TLS 0.76% $3.92 telstra group limited

Where to now for long term investors of Telstra, page-3079

  1. 9,741 Posts.
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    Ash and Fuga,we are not on the board so we can only go by the material financial figures we are told about.
    Is it that unreasonable as a shareholder to ask that those positive material figures penn has been referring to be included (mentioned) in a general forecast covering fy19,fy20 and fy21 as those are the years penns material figures refer to , he is not concerned to state the negative $3b black hole in 2020 which if you believe penn he got that wrong as its now $2.13b?.But the market still refers to the $3b black hole.
    Now thats the negative figure the market fixates on,if penn is prepared to forecast such a game changing negative figure of $3b for 2020,why is he not prepared to mention the $3b positive figure in 2020/2021 ie $1.5b productivity gains/iot revenue $500m,long term lease $1b equals a positive figure of $3b.


    So his negative $3b figure is now $2.13b blackhole,he got that wrong but the market doesn't give a crap,why not mention the $3b positive figure which imo makes just as much sense as the $3b negative figure.
    This tls transition is unique and over a 4 year period which going by Penn contains known positive material related figures over those years.
    I.m not asking for a detailed 3 year forecast,i'm asking for the 3 positive figures that make up a positive $3b 2020 figure be included when penn ever mentions his $2.13b black hole.
    Or if there is no relation then penn should say so.
    ps if this cfo becomes next ceo my sentiment will be a screaming sell .
 
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