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TLS, TELSTRA CORPORATION LIMITED
nipper
post Posted: Apr 15 2020, 07:44 PM
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But then, there's distinct and changing usage since the virus became an issue. A view is, as we go longer in lockdown, that this has "driven business and entertainment online, but left telcos spending to service surging demand, and, with fixed pricing structures, no quick way to monetise the investment."

"At the same time, roaming revenue has dried up as people travel less, and telcos are bracing for a slump in new contracts accompanying a wave of unemployment as businesses shut."



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 27 2020, 02:25 PM
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QUOTE
"The fact that actually we can even contemplate large sectors of the economy and the population working and studying from home is in of itself a pretty impressive fact, given the technology and the capacity that’s had to be created and invested in to get us to that point.”

“We are seeing an increase in mobile traffic, we’re seeing a shift in the peak time of mobile traffic, which was typically around 5:00 pm, it’s now trending more towards 2:00 pm in the afternoon. We’re seeing, obviously, volumes on the network more generally increase.”
- Andy Penn, CEO, Telstra Corporation Ltd



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 21 2020, 03:50 PM
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In Reply To: mullokintyre's post @ Mar 21 2020, 02:47 PM

A few examples I've seen, Mick.

NBN has increased bandwidth availability by 40%. For free. Govt leant on them.
https://www.itnews.com.au/news/nbn-co-offer...roviders-539504
Netflix no longer allowing HD versions of anything downloaded. Govt leant on them.
https://www-bbc-com.cdn.ampproject.org/v/s/...nology-51968302



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Mar 21 2020, 02:47 PM
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In Reply To: nipper's post @ Mar 21 2020, 09:31 AM

The law of unintended consequences strikes again.
All of those professional fund mangers,traders, bot handlers, shorters etc who rely on their direct fibre links to the ASX to beat the average Joe Blow to the punch will now be brought back to the same playing field as the rest of us.
They will now have to watch the market on a single slow computer with one or at best two poor resolution screens
Assuming of course the internet does not drop out of they get the dreaded "this page took too long to respond" message.
They will have to get used to the "waiting for www.... " message.
With so many offices closed down and people working from home, the demand for internet access has shifted.
Telstra is finding that the demand in CBD has fallen thru a hole, but demand in the burbs has gone thru the roof.
Across from me I have the offices of a large QANGO that for the past few days has been deserted.
It coincided with a severe drop off in NBN speed and availability here at home.
Initially I was puzzled as I has expected it to improve as the workers were not hogging the local data pipe.
But then I realised that this same QANGO would probably have their own private FTN , as the exchange is less than 500 metres to the exchange.
So the employees are now fighting the rest of the locals for a slice of bandwiidth that is insufficient.
Not to mention all the people at home binge watching Netflix, STAN or PornHub because they have been forced to do so.

Mick





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sent from my Olivetti Typewriter.
 
nipper
post Posted: Mar 21 2020, 09:31 AM
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Telstra said on Friday it would hire 1000 temporary contract workers, some of whom would come from Qantas, which stood down two-thirds of its workforce in response to the sudden dire outlook for the aviation industry.

The telecoms giant said it would also put on hold for six months the sweeping job cuts announced in Telstra's T22 plan, will scrap late bill payment fees for small businesses and consumers at least until the end of April, and extend any sponsorship deals that expire this year for a further 12 months. It will also bring forward $500 million of capital expenditure.

QUOTE
“We are looking at every aspect of our business to see what we can do for our employees, customers, suppliers and the economy more broadly, while we maintain a focus on long term value creation,” Telstra chief executive Andy Penn said.

“The most important thing is that as many businesses as possible are still here when we get through this crisis."

Telstra confirmed it would pay its interim dividend in full next week as planned.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 14 2020, 04:47 PM
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Ex bureaucrats behaving thus (from a minnow Telco called 5GN that IPO'ed a year ago and now moving elsewhere (data centres)
QUOTE
As previously highlighted, a key feature of today’s Australian ICT industry is the ongoing penetration of new access technology from NBNCo™ which in FY19 has connected to over 6* million premises. This represents a growth of 50% from 2018 and this development is now bringing significant disruption to the business landscape, with NBN services now actively promoted across both residential and business customers.

This outcome is notably disappointing given most corporate premises already enjoy competitive offers through many service providers who have historically invested in providing high value fibre network services




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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nipper
post Posted: Feb 14 2020, 04:37 PM
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QUOTE
Telstra chief executive Andy Penn ... took the opportunity to explain ...the thinking behind the creation of an $11.7 billion separate unit that may be spun off in the future.

Penn talked in some detail about InfraCo, a collection of infrastructure businesses with annual revenue of about $4.4 billion. It is responsible for key network assets including data centres and exchanges, most of Telstra's fibre network, the copper and hybrid fibre coaxial networks, international sub-sea cables, poles, ducts and pipes.

Experts in the booming infrastructure space say InfraCo is the jewel in Telstra's crown. They believe it is inevitable the collection of businesses under the InfraCo umbrella will be sold by Telstra either in one bundle or as separate entities.

Given declarations by the government and competition regulators that Telstra cannot own NBN Co if it is involved in the telco infrastructure business, it is logical to think it would be in the interests of Telstra shareholders for InfraCo to be fully separated from Telstra.
https://www.afr.com/chanticleer/the-12b-hid...20200214-p540tu

so then, theoretically, in 2023 it could bid for NBN?

Watching but not waiting. Ex bureaucrats, the lot of them.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 14 2020, 04:30 PM
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QUOTE
Telstra chief executive Andy Penn had previously said the NBN Co would reduce Telstra's earnings before interest, tax, depreciation and amortisation by $3 billion by 2022. But on Thursday he said the cost so far had been $2 billion and the impact was 60 per cent of the way through.

This tells you the impact will be about $3.5 billion, which is the total earnings lost from giving up control of its broadband network to the government-owned wholesale operator..

Which, some say, may be masking a rebound, minor but nevertheless there



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 20 2020, 07:20 AM
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QUOTE
Telstra shares are within striking distance of $4 a share after rallying 10 per cent since the start of the year. This is despite the fact that earnings per share and dividend per share estimates for both the 2020 and 2021 financial year have remained fairly static at around 20¢-21¢ a share and 16¢ a share respectively.

Yet despite the prospect of flattish earnings per share growth, investor enthusiasm for the stock has lifted its prospective price-earnings multiple to above 18 times from about 14 times a year ago, while the dividend yield has sunk to around 4 per cent from around 5.5 per cent.

This speaks to the attraction of yield – and the scramble to get it however you can – in an environment where the Australian 10-year bond is yielding 1.17 per cent.

It also speaks to the power of lower discount rates to plump the value of projected cash flows and justify higher stock valuations




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: early birds  trisail  
 
nipper
post Posted: Nov 28 2019, 08:15 AM
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Foolish x2 post



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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