Australian (ASX) Stock Market Forum

TLS - Telstra Corporation

That's right she's maxed out the credit card but that's ok she can take whatever she likes from you.:banghead:

Lets see if she raises a funeral levy and then goes and arranges one for herself. Id put my hand up to pay that one.

Back onto TLS. When the NBN comes in, TLS infrastructure will no longer be in use which is its main (only?) asset. I predict everyone will swap to a voip service for phone since the bandwidth/reliability will support it. As a result, other telcos stop paying rent/wholesale fees, causing income to drop, causing yield to drop, causing demand to drop causing price to drop. What then?
 
That's right she's maxed out the credit card but that's ok she can take whatever she likes from you.:banghead:

Can we please keep this to Telstra, rather than the usual Labour bashing. If you are interested, please at least try to get a bit of perspective and an informed opinion by looking at the public expenditure of any other developed country. Any examples of her maxing out our AAA credit limit or upping taxes (ummm Cyprus?) would possibly give a bit more credit. I'm surprised that for a group of people who invest based on their research skills, people are remarkably uninformed. Also, agreed, death suggestions? Not cool. Cheers.
 
Can we please keep this to Telstra, rather than the usual Labour bashing. If you are interested, please at least try to get a bit of perspective and an informed opinion by looking at the public expenditure of any other developed country. Any examples of her maxing out our AAA credit limit or upping taxes (ummm Cyprus?) would possibly give a bit more credit. I'm surprised that for a group of people who invest based on their research skills, people are remarkably uninformed. Also, agreed, death suggestions? Not cool. Cheers.

I don't need to look at other countries I've seen the waste here under Labor and I'm shocked and angry, I don't give a rats about Cyprus, it's like saying we have a serious disease but that's ok because that bloke over there has a worse one. You've dragged this further off topic , it was just a mild diversion before your post which in itself was way off topic..........now back to business:cool:
 
I don't need to look at other countries I've seen the waste here under Labor and I'm shocked and angry, I don't give a rats about Cyprus, it's like saying we have a serious disease but that's ok because that bloke over there has a worse one. You've dragged this further off topic , it was just a mild diversion before your post which in itself was way off topic..........now back to business:cool:

Thanks.

So how about that NBN reducing TLS wholesale dept income as per my last post?
 
Just kidding. I own some too.
With interest rates falling and the possibility of the NBN being changed to enrich Telstra shareholders further, I am a confident holder of them.
 
Just kidding. I own some too.
With interest rates falling and the possibility of the NBN being changed to enrich Telstra shareholders further, I am a confident holder of them.

My post a few posts up was suggesting the opposite, do you have info you could link me i may have missed?
 
Just kidding. I own some too.
With interest rates falling and the possibility of the NBN being changed to enrich Telstra shareholders further, I am a confident holder of them.

Anything can happen but as long as nothing surfaces to injure TLS badly I'm happy to hold for the long term.
 
My post a few posts up was suggesting the opposite, do you have info you could link me i may have missed?
Near as I recall, TLS was paid 11 G$ to compensate for the desuetude of its copper network. If the Libs are silly enough to buy it back again, I will own some TLS for the ride. Who knows, one day another government may compensate for the copper a second time :cautious:. Australia, home of the most expensive copper ever known. :rolleyes:
 
Near as I recall, TLS was paid 11 G$ to compensate for the desuetude of its copper network. If the Libs are silly enough to buy it back again, I will own some TLS for the ride. Who knows, one day another government may compensate for the copper a second time :cautious:. Australia, home of the most expensive copper ever known. :rolleyes:

Yes, exactly. There may have been only one Bond for Packer but the government just keep on giving for Telstra.
 
I wouldn't be the only one, surely? :rolleyes:

des•ue•tude (ˈdɛs wɪˌtud, -ˌtyud)

n. the state of being no longer used or practiced.
 
Near as I recall, TLS was paid 11 G$ to compensate for the desuetude of its copper network. If the Libs are silly enough to buy it back again, I will own some TLS for the ride. Who knows, one day another government may compensate for the copper a second time :cautious:. Australia, home of the most expensive copper ever known. :rolleyes:


Copper can be shiny, dull or verdigre - a bit like the human mind. The deal with Telstra is not really about buying their red gold - that's a metaphor (obviously). It is about Telstra giving up structural separation, physically shutting down their consumer end of their network into the premises and being compensated for it. That change in market structure will remain under the NBN whether it gets built out as a FTTN or FTTP network. The NBN will still end up owning the actual wiring - whether they use it to connect fibre from the node to the premises or not isn't really material to Telstra. Thodey gave an interview the other day where he basically said that as far as Telstra is concerned they don't care. In principle the deal is about Telstra divesting of that end of the network.

Whether there is a change of government and a change from a FTTP to a FTTN roll-out I doubt it is going to affect Telstra at all. The only person who seems to be getting all up into a bother over the NBN is Rupert Murdoch. I guess he isn't happy about losing his Pay TV monopoly with Foxtel. Ironic in that Telstra paid for the physical infrastructure that Foxtel runs on.
 
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