Where to now for long term investors of Telstra, page-12342

GR
Absolutely no interest currently.
Just make 2 points,some suggest AI will reduce tls's costs ,thats probably correct but AI will reduce all telco's costs and AI isn't just AI its the telco with the superior AI and agility that will benefit the most from AI.
The other point is infraco valuations,the problem is tls fixed is not making material money for tls just telstra mobile.
The infraco $1b nbn lease is cpi linked but again its not enough to make up for this gorilla's managements inefficiencies again imo only.
Infraco has massive value but only when costs are controlled.
etc otherprevious posts.
Lets see how tls reports or updates,but if its as per guidance thats nothing to write home about.
And imo only vocus having the exclusive agrrement with spacelink is a game changer for vocus as high security,reliability,bandwidth ,latency,global coverage etc etc become imperative as in the vocus fibre network,hyperone and tls's $1.5b investment hypertwo.Imo this is the real growth engine for telco's and as posted imo vocus has the advantage with this elon spacelink exclusive agreement.
ps not just tls but it seems to me optus,vodafone and tls shops r very boring and look out dated,compare to Australia posts business model.
The bank branches the same,bank branches and telco shops seem to be a waste of space maybe some partnering required ,something.