KB- the fixed network is a cash cow. they get 1 billion linked to CPI.
now if they also sell the super fund to finance buybacks, that would be suicidal.
that would leave them with only mobile. if you look at the last report- mobile revenue per user is declining markedly.
sure we have your theory that EPS can tank regardless, but actual shares on offer will decline and consequently take up the shortfall, but that is just pie in the sky.
the SP will react to EPS growth, not guaranteed divvies.
TLS is a pure yield play, the US is raising rates big time this year, and even though the RBA may sit on it's haunches, the price of credit here in OZ will skyrocket.
overseas investors will then lose interest in TLS.
cheers crazypunter
Telstra Dividends, page-70
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Last
$3.83 |
Change
0.005(0.13%) |
Mkt cap ! $44.19B | |||
| Open | High | Low | Value | Volume |
| $3.83 | $3.84 | $3.82 | $41.07M | 10.73M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 100 | 679784 | $3.82 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.83 | 249650 | 114 |
View Market Depth
| Last trade - 13.06pm 11/07/2024 (20 minute delay) ? |
| TLS (ASX) Chart |