TLS 1.43% $3.55 telstra group limited

Election Outcome impact on the shareprice, page-49

  1. 9,678 Posts.
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    Frankjackson,penn has clearly been ruthless with his div cuts supported imo only from this imaginary bs $3b blackhole in earnings.I support my opinion with one example being penn described he is fighting back by cutting 7000 jobs when in fact they were simply being transferred to nbn,plus nbn lease agreement compensation a lagging transition figure .etc
    Plus in every presentation penn and the chairman have not held back in scarring the crap out of the market by suggesting this imaginary loss in revenue due to lack of business opportunities ???? is hard to replace.etc and y sp has collapsed.Yes eps has collapsed,but much is due to lagging positive transition figures compared to immediate negative transition figures.
    So as posted i expect fy19 to b similar to fy18 so considering penns ruthless div cuts hopefully 8 cents should b maintained,imo it should b at least 10 cents.
    It really depends when penn decide to explain these transition figures as the dust settles and imo as posted the eps returns to .28 to .32 plus any future growth revenues.
    Bottom line the figures r still to lge and it depends on the timing of these figures out till approx 2021.
    But absolutely and penn has suggested this,that the $1b reduction in capex will b material for tls's earnings in coming fy20,then we can add the $400m plus sale of data centres to fy20.
    Obviously this excludes the current transition figures as above.
    My guess,he will at least hopefully maintain pathetic 8 cents,but this time give a very positive fy20 forecast?.
    he better not mention tpg imo it makes him look weak,and chairmans comments across the chairmans report never help.Y the crap does penn say how excited he is about tls's future but then gives an extremely negative presentation ie tpg etc.
 
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