then it's been a winner for sure.

 

[Bill M]

What is the deal with TLSCA (T3) if we decide to pay for them in May when the installment warrant expires? I understands that you get 1 free share for 25 held. So for 10000 TLSCA warrants held that means you get for free 400 TLS @ roughly 4.50 (today price) = $1800. Is that correct as this is a fair bit of money and sounds worthwhile paying for it when the installment warrant expire.

You only get the free shares if you bought the T3 shares from the retail float. If you bought them on market after the float you won't get them, just pointing that out for the people who may not know, cheers.

 

[master82]

TLS - Telstra Corporation Ltd

Like like Telstra will have to split for the NBN, if it does how severe will this impact on the share price?

I have 10,000 TLS bought at $4.22 - a large proportion of my capital, should I reduce it?

Thanks

 

[michael_selway]

Re: TLS - Telstra Corporation Ltd

Like like Telstra will have to split for the NBN, if it does how severe will this impact on the share price?

I have 10,000 TLS bought at $4.22 - a large proportion of my capital, should I reduce it?

Thanks

Hm not bad

Earnings and Dividends Forecast (cents per share)
2008 2009 2010 2011
EPS 29.8 31.7 35.7 40.7
DPS 28.0 28.0 30.0 32.0

Date: 5/9/2008
Author: Matt O'Sullivan
Source: The Sydney Morning Herald --- Page: online
Telstra has admitted that the proposed broadband network increases its risk ofstructural separation. In a prospectus for a debt issuance program, theAustralian telco said that its network and retail businesses could be splitbecause of the Federal Government's national broadband network. Tenders forthe project were announced in early September, with submissions due by 26November

thx

MS

 

[Greg71]

Re: TLS - Telstra Corporation Ltd

Like like Telstra will have to split for the NBN, if it does how severe will this impact on the share price?

I have 10,000 TLS bought at $4.22 - a large proportion of my capital, should I reduce it?

Thanks

If your total trading bank is, say, $40k (I mean the total amount in your trading account if you liquidated all positions), work out what 2% of that is ($800), divide it by the number of shares you have (at the moment 10k), and you have your stop based on a 2% loss. In this case, 8 cents. Subtract this amount from your entry of $4.22, and you have a 2% stop at $4.14.

As the bottom of the channel it's in is lower than that, it's not a realistic stop, so you'd need to reduce your position to allow for a wider stop at say, $4.08, which would keep you in if it goes to support and bounces. You could then re-enter with your full position.

Looking at the chart, there's some ominous lower peak activity recently, so there may be some downward pressure. If there's a split coming up there may be some additional unsteadiness ahead.

$4.22 is a nice entry price, but if it were me, I'd be regretting not taking profits already.

This is not financial advice, as I am not a qualified financial advisor, only my observations based on my current level of expertise.

In other words, I take no responsibility for your actions.

 

[master82]

Re: TLS - Telstra Corporation Ltd

$4.22 is a nice entry price, but if it were me, I'd be regretting not taking profits already.

This is not financial advice, as I am not a qualified financial advisor, only my observations based on my current level of expertise.

In other words, I take no responsibility for your actions.

I regret it too when I didn't sell at $4.42, I 'm too greedy, I will reduce my position just in case next week.

Thanks for the advice

 

[fordxbt]

Telstra DRP Suspended

Dividends are now accredited to your financial insitution

http://www.telstra.com.au/abouttelstra/investor/drp.cfm

:swear:

 

[tommymac]

TLS - Telstra

I have never done a lot of research into Telstra, mainly because it is so policital which is proven by the recent events with the National Broadband Network.

I know it has a good yield, but for what other reasons have people invested in Telstra?

Would you buy Telstra now?
What would make you want to buy Telstra in the future? (e.g. if the company was split)

 

[ROE]

Losing the FTN stuff is a dead nail to Telstra.

If in fact someone else rather than TLS winning the bid, TLS is screw
they by pass all TLS copper line in the future and that will deal a $4B to TLS earning.

TLS only make money because of the monopoly on copper line..once that made obsolete by FTN, TLS is going down the toilet.

