TLS telstra group limited

Where to now for long term investors of Telstra, page-11641

  1. 9,912 Posts.
    lightbulb Created with Sketch. 476
    Tls is selling approx 40% of its assets on lease back and u suggest i'm over engineering 'the whole assets thing'.
    All should be equal once dust settles but imo the result will be a more fragile tls with still a serious issue of 'bloat'.
    Show me the money and u and others r happy,easily satisfied.
    There is no turn around 1H 21 net profit $ 1.1b 2h $800m,penn has done nothing but sell valuable assets making buy back possible,you could have made such a decision to sell these assets and then use the proceeds to reduce debt and a buy back.
    Just because tls 's ambitious guidance is to maybe equal FY 20 pathetic ebitda is not a turn around story.
    This takes no skill,buying businesses that r earnings accretive takes skill.
    Name the last time tls bought a earnings accretive business.?????????????????????????
    On the other hand name the businesses tls has bought then written off.ooyala,health,foxtel.$1b plus.
    Last nail would be if tls bought digicel,the fact they even considered it is a concern.
    Last DoD military contract goes to optus because of tls's poor govt delivery rating.
    So many opportunities other companies could only dream of and all penn is doing is selling assets and employing energy managers and thats called a turn around story.

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$4.82
Change
-0.010(0.21%)
Mkt cap ! $54.87B
Open High Low Value Volume
$4.82 $4.85 $4.81 $87.57M 18.14M

Buyers (Bids)

No. Vol. Price($)
3 7311 $4.82
 

Sellers (Offers)

Price($) Vol. No.
$4.83 17038 4
View Market Depth
Last trade - 16.15pm 27/06/2025 (20 minute delay) ?
TLS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.