TLS (ASX) Where to now for long term investors of Telstra

Originally posted by UberTrader: ↑

Telstra's Share price performance is concerning. Despite share buybacks in recent years, the large number of outstanding shares (11 billion) may limit their effectiveness. Additionally, the decline in dividend per share from 30 cents to 18 cents since 2015 is a significant concern.

The company's recent focus on CEOs with a finance background has led some to question whether Telstra needs a leader with deeper industry experience and a strategic vision for growth. While financial acumen is important, expertise in the technology sector could be vital for Telstra to capitalize on its market position and potential for diversification.

Key Questions for Telstra's Leadership:

What is the long-term strategy for Telstra to achieve sustainable share price growth and improve shareholder value?
How will Telstra leverage its market position and resources to expand its offerings and capture new growth opportunities in the technology sector?
Does Telstra's leadership team possess the necessary industry experience and expertise to drive innovation and navigate the evolving technology landscape?

While a CEO's performance should be evaluated based on its impact on shareholder value, hence a 3-year timeframe is best to use to measure effectiveness of new CEO strategy. It is crucial for management to demonstrate a clear long-term strategy for creating sustainable growth and increasing shareholder returns. When a company experiences prolonged periods of stagnant share price performance, it raises questions about the effectiveness of the current strategy and leadership in my opinion.

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Such a well articulated post ,much like my posts.
(thats sarcasm for the slower tls followers)

Imo tls is a sad story when it should be the best play on the asx.
GR imo ,its not whether the govt trusts tls for cyber security,the issue is tls/purple can't provide competitive services in this critical cyber security sector of obvious importance.
Tls has 50% plus of 5g spectrum,by memory they have the defense mobile contract that was delivered over budget and well beyond delivery contract date.I believe contract was renewed/upgraded but thats only because tls spent billions on network and spectrum with little bottom line effect.Typical of tls no 'smarts' involved.

Uber states again some sad but true facts.

GR if interested research CDC and Data 3,they imo only provide more viable IT cyber security for govt than tls.
Then add Vocus/MAQ and ben slattery.

NBN is losing money/value which 100% means infraco is losing value because as posted a couple times the vocus fibre,HYPERONE and tls major city fibre will take the high value customers from nbn.etc etc etc.
And again the competition from starlink is a major threat to nbn/infraco and mobile with DTH,teleports ,mini dishes/in real time.

Uber suggested a ceo needs 3 years,imo Brady is no different to Penn as per her first presentation and imo 66 asked the question re tls's value,if above is combined

One 'must take into account tls's pathetic return on its mobile considering the capex spent over many years,imo only tls purple valued by tls at approx $10 is a train wreck and infraco valued by tls at approx $20 billion can't be sold because it makes no money and nbn losses money and then u have extreme growing competition from dtl,cdc,MAQ ,ben slattery and starlink etc.

Tls has no time to waste ,it must split tls purple/enterprise from tls utility ,as posted keep Brady for tls utility and pay what it requires to get the best board,cfo ,ceo ,chair for tls purple because tls purple is the only potential growth division for tls and it should be massive but wont happen under current management structure.

hmm damn time to fill the green bin.

ps and where is the research into the potential of 5g and 6g that other countries understand is the future for defense etc.While tls sits on 50% of 5g spectrum. eyc where is 6g allocation for research.?