hmm I thought I was being fair,I had and have no time for Livingstone,Mullins,Thodey,Penn and Vicky as she was cfo.
All seem to have conveneintly forgotten the constant referal to tls maintaining 'net present value' of infraco/tls's fixed network after signing nbn agreement.
Questions should have been asked as Penn started to introduce the term 'nbn headwinds'.This term was never suggested on signing agreement or by Penn until after approzx 2 years as ceo.
In fact Penn increased the div by half a cent to .315 cents 100% payout ratio in his first report which suggests to me ceo's and cfo's and chairs had no idea of the outcome of the nbn agreement.
Now we do.
Telstra is still a great platform but it is under attack by Ben Slattery and MAQ,time is not on tls's side.
But imo only its not going to happen under current board,cfo,ceo and chair.Just my opinion.
ps some great co's and reports,all don't have the platform tls does but all are growing strongly not tls.
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