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TLS, TELSTRA CORPORATION LIMITED
early birds
post Posted: Today, 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.


Said 'Thanks' for this post: lgrif  nipper  rlane  
 
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.



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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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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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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."



--------------------
"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



--------------------
"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



--------------------
"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.
 
 


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