Telstra team up with Amazon in Australia, page-476

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zadah

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26/11/17

22:33

Post #: 29128817
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Originally posted by benson1610 ↑

GR i'm only holding telstra because of its potential and market leadership.Unfortunately iv'e been watching the myers/lew comments and unfortunately lew has made it clear ie he is interested in the nyer business long term and as such is 'getting' rid of myer board,but he has made it clear fund managers r only interested in buying/selling shares and generally not interested in pressuring for board changes.
ps what do u say,decaux makes it clear its business model going forward regarding digital boards in australia besides its now massive global network ie that CMO article provided very positive comments from decaux and tls manager..
Main stream media prints tls's plan for its phone boxes,but really its decaux's plan/business model.Like ben burge from tls energy,the tls phone box manager made very positive comments regarding decaux's business?,but just like energy tls makes no announcement regarding its 1800 phone box renovations and this new agreement, so clearly like energy its not a market sensitive announcement,actually no tls announcement, which means it will not make a material difference to tls.How stupid is tls ,answer very.
ps zadah,lol wise investor,anyway,really don't u as a hta/vodafone owner feel 'exposed' as u employed tpg to build yr mobile infrastructure and use tpg's national fibre network to link yr mobile infrastructure and now tpg has bought the spectrum required to establish its own mobile network using the infrastructure u paid tpg to build 4 u and made worse by the fact tpg will take back its mobile customer base currently using vodafones network?.
Nope don't need to b wise to understand vodafone/hta have got themselves into a pickle.
ps as u suggest at least tls is sitting on a sand bar..

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Stoked got it for a song.bita bartering. $$ from customers over the time.
%of money so cost is minimal.
some may go and stay. vha will Jv when tpm has customer power.and coverage where vha has none.
Just imagine say 6.0m mobile +500thB/b vha wont care +$5 per cust just to get numbers.+ B/b+mobile say 3m tpm =9m maybe 10m comb by that time + voda tv will be soon.voda nz,foxtel dead .+the flow on as in hype b/wagon 15m not out reach quickly .at tls,optus etc +foxtel expence .might even buy fox for pitance .
Yes leaves tls boat high on sand, tides out the rocks are sharp .tls boom days are over. ..cheers dyor .

TLS Price at posting: $3.48 Sentiment: Sell Disclosure: Not Held
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