GR,I read a brief article where anton trgliaferro from investors...

GR,I read a brief article where anton trgliaferro from investors mutual believes tls is reasonable value paying what he believes is an approx 5% yield.
So he has held tls for many years ,he would know the people in the industry etc etc.And he mentions 5g etc.

It was a brief opinion so i'll leave it at that.

Now for my negative opinion.
Iv'e put tls in the same basket as all the banks.
I believe all have serious issues,but the banks had/have little control over their future,but ironically imo only covid may speed up the trasition of the banking industry so i figure over next 6 months to 12 months is when i'll be adding some banks to my portfolio.
Tls had/has full control of its future but as posted current guidance and strategy will imo only prove a disaster for tls's sp and div.
I can't see me buying tls or the banks for some time..

5g is absolutely a game changer,but its only a game changer for co's that can value add to the connectivity.Tls can't at the moment.So 5g must be broken up into the connectivity business ie mobile network,then those co's than can take full advantage of the network and value add.
Currently even after spending billions on their network they/tls are losing customers,revenue for mobile is in serious decline (excluding international roaming) etc debt,simply everything is in a bad trend.

So there a balanced post,investors mutual and my opinion.
gl mate,i sincerely hope something happens because as posted i want tls back in my portfolio but absolutely just like the banks not for some time.

ps unless lol roy takes control,i would probably buy back in because of his 5g knowledge and nas se asia knowledge.