TLS - Telstra Corporation

[son of baglimit]

Re: Telstra sale - Whos buying?

the interesting thing now is what price the 1st instalment ?

under half price ($1.70) and the mugs will stampede the door.

 

[taurus]

Re: Telstra sale - Whos buying?

there's also talk of offering T2 shareholders a 20% discount off the issue price. not that many T2 holders would consider it imo. i received some as a gift - someone really hated me!

for me it would be totally dependent on a change to industry regulation...and then whether there's enough fire (and cash) in the belly to take on optus etc in an infrastructure rollout (fttn, wireless) race.

i used to love this company back in it's $9 days.

 

[TraderPro]

Re: Telstra sale - Whos buying?

News update on the Telstra situation:

The Federal Government will sell almost half of its remaining stake in Telstra later this year, parking the rest of the shares in the Future Fund.

http://www.smh.com.au/news/business...1156012731231.html?page=fullpage#contentSwap1

Telstra shares may fall to new lows and there's unlikely to be a rush to buy more shares in the next sale, brokers say.

Brokers and the nation's peak shareholders' group say the federal government's decision to sell part of its remaining stake in Australia's largest telco is not the best outcome for investors.

http://www.smh.com.au/news/business...ows-say-brokers/2006/08/25/1156012735812.html

Some very interesting developments...
I wonder how the market will react to it on Monday?

 

[Prospector]

Re: Telstra sale - Whos buying?

I was invited to a Focus group to discuss an 'undisclosed' future share sale and how this was to be marketed to the general public a couple of months ago!

Guess what, it was T3! They had a rather unusual advertising campaign designed, focussing very heavily on SMS texting as a means of promotion. In the focus group we thought that this meant they were targetting younger people as a market for purchase, as us oldies might use SMS but we arent exactly hooked on it. But some of the messages they were using were really stupid - as if anyone (old or young) would text to another person something like:
"hey, remember the T3 application closes soon. Love Sally XXX"

There was some discussion about discounts too, but those details were sworn to secrecy!

But obviously none of that might ever come to fruition, so who knows what will eventuate!

Some of the focus group were very naiive to shares, and the language the advertisers were testing was just way too complicated for the 'mum and dad' investors. Things like "declared dividend" - why not just say dividend?

Most of them didnt have a clue what this meant!

But interestingly enough, they were actually considering looking to purchase if the shares were ever released!

Will be interesting to see how the advertising unfolds!

 

[nizar]

do you believe it would be a buy if they sold it off???

no; they really need insto support if they want to sell it; retail investors they can forget about. how many investors did t2 have? maybe 10,000, well u can rule them out from getting burnt twice

they reckon $2 first instalment with 28c div and then the balance in 2 years. sounds familiar? YES, t2 was also the same structure but that didnt help the price. and plus look at the sharemarket; we have been bearish since may, and they say stocks with yield outperform others; well unfortunately tls hit its all-time low $3.43 this last week

 

[GreatPig]

Re: Telstra sale - Whos buying?

They had a rather unusual advertising campaign designed, focussing very heavily on SMS texting as a means of promotion

Sheesh... talk about spam.

Why don't they just give the shares away in Weetbix packets. At least they'd be priced about right then, and recipients would at least get something of value from the Weetbix...

GP

 

[2020hindsight]

Re: Telstra sale - Whos buying?

Sheesh... talk about spam.

Why don't they just give the shares away in Weetbix packets. At least they'd be priced about right then, and recipients would at least get something of value from the Weetbix...

GP

Sell them c/- Kellogs, and on the back you can cut out your own cardboard cornflakes.
Would be great to have a crystal ball here. Surely the future of phone companies involves megabucks. One day TLS will come good. Question is, I guess, when, and who is prepared to wait that long. When? - well sometime after the Govt bites the bullet and releases the balance from Fort Knox. And TLS stands on its own two feet, no more apron strings.
Surely this partial sale T3 thing is just a political thing to make sure there is no going back.

 

[26 Broadway]

TLS - Telstra

T3 in Oct/Nov.

$2.00 first up and $1.40 further on.

With the dividend artificially set high, could be worth having in the short term.

