Jump to content



Recommended Posts

Interesting read


Telstra caught in a perfect storm as 5G and the NBN threaten major disruption

Aug 21, 2018 | Business, Featured


Telstra has failed, in the past, to take advantage of its position as the essential core of a networked world. How will they survive the next technological onslaught? If there was any remaining doubt that the Australian telecoms sector is caught in a perfect storm, Penn removed it at TelstraÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s annual results briefings, warning of upheaval, disruption and an uncertain future for AustraliaÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s most widely-held listed company. Michael Sainsbury reports.


read more - https://www.michaelwest.com.au/telstra-caug...jor-disruption/


Livingstone and Thodey had also been very vocal in saying the government compensation for the sale of the monopoly copper network, it is being independent that has underpinned its revenues, margins and dividends. Yet itÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s now clear that they and Penn, who was ThodeyÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s hand-picked CEO and successor, did not properly forecast the depth of the troubles ahead and certainly did not do enough, quickly enough, to reshape the company.


Indeed, what a long and murky saga it has been for Telstra shareholders since LivingstoneÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s empty words. To be frank, itÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s hard to see any other view than that she and Thodey had certainly seen some of what was to happen next.


Thodey resigned February 2015 (SP $6.24) and Livingstone February 2016 (SP circa $5.69) - SP on a slippery slope ever since - their departures were timed well - 20 year chart below.


Link to comment
Share on other sites

  • Replies 2.7k
  • Created
  • Last Reply

Top Posters In This Topic

we should get a 'handle' on that 'cup' in the daily pattern after todays news as profit takers skim some

but pattern has all the right qualities to suggest more upside after the skim.....on a % percentage basis expect a profit take

by traders who bought the low and long time investors (scared holders) who think theyre getting out at best price

13 Twiggs week money flows is headed north and about to crack thru the zero level, with retail well thru already


Link to comment
Share on other sites

There's movement at the station ....

Vodafone and TPG are in talks about a merger of equals, which could create a $10 billion-odd provider of telecommunications services to Australian customers.
... but I'd reckon TPG will hold the reins.


So far, it's mainly ' leaks' as investment bank advisers line up for the gig.

Link to comment
Share on other sites

yeah nipper


Subject: Media Speculation regarding Vodafone Hutchison Australia Pty Limited

The Company notes that TPG Telecom Limited (TPG) (ASX:TPM) has confirmed that it has

engaged in exploratory discussions with Vodafone Hutchison Australia Pty Ltd (VHA). The

Company has a 50% interest in VHA, and is aware that TPG and VHA have been in

discussions regarding a potential merger.

The Company notes that there is no certainty that any transaction will eventuate or what the

terms of a transaction would be.



speculation????? less player in the field then less price pressure for the provide that is what i can see.

if TLS shoot up 3.25--3.36 level before 29th x--divy i'm gonna sell all my holding


Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...