TLS - Telstra Corporation

[BrightGreenGlow]

I can't wait until the next subscription report to come out, with Telstra's new plans, change in service attitude and the failure of Voda there should be a good surprise in their Mobile share. Plus these bundles are selling really quick from what I've heard from friends/family and hopefully their DSL subscriptions will be on the increase too .

This is a good run to the dividend too, anything above $1.92 will be a very good positive.

 

[BrightGreenGlow]

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.85
Market Value: $20,503
======================
Gain since play: $503

 

[Greedy_Kev]

I can't wait until the next subscription report to come out, with Telstra's new plans, change in service attitude and the failure of Voda there should be a good surprise in their Mobile share. Plus these bundles are selling really quick from what I've heard from friends/family and hopefully their DSL subscriptions will be on the increase too .

This is a good run to the dividend too, anything above $1.92 will be a very good positive.

the fail of vodafone is definitely pushing me towards telstra, so sick of poor reception, just waiting for my contract to end soon.

 

[Greedy_Kev]

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.85
Market Value: $20,503
======================
Gain since play: $503

I can't believe u only had 20k to invest and u put it all on TLS in an industry u claim not to know alot about... i think they may do well too but its going to be a very slow and boring journey for u.

 

[golfmos123]

No fees at all because Vodafail was breaching the contract terms. Ring the TIO or check the ombudsman website. Vodafone will then ring you and then you ask for a termination. You must call voda first before lodging a complaint to the TIO. Within 2 weeks you should be done with them.

\

can you pls supply more details about your vodafail contract termination?? Happy to receive personal message if you prefer.

We have a mobile contract with voda which also suffers from drop outs and low/no signal when inside the house, and they "sold" their infinite plan on us because of the advantages of using our mobile instead of the home phone for local/mobile calls, thereby saving us money. But of course, it is too problematic to do so where we are so we end up using the home phone anyway!

 

[McCoy Pauley]

Agree with you drsmith, with 12.5 billion shares on issue you are not going to get decent earnings per share on selling products the same as everyone else. I was a bit surprised when Telstra didn't have a tilt at "10" before Packer and the rest. They certainly need to come up with a strategy, while cash flows are good and I DON'T think Trading Post was it.
Maybe they need to think outside the box like Wesfarmers and become a conglomerate rather than a single focus company. They at least have exposure to the whole country through their depots and exchanges, just need an avenue to capitalise on it. Who knows maybe tie up with Toll(trucking and logistics with state of the art communications and tracking). Maybe keep their copper infrastructure for dedicated use that doesn't compete with the n.b.n for example a national security network for home and business security alarm monitoring. Telstra could install a dedicated system at each exchange to send alarm messages to the nearest police station, just needs a bit of vision, I came up with this in 2 wines and 30 minutes.
While I can still edit.
Maybe give radio stations the ability to transmit from the Telstra repeaters so that travellers can pick up radio stations all over Australia not just in built up areas. The government might even pay extra for this facility then they could broadcast emergency messages in hard to reach areas, the government has seemed to have plenty of money to screw Telstra so this should be a pitance.

I can't remember the name of the CEO now (I think it was before Frank Blount's time and not Ziggy, I think), but the CEO was dead keen for Telstra to buy Nine when it was put up for sale. The board rejected the CEO's strong recommendation (probably along the lines of "we're a telco, not a content provider"). History has proven that CEO right.

Dammit, I'm going to have to find out the name of the CEO, otherwise it'll bug me. If anyone has read The Gatekeepers, then the reader should know the name.

 

[sptrawler]

Hi McCoy Pauley, firsly you should get a signature that isn't so awkward lol.
The CEO may have been right when Telstra owned all the infrastructure and the other telcos were in their infancy. Now it is a bit different, the competition have jumped on their back and cherry picked the high population areas. Now the government who made a killing selling the infrastructure is now buying it back at about 25% of its selling cost, through the n.b.n. Who said their is only one Allan Bond in your lifetime.
Telstra have been plundered by the government and the ACCC since they were floated and the only way I can see them not being thrown into a rehab is by the government giving enough money back to enable Telstra to reduce its shares on issue. Unfortunately I own them and I wish it was different but from memory when they were floated at around $3 the opposition hit the roof and said you are giving it away. I would like to know how many of those bought shares

While I can still edit the post
Maybe Telstra has to fail just to prove the Government was right in privatising it. Just a bit sad that it had to sell out the mums and dads to prove it. Just hope the new management can rise above the government and make a serious company from your investment.

 

[BrightGreenGlow]

I can't believe u only had 20k to invest and u put it all on TLS in an industry u claim not to know alot about... i think they may do well too but its going to be a very slow and boring journey for u.

This is paper money. Just trying to track this play. I have noticed a localized change in Telstra and while I only account for a small population I predict this is a wide spread shift in Telstra subscription rates. Only time will tell. This $20,000 paper play will record if I was correct or not.

PS for the Vodafail users. Just got over 500kb per second download speed using a speed test with Telstra. Loving this network.

 

[Greedy_Kev]

This is paper money. Just trying to track this play. I have noticed a localized change in Telstra and while I only account for a small population I predict this is a wide spread shift in Telstra subscription rates. Only time will tell. This $20,000 paper play will record if I was correct or not.

PS for the Vodafail users. Just got over 500kb per second download speed using a speed test with Telstra. Loving this network.

haven't u heard of never keeping all your eggs in one basket. you know TLS has a debt/equity ratio of 117%! they have alot of out standing debt(bond) issues in europe that i believe alot will expire in 2-3 years time.

since u only have tls shares, ur completely exposed to the pitfalls and gains of tls.

your screwed if the NBN doesn't go through.

