If the sp slumps if penn achieves his 50% profit slump the market will value tls on its mobile business/network only not nas or fixed.ie currently 18 pe.
Unfortunatety i believe penn will achieve his profit reduction target and y i sold out.
If or when this happens and penn is replaced and someone takes over that understands tls's profit opportunities then there is no other lge co on the asx that offers such growth opportunities imo and i will buy back in if bad report and sp slumps ie i will b buying the mobile network only.....
I'm not forgetting penn broke up div for a reason ie 5 cents std 3 cents special.and this div relies on current 90% pay out ratio from a profit that potentially will be cut further to 50% as per penn and chairmans guidance.Lets not forget some thought penn was a geniuse for cutting div so tls had money to invest in growth,unfortunately penn has also cut profit so we end up with the same payout ratio but div has been halved.
On the other hand if connecting the 53 lge cities to T5g starts to show growth in arpu and nas i will also buy back in.
So contrary to yr common sense post,if sp slumps tls will become extreme value but decline would b due to decreasing profit as per guidance.,if tls shows some type of turn around story contrary to penns guidance tls will become a comfortable buy.
tls is trading at its current pathetic sp for a reason.The banks have reduced in value for a reason.,tls should have increased in value for reasons previously posted.
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TLS
telstra group limited
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$4.88

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Last
$4.88 |
Change
-0.010(0.20%) |
Mkt cap ! $55.72B |
Open | High | Low | Value | Volume |
$4.88 | $4.91 | $4.84 | $96.51M | 19.81M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 6400 | $4.87 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.89 | 252894 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 6400 | 4.870 |
3 | 207787 | 4.860 |
10 | 217968 | 4.850 |
12 | 39246 | 4.840 |
5 | 36551 | 4.830 |
Price($) | Vol. | No. |
---|---|---|
4.890 | 250894 | 6 |
4.900 | 545098 | 24 |
4.910 | 155505 | 14 |
4.920 | 157012 | 15 |
4.930 | 164002 | 11 |
Last trade - 16.10pm 23/06/2025 (20 minute delay) ? |
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TLS (ASX) Chart |