TLS

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$3.62 telstra group limited

I think you've summed it up pretty well here. It felt to me that...

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slingy

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18/08/18

19:15

Post #: 35015390
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Originally posted by benson1610 ↑

CP,my screaming buy call at $4 was a little tongue in cheek,as last time i said tls was a screaming buy at $4 penn continued his negative presentations and sp dropped to approx $2.60
But if tls board decides to maintain div at .22 then imo for reasons posted it will hit $4 in a heart beat.But imo only stay there until the transition figures start to have an effect ie one off nbn ebitda figure approx $1.8b for fy19 replaced with either cost cutting figures,nbn lease,reduced capex,iot's revenue etc then imo sp can easily climb back to $5 plus.
my other 2 cents i believe tls will use the $2b in non productive cost saving asset sales ie exchanges to fund any spectrum purchase in up coming auction.
Bottom line if tls continues to make similar type announcements as they have done in past 12 t0 18 months no way will i be selling at $4 because i feel tls will be looked upon as a div and growth stock.

ps especially as infraco split,cost cutting and if pivatol partnership ie 5000 tls employees transferred to 'agile' platform to hopefully improve agility and efficiency of tls's NAS/content revenue that relies on tls's 4glte/5g network to give it a competitive advantage.
ps i like the investment in the US esports team/co because imo its thinking outside the box and absolutely thats something new to tls since trujillo left.
The interesting part being iinet was the gamers choice,tls had no interest.But since tpg bought iinet that imo has changed and imo tls will get all that gaming business domestically and globally once tls's iot's labs and akamai iron out all the 'bugs' in 5g continent connectivity.(sry Bug).
,

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I think you've summed it up pretty well here.
It felt to me that Andy was helpong push down the share price to prepare the business, including shareholders and employees, for the huge changes to the operating model that are underway at the moment.
Not sure there's huge benefit for Telstra from the gamers, no one seems to care about them but Telstra would tend to have the best available service so I guess it's the best default option.
Don't talk to me about Pivotal, I should have been buying their shares (are they listed?).

Last edited by slingy: 18/08/18

TLS Price at posting: $3.08 Sentiment: Hold Disclosure: Held
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Last $3.62		Change 0.010(0.28%)		Mkt cap ! $41.82B

Open	High	Low	Value	Volume
$3.64	$3.65	$3.62	$65.42M	18.02M

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No.	Vol.	Price($)
18	1092958	$3.62

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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35	237191	3.580

Price($)	Vol.	No.
3.640	192650	18
3.650	790455	60
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