TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-6033

  1. 5,646 Posts.
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    RB,go to webcast presentation into 2 hours and 16 minutes,a very basic question by john dury the australian,look at penns response ,penn looks confused.on a simple/basic question and imo not a particularly relevant question.No confidence in his response outside of ericsons  ability (not penns) to maintain and build  a superior 5g mobile network ,as learnt from trujillo it only takes imperative extra capex for the market u want a superior 5g network.Taking into account penn and thodey only learnt from trujillo the importance of maintaining superior networks,unfortunately imo only thodey and penn have no business  bone in their body and have not learnt from trujillo's acquisition of sou fun, auto home and the trujillo nfc trials,only the importance of maintaining a superior mobile network..
    Such a co can not afford such a response from a ceo.

    I have taken notes and will post in the morning,not that my posts are words of wisdom,but that after a bottle of penfolds i prefer to post with a relatively clear head.
 
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