TLS 0.26% $3.86 telstra group limited

im a buyer at $5, page-43

  1. 9,747 Posts.
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    CP ,correct the market is not worried about ooyala in the slightest'.But thats not what i posted ie combine ooyala $250m write down with pa losses every year (thats losses),then add muru d expenses/losses every year,then add e health expenses /losses every year,then add NAS expenses /losses every year.
    Besides tls,s mobile,fixed and seacable business all tls's other businesses make a combined material loss every year.
    The market values tls constantly and constantly asks where the growth is coming from,the answer should not just b 5g,besides imo regulation and 5g competition will increase over the years which imo will result in restricted profit growth potential for the connectivity utility business,but still growth.
    So u r left with combined lge loss making businesses ,especially if tls in the future continues to invest in these businesses but like ooyala finds they can't run businesses such as e health and NAS resulting in lge write downs.
    So i repeat ,y doesn't/can't tls buy or invest in a business/businesses that actually make a profit.
 
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