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TLS - Telstra Corporation

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RandR said:
The transformation of Telstra as a company is interesting though isnt it ...
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Sure it's interesting, I'm not sure I'd call it an investment though.


I won't hold my breath on that. FXJ is a media play and look how badly it has done with transforming itself. TLS has spent its entire life with a monopoly advantage over its "competitors", that advantage is evaporating now. They may reinvent themselves, but history is littered with companies like TLS and the results aren't usually pretty.
 

Market isn't seeing it as ugly as you are Mac. $3.10 and steady.
 
$3.11 in the close. I can't see tls becoming market litter in the near future. All the stars seem to be slowly coming into alignment.
NBN to take over from the copper network and pay ongoing lease for the access to the trenches; Leading edge technology being developed to take advantage of those wanting wireless mobility; and a massive marketing campaign underway to lift the customer base.

And the big factor appears to be Thodey, getting along with Government and focusing on getting on with the job of improving tls rather than engaging in media conflict with the government like his predecessors.
 
Any idea what is going on today? Has been as low as $2.92. No announcements that I am aware of.....
 
Muschu said:
Any idea what is going on today? Has been as low as $2.92. No announcements that I am aware of.....
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ACCC has raised a little flag of concern saying - I want to look closer at it - about the NBN deal.
As it bloody well should! I am an Ausi, tax payer, internet, telephone user.
As well as TLS fan!
Traditionally the ACCC hates TLS. Sorry TLS.

It's still considered a defensive and is trading ex dividend.
The market was showing excited strength this morning.
It's not going to shoot the lights out just yet.
If it get's below 2.80 again I reckon it will be one of the last times for quite some time!!
 

Went XD some time ago though. Just seems a bit strange.
 
Muschu said:
Went XD some time ago though. Just seems a bit strange.
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It's still ex dividend - Meaning that it can and should trade at the dividend amount discounted from it's pay day price or worse for a few months if it's a bit of an old dog. The ACCC thing will hang over it until it's resolved.
You'd wanna be hoping the labor government isn't needling a ACCC to correct it's stupid deal.
 
ROE said:
Sold 80 TLSPN7 MAR 12 $3.1000 CALL @ $0.0800
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Telstra on going history , when the good get going for them, it always follow by some bad news and get hammer .... I do it all the time..good news write covered call
 
ROE said:
Telstra on going history , when the good get going for them, it always follow by some bad news and get hammer .... I do it all the time..good news write covered call
Click to expand...

Basically my method at the moment. Not a bad day for topping up today either..
Tempted to buy back my $3.10 call but even on sizeable parcels the options brokerage is a killer..
 
Is this a little opportunity opening up?

All the indicators say the overall market is out to lunch for a bit and yet TLS is bouncing around and getting itself into bit of a bind. I mention it as it can be levered heavily ...
 

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Recent highs are getting higher and the lows are getting higher as well. TLS appears to be working upward breaking out of the downward channel of the last few years.

IMO tls will need more good news in the too-ing and fro-ing going on between tls, the accc and the federal parliament to maintain the upward momentum.



A positive vote at the agm for the restructure of tls and sale of access to nbn co might provide the impetous needed. I wouldn't be surprised to see tls test $3.36 in the next 5-6 weeks. If the news is bad, look for another dip below $3.00.
 
The gap between the AllOrds (XAO) and TLS has now narrowed, as I felt it would in a post back in April-May.

It hasn't closed completely, but it's good enough. It shows the market has corrected TLS's value from being undervalued in the past 2 years. The market has also corrected the value of all the other large cap stocks from being overvalued.

TLS would have been the stock to switch to in April around the time of my post. Sell all CBA's, WBC's, ANZ's, NAB's, BHP's and WPL's and just put it all in TLS in April - the contrarian approach.

Now that TLS has caught up with other ASX stocks, could this now be indicating the time to switch back? That is, the price of banks and others are becoming cheap.
 

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  • TLS vs AllOrds chart 3 years - 23 September 2011.jpg
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If we had spent the 5 minutes to put a simple ruler up against the screen during 2007, we would have seen the credit fuelled deviation from the natural 27 year growth trend of Australian shares and the correction to come.

Going by historical corrections (or over-corrections), looks like we have some way to go yet. It looks like XAO (All Ords) to 3700 or 3800 if we are lucky.

But in fact, the long term growth trend suggests the XAO has already gone too far down and we should be at 4600 right now.
 

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Things get awfully quiet around here when thing going good for TLS and it out performing
the index by a large margin buying around $2 something doesn't seem too bad after all

maybe get another chance for $2 something again in the future and ride the double digit dividend
 
TLS is one of the only shares in my portfolio that has been stable since i purchased. Everyone told me it was a dog of a company (probably true if you bought at float) but i have always liked its outlook for 2011.

One thing i have noticed in TLS is its change in customer service. I have an optus phone and telstra wireless broadband, i dont think i have ever resolved a problem with optus over the phone. In contrast, a few weeks ago my broadband password went down and my credit was gone when i woke up, telstra gave me a free recharge plus an apology. I think they have really started to pick their act up, coming out with impressive deals and good customer service. Both qualities are what i like to see in a company.

My
 

TLS 6-month trend continues, and currently stalled at the
4th Quarter high @ 3.28

Any further gains as part of the 6-month Trend (2 quarters), and upper target
is around 3.48 (where I would take profits) 2012 Yearly highs.
 

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Frank D said:
TLS 6-month trend continues, and currently stalled at the
4th Quarter high @ 3.28

Any further gains as part of the 6-month Trend (2 quarters), and upper target
is around 3.48 (where I would take profits) 2012 Yearly highs.
Click to expand...

You can take the profits. I'll take the fully franked dividend.
 
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