TLS

0.00%

$3.82 telstra group limited

Management, page-16

First 16 Last

Share
Profile

Follow
madamswer

17,020 Posts.

8449

23/05/18

14:06

Post #: 33271149
Share

Originally posted by benson1610 ↑

Well i'm going to try and post a positive post regarding supply and demand regarding mobile connectivity as sp collapses.
Spectrum is finite,new technology is making various frequencies more efficient but in my fairly ignorant opinion that technology must have its limitations.
I'm the first to say i was not aware of the mmWave ghz spectrum ie 3.6 ,26 etc .And didn't understand the importance of its capabilities and its imperative use in a real 5g network as 5g is rolled out ie massive increase in capacity/bandwidth,connectivity reliability ,latency whatever and a reduced mobile connectivity cost for those telcos that invest in real mmWave 5g,but still it is a finite resource currently.
Now we must be getting close to the potential spectrum available as in up coming ghz (satellite) auctions a set amount has been put set aside for defence.
Then we have demand and a good example being the netflix effect,ie congestion due to over load of data causing those funny little swirling circles and as forecast massive data demand inreases relatively short term .ie tls will be able to provide mobile connectivity so their customers can watch the footy while tpg customers get to watch the little swirling circles.
So i don't believe supply will exceed demand/pricing in the future as spectrum is finite and those telcos that have bought the spectrum ,especially ghz will have a competitive advantage over 4g and tls will be able to maintain its customer base due to its ability to supply the bandwidth etc.
imo the techs know this as they develop new apps and services that have massive data demand,and at some stage various global telcos will be able to charge for that premium service/capability including tls global/domestic.

Expand

"...and at some stage various global telcos will be able to charge for that premium service/capability including tls global/domestic."

@benson1610,

Forgive me, but the phrase "...telcos will be able to charge..." is an anathema to a great deal of precedent.

And I have found that the argument of,"Yes, but this time will be different", very seldom holds true.

TLS Price at posting: $2.77 Sentiment: None Disclosure: Not Held
2 Upvote

0 Great analysis

Reply

Top Stories

MIN

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

What each US election outcome would mean for Australian companies & investors

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Making money: How many microcaps should be in an investor's portfolio?

There are more pages in this discussion • 17 more messages in this thread...

First 16 Last

Add TLS (ASX) to my watchlist

(20min delay)
Last $3.82		Change 0.000(0.00%)		Mkt cap ! $44.13B

Open	High	Low	Value	Volume
$3.79	$3.84	$3.78	$85.69M	22.48M

Buyers (Bids)

No.	Vol.	Price($)
12	260942	$3.82

Sellers (Offers)

Price($)	Vol.	No.
$3.83	24998	1

View Market Depth

No.	Vol.	Price($)
5	11835	3.820
6	36871	3.810
6	33410	3.800
7	23759	3.790
34	127688	3.780

Price($)	Vol.	No.
3.840	172404	16
3.850	69692	19
3.860	20297	4
3.870	166168	16
3.880	436545	22

Last trade - 16.10pm 01/11/2024 (20 minute delay)

TLS (ASX) Chart

Management, page-16

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

What each US election outcome would mean for Australian companies & investors

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Management, page-16

Top Stories

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

What each US election outcome would mean for Australian companies & investors

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News