TLS 0.00% $3.82 telstra group limited

Where to now for long term investors of Telstra, page-8796

  1. 9,689 Posts.
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    Ash,as posted even i sell out i will maintain a strong interest in tls but it will 100% depend on the new management.
    Example
    -ziggy frown.png
    -trujillo smile.png
    -thodeyfrown.png
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    So finding a solid ceo has proven not easy for tls.
    This is why i would like to see tls establish a conglomerate business model like wes
    ie
    -telstra telecom ceo
    -tls energy ceo
    -tls inmfraco ceo
    even
    -tls health ceo
    and imo eventually tls esport ceo.
    etc etc.GR No ,thodey lost $500m in tls's share for sky regional pay tv
    But the big one was thodeys absolute lack of interest in the chinese websites which resulted in thodey selling sou fun for approx $700m when in a couple more years it could have sold for $3.5b plus the annual dividends ie just like auto home.

    But from my simplistic view i will give thodey some credit for the nbn agreement considering the conroy black mail threats ie within the agreement it should have compensated tls to the tune of $3.5b ie the fixed ebitda figure.ie $1b lease 2.5b reduction in employees.But penn has done his magic and that compensation has disappeared.Hence reduction off 50% in profit and no indication by penn or chairman when it may reappear.
    So we now own half the business we did own.
 
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