TLS 0.26% $3.91 telstra group limited

Where to now for long term investors of Telstra, page-4213

  1. 9,749 Posts.
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    Agree Grow Rich,and just like to make a point regarding travelightors post,from my non technical back ground i believe travelightor is living on fantasty island if he/she believes tpg is a threat to tls's network,whether 4glte or mmWave5g.
    Must add upcoming spectrum auctions imperative for tls.
    But a serious point travelightor doesn't seem to mention is the actual 5g network is not the end game,the end game are the revenues that the 4glte and especially mmWave 5g network attracts.
    As per a penn a interview yesterday,currently security services,cloud,managed network services revenues from enterprise customers is now greater than tls's core underlying carriage/network and the difference is growing.
    This is before tls rolls out its mmWave 5g network,which from my simplistic analysis will catapult this service revenue beyond any forecasts and the potential will only be restricted by the capacity of the mobile network,and tls has a/the leading global mobile network.
    Only condition,they must and imo will buy the spectrum required in upcoming auctions.
 
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