TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-6141

  1. 5,646 Posts.
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    Ash and 600ml if he/she is still interested.I got nextdc wrong or did i ?.i hate to refer to commsec as a reference but it suggests on a quick research nextdc sp 6.24,pe 239 ? etc.The way i looked a data centres is as being price takers in the future maybe even now and i believe tls stopped building australian data centres because they had the usage to control access pricing,but still have their own data centres for maybe specific reasons.

    Grow Rich,ironically penn got 'bill shock'when he opened his electricity bills over last 2 years.At least he understands how mobile customers feel.That shock was an increase of $100m for each year,total $200m?.This is the increase only not total the pa  electricity bill.Can't remember off hand the serious effect the $273m write down of ooyala was but it was material to eps,so is an increase of $200m in electricity .
    So do we sit back and wait for the next electricity bill shock?.as 5g continues to be rolled out and penn continues to state how many electricity is required to run 5g as it develops?
    Bershire hathaway (buffett) manages to employ ceo's for their various investments including energy,tls employed ben burge.The Tls energy division should be treated as a stand alone business and tls should employ an open minded energy ceo if tls cares about profits and shareholders.
 
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