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     holycow
Member
Username: holycow
Post Number: 2184
Registered: 08-2004Rating: N/A
Votes: 0
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| | Wednesday, November 30, 2005 - 02:36 pm: |  
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... I have decided to create a thread just for this "hopeless" stock. Been reading so much about this one that it's not "funny" to let it just go to waste; also been monitoring this one for quite a while for opportunity, but have to say at this point in time, the "publicity" is so bad and negative that many small timers are simply dumping this - when the herd begins to stampede, you stay out so you won't get hurt.
...but as usual, here's a contrarian question - WHO has been buying up ALL these shares that had been sold on the cheap?
So far, the chart has been looking so crappy that I think only a man with the nerves of steel would be able to withstand the barrage of selling and the constant negative news at every front - whoever is picking up TLS, they have my respect here. And when things get settle down (eventually), I will be joining "WHO" to ride this "sucker" - I just want to prove one point - when every dog in your neighbourhood is smoking cigars, it's not because cigar is cheap; but rather because it's "fashionable" 
Anyway, more later as we move on from here. Still watching for a bottom so I can begin to talk chart...
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2186
Registered: 08-2004Rating: N/A
Votes: 0
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| | Wednesday, November 30, 2005 - 03:32 pm: |
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Uncertainty Forces Earnings Downgrades For IiNet
November 30 2005 - Australasian Investment Review – (AIR)
Emerging midsized telco iiNet (IIN) held its AGM yesterday and the news was not good with respect to the Telstra (TLS) connection. iiNet is expecting an increase of 10% in line rentals and 15-20% on wholesale broadband...
*** not sure how "true" is the increase of 10% and 15-20% respectively; but this sufficed to "illustrate" this point - when the big elephant begins to sh*t big time, its small competitors are gonna be hit by awholelotofshit...
Now take a moment and contemplate when this elephant gets to tidy up its act - trust me, it's gonna eat its competitors for lunch - take a look at IIN's sp and you will get the picture.
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2198
Registered: 08-2004Rating: N/A
Votes: 0
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| | Thursday, December 01, 2005 - 06:24 pm: |
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... much as I hate these cowboys' guts I think they are fighting a good fight by raising a lot of issue from TLS's perspective which are not totally groundless. Although I still believe they are trying hard to hold on to their license to tax vis-a-vis the fixed line copper cashcow; they are however seemed to be making some headway in changing the negative perception on TLS - if you are an investor, I think this is a good thing.
What I don't like to see is they win this fight totally and absolutely whereby cementing their dominating role after privatisation and then they fall back to their old usual self and continue to milk the consumers - this to me, will be the worst case scenario as a user of their service. If this were to be the outcome, then, it will make this elephant a good elephant to own - that's the only way to beat them - make them work for you instead!
So at this point in time, it's watch and watch time and see how T3 develops. Meantime, for the sake of the investors, I hope they can just cut the crap short and work out some kind of compromise with the govt asap.
http://au.biz.yahoo.com/051201/19/p/ecmj.html
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2203
Registered: 08-2004Rating: N/A
Votes: 0
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| | Friday, December 02, 2005 - 07:57 am: |
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Telco bunfight
By Michael Sainsbury and Chris Jenkins
02-12-2005
From: The Australian
[...]
The telco renewed its attack on regulations yesterday with a 2 1/2-hour briefing in Sydney, claiming restrictive competition rules would wipe $6.1 billion off its value over the next 10 years.
"You can't ask Telstra shareholders to invest in a new broadband network, and then allow competitors to pay none of the cost but still enjoy the same benefits," said Telstra public policy chief Phil Burgess.
But Senator Coonan told The Australian the regulatory framework was appropriate and that it had not been tested by Telstra. "What we would rather see is Telstra test the rules rather than change the rules and pre-empt an outcome."(... this bit makes sense, those cowboys should take heed and test the rules instead of demanding a rule change)
Senior ministers will next week decide whether to overturn a ruling by the competition regulator on access prices for Telstra's raw copper wires.
"There would have to be very compelling reasons to interfere with the regulatory process," Senator Coonan said. "The information that Telstra has made publicly available today reinforced that they haven't got an immediate problem."
Telstra finance chief John Stanhope also defended the company's earning margins of close to 50 per cent - and plans to expand them to 52 per cent - as not monopolistic.(... to those who argue for the "rights" of TLS to keep its monopoly, I reckon they should take another look at the "numbers")
The new fibre network - central to chief executive Sol Trujillo's $11 billion overhaul of the telco giant - would connect 4 million homes in major cities at super fast data speeds.
"You also have to look at Telstra's place in this particular market," Senator Coonan said.
"Telstra has the lion's share of revenues and profits.
"Any regulatory holiday would have to be (seen as) a monopolistic characteristic."
