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TLS, TELSTRA CORPORATION LIMITED
nipper
post Posted: Today, 11:43 AM
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A view is, as we go longer in lockdown, that this has
QUOTE
...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 shu
t.


Although other reports, from the boss, no less, are not so pessimistic.
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 has had to be created and invested in to get us to that point....

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




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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  
 
nipper
post Posted: Today, 11:35 AM
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In Reply To: early birds's post @ Today, 11:20 AM

TLS may even pay a dividend, when it announces next month.






--------------------
"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: Today, 11:20 AM
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In Reply To: early birds's post @ Yesterday, 11:48 AM

2--3 cents away from my short term target for TLS , i guess with current market condition even fundies like bet on this old dog

for investor...... i reckon medium term [a year or so] 3.75----3.80, would be reasonable target. if it can over come that level with bit of volume, then it will enter the bullish phase on pure TA base

DYOR as always!!



 
early birds
post Posted: Yesterday, 11:48 AM
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https://www.afr.com/companies/telecommunica...20200703-p558nh

That means if the new TPG decides to make a grab for market share by mass selling cheap mobile plans, it will mean more pain for Telstra shareholders. On the other hand, it would be good news for consumers – at least in the short-term – and would prove competition tsar Rod Sims' fears unfounded.

As it is, most market watchers doubt this is what TPG will do.

Goldman Sachs analyst Kane Hannan argues an aggressive pricing strategy would be the wrong move. He says TPG already has a strong share in its core metro markets, adding: "Any aggressive price-led strategy would result in strong competitive responses, disrupting the current market repair and limit TPG subscriber benefits".

New Street Research analyst Ian Martin says domestic analysts and investors have a largely similar view. But he says his overseas clients have a different view.

“They tend to think it’s inconceivable if you’ve got some capacity not to go and try to win market share,” he says.

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still think TLS is a reasonable investing ,
my short term tarfet seems will be hit really soon.

 
early birds
post Posted: Jul 8 2020, 09:46 AM
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In Reply To: early birds's post @ Jul 3 2020, 04:27 PM

with current situation
TLS might have been a relatively safer bet.

still hold my 3.55 target for short term [ one or two months]



 
early birds
post Posted: Jul 3 2020, 04:27 PM
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In Reply To: early birds's post @ Jul 3 2020, 03:46 PM

ahhh, now i know why it jumped up today

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Brokers eye Telstra on postpaid price rises
Tom Richardson

Ord Minnett has joined UBS in telling clients to buy Telstra shares on the back of its move to raise postpaid mobile pricing across the board by $5 to $15 a month.

"We consider this a bold move by Telstra at a time when the industry is expecting Vodafone to be more aggressive on pricing following its merger with TPG, although we believe the move is the right one given the current industry dynamics in terms of competition and 5G investments."

Ords pointed to the coming of 5G as crucial to Telstra's chances of performing well into the future.


Telstra chief executive Andy Penn said it's important to bring customers into the 5G ecosystem. Steven Siewert

"The new pricing structure, where all but the lowest tier are given 5G access, appears to make more sense," wrote the broker.

"This is similar to what we saw in the US, where carriers have found they are unable to charge an additional fee for 5G access, particularly given spotty 5G coverage. This guarantees some return for Telstra on its 5G investments."

Ord Minnett maintains an accumulate rating on Telstra with a medium-risk rating and $4.10 price target.

Telstra shares are up 2.8 per cent to $3.32 today.

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

it closed at 3.36 the day high.


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early birds
post Posted: Jul 3 2020, 03:46 PM
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In Reply To: early birds's post @ Jul 3 2020, 10:16 AM

3.35 now. something inside knows?? unsure.gif

nice pop up for me though!! tongue.gif



 
early birds
post Posted: Jul 3 2020, 10:16 AM
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break through 3.27...... if it close above it then next target is 3.55

keep eye on it ,, it will take time i guess!!



 
nipper
post Posted: Jul 1 2020, 11:38 AM
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In Reply To: early birds's post @ Jul 1 2020, 10:56 AM

Had not been looking... But now the third force can compete, you would think TLS might be forced to.

I read the new Vodafone TPG will focus on mobile. That is where the growth will come from.



--------------------
"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  
 
early birds
post Posted: Jul 1 2020, 10:56 AM
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i noticed last few sessions that TLS is little weaker than usual , caused by TPG and vodaphone . after their merge they try to spend some money to compete with TLS and Optus
to me it's just short term price pressure to TLS.. on the long run ---no matter how you cut it..............it's reduced the competition in this field .

so TLS at $3.00 ish is a good investment choice relatively safe than other stocks given current uncertainty in the market..
lot's of " working from home" all that. it should be a good investment for medium and long term...........IMHO

i know it will be more than that . hope you guys can feed us more of TA MA eg.... tongue.gif




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