re: to open up 11, grant Hi Gavin,
Point taken. On the upside, TLS moved well under the favourable 5% mark (increasing by 2.6-3%).
The Lows may well be close to being achieved. However, I would have preferred to have seen the following before making up my mind on this:
1)
Q3 update;
2)
Board cohesion;
3)
strategic and operational transparency;
4)
strategic management cohesion and transparency;
5)
ownership certainty (one way or another); and
6)
the election done away with.
In 12 months time, Telstra's share price will be much higher than it is today, but a lot of that will have to do with the success of Stanhope's Sigma Six programme.
For now:
1)
overseas expansion is likely to be on hold;
2)
the state of the Hong Kong assets (including as to any further writedowns) needs to be made clearer;
3)
the 3G question needs to be resolved (in Australia, as well as for TelstraClear in NZ);
4)
further CAPEX reductions are likely;
5)
further restructuring and outsourcing of non-core operations is likely;
6)
increased political rhetoric is a certainty; and
7)
less political interference is likely (as Howard moves Telstra to the backline, with a humbled Minister, a slow moving DCITA, a stalled replacement process for the ACA Chair's position, and the Senate "Australian Telecommunications Network" Inquiry, 3x deferred, and now scheduled to report in June).
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re: to open up 11, grant Hi Gavin,Point taken. On the upside,...
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Last
$3.91 |
Change
-0.010(0.26%) |
Mkt cap ! $45.17B |
Open | High | Low | Value | Volume |
$3.93 | $3.95 | $3.87 | $90.47M | 23.19M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 21343 | $3.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.91 | 793415 | 9 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 317508 | 3.880 |
16 | 281716 | 3.870 |
20 | 88595 | 3.860 |
45 | 113452 | 3.850 |
5 | 54888 | 3.840 |
Price($) | Vol. | No. |
---|---|---|
3.910 | 793415 | 9 |
3.920 | 489494 | 9 |
3.930 | 491559 | 15 |
3.940 | 188381 | 11 |
3.950 | 649699 | 60 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
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