TLS telstra group limited

Where to now for long term investors of Telstra, page-12339

  1. 9,977 Posts.
    lightbulb Created with Sketch. 478
    This is what I regard as real management.
    Macquarie bought vocus,vocus signs an agreement with starlink imo the absolute monopoly of satellite connectivity.
    Vocus telecom changes its name to vocus technology.I didn't read 'the Australian ' article but let me gues why.
    Vocus,like hyperone and tls's $1.5b investment in its major city national fibre network is the real high margin growth business for the telco business model but its not so much the network its the ability to supply lge business,military and govts with their technology needs.This is the high margin high growth sector fortelco's not connecting little johnny's home esports.
    Imo vocus appears to be doing this,not sure what ben slatterys hyperone is doing but imo tls's tls purple is running around like a headless chook.
    This must change,management of tls makes the public service look efficient.
    gltahs.
    same applies to tls's inability to grow is health business which again should at least be part of tls purple.Its health technology that will attract the high margins and growth.
 
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