TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-44

  1. 5,646 Posts.
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    madamswer ,yes the nbn money is a compensation package for tls as tls becomes a lower margin re seller of nbn plus reduced maintenance costs for tls.
    My issue is the direction penn is taking tls and the potential capital he is gambling on new unproven apps and services when tls has proved they are unable to run such agile fast changing apps and services..
    As posted many times ,and to continue to annoy the poster that said i repeat myself,diversifying into energy ie energy production and making belong not only a nbn re seller but as said at agm also now a mobile re seller is where penn should have concentrated his ambitions ie clear growth and something the market would understand and tls's long history of experience in solar/battery networks if belong became a energy re seller and tls grow its energy production facilities ,plus buying oml and providing the capital oml needs to expand back into the US and back into the UK then partnering with google,ntt and china global digital boards to provide a one stop shop for any global advertiser,that the market would understand.
    .
 
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