So I guess my question is that it definitely looks to me like...

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RBradley1980

715 Posts.

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19/02/19

18:26

Post #: 37489286
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Originally posted by benson1610: ↑

Believe it or not i watched so far 1 hour and 40 minutes of webcast ,reinforcing my opinion of why penn and chairman need to be replaced.
First the presentation was simply not worth watching,nothing new and very boring.
In the Q&A any half interesting question was not answered.
And penn continues with his fantasy $3b black hole,many times he mentions the $3b threat by nbn.
His only response is tls is fighting with productivity savings such as the 3200 employees made redundant????
Thats not fighting,they were made redundant because they basically were transferred to nbn,and the transfer will continue to penns figure of 7000,Thats not fighting thats a simple transfer of the costs from tls to nbn which with out doubt make penns $3b black hole a imaginary figure.Then as posted many times we can deduct the nbn long term lease payment figure from the imaginary $3b black hole.Lets include the cost savings of closing 2500 exchanges and the sale proceeds of those exchanges and the conversion of the remaining 2800 exchanges to distributed data centres THANKS to the nbn..
This $3b constant threat by penn destroying tls's sp imo.
As usual the presentation raises more questions than answers and because of penns rationale behind his presentation i may trim after ex div date.
It can't just be me,tls has made the ebitda figure a useless figure for guidance due to restructure costs,and why did cfo not want to comment of how $2b sale of assets is going.?
Complete waste of time.imo only
ps and maybe i misunderstood what cfo actually meant,but she said something about making tls ventures more rational?,now i could understand if she said that about murud,or is she including murud
Just my opinion,roy chestnut ceo and a more open minded chairman,and where are all the esport announcements penn was so excited about?

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So I guess my question is that it definitely looks to me like there is a hole and that we have gone well into it so this would suggest

After all that I didn't even ask the question

So I guess my question is that it definitely looks to me like there is a hole and that we have gone well into it so this would suggest you think they are hiding the earnings, where do you think they are?

Last edited by RBradley1980: 19/02/19

TLS Price at posting: $3.25 Sentiment: Hold Disclosure: Held
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