Where to now for long term investors of Telstra, page-6113

I was on linkedin but got sick of the qty of emails.May rejoin.
Penn is capable of good presentations,he proved that in the US.
My problem with tls is penn's one liners and tls's lack of clarity in transition figure ie explanations,2 very basic examples the reduced $1b in capex for fy20 and the nbn lease figure should be getting within 70% of nbn $1b long term figure.Reduced costs verse restructure costs?.
During such a unprecedented transition for any australian co the ceo should not be using terms like zero margin,$3b blackhole and what happened to the serious threat to tls's mobile by tpg's $600m mobile network.