TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-6178

  1. 5,646 Posts.
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    Grow Rich,imo the market is still very confused regarding the developing tls business .
    Which imo is fair enough,because the list of developments regarding the tls network ie platforms,partnerships etc is getting so long its almost impossible to keep track of.The only way to now know how tls will perform is thru the bottom line in reports excluding restructure costs and asset sales of tls's various divisions.
    For me I take little notice of various trades as tls is a lge cf course if directors are buying its always better than directors selling.Penn selling not a good look short term,that director that purchased of 7875 shares chicken feed.
    Also just to mention,besides penns confusing presentations penn adds to that confusion by allowing managers to talk up the potential of tls energy then for some reason he looses complete interest in developing energy.Same esports,look how excited he got about esports now not a word as esports is at a critical point of development in australia.And i would not be surprised to see tls exit tsm and maybe coherre.
    Both esports and energy are serious ,to use penns term 'layers' that sit over and take advantage of tls's network but penn lost interest?.
    What i find even more confusing about penn is imo he understands businesses that have potential ie autohome he said it was a great business ,and he sold it imo at a reasonable time and at reasonable prices unlike thodey and sou fun..
    Surely penn understands energy and esports are excellent businesses,he may not think they fit within their strict tls business model but they have the potential to make similar profits as autohome.etc etc etcIts not like tls dooes not have a strong connection and competitive advantage in both sectors.
    As posted,a couple of solid announcement and tls would be trading above $4 but not the way tls is currently being managed.
 
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