TLS telstra group limited

GR,for me the issue is not the abundance of business...

  1. 9,912 Posts.
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    GR,for me the issue is not the abundance of business opportunities for tls like health,its tls's ability to run and monetize any of them.
    It's also tls's lack of interest in diversifying beyond what penn believes falls within tls's business model,imo at the expense of increasing profit.

    Look at the thodey and penn history in monetizing anything.
    What concerns me just as much is tls's mobile network.Yes they have a far superior 'national' mobile network,but as some have posted and i agree with is the potential for optus and tpg/vodafone to cherry pick the 5g economic regions with their limited towers and of course limited nas,but still the regions would b the most profitable for 5g mobile and nas.

    I'm going to include this again,maintaining a superior network is absolutely imperative to tls's future and sp.Trujillo proved this with his world leading 3g network,so here i go again,even 5g has the potential to have congestion issues on specific towers ie in extreme high data traffic regions,so again research ,develop (with even samsung) 6g and install 6g in those extreme high volume data towers and again tls would maintain tls's superior network in the more economic regions.
    As posted,imo tls is like a cow stuck in a drying water hole.
    ps just look what some ex managers r doing now ,good managers appear to leave tls for a reason.
    My solution would probably b as posted ,make health,energy,belong maybe even NAS stand alone businesses and let them develop their own culture in order to b agile enough to compete ,produce material profits in these obviously very competitive sectors.
    I get $1600 pa currently for tls,i only hold tls in hope of new management and new direction because imo only tls is going down under current direction..
 
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