Where to now for long term investors of Telstra, page-3146

Thanks bug1

Yes that is the exact argument in the mkt

I believe penn has to cut harder to protect margin. He hasn’t adjust the cost base to the revenue per user adjustment. We could all see it happening

I am big buyer as I honestly believe competition is at peak levels now.

I believe the margin compression and revenue per user has bottomed

Mkt will realise tpg offering poor

Vodafone can not discount further given huge debt holding... company just cashflow positive

Optus now talking tough on tpg and giving no indication they are prepared to cut further

They plan to cut costs but reading the Optus results I recon they are done cutting prices

Penn needs to cut hard in costs