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TLS - Telstra Corporation

Discussion in 'Stocks Q-Z' started by banjo_pete, Oct 31, 2004.

  1. galumay

    galumay learner

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    In what way sptrawler? There are much better service providers at lower price points, Telsta's NBN provisioning team is a special kind of incompetent and the support is non-existent. How does it reduce overheads for you? I may have missed something?

    EDIT - reading the last dozen posts or so, I realise I have dragged this thread off topic! I will leave it there and let it get back on track to discussing the company TLS from an investment point of view rather than a discussion about the relative merits of ISPs and alternative technologies. Sorry.
     
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  2. sptrawler

    sptrawler

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    I have to defer to her somewhat, as she is hearing impaired and Telstra's apparently is better than the opposition.
    To me personally it doesn't matter, as usually I'm just keeping the peace.lol
     
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  3. HelloU

    HelloU

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    Do not discount slightly OT comments here imo. Urs and others are valuable. This is all about TLS's future...particularly at the three year mark when NBN goes somewhere......it is all heading to that point for me...and how the companies position themselves before then.
     
    sptrawler likes this.
  4. So_Cynical

    So_Cynical The Contrarian Averager

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    Try doing that with 4G :)

    https://www.itnews.com.au/news/nbn-cos-top-user-downloads-236tb-a-month-495646

    Some interesting stats above...nothing to do with Telstra but just shows the incredible increase in data use, and people will want that freedom on the move and thats where Telstra and 5G come into it, people want to stay connected 24/7 where ever they are, there's no going back.
     
  5. greggles

    greggles I'll be back!

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    From $2.60 to $6.75 and back to $2.60 again in less than seven and a half years. Telstra has finally come full circle.

    However, the telecommunications sector has experienced vast changes in that time and Telstra now occupies a very different place in that altered landscape.

    Needless to say, I'm not very optimistic about it future prospects.

    big.chart-TLS.gif
     
  6. So_Cynical

    So_Cynical The Contrarian Averager

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    Buying TLS in early 2011 would of given a bottom to top (early 2015) return of about 180% with dividends...if the circle is to continue then now would be a fantastic time to join the circle.

    I placed a buy order on Thursday, yet to be filled.
     
  7. tinhat

    tinhat Pocket Calculator Operator

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    I know you like to pick a bottom, and it may well be in, but I wouldn't be holding out hope for the circle to continue. The NBN cash winfall was a once-off event. The industry is undergoing a massive structural change. The dividend is not sustainable. Telstra is playing out the classic tale (and often repeated in history) of what happens to the incumbent through the demonopolisation of an industry.
     
  8. greggles

    greggles I'll be back!

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    I agree with tinhat. You may be right about TLS having found a bottom for now, but I don't see how it could experience the kind of revenue growth required for any sustainable share price increase. The industry is chock-a-block with competition that has slashed margins to try and increase market share. I just don't see how Telstra can effectively claw back its lost market share or find other avenues of revenue growth that would justify a much larger market cap.

    There are plenty of better large cap growth stories out there IMO.
     
  9. sptrawler

    sptrawler

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    It will be interesting to see what value is placed on the wholesale business/retail business, when it is separated.
    The retail entity, may have some take over potential, from one of the O/S players.
    The wholesale side will be interesting to value, IMO, how much will its earnings be regulated?

    Still there may be more value in the two parts, than the whole business.

    https://www.businessinsider.com.au/telstra-new-infrastructure-business-2018-6
     
  10. PZ99

    PZ99 ( ͡° ͜ʖ ͡°)

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    Bearish until they restructure: target $1.88
     
  11. PZ99

    PZ99 ( ͡° ͜ʖ ͡°)

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    Bearish until they restructure: target price of $1.88 when it next goes EX dividend.
     
  12. PZ99

    PZ99 ( ͡° ͜ʖ ͡°)

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    Very bearish until they restructure. Target price de-rated to around $1.88 when it next goes XD after which point the dividend would be far less than the current 22 cents.
     
  13. peter2

    peter2

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    Unfortunately all our operators are busy and the current waiting time is longer than twenty minutes. . .
     
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  14. moXJO

    moXJO menace to society

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    I was getting a slower product for double the price with tls.
    It takes a lot (and I mean a lot) for me to change providers.
    They sent me a final bill of about $2000. I told them that they "might want to check that" and after a bit of arguing they discovered that it was only supposed to be $50.

    Turns out I was being overcharged on top for about 3 years. I must have been with them for 16 years.

    I would say that the cheaper services are about par with telstra where I am.
    Surprisingly, the quality dropped once nbn came along. They did get bad years ago (maybe 2006 and 2012) for me to notice.

    I'll pay extra for quality, but telstra wasn't delivering. Once I change I tend to stick with that services.

    Everyone seems to be looking for cheaper services. Rego, Insurance electricity and food slug enough money out of people.
    The younger generation are a lot more tech informed as well and that may act against tls.
     
    Miner likes this.
  15. Miner

    Miner

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    I am not a great fan of Telstra. However when I compare - AMAYSIM - no real person. Only emails, face book. Apologies for ever.
    TPG /Dodo/Optus - do not serve to the area with broadband even I live at Sorrento. Choice is Telstra.
    Minesite - No one but Telstra works. Some folks carry Virgin etc for home and SIM card for minesite provided by Telstra. Too complicated for me. Of course if one buys Boost SIM Card comes very cheap even if Telstra provides the service to them as well.
    Dispute Resolution - If you can speak the language - Telstra is the best. I have seen my friends who have IINET connection (now VOC) - when the line is out of operation - God helps.
    End of the day saving $20 pm by a switch does not change a life style. At least I know the service is provided by Australian and Filipinos (nice husky girls speak with a good English command) when I use Telstra.
    Returning to my share - sold out half of them and holding. Price is constant and keeping in mind Telstra is supported by a strong workforce even after shedding 2000 in next 6 months and financial instos back Telstra too. This could be the bottom of the price we have seen unless Chinese Telecom offers for a take over (who knows).
     
  16. moXJO

    moXJO menace to society

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    Its a tough one. That juicy dividend is tempting. I haven't kept up to speed on tls, is the dividend due to be chopped?
    Surely it has to be, or its not sustainable.

    Change of leadership and direction could bring a turnaround ?
     
    Miner likes this.
  17. notting

    notting

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  18. sptrawler

    sptrawler

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  19. So_Cynical

    So_Cynical The Contrarian Averager

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    And yet traded and closed above $3 per share today for the first time in 3 months, a rough broad flattish V bottom, and my buy order didn't get filled...can i pick bottom or what/

     
  20. sptrawler

    sptrawler

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    Yes that was the weirdest stock movement in years, someone is pushing the price up, possible re gearing of institutions?
    All the analyst's were saying worse to come, the dividend is made up with a 7c special from NBN, so that will go eventually. The NBN special payments will dry up sooner than expected, as the roll out has been sped up.
    The only underlying glimmer of good news was 4k tv and 5g mobile, which the other players will no doubt roll out at a cheaper price, having said that they seem to be holding NBN subscribers at a higher price than the competitors.
    I certainly won't be jumping in until the dividend settles and price follows.
     
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