What podcasts say about Telstra
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Telstra
9 statements · 2 positive · 5 negative · 1 mixed · 1 neutral
Telstra’s changing business segments make its profit history difficult to analyze.
“there's this constant shuffle of segments, which makes it difficult to create a time series of profits”
Open the episode · Stock Take: The Rant EditionListen at 2:18
Telstra’s segment changes reflect genuine internal business reorganization.
“I think that does reflect sort of genuine internal changes going on in the business”
Open the episode · Stock Take: The Rant EditionListen at 3:00
Telstra’s omission of negative revenue information warrants selling the stock.
“for me, that is a sell by itself”
Open the episode · Stock Take: The Rant EditionListen at 4:41
Telstra’s cash-earnings metric presents its performance too favorably.
“these cash earnings, they really flatter the business”
Open the episode · Stock Take: The Rant EditionListen at 6:00
Statutory earnings better represent Telstra’s profit, while cash earnings matter for dividends.
“statutory earnings are the true representation of Telstra if you're looking at profit, and cash earnings are really important if you're looking at dividends”
Open the episode · Stock Take: The Rant EditionListen at 7:12
Telstra’s 10-times EV/EBITDA valuation is high for an established low-growth telco.
“10 times EV to EBITDA is a big number”
Open the episode · Stock Take: The Rant EditionListen at 9:42
Telstra’s debt-funded billion-dollar buyback is an inappropriate capital-allocation decision.
“to take another billion dollars out to do the buyback, which is completely funded by debt, mind you. It's just not the right move”
Open the episode · Stock Take: The Rant EditionListen at 10:11
Telstra is one of the world’s best mobile operators.
“this is a globally fantastic mobile business, one of the best mobile operators I've ever seen”
Open the episode · Stock Take: The Rant EditionListen at 12:23
Telstra’s leadership handled the outage appropriately after it occurred.
“the way they handled this is I thought pretty appropriate to be honest with you.”
Open the episode · Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the PlotListen at 9:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.