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TLS, TELSTRA CORPORATION LIMITED
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.



--------------------
"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
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
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.

=================

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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early birds
post Posted: Feb 15 2019, 03:31 PM
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large than usual volume last two session , and price move looked relatively well { after shity results}

seems it won't get back under 3.00 mark anytime soon. i might have to adjust my buying level.
still hold some, and try to buy more of it as i don't see any other things that i can manage the risk we are facing today. weirdsmiley.gif



 
kahuna1
post Posted: Feb 15 2019, 10:03 AM
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Howdy,

Out come the analysts reports, valuation is #2.80-2.90 from the ones I got. Share price has stopped for now going down !! Amazing what they are thinking when the head of TLS came out and in the AFR is saying they make NOTHING from reselling NBN plans. Not any motivation to sell them and even worse, the whole bunch is in the same place, selling NBN for no or little margins. As such, of course they are asking for a price rise so they can eat !!

On one hand if it occurs, the price rise, some profits, on the other not good for competition overall as it will make those with their own networks worth MORE. So I suppose I understand why TLS has stopped dropping for now, but its a bloody long way from any rise and a political nightmare already the whole NBN. Basically don't expect the price to rise any time soon as its a political football and we have an election coming.

Basically heads they loose tails they loose for the NBN and TLS the stupid hope of some price rise that NEVER EVER is going to occur until late 2019 if ever, is not a good risk.

Cheers

Mark K



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All views expressed are my own opinions. While I take every care when posting no guarantee to the absolute veracity of the postings is given or implied. Please do your own reseach and consult a professional investment advisor before investing.

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early birds
post Posted: Feb 15 2019, 08:22 AM
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https://www.afr.com/business/telecommunicat...y_Sent=15022019



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early birds
post Posted: Feb 15 2019, 08:21 AM
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In Reply To: kahuna1's post @ Feb 14 2019, 01:09 PM

hi K1
nice to see you gave a range for TLS ---2.80---3.20. i guess a lot of readers here will appreciate it. tongue.gif

i don't like the way they running this biz, but holly molly, who the hell am i to judge Andy?? tongue.gif

will stick to my gun ---buy this thing if it under 3.00 mark, and sell it when it close to 3.50. kinda think this is a defensive play for current uncertainty . IMHO though.



 
 


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