Optus chief executive Paul O'Sullivan has repeated his offer to join with Telstra in such a roll-out, but refused to say how much Optus was willing to commit to such a venture.(... this %#$$% is just playing politics, I think Australia should do NO FAVOUR to any Singaporean firm; I think we should hang this fella!)
Mr O'Sullivan said further discussion with Telstra would be necessary. "All I have at this stage are the documents Telstra released as the result of its submission to government."
Mr O'Sullivan said he had approached Telstra in October to propose a shared roll-out, only to be told by Mr Trujillo that Telstra had no plans for a "fibre-to-the-node" network.
Competitive Carriers' Coalition chief David Forman said: "Successive governments have driven reform and independent regulation because the benefits of competition to consumers have been proven time and time again. Telstra's pitch for special protections is a call to turn back the clock, and no amount of spin-doctoring can hide that."
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2329
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Friday, June 30, 2006 - 09:28 am: |
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... SAD! We paid millions of AUD for an idiot to run our biggest corporation... what we now have is a bunch of monkeys dressing in suit telling us "they" are proud to screw the company down in size and continuing poking us in the eyes on how freaking cocky they are. This is infuriorating!
http://www.theage.com.au/news/business/bad-news-is-good-news-says-chief
/2006/06/29/1151174331788.html
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2335
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Saturday, July 01, 2006 - 02:46 pm: |
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(nah nah nah... who said I look ugly?)
Sol's bluff makes him a joker in the Telstra pack
SOL Trujillo is leading Telstra into a dangerous corner, and this seems at least in part due to the fact that he carefully destroyed Telstra's political relationships as his No. 1 priority after taking over as chief executive last year.
As a result of that Telstra is showing signs of having no idea what's going on.
For a start, he doesn't seem to realise the retail prospectus offer for T3 is now dead, notwithstanding the public statement from Government ministers, and with it has died any leverage for Telstra to force the Government to intervene in the access discussions over the proposed $3 billion fibre-to-the-node network (FTTN)...
... comedy time... "send in the clown"!
http://www.theage.com.au/news/business/
sols-bluff-makes-him-a-joker-in-the-telstra-pack/
2006/06/30/1151174395540.html?page=fullpage#contentSwap1
HC
"... if you've got a chart, I have an opinion!"
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msparks
Member
Username: msparks
Post Number: 540
Registered: 10-2004
Rating: N/A
Votes: 0
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| | Saturday, July 01, 2006 - 09:31 pm: |
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Just read the interview, speech by Sol
When considering they only have 40% of the broadband market and land line phones are probably only a coupla years away from being obsolete,(apart from the peoples who have no broadband), i cannot see the value in this company.
They have the CAPITAL size to introduce high speed internet but at a high cost, debt, etc and if they do not have the market now, who is to say they will with a new faster network ? if access is proided to others at a "fee" ?
TEL is in similar sinking boat.
BCM has bought Irish Telecom comoany and the price is falling, what a great investment that has been for some, similar to telstra. Bank interest and capital in tack would be about 30% better than BCM atmo, but BNB are supposed to be the smart ones like MBL so perhaps they can turn it around.
TLS is wobbly and the uproar if they only introduce high speed broadband in the capital cities ? Good on the govt for selling the asset anyhow, at least we know the CES and Govt officials flying around the world are enjoying giving away or spending the proceeds.
The irony is the govt wants the price up to sell the last parcel, and the ACCC , another govt department has hamstrung telstra from making money by giving the competition access.
Just a ridiculous situation , like giving Fortescue access to BHP's rail line , not likely was the result from memory ?
I don't think Sol is to blame, but his tactics don't seem to be the one's of a high priced mover and shaker , he should know there is no logic when politics is involved.
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holycow
Member
Username: holycow
Post Number: 2336
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Sunday, July 02, 2006 - 02:15 pm: |
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TLS is an "old economy" biz evolving into the "new economy" arena at the moment. If we can look further into the future, and with digital media flourishing in the NET, and with it the advertising money; with my limiting eyesight I can see TLS is probably sitting in the one of the highest growth bis/industry sector IF if if ifandonlyif its management and leadership has the vision and management skill to take this old economy dinosaur into the new millenium.
And what do we have here?
We have an old turkey that looks like certain part of my reproductive anatomy, who so far has exhibited an over inflated ego, with the arrogance that matches my 9 year old nephew who knows not how high the sky nor how deep the ocean... instead of showing some top notch PR skill in handling the politician, the media, the investing public and the telcomm consumers; instead of spending sometimes and more times in understanding the Australian political scene and her culture, this super dick came in with gun blazing and started a gun fight with everyone plus up from the PM, and down to the ministers plus other industrial competitors...
... and stirring up the hornet's nest and todate, with their ego and "face" on the line, no one is willing to back down, and in the process, the sales of T3 is near death if not dead, with TLS share price dropping 40% (? don't really know), and he is telling everyone, including ME, that he feels proud of what he has done?
