GR,some of these posts are as weird as managements control of the business.
How clear does penn and cfo have to make it,They have absolutely given guidance of an EPS of approx .135 cents.They have suggested FCF will continue to decrease.
The div will be cut imo,not suggested by penn yet..
Management is not forecasting growth from 5g nas what ever,they r forecasting a reduction in profit.
I read an IT news article where penn suggests a wholesale margin of 66% compared to retail is not viable.?
.I would have thought a mark up of 50% was very viable even after his list of reselling issues.Then as I have posted maybe 1m times one must add the $1billion pa nbn lease receipts,then one should add the reduction in fixed costs of $2.5b as tls employees transferred to nbn.
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Now those figures are not just compenastion,those figures including nbn margin were to maintain tls's fixed profit.'Absolutely they should have'ie i'm sick of the term compensation,the nbn agreement was made to maintain the fixed $3b profit.No ifs or buts.
This puppy is sick,its in ICU .The sp imo only is going not just sub 3 but once dust settles mid 2.s based on fundementals.
imo only div should or will b cut to .14 cents being generous,or .12 cents if realistic.
GR,u posted many times covid should benefit tls,?penn says covid cost tls $200m ie international roaming etc,but it gets better he goes on to say fy21 covid will cost tls $400m.
Sry but i do keep forgetting her name ie the new director,but if she comes up against dead wood bureaucracy it will sap her ability to fly like an eagle resulting in her joining the rest of the board and walking like a turkey.Hopefully she has a temper and is willing to use all non PC language when addressing board members at board meetings which hopefully might result in roy chestnut sitting back and start paying attention to the current destruction of this co of national importance to australia.
GR,and i have no idea y u say my posts r negative.
(20min delay)