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TLS, TELSTRA CORPORATION LIMITED
mullokintyre
post Posted: Jun 14 2019, 11:22 AM
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In Reply To: early birds's post @ Jun 14 2019, 11:09 AM

Dunno EB, not a good enough chartist to make those sort of calls.
But I think you are spot on as to its rise, its the reason I bought in.
Be very interested in e roll out of 5G..
I think 5G will revolutionise the way lots of things are done.
Pity it will only be in the cities though.
I was up in central NSW a while ago, and had to downgrade my phone to 3G in some areas to get reliable reception!

Mick




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early birds
post Posted: Jun 14 2019, 11:09 AM
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In Reply To: mullokintyre's post @ Jun 14 2019, 10:32 AM

i had last little stake and set stops at 3.75. i guess the price rise on strait line is due to multiple reasons
one of them is the expectation of more rate cut to come, and peoples all chase yielding stocks TLS seems tick the box.

what about 4.25 Mick??



 
mullokintyre
post Posted: Jun 14 2019, 10:32 AM
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In Reply To: early birds's post @ May 16 2019, 10:54 AM

Yo EB, run right thru that 3.80 ish target.
You still holding.?

Mick



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nipper
post Posted: May 30 2019, 11:31 AM
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In Reply To: nipper's post @ May 30 2019, 11:06 AM

CEO Andy Penn said in the statement the financial impact of the quicker pace of change were brought forward into FY19 and were the natural result of T22, the company’s transformation program. (at least it's not a 2020 vision thing)

QUOTE
"We understand the significant impact on our people and the uncertainty created by these changes,” Mr. Penn said in a statement on Wednesday. We will continue to see role reductions as we replace our legacy systems, digitise and simplify how we work, and respond to things like declining NBN and call volumes, but if a final decision is made on the proposal announced today we expect the majority of our T22 restructure will be behind us.”

“Telstra is also ahead of plan on the simplification of its structure and ways of working announced as part of T22, which as previously announced is expected to lead to a net reduction of around 8,000 employees over three years,” the company said in yesterday’s statement. Telstra today commenced consultation with employees and representative unions on proposed job reductions previously expected to be announced in the first half of FY20. This will result in the relevant restructuring cost being brought forward from FY20 to FY19.

“With today’s start of consultation, Telstra expects to have announced a reduction of approximately 6000 roles by the end of the financial year, which puts it on track to reach the previously announced net cost out target of $2.5 billion by the end of 2022. As a result of bringing these announcements forward, Telstra expects total FY19 restructuring costs to increase from around $600 million to around $800 million. While impacted employees will not be leaving the organisation until early FY20, consultation is expected to conclude in mid- June and therefore the costs will be included in Telstra’s FY19 results.




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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: May 30 2019, 11:06 AM
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Target 3.80 ish

- Shrinking to greatness



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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
 
early birds
post Posted: May 16 2019, 10:54 AM
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TLS is approach my short term target 3.50.
if anyone hold the trade till now, might log in the profit.

longer term ---my target is 3.80ish.



 


early birds
post Posted: May 10 2019, 09:55 AM
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TPG/VODAFONE merger been knocked back again. and TLS jumped back to 3.38

still hold mine, to face current uncertainty , better hold some defensive thingy than sorry imho.

to me TLS will hit 3.5 from TA point of view.




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nipper
post Posted: Apr 26 2019, 01:41 PM
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QUOTE
"There's an emerging market now of telcos trying to work out what they do with millions of used handsets. Smartphones have reached a point where the difference between, say, a new iPhone and an old one is quite small, particularly for ordinary consumers. The need to upgrade is diminishing.”
Simon Downes, Editor-in-Chief, Canstar Blue


.... which is an interesting lead into what MQG is trying:
QUOTE
Macquarie Group is preparing to enter the telecommunications market with the launch of a mobile business, in a surprise move likely to ramp-up competition in an already fiercely competitive sector. The new business, called Nu Mobile, will specialise in mobile phone plans that are bundled with used handsets. The model, which is cheaper than buying new smartphones on a plan, is popular in the United States but is yet to take off in Australia.

Nu Mobile will not own its own mobile infrastructure, instead reselling access to Telstra’s mobile network. That will class it as a mobile virtual network operator, putting it in the same category as players such as Amaysim, TPG, Vocus and Kogan, in a $750 million-a-year market.

But unlike its MVNO competitors, which increasingly have favoured the SIM-only model, Nu Mobile will only sell mobile plans bundled with used smartphones. Macquarie already leases more than a million smartphones to mobile retailers, which lease them on to customers. The terms of these leases require customers to return the phones after one or two years, meaning Macquarie already owns a large number of used smartphones...

...and also bears out the market dynamics, possibly allowing Vodafone/ TPG merger to resurface.



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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
 
blacksheep
post Posted: Feb 26 2019, 02:26 PM
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QUOTE
Telstra to win from Labor’s proposed NBN write-down

JP Morgan says the election of the Labor party at a May election could result in positive sentiment for the fixed telecom industry. This would be a reversal of the negative impact from the National Broadband Network (NBN) over the last four years.

In particular, JP Morgan says Telstra ((TLS)) would benefit if a Labor government writes down the value of the NBN.

For every 5% improvement in NBN margins over the three financial years from 2019-20 to 2022-23, the direct impact for Telstra is to add 0.9-1.3 cents a year to projected Earnings Per Share (EPS) and 0.8-1.2 cents a year to forecast Dividends Per Share (DPS).

https://www.fnarena.com/index.php/2019/02/2...-for-investors/
https://www.shortman.com.au/stock?q=tls
Attached thumbnail(s)
Attached Image


 




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early birds
post Posted: Feb 21 2019, 04:25 PM
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https://www.afr.com/technology/telstra-hint...y_Sent=21022019

Aggressive' approach
Interestingly, whatever 4G plan the customer signed up to for the Galaxy S10+ will be carried over onto Telstra 5G network at the same price, Telstra officials said.

Whether this meant that 5G was usually going to be billed at the same rate as 4G, or whether this offer represented an unusual discount on the yet-to-be-announced 5G rate, Telstra officials refused to say when questioned by The Australian Financial Review.

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a lot of technical stuff that i can't understand it. but looks TLS going to fight hard to get some mobile market back. games on!! tongue.gif

i hold it.



 
 


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