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TLS, TELSTRA CORPORATION LIMITED
joules mm1
post Posted: Oct 18 2018, 11:42 AM
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eb
if we follow the money
the 13 Twiggs Money Flow had 2 breaks above zero in this small sideways consolidation-type move
we want to see a third break thru that stays above the zero line to prove that deep pockets are in
we can also see a dip thru the zero line for short term retail money, which suggests, fear selling
again, the low volume on the pullback and volume on current news release suggests convo surrounding the stock
is contrary to price print, at least by the money that drives trend
for min 3.02's becomes the level to protect
Attached Image



Morningstar Quantitative Ratings*
Valuation Rating Undervalued Fair Value Estimate 4.026
Fair Value Percentage Diff 23.75%

Liquidity High
(anzshareinvest.com.au)



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. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price

Said 'Thanks' for this post: early birds  
 
rog
post Posted: Oct 18 2018, 07:49 AM
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In Reply To: nipper's post @ Oct 17 2018, 10:31 AM

TBH I find the bonus issue mystifying.



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With money in your pocket you are wise, you are handsome, and you sing well too.
 
nipper
post Posted: Oct 17 2018, 10:31 AM
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In Reply To: rog's post @ Oct 17 2018, 08:29 AM

So, what am I missing? TLS vote was 62% against executive pay levels (one more 'strike' and the board gets tipped).
Chairman says " Cleary shareholders not happy " (der) but have to incentivise talent. But, self-evidently, the talent ain't performing.



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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
 
rog
post Posted: Oct 17 2018, 08:29 AM
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In Reply To: nipper's post @ Oct 16 2018, 09:20 PM

The current board are paying for the sins of past boards. In particular I’m thinking of the one that ramped up dividends, refused to voluntarily undergo structural separation and turned down the offer of an NBN.

It was a con, shareholders were OK with the dividend so were OK with the directors remuneration.



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With money in your pocket you are wise, you are handsome, and you sing well too.
 
nipper
post Posted: Oct 16 2018, 09:20 PM
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In Reply To: blacksheep's post @ Oct 16 2018, 08:19 PM

no, I would have thought directly, obtained through T's 1, 2 and 3, way back when. They can sell... but it bears out the observation that retail investors hold on to shares for too long

(and as an aside, an observation, if taking up those issues, the Instalment warrants, [or getting AMP demutualisations or suchlike] they came as Issuer Sponsored, which are now impossible to sell without setting up a broker account and selling on line <AML/ CTA provisions>)



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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: Oct 16 2018, 08:19 PM
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In Reply To: nipper's post @ Oct 16 2018, 08:00 PM

No idea - maybe through their super funds rather than directly?



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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
 


nipper
post Posted: Oct 16 2018, 08:00 PM
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In Reply To: blacksheep's post @ Oct 16 2018, 06:56 PM

A "million" mums and dads as shareholders! still?



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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: Oct 16 2018, 06:56 PM
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In Reply To: early birds's post @ Oct 16 2018, 02:24 PM

Telstra chair says execs are overpaid, questions bonuses, but fails to stop shareholder revolt
QUOTE
elstra chairman John Mullen has told the company's shareholders that Australian executives are paid too much and there is an argument for getting rid of complicated executive bonus schemes.

Speaking at Telstra's annual general meeting (AGM) in Sydney, Mr Mullen said, given the complexity of executive remuneration that has built up in recent years, it was perhaps best to just pay fixed salaries, "commensurate with the difficulty of the role".

However, it was not enough to head off a massive protest vote from the company's disgruntled investors, who have witnessed Telstra's share-price more than halve since it post-GFC peak in 2015, while dividends have shrunk and likely to shrink more.

Almost 62 per cent of the shareholder votes were directed against the remuneration report, which outlines the salary and bonuses received by directors and senior executives.

A protest vote of only 25 per cent is needed to record a "first strike" on pay. A second strike next year could lead to a spill of all board positions.

It is only the second time an ASX top 20 company has suffered a "first strike".


QUOTE
However, Mr Mullen defended the executive pay deals approved by his board, despite the company's performance over the past financial year, which saw its share price slip 40 per cent.

"We thought that we had got it right," Mr Mullen told shareholders.


read more - https://www.abc.net.au/news/2018-10-16/tels...-bonus/10381396
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
 
joules mm1
post Posted: Oct 16 2018, 02:34 PM
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In Reply To: early birds's post @ Oct 16 2018, 02:24 PM

today hits the 61.8% ratio of the 30Aug $3.405 high to 5Sept $2.980 low
and closes the gap on the 3.02 low cent
a symmetry 100% of that swing is 2.855

relatively low volume today which i think we can take as a business as usual sign

still, price has much to prove



--------------------
. . . . . . . . everything has an art.....in the instance of the auction process, the only thing, needed to be listened to; price

Said 'Thanks' for this post: early birds  
 
early birds
post Posted: Oct 16 2018, 02:24 PM
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In Reply To: joules mm1's post @ Oct 16 2018, 01:10 PM

TLS's AGM doesn't look that flash.
so waiting for the 3.00 ,mark, then 2.88 mark.
if tls going to perform well next two years, then these two level better be hold i guess.
as for MA, it shows value at current level. imho



 
 


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