TLS 0.25% $4.03 telstra group limited

Agree with ur post. We r starting to agree with each other on a...

  1. 35,174 Posts.
    lightbulb Created with Sketch. 911
    Agree with ur post. We r starting to agree with each other on a few wee things. Think TLS is great value at $6.20, think there is better value in the telco sector: SPK over in NZ.

    As for shorting, if I could short VOD over on LSE or their ADRs on NYSE if I could get low transaction costs, I would try to put a fair bit on VOD falling apart.

    The Vittorio Colao show called VOD hasn't got any market penetration right, VOD sold out of VZ at the wrong time, just when VZ was motoring towards $50, India tax problems, awful cellphone coverage in Australasia, I am surprised anyone still believes in VOD on anything. VOD has a shocking business model, VOD management makes SingTel look a decent company.
 
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