Garrye,the issue is the institutions don't know which direction my donkey is going to run, ie penn didn't/can,t give any type of guidance for technology,so compare to the following.
What do we hear everyday from business and households on /in the media regarding a shortage of on the east coast.?
W hat sector does tls have decades of experience in?
What sector fits perfectly with tls's culture and ambitions to develop smart homes ?
What sector fits perfectly with belong?
What sector could tls actually give guidance on if it built or bought established businesses within the sector,including potential to replace this so called 2020 short fall in tls's ebitda?
What sector imo would the institutions understand and regard as positive if tls said thats where we r going to invest the extra capital.
Energy,high technology what ever form ie solar,gas/clean coal power plants, solar on/off grid systems with consumption controlled by google/tls smarthome apps.
ash wont mention thorium it could scare my donkey.
Where to now for long term investors of Telstra, page-200
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