TLS telstra group limited

Where to now for long term investors of Telstra, page-8288

  1. 9,986 Posts.
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    No Ash,I just read about its expansion into the US just like bsl.And just like bsl the US is going very well for both as in making 'profits'..But i was very impressed with a brick co doing a deal with santos to buy a quota of gas at wholesale prices then manage its distribution.?
    Incertec pivot could learn a lot from brick works as both heavily rely on gas.?Which raises the obvious question,does bricksworks really want to take the risk buying the quota and then manage its distribution?
    What is telstra doing,why isn't tls knocking on brickworks door and saying we will take the risk out of brickworks committing to a quota,we will take the management of yr gas distribution like we do with electricity for ccamatil,anz and monash university just deal thru tls energfy..Next door for tls is incitec pivots .
    This is basic business,but my guess is penn has no real interest in corporate energy and imo only no interest at all in convention gas.
    Hence no interest in building tls's energy division as fast as tls energy managers want and building scale as fast as shell.

    Hmm ,yep GR we wont agree on penn and the change can't come quick enough.
    ps i notice the headline bendigo bank doing a CR and cutting div,hmm don't know y they did but the banking sector still reminds me of the carpenters song,'weve only just begun'.
    It cracks me up,penn and chairman forecast a 50% reduction in profit and div and its suggested tls is on track?
    Who stuffed up penn or thodey,where is the 'net present value' promised to share holders.Does thodey or penn care?and some are critical of trujillo.

    ps Ash I still have big issues with yr spec investment not that it matters.But imo only so much engineering involved to lay 'one' little brick at a time ie stretching all that way across a house etc ?thats alot of wear on the massive arm,why don't they make the arm do real heavy lifting and say develop a brick or sml slab say the size of 9 bricks etc for walls and above and below windows etc.Thats my over opinionated opinion because i dont believe such a massive piece of equipment to move one brick at a time is practical.It would be like using a high rise crane to continuously lift every bodies lunch.And lol i'm not hokey.
    hmm must go check my stock adjustments .
    sincere gl to tls investors we need it.
 
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