 

[BrightGreenGlow]

Once again, this is only a play in a TLS specific thread. I wanted to test how the future dividend and NBN will work out. This is totally a paper plan directed at TLS as an experiment. You should really read my posts before making yourself look silly.

 

[BrightGreenGlow]

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.79
Market Value: $20,071
======================
Gain since play: $71

 

[nulla nulla]

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.85
Market Value: $20,503
======================
Gain since play: $503

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.79
Market Value: $20,071
======================
Gain since play: $71

Is the second post relative to the first post or do you have two paper trades in play now?

 

[BrightGreenGlow]

Is the second post relative to the first post or do you have two paper trades in play now?

Just the same play Nulla, just updating every Friday. Hope I didn't make a mistake with the calculation?

On other news... reporting is coming up in Feb... I can't wait, however, I'm not that confident as I wouldn't put money behind this play. This being said the last report was a big turn around for mobile/bigpond/bundle subscribers and with the problems of Vodafail this might even push it along a bit. Remembering that most people will sign up for a period of 24 months too.

 

[BrightGreenGlow]

Telstra Dividend and NBN play
Initial Capital: $20,000
Shares Bought: 7194 @ $2.78
======================
Current SP: $2.86
Market Value: $20,575
======================
Gain since play: $575[/QUOTE]

Last Fridays... the 4th.

 

[BrightGreenGlow]

Today, due to Telstra's Reach restructure, Telstra will gain 50million on signing and a further 80 to 100million once it's all done.

150million maximum, small fries but better to have it than not. TLS up another 2c today and dividend coming very soon.

Also, who can forget NBN.... this is quoted from The Australian today.
"Talks between Mike Quigley and David Thodey, the CEOs respectively of NBN Co andTelstra, have been progressing well. As a result, the telco may soon announcethe final agreement on the plan to vend its cable infrastructure assets into thenew national broadband network roll-out being managed by the NBN Co entity. Thespeedy resolution will be welcomed by Communications Minister Stephen Conroy, asthe Australian Government aims to push the matter through the parliament. Thetransaction is worth about $A11bn"

 

[McCoy Pauley]

Today, due to Telstra's Reach restructure, Telstra will gain 50million on signing and a further 80 to 100million once it's all done.

150million maximum, small fries but better to have it than not. TLS up another 2c today and dividend coming very soon.

Also, who can forget NBN.... this is quoted from The Australian today.
"Talks between Mike Quigley and David Thodey, the CEOs respectively of NBN Co andTelstra, have been progressing well. As a result, the telco may soon announcethe final agreement on the plan to vend its cable infrastructure assets into thenew national broadband network roll-out being managed by the NBN Co entity. Thespeedy resolution will be welcomed by Communications Minister Stephen Conroy, asthe Australian Government aims to push the matter through the parliament. Thetransaction is worth about $A11bn"

Seems to me that the market is pricing in a favourable announcement from Thodey/Livingstone about the NBN deal with the Govt on Thursday, to coincide with the announcement on the first half results.

TLS has consistently guided the market to a fairly significant decline in revenue on fixed-line telco services and margins on mobile services, so they'll need to demonstrate that the margins sacrificed have been recouped through the increased marketshare in mobile phone communications.

I see Thursday morning as the crucial day. If TLS does not satisfy the market, it could quickly re-test its all time lows. If TLS satisfies the market, then we could see $3 in the rear-view mirror in the short term.

 

[BrightGreenGlow]

Seems to me that the market is pricing in a favourable announcement from Thodey/Livingstone about the NBN deal with the Govt on Thursday, to coincide with the announcement on the first half results.

TLS has consistently guided the market to a fairly significant decline in revenue on fixed-line telco services and margins on mobile services, so they'll need to demonstrate that the margins sacrificed have been recouped through the increased marketshare in mobile phone communications.

I see Thursday morning as the crucial day. If TLS does not satisfy the market, it could quickly re-test its all time lows. If TLS satisfies the market, then we could see $3 in the rear-view mirror in the short term.

This is very true, very testing times and who knows which way it will go. There last 3 month report showed excellent progress but the full results will make or break and will be very pivotal for the future and change TLS/Thoedy is aiming for.

 

[Tysonboss1]

Seems to me that the market is pricing in a favourable announcement from Thodey/Livingstone about the NBN deal with the Govt on Thursday, to coincide with the announcement on the first half results..

ALso the ex dividend date is approaching so it is natural to see some strength prior to that, which should be offset by some weakness after.

 

[ROE]

TLS got to be the most unloved dog in the whole ASX
but you pay a high price for cheery consensus in the stock market world
so I rather buy and wait before the cheer arrive

Unlike the future fund I actually like what Thodey is doing.

He throw out the old guards and bring in some fresh new guard dogs .
these new guys aren't bad either..Between them they should have enough
will power to turn the ship

Give Thodey time, he will give you the result, I'm patient I can give Thodey 3-5 years and while I am waiting eating 10% dividend isn't bad either.

Maybe Thodey will chuck us a surprise party Thursday.

 

[Bill M]

Give Thodey time, he will give you the result, I'm patient I can give Thodey 3-5 years and while I am waiting eating 10% dividend isn't bad either.

Maybe Thodey will chuck us a surprise party Thursday.

My thoughts are the same. Those divi's will have paid for my stock soon. What's the saying? "The stockmarket is all about transfer of money from the impatient to the patient."