The 5g advantage tls now has was learnt from and made possible due to trujillo's lesson from building a world leading 3g network,it would be very hard to not be able to present the benefits of 5g.
Then we have the obvious comment by cfo that NAS is of strategic importance,obviously.
Then we require sea cables to connect tls globally,again basic stuff.
Very hard to put a negative spin on above.
Does anyone have any comments on the way penn described how a sea cable network works ?
Penn was asked whether under new govt he would try to again securitize long term lease agreement,penn said no because nbn did not agree so no point going to a new govt.CFO stepped in a said nbn lease agreement is now part of infraco,penn said oh good point.
Follow up question should have been do u intend to sell off 49% of infraco,taking into account the obvious that nbn would not agree to tls handing control to some one else regarding the lease.(and accc has already said no to tls/infraco buying back nbn)
5g and seacables only require capex to stay ahead as learnt from the 3g network.
Running NAS,establishing content,developing the internet of things identifying 'profitable' sectors where tls has a competitive advantage requires a whole different 'business' skill set.
Where to now for long term investors of Telstra, page-6037
Add TLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.92 |
Change
-0.030(0.76%) |
Mkt cap ! $46.33B | |||
| Open | High | Low | Value | Volume |
| $3.95 | $3.95 | $3.90 | $69.01M | 17.63M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 271136 | $3.91 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.92 | 282151 | 15 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| TLS (ASX) Chart |