TLS telstra group limited

Where to now for long term investors of Telstra, page-10558

  1. 9,973 Posts.
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    GR,i can't see anything happening under current management.Thats going by history ie nothing has happenned besides penn selling assets etc.
    Tls did talk about tls plus,but again i can't see tls plus growing under current management.
    Same esports i can't sdee tls building an arena or expanding the esport business model beyond connectivity ie in direct competition with optus and tpg in the economic areas..(hope i'm wrong).
    I can see tpg getting their allocation of 26ghz in next auction then having plenty of spectrum to roll out esports etc in the 'economic areas'.
    I read up a little on skillz,it just makes sense,they feel their main competition are co's like netflix.
    skillz will have the customer base,the business model and just as importantly strong management.
    ps i would be interested if tls ventures and harborvest decided to take a for example 60 to 70% interest in some global co,would tls provide the finances for tls ventures .?

 
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