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TLSCA - T3 Telstra float ups and downs

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Re: TLS - T3 Telstra float ups and downs


Let me clarify my view on this. I don't think ZFX has topped I think I will go up further nevertheless my point was that it was going to drop today and maybe in the few next days as people sell their shares as part od dividend stripping.
Regarding TLS I believe T3 is a good buy as it is heavily discounted and as long as they keep the high dividend I can't see why the share would drop dramtically the risk is not in the first year of T3 it is after therefore if like me you plan to keep T3 for 1 year and sell after I don't how you can loose their
 
Re: TLS - T3 Telstra float ups and downs

TLS goes exdiv late Feb, wait untill just prior to that, they may even be below the $2. Then hang on untill the next div (late August) then get out.
Thats what I am thinking, collecting my 14% in six months.
 
Re: TLS - T3 Telstra float ups and downs

carmo said:
TLS goes exdiv late Feb, wait untill just prior to that, they may even be below the $2. Then hang on untill the next div (late August) then get out.
Thats what I am thinking, collecting my 14% in six months.
Click to expand...

Some sort of div strip play is what most sophisticated investors and instos will be thinking imo, with possible upside if the media ownership frenzy has its way next year (Macbank might get involved), worth fleshing out and checking the prospectus too to see what your obligations are.
 
Re: T3 IPO ups and downs

Stop_the_clock said:
Its just a government sell!

Be careful or we might have 3 generations of angry mum and dad investors, each being told it was a great investment at twice the price
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As a holder of T1 & T2 shares, Telstra is the only real dog in my portfolio.

The sweeteners they offer seem only short term. What are their prospects longer term 3-5 years and beyond? Has the prospectus addressed this issue adequately?

The offer will be fully subscribed because of the invitation to Japanese investors who are goggle-eyed at any yield above 5%. And I thought Telstra was an Aussie icon and was to remain so.

I won't be taking part in T3 and will consider selling out above $4.

Regards YN.
 
Re: TLS - T3 Telstra float ups and downs

Sol Trujillo, Super Mario.... are they same person? Maybe his leadership is result of busting all those bricks with his head???
 
Re: TLS - T3 Telstra float ups and downs

Iv decided to avoid this one all together. I think it will open o-k but there are better stocks out there. Everyone in australia seems to have the same 3 ideas

1. Sell when it opens and take a profit
2. Sell after the dividends
3. Sell before the final installment is due

It seems to be the perfect plan for every aussie to win
 
Re: TLS - T3 Telstra float ups and downs

surely people should be going short on telstra right about now.

i have no doubt there will be some profit taking. its almost like a margin loan minus the tax in a way...

i have worked out that if the second installment is $3.80 then the price paid per share if you include 14% dividends and then 1 for 25 extra shares you get is $3.38

i am still on of the opinion telstra has enough of a monoply to add shareholder value long term. I like the fact people think its going to be difficult, if it was easy telstra would not be in a $3.70 share right now.

The day will come when the US economy starts to slow, when that day comes i think people will look for the high yield stocks such as telstra which has lagged for so long.

In 2015 i think telstra will be $10 a share and with the dividends received it just be a giant snow ball effect.

future trump towers needs it!
 
Re: TLS - T3 Telstra float ups and downs

I've noticed some marketing material from the instos, see the insto websites- selling warrants over the T3 instalment receipts, most are very highly geared, very volatile, probably very expensive instruments too.....so be very careful!!
 
Re: TLS - T3 Telstra float ups and downs

The sweeteners they offer seem only short term. What are their prospects longer term 3-5 years and beyond? Has the prospectus addressed this issue adequately?
Click to expand...

Next-Gen broadband network (I'm sure we've all seen the ads) and plan B a DLS2+ rollout (fibre-to-the-node network) if TLS fails to get the ACCC on side re: access pricing for third-parties.

TLS controls the exchanges so whether in the future you subscribe to BigPond or some other DSL+ provider the chances are they're gonna have to pay revenue to TLS to use their network. And let's hope with the government surrendering their major shareholder tag that the ACCC see's TLS in a different light and makes 'em pay big time!

And that's the thing I think is lost on most ppl, whether you use a TLS product or one of the competitors, in most cases they have to pay TLS a 'wholesale' price to use their network.

