| Current price:
$2.87
|
Recommendation: |
Sell
|
| Website: www.telstra.com.au |
Fundamental risk: |
|
| Analyst:
Greg Hoffman
|
Share price risk: |
|
Telstra owns an extensive telecommunications network. It generates retail revenue through the provision of fixed line, mobile phone and internet services, and wholesale revenue by selling third party access to its network. It also owns Sensis and 50% of Foxtel, amongst a myriad of other businesses.
The Intelligent Investor published a detailed special report on Telstra in October 2009 which members can download, you'll find it under the Special reports tab in the Stocks section.
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Ask the Experts about Telstra Corporation Limited |
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I recently sold TLS as advised (I agreed with the sentiment) Yesterday a thoughtful piece in the SMH had me wondering whether there is value in TLS at some $ level. At some $ level the risks/price achieves parity and below that $ level there is upside potential. Clearly there is a price where this company is a buy, while not urgent I suggest its worth considering the parity level plus what/if (ie speculate) the NBN payment (4BN, 8BN, 12....???) may do for the company.
Hi Ed. I think you’ve summed up the key issues there. The NBN payment is crucial in this equation and at some price that uncertainty is worth taking on. If the price fell below $2.40 without further news, we’d take another look. As it...
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|
Director |
|
Annual remuneration |
|
Securities Owned |
|
Type |
|
Value |
|
Geoffrey Cousins |
|
$217,238
|
|
21,765
|
|
Shares |
|
$62,466
|
|
Tom Gorman |
|
$163,133
|
|
26,159
|
|
Shares |
|
$75,076
|
|
Russell Higgins |
|
N/a
|
|
22,992
|
|
Shares |
|
$65,987
|
|
Catherine Livingstone |
|
$243,683
|
|
20,000
|
|
Instalment receipts |
|
$57,400
|
|
Catherine Livingstone |
|
$169,213
|
|
105,000
|
|
Shares |
|
$301,350
|
|
John Mullen |
|
N/a
|
|
26,159
|
|
Shares |
|
$75,076
|
|
Nora Scheinkestel |
|
N/a
|
|
15,850
|
|
Shares |
|
$45,490
|
|
John Stanhope |
|
N/a
|
|
433,440
|
|
Shares |
|
$1,243,973
|
|
John Stewart |
|
$34,977
|
|
34,031
|
|
Ordinary |
|
$97,669
|
|
John Stocker |
|
$277,370
|
|
181,727
|
|
Shares |
|
$521,556
|
|
John Stocker |
|
$202,527
|
|
24,150
|
|
Instalment receipts |
|
$69,311
|
|
David Thodey |
|
N/a
|
|
495,188
|
|
Shares |
|
$1,421,190
|
|
Steven Vamos |
|
N/a
|
|
40,000
|
|
Instalment receipts |
|
$114,800
|
|
John Zeglis |
|
$207,000
|
|
53,993
|
|
Shares |
|
$154,960
|
|
|
Recent directors transactions |
|
|
Company |
|
Transaction |
|
Date |
|
Value |
|
John Mullen |
|
+4,733
|
|
21 Aug 10
|
|
$21,251.17
|
|
Nora Scheinkestel |
|
+6,750
|
|
18 Aug 10
|
|
$20,115.00
|
|
John Stewart |
|
+25,000
|
|
17 Aug 10
|
|
$74,250.00
|
|
Catherine Livingstone |
|
+6,181
|
|
16 Aug 10
|
|
$18,343.97
|
|
Steven Vamos |
|
+15,979
|
|
13 Aug 10
|
|
$46,705.02
|
Prices correct as of 9:00 AM, 09-Sep-10
|
|
|
Thu 09 Sep 2010 9:17 
