TLS telstra group limited

0.20%

$4.91

Benson,Imo, Telstra is grossly undervalued at the moment. The...

First 9457 Last

Share
Profile

Follow
Grow Rich

2,337 Posts.

181

03/08/20

13:41

Post #: 46265261
Share

Originally posted by benson1610: ↑

GR,the 5g vision is not unique to tls,all should understand the developing technology and its potential.Just because penn is spending billions on the network doesn't mean he can get a commercial return.
Understanding the vision/its potential is completely different to monetizing the vision.
My view is there r 3 ways tls can monetize the 5g vision,but let me say thodey's and penn's history of monetizing visions imo is not good.

So 3 ways,
-first obviously increased traffic due to 5g,but does this mean penn can materially monetize the increase in traffic?
-second increasing arpu thru selling applications like docusign etc.?
-third NAS,ie general 5g applications and services like mt data,cyber security and providing nas to enterprise and govt customers.Tls has a horrific record in competing in the NAS sector and for tls nas is basically a $8b plus division making very little profit so far.
So above areas will be the first areas i look for in penns presentation whether growth or decline .Besides ebitda and total costs.

Example of a vision globally that all could see just like 5g,but only a few were successful in monetizing it.To keep post short i will list only a few results.
The NFC chip which enabled tap and go and the NFC payments mobile phone.
NTT japan successful in monetizing the vision.
KT/SK korea successful.
Trujillo would have been successful but thodey shelved the successful trials.
The badly named US ISIS telcos formed a group to introduce mobile payments failed.
Google failed.
Apple took the domestic and global markets by storm,exctremely successful

So all major players with very deep pockets but only a feww made material profits from the new payments chip.

Imo same 5g,tls could b reduced to just competing with tpg and optus in connectivity,or tls could make material profits from 5g applications and services.
etc etc etc.
So far imo only,penn has not proved he can monetize the 5g developing technology,a sml example verizon builds a mmWave 5g esport arena in their lab,whats tls labs doing.?

Expand

Benson,

Imo, Telstra is grossly undervalued at the moment. The pandemic has changed the landscape for Telstra. Think about e-health or Telehealth, What about Whisper that helps track the virus. Many other investments under Telstra Ventures will come to fruition soon. Agree 5G will only become significant in the future. But for long term investors, five years is not a long time.

TLS Price at posting: $3.40 Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

SGQ

St George banks $5M from placement to ramp up Araxá Rare Earths Project

FTL

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

RNU

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

ASE

Astute delivers high-grade lithium hits at Red Mountain

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Most investors will get this earnings season wrong. Will you?

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

First 9457 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $4.91		Change 0.010(0.20%)		Mkt cap ! $55.90B

Open	High	Low	Value	Volume
$4.92	$4.95	$4.89	$66.23M	13.47M

Buyers (Bids)

No.	Vol.	Price($)
8	65502	$4.90

Sellers (Offers)

Price($)	Vol.	No.
$4.92	8934	3

View Market Depth

No.	Vol.	Price($)
4	55793	4.900
4	3106	4.890
15	267325	4.880
12	102616	4.870
7	113909	4.860

Price($)	Vol.	No.
4.930	20985	3
4.940	2000	1
4.950	125899	35
4.960	45349	11
4.970	53314	16

Last trade - 16.10pm 25/07/2025 (20 minute delay)

TLS (ASX) Chart

Benson,Imo, Telstra is grossly undervalued at the moment. The...

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Astute delivers high-grade lithium hits at Red Mountain

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Most investors will get this earnings season wrong. Will you?

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Benson,Imo, Telstra is grossly undervalued at the moment. The...

Top Stories

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Astute delivers high-grade lithium hits at Red Mountain

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

Most investors will get this earnings season wrong. Will you?

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News