Where to now for long term investors of Telstra, page-5967

Ash,nbn margin is out of penns control imo thats all that is out of his control .
I can understand why penn does not make a big deal out of nbn long term agreement due to the nbn govt loss making mess which started when keating sold 6% of telstra just for the money and no plan for tls.ie tls would not want to keep reminding the govts they will be paying $1b pa by approx 2020 and that figure growing by cpi each year for approx 30 years.
Everything else imo is within penns control.
His comments re tpg imo were ridiculous.
His suggestion there is a $3b black hole was ridiculous when absolutely with out doubt the black hole could only of ever been $3b ie at the most   $2b,and then $2b is still ridiculous because 7000 employees would be transferred from tls to nbn again reducing the bs $2b black hole then we finally have the re seller margin and the proceeds from 2500 redundant exchanges?.
etc etc.
The Result we end up with current tls sp because market is confused,uncertain how ever u want to describe it.
ps its no wonder madamswer makes no attempt to do financial analysis on tls when imo he/she them are very good on financial detail.Example we hear so many figures about previous cost cutting,ie approx $900m figure etc mentioned but then u read 1h18 costs same as 1h 19 costs?.

When you rely on an accountant to explain the financial situation of a co you have no chance of understanding the financial situation of that co.I  did my own simplistic maths on how the business was running end of each month because when i sat in front of the accountant i had no idea what he was talking about..
You need a ceo that can present the figures so they can be clearly understood.I'm not just referring to penn,but current cfo and previous cfo in fact in general most cfo's of lge co's.
Again there is to much bs built into complicating accountancy,and the accountants love it.Just look at the govt books  on income,co and super tax ie  volumes of books.
I believe i could write a book of rules the size of a comic and a 10 year old could understand it and it would be reasonable,but no the govt continues to add more detail every year so much so you have speciality accountants on super ..
ok therapy working.