 

[wavepicker]

no; they really need insto support if they want to sell it; retail investors they can forget about. how many investors did t2 have? maybe 10,000, well u can rule them out from getting burnt twice

they reckon $2 first instalment with 28c div and then the balance in 2 years. sounds familiar? YES, t2 was also the same structure but that didnt help the price. and plus look at the sharemarket; we have been bearish since may, and they say stocks with yield outperform others; well unfortunately tls hit its all-time low $3.43 this last week

Hi Nizar,

TLS hit all time low last week that was correct. But the fall early last week was in some part also due to it going ex dividend 14c. During the large falls of the months of May-June, TLS actually hung in there by managing to move sideways. But then again what you would expect? This stock has been hammered over the last 6 years. The rate of change of price has to slow at some time??

Actually when you look at the broader market, it has also done bugger all since May as well??

Cheers

 

[carmo]

T3

T3 whats your thoughts?

 

[Happy]

From ABC, September 20, 2006
Doubt cast on Trujillo's track record

Serious questions have been raised about the competency of Telstra boss, Sol Trujillo, during his time as the chief executive officer of US West - one of America's biggest telephone companies.
Mr Trujillo has been heavily criticised on the SBS's Dateline program for failing to deliver basic services while in the US West job, which he held prior to his appointment in Australia.
US West was investigated by a telecommunications commission and ordered to refund $11 million to customers.
Despite failing to deliver basic telephone services, Mr Trujillo was paid out more than $US72 million when he left the company.
He was given a further $US100 million in shares.
Senior Telstra executive Phil Burgess has defended Mr Trujillo, saying that government regulation is to blame for Mr Trujillo's past record and for Telstra's current woes.
"Against the policy of the Government, against the policy of the Labor Party, against the policy of the Liberal Party, we have a rogue regulator here which is going down a path which is different from the Government, which says there should be a national uniform price," he said.
Mr Trujillo declined to be interviewed for the Dateline story.

Hard to understand the reason why he was hired, but I must assume that at least he was the best for the job from shortlist of candidates.

 

[alankew]

Anyone like to give their opinions on Telstra as a potential shorting opportunity in light of the recent bad publicity.I have been thinking of shorting it but it just seems to keep going up despite the negative media it is getting.Confused

 

[YELNATS]

Anyone like to give their opinions on Telstra as a potential shorting opportunity in light of the recent bad publicity.I have been thinking of shorting it but it just seems to keep going up despite the negative media it is getting.Confused

TLS has been getting indifferent to bad publicity for several years now. Maybe it's a case of what goes down has to go up eventually, though it's hardly setting the world on fire. regards YN

 

[wavepicker]

Anyone like to give their opinions on Telstra as a potential shorting opportunity in light of the recent bad publicity.I have been thinking of shorting it but it just seems to keep going up despite the negative media it is getting.Confused

What a great contrarian play

extreme pessimism within 95% of the crowd can only indicate one thing, that this downtrend has either finished or is very close to finishing.

I think bears looking to go short will suffer a surprising dissapointment.

 

[GreatPig]

Appears to be building up a slow fan reversal pattern.

Could be looking to buy around these levels shortly.

GP

 

[2020hindsight]

... slow fan reversal pattern...GP

GP I appreciate that you know a heap more about this that I, but... another way to look at it....if they put the fan in reverse ... you get hit twice :fan
Any guesses what price the govt will go down to to ensure than the next issue doesnt burn anyone. In which case current shares will go down as well. what a predicament for the govt.

 

[GreatPig]

I appreciate that you know a heap more about this that I

A very risky assumption...

GP

 

[Sean K]

Waiting for a push through $4.10ish to be in. Again.

 

[binh25]

Institution buy drive the price up in recent days..Maybe they want to hedge their bet as they may have short the Telstra and worry the price will push up
once T3 are up for grab as 28 cents div on a $2 first installment is very attractive
I think this dog will have its day long term buy for me

 

[SevenFX]

Re: WEBCAST OUT NOW

Telstra Webcast out now: http://www.telstra.com.au/abouttelstra/investor/presentationsevent.cfm?ObjectID=1163#webcasts