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Telstra making a spreadsheet available - but disappointingly its had the formulas removed which makes it pretty useless really.
https://www.telstra.com.au/content/dam/tcom/about-us/investors/pdf-e/1H18-Results-Supporting-Material.xlsx
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Was tempted with the 11c div so put an order in to buy 11,000 this morning and moved the order up 1c every 3 minutes from 3.72c to 3.75c and left it there for 5 or 10 minutes. No sellers, no liquidity, nothing going on, so quickly cancelled order and jumped back over to SKC for a 3.85 buy order. Wow 3 pages over 12 years on here. I don't expect a reply to this posting until next year .
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 Originally Posted by see weed
Was tempted with the 11c div so put an order in to buy 11,000 this morning and moved the order up 1c every 3 minutes from 3.72c to 3.75c and left it there for 5 or 10 minutes. No sellers, no liquidity, nothing going on, so quickly cancelled order and jumped back over to SKC for a 3.85 buy order. Wow 3 pages over 12 years on here. I don't expect a reply to this posting until next year .
TLS has proven to be a yield trap... SKC is the way to go IMO
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Originally Posted by hardt
TLS has proven to be a yield trap... SKC is the way to go IMO
Yep, got skunked collecting the last divvy, bought in before they announced they were giving their future divvies a serious haircut, no imputation credits to boot.PS-I prefer SPK still by a long shot.PPS-SKC is a no touch share for me.
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Hmm - just trying to drastically increase the posting frequency on this thread  .
For some reason is TLS still in my spreadsheet (used to hold a handful of shares more than a decade a go) - and just having a cursory review of its credentials.
TA: A consistent and unbroken downtrend worthwhile using as school book example. Non existent growth (well, but some negative growth on the EPS CAGR  ); revenue flat lining.
On the other hand - PE starts to look semi-attractive - it dropped (thanks to a dropping SP) below 10.
Obviously - never buy into a downtrend, but I am wondering whether this dog with fleas might be at some stage a candidate for the "dogs of the ASX" - portfolio?
Anybody knows whether they are just hoping for a pleasant and unspectacular exitus ... or is there still some life left in this dog? I guess they are in a really exciting industry (telecommunications), but it feels nobody told their management ...
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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Originally Posted by BlackPeter
Hmm - just trying to drastically increase the posting frequency on this thread .
For some reason is TLS still in my spreadsheet (used to hold a handful of shares more than a decade a go) - and just having a cursory review of its credentials.
TA: A consistent and unbroken downtrend worthwhile using as school book example. Non existent growth (well, but some negative growth on the EPS CAGR ); revenue flat lining.
On the other hand - PE starts to look semi-attractive - it dropped (thanks to a dropping SP) below 10.
Obviously - never buy into a downtrend, but I am wondering whether this dog with fleas might be at some stage a candidate for the "dogs of the ASX" - portfolio?
Anybody knows whether they are just hoping for a pleasant and unspectacular exitus ... or is there still some life left in this dog? I guess they are in a really exciting industry (telecommunications), but it feels nobody told their management ...
They are a big lumbering oaf of a company that can't react fast enough to consumers needs and have had trouble fending competition off the massive piece of pie they have... favouring of investments now might make a difference.
2017
TLS had a net margin of 9.83% / Revenue of 873k and 93k NPAT per employee
SPK had a net margin of 11.57% / Revenue of 657k and 76k NPAT per employee
It seems NZ is the better place to be a Telco, only reason to buy TLS is for that dividend really and it only just beats out Sparks.
Last edited by hardt; 13-06-2018 at 06:53 AM.
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Originally Posted by hardt
They are a big lumbering oaf of a company that can't react fast enough to consumers needs and have had trouble fending competition off the massive piece of pie they have... favouring of investments now might make a difference.
2017
TLS had a net margin of 9.83% / Revenue of 873k and 93k NPAT per employee
SPK had a net margin of 11.57% / Revenue of 657k and 76k NPAT per employee
It seems NZ is the better place to be a Telco, only reason to buy TLS is for that dividend really and it only just beats out Sparks.
Could be a reasonable buy under $3 although the divvies are not imputed for us kiwis, I see it as better value currently than SPK which looks overvalued at its current SP. I reckon the stock is worth a punt for upside potential.
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Originally Posted by couta1
Could be a reasonable buy under $3 although the divvies are not imputed for us kiwis, I see it as better value currently than SPK which looks overvalued at its current SP. I reckon the stock is worth a punt for upside potential.
For what its worth its on the Motley Fools recommendation list since April. Don't hold....but that dividend is sure appealing.
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Originally Posted by RTM
For what its worth its on the Motley Fools recommendation list since April. Don't hold....but that dividend is sure appealing.
I guess as long as the current SP trend prevails - it can only get better (the dividend yield, this is ...) ;
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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Member
Any pros or cons of buying TLS on the NZX vs ASX?
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