Earnings is the issue,future competition is the issue.Sensis is a basket case while outdoor nfc advertising is proving to be a great opportunity for advertising giants like jcdecaux and kinetic worldwide,along with telco's docomo and china mobile.Ten's eys advertising is up for sale and would be a great opportunity for telstra to display some real growth innovative thinking by converting it to nfc like above companies.Its what the institutions need to hear from tls.Its a bit sad when we have to rely on short term interest rate cuts for short term share price growth.ps i wont mention nfc payments but i should.
TLS Price at posting:
$3.54 Sentiment: ST Buy Disclosure: Held
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