TLS telstra group limited

Where to now for long term investors of Telstra, page-9337

  1. 9,975 Posts.
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    Thats why i'm hanging around tls,its potential.
    But i believe there is still a lot of pain to come.
    Teoh will understand the importance of the upcoming 26ghz auction.
    If tpg gets what it requires the competition will b strong 'in the economic areas' re 5g.Thats my concern,currently imo due to management tls is paying out 90% div ratio on the mobile profits and lets throw in one off nbn contracts.So if mobile profits comes under pressure what happens to the div.?

    Just as a side note and nothing to do with management,,but tls HK could come under pressure to move their HK base to korea like other global co'
    s r doing because of this new chinese regulation that may require tls to hand over data from their HK data centre .That would be a costly excersize.
    Don't know if tls is having any similar problems with their chinese data centres.Maybe they used their HK data centre for their global enterprise and govt data storage? But now HK regulation is changing.
 
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$4.95
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