TLS 0.39% $3.90 telstra group limited

Management, page-18

  1. 5,760 Posts.
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    Benson- the whole problem with the SP of TLS is just one thing, the TPM massive price cuts on mobile.

    what is happening is that if TLS wants to retain mobile customers, it has to offer a whole lot more, as Optus now has to compete with TPM as well.

    if TLS offers more data and cheaper prices, the ARPU plummets.

    ps- the latest trading update did not take into account the latest TPM 4G offer, so basically, the upcoming results will be a lot worse than first anticipated by the trading update.

    it's a tragedy that holders who have already lost small fortunes are still encouraged to lose the shirt off their backs!

    cheers crazypunter
 
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