TLS telstra group limited

Zero slowdown., page-6

  1. 9,910 Posts.
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    And you started me.
    penn and/or thodey have basically cut tls's fixed network out ie no profit from tls's fixed business ,ie no $3b profit.Vanished ,gone .No sign of compensation revenue kicking in .
    So now some seem to accept tls is a mobile only co.Thats the only division thats delivers the profits.No fixed profit anymore.Lease or transfer of employees appear to not b showing in tls profits ie 50% profit reduction ie half the business gone.?

    tls's 5g as a mobile network will not replace this profit,it will probably continue to produce current profits over next 5 years.

    So penn has poured massive billions into the network for 2 reasons,to maintain competitive mobile advanatage and to biuld up a new business to replace the fixed $3b profits,the new business tls has a bad historic record in,that being enterprise and NAS.Sry but I can't see tls building this business even if they have a leading 5g/6g network.But without a leading 5g/6g network tls sp would collapse as optus starts to compete.
    And y imo tls must maintain the research into mobile technology.
    The risk is now not replacing the fixed profit,the risk is now tls becoming an equal to optus if optus gets what optus requires in the upcoming 26ghz auction.
    Or tls could buy red energy to replace the fixed profits that disappeared some where ie an energy utility something tls can run.
 
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