 

[Gundini]

I only bought TLS because it was sold off too heavy over the last couple of days. Not really an exciting stock, but at these prices I couldn't resist!

Long term hold for me, but I am still hoping for some more cheaper, if it gets cheaper...

Also think the media thing is a beat up, and TLS will end up getting the deals anyway.

 

[TheAbyss]

Telstra have an unbreakable monopoly imo. Whether they get readmitted into the NBN tender process or not they will emerger visotrs (ask Aussat). Of course it would be better that they get back on board as they are only hurting themselves trying to out manouvre the government who will fight tooth and nail to save face.

If they do not get back on board the NBN race then so what! They still have the best broadband coverage via Next G wireless and their Cable network and have the market share in all the places that matter (where the revenues are) so who needs to provide costly infrastructure to rural areas that are non profitable without government handouts to support it? They have lost nothing imo.

If a competitor comes on line and makes some inroads into the CBD areas then Telstra will take them on via a price war. The Accc has supported all against Telstra over the years but they continue to win market share because they have the best product and service network.

Nothing will change and all those nervous nellies who sold will regret it imo.

 

[tommymac]

^ Do you think the Government will ever force Telstra to split into two companies? Infrastructure v Telecom

 

[ROE]

^ Do you think the Government will ever force Telstra to split into two companies? Infrastructure v Telecom

it happens every where in the world cant see why TLS wont be force down the same path... it counter productive to have a monopoly controlling such critical infrastructure... There is no room for monopoly in a capitalist economy

 

[ROE]

Telstra have an unbreakable monopoly imo. Whether they get readmitted into the NBN tender process or not they will emerger visotrs (ask Aussat). Of course it would be better that they get back on board as they are only hurting themselves trying to out manouvre the government who will fight tooth and nail to save face.

If they do not get back on board the NBN race then so what! They still have the best broadband coverage via Next G wireless and their Cable network and have the market share in all the places that matter (where the revenues are) so who needs to provide costly infrastructure to rural areas that are non profitable without government handouts to support it? They have lost nothing imo.

If a competitor comes on line and makes some inroads into the CBD areas then Telstra will take them on via a price war. The Accc has supported all against Telstra over the years but they continue to win market share because they have the best product and service network.

Nothing will change and all those nervous nellies who sold will regret it imo.

TLS is nothing without their copper lines...FTN will make copper infrastructure obsolete... TLS manage to get customers by holding on to copper line and make it difficult for people to move around

ADSL customers still need TLS copper line for now doesnt matter who you sign up with but with FTN they just ignore TLS all together.

it be some years away but I cant see TLS compete on price, they just dont have it in them, look at all the mobile plans, it just doesnt compare....broadband plan too their price is just out of this planet and forget next G broadband for now...$100 bucks buy you a few gigabytes, only tech savy business buy those plan for work, general public can forget it.

Like I say most of the customers they got are old school people and they dont want to mess with TLS... once Gen Y coming on they are more selective and more tech savy they jump around and find the best deal.

At the current price the market already factor in TLS for that a fair bit of risk

this Dinosaur is big and it moves slow....I cant see it grow it earning more 5-10% a year... Until National Broadband deal finalise I dont think the price will not move any where soon.

 

[TheAbyss]

Roe, i hold with my previous comments. Time will tell.

Only real question is how can the government split the infrastructure component out of Telstra and not get taken to the cleaners by Telstra shareholders? They will sort it out sooner or later no doubt but for now my money is on Telstra.

There is a litany of failed Telstra competitors in Australia. Ask Optus Vision what happened when they took on Foxtel, ask Aussat when they took on Satellite delivery. Even the low end of the spectrum for Telstra (non business mobiles) is lifting for telstra now. Telstra is smashing the competition on Mobile data (revenues up 70% this year alone in the enterprise and government sector) in addition they are gaining more market share from the non tech savvy. They are mums and dads, they are gen y. People expect quality and that is what they are getting.

Just read the Telstra shareholder announcement and it pretty much says it all although a more than healthy dose of arrogance exudes from it than is expedient in my view.

No i do not work for Telstra but am in the communications industry. Bought some TLS at $3.37 on my belief that TLS not being part the NBN tender process will actually save Telstra money not cost them as some will have you believe.