That includes most mobile phone carries, they still have to go through TLS's 'bundled loop'.

It's also good to read that after the PCCW debacle, TLS has made some smarter business decisions in NZ. Not sure about the China Real Estate/Furniture web portal they've bought a share in.
 
T3 Installment??

T3 Close today 4pm
do you need to pay by 4pm today or you can apply for the shares and say pay $2 installment next week?
 
Re: T3 Installment??

binh25 said:
T3 Close today 4pm
do you need to pay by 4pm today or you can apply for the shares and say pay $2 installment next week?
Click to expand...

Hi binh25

I believe you have to at least have your application in by 4pm today (your local time), see www.t3shareoffer.com.au for more info or call their help line. I read somewhere that you may be able to drop off your applications by 4pm today at any Commonwealth Bank branch, I assume you'll have a few days within which to finalize payment.

Please check yourself rather than relying on me as I may be wrong. I'm not sure if there are any people here on ASF who have been involved in big ipo's or public offerings but I'd assume that they check to see if the payment has been received at the time they process the particular application- which in this case may give you a few days leeway.

You could also contact one of the sponsoring brokers (eg Commsec) to ask them if they can help you if you're late with payment.

FYI: The Telstra 3 Telephone Information Centre number is 1800 18 18 18

NB: I'm buying into T3 but I'm not otherwise directly associated with this offer or TLS (or the govt!), but I trade through comsec.
 
Re: TLS - T3 Telstra float ups and downs

i applied for 6000 through my name.

and 2000 through my mums name.

i am guarantied 4000...

they are my nest egg....

i feel for the people who got burnt in the first too offers.

but now it is going private.


shareholders come first. john howard can go play cricket on the beach or something,,,
 
Re: TLS - T3 Telstra float ups and downs

Sorry but Telstra is a dog for one simple truth it gets bent over by ACCC.

I believe if ACCC would let Telstra do more it would be a tyrant, but what ACCC is doing is protecting the smaller establishments, from getting trampled which tends to get Telstra trampled instead.

If Telstra cant get there own network and lock out competition or allow a much higher access price, then subsequently they lose there monopoly and just become just another telecom company. Optus knows this thats why they have now got there own network.

Well thats my take, i might be wrong in some parts, as i believe Telstra is such a dog that i dont want to even bother researching it.
 
Re: TLS - T3 Telstra float ups and downs

Optus knows this thats why they have now got there own network.
Click to expand...

Optus would never have entered the market if the government at the time had not agreed to allow it to install a fibre optic cable b/w Syd and Mel and offer a competitive rate to businesses.

While working for TLS as a contractor, I recall TLS staff being peed at Optus' demands to have more access to the exchanges, apparently even made it to question time in Parliment.

Yet if you use Optus's fixed line service, you're still charged a connection fee to go through a TLS owned exchange. And didn't Foxtel aquire Optus Pay-TV interests and what they offter now as part of Optus TV is Foxtel - with TLS owning a 25% share?

My concern is how relevant will the Telstra Act become once the government is no longer a major shareholder.

Having indirectly worked for TLS twice, I'm hoping that a privatised TLS will see the 'public sector syndrome' that I've personally witnessed disappear for a workforce dedicated to success. Hopefully 'deadwood' being shifted sideways is eliminated!
 
Re: TLS - T3 Telstra float ups and downs

Telstra second installment for Retail investors is $1.60.

i requested 8000 shares in the T3 float.

Hypothetically if something happened like Telstra went to $4.25 and i choose to sell them before the 18 month period. would i be then paying institutional amount for of $3.70 per share.
 
Re: TLS - T3 Telstra float ups and downs


If you only sold the installment receipts then all you pay is $2.
 
Re: TLS - T3 Telstra float ups and downs

T3 holders might be smiling soon... time for a break I think.. :bloated:
 

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Re: TLS - T3 Telstra float ups and downs

Kauri said:
T3 holders might be smiling soon... time for a break I think.. :bloated:
Click to expand...

You have single-handedly blown any respect I had for TA.
 
Re: TLS - T3 Telstra float ups and downs

Narkov said:
You have single-handedly blown any respect I had for TA.
Click to expand...

Hadn't you seen a "Minchin Upturn" before?
 
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