TLS 0.28% $3.62 telstra group limited

TLS Chart Action, page-109

  1. 5,760 Posts.
    lightbulb Created with Sketch. 111
    that's the whole box and dice so to speak.

    Mobile is just 40% . so if the SP fell 7.3% today, that means it applies to 100% of the business.

    so basically it means that the mobile section would have to lose 17 % in projected earnings to justify a 7.3% decline in SP.

    look, let's get this into perspective. you have a mob called TPG, run by an egotistical billionaire.
    now this guy has aspirations of greatness, so he overpays for his spectrum at auction by at least 1 billion.
    now this guy is totally perched on Cloud 9, so he decides to announce he is going to develop his own mobile network for another billion, but his network will be at Third World standards anyway and will be operational in 2 years time.

    so now he has satisfied his ego, he calls a trading halt, but the vast majority of actual "thinking" shareholders are just waiting to SELL.

    ps- it doesn't take much nous to realize that this is a one off opportunity to buy into a share like TLS that at current SP will bear a safe 7.3%FF.

    cheers crazypunter
    Last edited by crazypunter: 12/04/17
 
watchlist Created with Sketch. Add TLS (ASX) to my watchlist
(20min delay)
Last
$3.62
Change
0.010(0.28%)
Mkt cap ! $41.82B
Open High Low Value Volume
$3.64 $3.65 $3.62 $65.42M 18.02M

Buyers (Bids)

No. Vol. Price($)
18 1092958 $3.62
 

Sellers (Offers)

Price($) Vol. No.
$3.63 167188 2
View Market Depth
Last trade - 16.10pm 28/06/2024 (20 minute delay) ?
TLS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.