TLS telstra group limited

Where to now for long term investors of Telstra, page-9835

  1. 9,971 Posts.
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    Grow Rich,first I read but rarely take any notice of newspapers or analysits opinions.
    We could post about nbn forever.
    imo only I have no problem the way nbn has been rolled out,ie first a national fibre to the node.Then once completed nbn is using the imo,the only possible viable solution/new technology to connect a premise to fibre nationally and thats FTTC.If the rich or those that require FTTP then they pay to have the fibre connected to their premise.
    Now apparently nbn is going to lay FTTP to business ie business parks etc.This again is competition for telstra ie the business gets to choose nbn fibre or tls fibre.Tls if run efficiently should have a competitive advantage.

    Above imo is basic business.
    The issue imo is penn and the chairman wont diversify the business model in a material way beyond fixed and mobile connectivity.
    So again it boils down to tls's management and strategy.
    I really can't add anymore,tls needs new blood in the board room.Maybe i'm not correct but roy chestnut sounds good,the new women/girl sounds good,the 2 tls venture guys would be good,i would appoint someone with serious energy knowledge to the board,poach someone from ramsays health to the board etc.
    Break tls up into autononoums divisions ie mobile,fixed,energy,health,esports and listen carefully to suggestings from the 2 tls venture guys regarding potential growth co's ie like autohome and soufun.Let belong do what belong should be doing reselling energy.
    And clean up costs and debt.
    Tls appears to me to be a confused mess created by management.
    I want tls back in my portfolio,but currently its out of control imo only
    Until a tls ceo gives guidance and states earnings have stablised which would be reflected in the earnings division charts i can't buy back in.
 
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