Where to now for long term investors of Telstra, page-11658

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09/09/21

08:16

Post #: 55937300
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Originally posted by benson1610: ↑

As posted many times I want back in and yes those that have held or bought at lower levels have done very well.
One thing i have learnt is if i don't like the management don't buy the shares.
Over the next couple of months i'll be adding probably 3 or 4 shares to my portfolio at levels i regard as minimum.
What bugs me is i prefer the assets of tls.
When i say the rest of tls is 'c' or rubbish i'm referring to the 'bloat' the lack of cost control and general management .
Example,belong should be a brilliant stand alone business reselling energy,telecommunications backed up with great customer support.And why not add online retail/marketing.?Leaving belong under the umbrella of tls like energy and health just makes them rubbish slow moving 'c' businesses.imo only.
ps GR i was not being critical of 5g,but even i can only say 5g has massive potential so many times.lol and while i'm posted about 5g i'll mention that fire fighting tank and the relationship between rheinmetall and telstra.I thought it may require satellite back up,but the smart bush clearing water canon tank sends up a mobile connectivity drone to maintain connectivity.Now how many co's have so many opportunities like this.There is nothing stopping tls developing products maybe thru start ups to actually get the 'value add' profits not just the connectivity products.

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Benson,

You mentioned Belong and online retail. Do you know what happened to Trading Post which was bought by Telstra some years ago? I remembered Telstra paid around $600m to purchase Trading Post. Hope it was not another failed acquisition.

TLS Price at posting: $3.94 Sentiment: Hold Disclosure: Held
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Last $4.81		Change -0.050(1.03%)		Mkt cap ! $54.92B

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Where to now for long term investors of Telstra, page-11658

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Where to now for long term investors of Telstra, page-11658

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