$&%^%^%^%&%^%#$#$#####@!!!!! (...if only I can swear out loud! His face will be covered with my dung, I kid you not)
So there you/we had it! We now have one yank who has been busily filling up all the top management positions for his yankie mates, paying out top $$$ for idiotic comments that his mum will not buy TLS shares and with dump ass like that walking around within TLS headquarter running the joint like a second hand car dealership - this is all that I have left to say...
Men often become what they believe themselves to be. If I believe I cannot do something, it makes me incapable of doing it. But when I believe I can, then I acquire the ability to do it even if I didn't have it in the beginning. - Mahatma Gandhi
So far, this super dick has been saying why he can't, what he can't and so on... all excuses and spent/wasted energy on fighting the politicians; from managing and running TLS's angle, I see no marked improvement, I see not better result, I see no better share performance, I see no better company outlook, I see no improved bottomlines... all I hear and read about is why TLS will be bad, will not do better - ALL FREAKING EXCUSES!
If this is all he can do, please someone do me a favour - tell him on his face and ask him to FO and get a local to replace him - at least I can see there's a cost saving of 20 millions right away! Really!
Shhhhheeeeeeeeeeeeeesshhh! (a really really pissed off cow)
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2337
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Sunday, July 02, 2006 - 02:37 pm: |
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... more negative opinion about this turkey head...
http://www.theage.com.au/news/business/
trujillo-words-smack-of-im-so-good/2006/07/01/1151174441296.html
Trujillo words smack of 'I'm so good'
July 2, 2006
LIKE a gunfighter at the OK Corral, Telstra's Sol Trujillo had one last bullet in the barrel when he threatened to cut the company's dividend on Thursday. Trujillo's threat will echo through the markets this week because it's the sound of a CEO shooting his last round.
Trujillo is now inches away from losing his credibility as a "turnaround" executive. It's been roughly a year since the US telecommunications executive touched down in Australia and there has been nothing but bad news since...more!
... isn't this typical of the yanks? Threat, black mail and more threat!
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2402
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Wednesday, July 12, 2006 - 09:23 pm: |
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... this is the understatement of the year as far as I am concerned. What can he expect for some one who can only see as far as his own ar**? He can't be charming or admirable if all he does and good at is in saving the only thing he can see...
Telstra boss 'least admired chief'
By Trevor Chappell
12-07-2006
From: AAP
PERHAPS Telstra boss Sol Trujillo should be going about things a little differently, judging by the low esteem in which he is apparently held by stock market analysts.
The head of the telecommunications giant is Australia's least admired chief executive, according to a survey by BRW magazine.
And Telstra is the second least admired company, with only packaging firm Amcor Ltd doing worse...
http://finance.news.com.au/
story/print/0,10119,19766429,00.html
HC
"... if you've got a chart, I have an opinion!"
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holycow
Member
Username: holycow
Post Number: 2588
Registered: 08-2004
Rating: N/A
Votes: 0
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| | Monday, August 07, 2006 - 09:44 am: |
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...as usual, the unpopular CEO in corporate Australia makes his mark again. Now TLS is not only at his mercy, it is at the mercy of a small contract supplier. The weakest point in a chain is its weakest link... so TLS's weakest link has now been exported and transferred to Brightstar which is not too bright at the moment. Someone, if not, the govt should investigate if there's a conflict of interest in the deal between TLS and not so Brightstar.
Anyway, I am giving up on TLS. I think at the rate it is going and how it's run, those people who had been very supportive of this Mexican cowboy in the past, I think, warrant a rethink. This guy is a BAD NEWS...
...he ain't no saviour to TLS and its share hodler's fortune.
As usual, I'd end my comment with this...."@$#($&$^@@(!"
Telstra mobile dealers dry up
Michael Sainsbury, Telecommunications
07aug06
TELSTRA'S national retail shops and its thousands of mobile phone dealers were stranded without stock over the weekend because of a systems collapse at supplier Brightstar 10 days ago.
New restrictions introduced by Telstra earlier this year meant its dealers could only get new third-generation phones on Telstra's contract plans -- many of which are heavily discounted to attract customers -- from Brightstar.
The deal with Brightstar caused controversy last year when it was let, without tender, to a business associate of Telstra chief executive Sol Trujillo.
The problems are likely to punch a hole in Telstra's latest 90-day sales plan, which began on August 1, to grab customers in the $10 billion-a-year sector. Through all its retail channels Telstra sells up to 40,000 phones each week, analysts said...
http://www.theaustralian.news.com.au/printpage/0,5942,20040763,00.html
HC
"... if you've got a chart, I have an opinion!"
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redrover
Member
Username: redrover
Post Number: 620
Registered: 04-2005
Rating: N/A
Votes: 0
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| | Thursday, August 17, 2006 - 08:31 am: |
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