TLS 2.19% $3.73 telstra group limited

Where to now for long term investors of Telstra, page-985

  1. 9,687 Posts.
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    optimistus,i was agreeing with every thing u said,but then i read yr last paragraph?.
    Anyway imo only again imo tls has massive potential because of past govt energy policy ignorance and tls's reasonable history of solar generation (and ziggy's opinion) and now we find businesses going broke or moving off shore or complaining and same consumers.
    Now that i have mentioned it my main concern is tls NAS,when a co says revenue has increased 30 or 40%,ebitda has increased whatever (ie software becomes redundant not depreciated) margin has increased whatever but includes nbn contracts in same sentence the red flags start flying re nas.
    is nas a white elephant,or would u prefer tls invest in energy?ie infrastructure something they can do because they have deep pockets and importantly we need tls for strategic reasons ie telecommunications and energy(got to include it thorium energy}.
 
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