TLS 1.04% $3.89 telstra group limited

Where to now for long term investors of Telstra, page-6043

  1. 5,646 Posts.
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    In short zero margin/$3b black hole is bs ,the $1b lease payment pa with low single digit growth pa is margin (compensation margin).
    Add cost savings and then do the maths on mark up/ margin relative to costs not to mention the massive efficiency improvements to tls's network combined with asset sale proceeds.?
    ps imo only so called zero margin will not happen,so again why mention it.
    Why the $3b black hole scare campaign? an excuse to reduce div after penn increased div as cfo and ceo.
 
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