TLS - Telstra Corporation

[MrBurns]

Still trending up at this time Mr B - even if slowly.

Rick

Dont care if it's slow as long as it's up.
Seems to be a little immune to the general market, things look good it eases things look bad it goes up.
No huge fluctuations just generally up.

 

[MrBurns]

How long can TLS continue to rise in a falling market ?

 

[McLovin]

How long can TLS continue to rise in a falling market ?

It's got a grossed up yield of almost 10%. And they've been talking up the prospect of rising dividends in the years ahead. Over $5 wouldn't surprise me.

 

[MrBurns]

It's got a grossed up yield of almost 10%. And they've been talking up the prospect of rising dividends in the years ahead. Over $5 wouldn't surprise me.

Might have to get some more.

I see Google have launched their offering already, if that comes to AU it would bugger the NBN surely...

Google Fiber is live in Kansas City, real-world speeds at 700 Mbps

After months of fanfare and anticipation, gigabit home Internet service Google Fiber finally went live on Tuesday in Kansas City. The search giant is offering 1 Gbps speeds for just $70 per month””significantly faster and cheaper than what any traditional American ISPs are offering.

"We just got it today and I’ve been stuck in front of my laptop for the last few hours," Mike Demarais, founder of Threedee, told Ars. "It’s unbelievable. I’m probably not going to leave the house."

He lives in a four-bedroom house run by "Homes For Hackers" on Kansas City’s Hanover Heights neighborhood, just on the state border with Missouri. The house has become one of the hubs for the KC Startup Village, an informal group of entrepreneurs who have clustered around homes immediately eligible for Google Fiber.

Meanwhile, Demarais said that on an Ethernet connection, he’s seen consistent Google Fiber speeds of 600 to 700 Mbps, with Wi-Fi topping out around 200 Mbps. Even at the slower wireless speeds, that’s more than an order of magnitude faster than what most Americans have at home.

http://arstechnica.com/business/201...in-kansas-city-real-world-speeds-at-700-mbps/

 

[McLovin]

Might have to get some more.

I see Google have launched their offering already, if that comes to AU it would bugger the NBN surely...



http://arstechnica.com/business/201...in-kansas-city-real-world-speeds-at-700-mbps/

There is a better chance of you and me sitting down to some Kansas City style BBQ in Kansas City (I know a fantastic place there ) than there is of Google rolling out cable in Australia. We've had one copper network and we will have one fibre network.

 

[MrBurns]

There is a better chance of you and me sitting down to some Kansas City style BBQ in Kansas City (I know a fantastic place there ) than there is of Google rolling out cable in Australia. We've had one copper network and we will have one fibre network.

Hope you're right......thanks for your input, it's a bit quiet in here.

 

[McLovin]

Hope you're right......thanks for your input, it's a bit quiet in here.

Google aren't dumb enough to try and compete in a geographically large, population small country against what will be an entrenched government monopoly.

Don't worry.

 

[JTLP]

Google aren't dumb enough to try and compete in a geographically large, population small country against what will be an entrenched government monopoly.

Don't worry.

Too true.

When I was in America I did see that Google offered free internet on their basic ADSL - and you could pay for faster services. That's what I call 'connecting people'...

 

[MrBurns]

TLS is going down on high volumes, any ideas why ?
Is it because of the interim dividend about to be paid ?

 

[Trembling Hand]

TLS is going down on high volumes, any ideas why ?
Is it because of the interim dividend about to be paid ?

Gee Burnsie I'd hardly call it slash the wrist territory.

 

[MrBurns]

Gee Burnsie I'd hardly call it slash the wrist territory.

Yeah I'm not exactly an expert at his, just so used to seeing only rises lately

 

[Trembling Hand]

Yeah I'm not exactly an expert at his, just so used to seeing only rises lately

Well just a quick look at the chart and you can see pullbacks in the range of 25 - 30 cents have been common yet its still managed to move pretty much straight up in a nice trend. I'd start worrying if it makes a lower High then a lower low.

 

[MrBurns]

Well just a quick look at the chart and you can see pullbacks in the range of 25 - 30 cents have been common yet its still managed to move pretty much straight up in a nice trend. I'd start worrying if it makes a lower High then a lower low.

Thanks I'm sure I'll see a post in here bout it before I pick it up

 

[skc]

TLS is going down on high volumes, any ideas why ?
Is it because of the interim dividend about to be paid ?

TLS has run full steam ahead since a disappointing Aug 12 report.

If I have to bet I'd say tomorrow's report will be disappointing as well.

But I don't expect the pull back to be substantial. 5-8% over 2-3 months probably all there is to it.

 

[herzy]

TLS has run full steam ahead since a disappointing Aug 12 report.

If I have to bet I'd say tomorrow's report will be disappointing as well.

But I don't expect the pull back to be substantial. 5-8% over 2-3 months probably all there is to it.

Still on 6% yield before franking - much better than ever-dropping term deposits

 

[sinner]

Hope you're right......thanks for your input, it's a bit quiet in here.

Google has a significant dark fiber investment in the US and has been accumulating it for years now. This is a long term thing for them, they aren't going to just up and start competing on the wire with NBN, if anything they might be a whitebox customer.

 

[robusta]

Watch the earnings, a dividend payout ratio above 100% can not be sustained forever. Talk of expansion into Asia is also a little scary they do not have a good record of allocating capital for growth. Maybe present management is better?

 

[McLovin]

Watch the earnings, a dividend payout ratio above 100% can not be sustained forever. Talk of expansion into Asia is also a little scary they do not have a good record of allocating capital for growth. Maybe present management is better?

Cashflow is more important. Their FCF easily pays the dividend.

 

[Bintang]

"Don't Ever Buy Telstra Shares..." I wonder how many punters took this advice !
http://www.moneymorning.com.au/20100212/why-you-shouought ldnt-buy-telstra-shares-ever.html
On 12 Feb 2010 when this 'financial insight' was published TLS had a daily high of 3.21 and closed at 3.12.
Let's see now. If you had chosen to recklessly ignore the sage advice of Kris Sayce and bought TLS on 12 Feb 2010 for say $3.16 (only 10 days before the ex-dividend date ) you would have received $0.84 dividends from Mar 2010 until Sep 2012 and then if you happened to have sold last Friday (8 Feb 2013) at 4.62 your total return over the 3 year period would have been a measly 20% per annum.
Kris Sayce said he could have done better than that by buying " ... an over-priced property with a 100% mortgage and negative gearing". WOW!!!!
Actually I have to thank Kris Sayce for bringing TLS to my attention back then. When I read his article on 12 Feb 2010 it was so totally lacking in any logic that I decided to do my own detailed and independent evaluation of TLS and subsequently began buying in late 2010 at prices below $3.00 (And by the way I did not sell any of them last Friday)

 

[prawn_86]

Ex-div today and down about 2.5%, which is probably less of a fall than many were expecting, especially after such a big run up also