Between a rock and a hard place really. No doubt TLS will go "sub $3" on Monday.... Just a matter of whether the dividend and franking credits in a SMSF make it worthwhile...
Just offloaded all my TLSIOU warrants, TLS going ex on Monday.
With the fact it is going ex and the negative sentiment at the moment I am tending to think that if TLS does a retrace of 38% to 50% it will be sub $3 again.
Taking the dividend and wearing the potential retracement was not an option, rather take just the profit and sit it out.
Between a rock and a hard place really. No doubt TLS will go "sub $3" on Monday....
Correct on that it would drop below $3 but what about the run back up.Between a rock and a hard place really. No doubt TLS will go "sub $3" on Monday.... Just a matter of whether the dividend and franking credits in a SMSF make it worthwhile...
Correct on that it would drop below $3 but what about the run back up.
TLS is a defensive stock and i personally see it heading back up to where it was exdiv date.
At these levels, TLS should remain a rather useful "Hold" for Superfunds.At the moment it at least looks like it may hang on, which is good enough for me in this market.
At these levels, TLS should remain a rather useful "Hold" for Superfunds.
14cps dividend every 6 months, fully franked, gets a gross yield of 40c/$3 or 13.33% p.a.
Not bad in my books.
....Having said that though I am tending to think that it may have some future upside potential which may be good for anyone buying now.......
Did splendidly today given it went ex.
May have finally tuurned
Can you say what you believe makes it a defensive share?They had positive results in the 2nd half of the financial year and as a defensive share why wouldn't it turn?
Why not?It's been a bad performer over the years but at some point it has to turn back into positive territory it just cant keep going down
Can you explain the analysis behind your belief that it's about to have a run up?No expert but i feel telstra will have a bit of a run up from here on. Im thinking $3.30 We'll see anyway.
Can you say what you believe makes it a defensive share?
Why not?
Can you explain the analysis behind your belief that it's about to have a run up?
I'm not saying you're wrong. I don't know what will happen with TLS.
Would just like to understand the reasons behind your assertions.
There is new wireless tech coming on that will mean the mobile wireless will make the NBN, largely redundant. Telstra has all the cards.
I don't know why people call a rent seeking monopoly engineering company that is having to transform itself into a competitive marketing and service company a defensive stock.
Care to provide an example of this wireless tech that will make fibre redundant ? .. and why would telstra have a monopoly on such a product ?
I actually see it as a genuine future media play. Digital distribution rights for sports etc, could be a real $$$ spinner, both for sporting codes and telstra
Care to provide an example of this wireless tech that will make fibre redundant ?
Never used the word monopoly. That's over. It is is part of the point. All that loss of monopoly is priced in already IMO. It's now however the dominant player in both wireless and fixed line NBN.
Fibre to the home is rediculous and shockingly waistefull. Fibre to the Node would have been a good thing for the country. People and indsutry could then pay to tap into it if they really wanted to and pay for it!
Yes and on top of that there's quite a thing for wireless handheld devices.
I am referring to fibre being redundant, I am talking NBN which is fibre to the home not fibre to the node which could have been achieved at 1/4 of the price.
This shouldn't suprise anybody who knows about the tech. It's a fast moving, developing and very valuable industry!!!
New wireless technology claims to enable download speeds up to 1000 times faster than possible on conventional wireless networks.
A TECHNOLOGY guru who has been described as the Thomas Edison of Silicon Valley claims to have developed a new wireless technology that could one day rival the download speeds on the National Broadband Network.
The new technology, called DIDO, allows internet users to access download speeds up to 1000 times faster than possible on conventional wireless networks, without any fall in speed as more users get on to the network.
I hope this helps you RanR
I'm not in anyway a techhead so reading about it didn't actually make a world of sense to me. But if you Google 'DIDO technology' it actually does come up with a fair bit of info for both for and a couple against. But it was interesting reading.Admittedly, it's been more than 10 years since I last studied physics and communications engineering, but I'm interested to read/hear about how this "guru" managed to overcome the fact that there is limited spectrum for wireless networks to use.
Having spoken to a former patents examiner a couple of years ago, if you search carefully enough and know what you're looking for, you can see multiple patents granted for what are essentially perpetual motion machines.
Colour me a sceptic, but a bite-sized quote about how a "guru" claims to have created a wireless network that overcomes the issues with increased spectrum usage won't fill me with much confidence.
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