That would be a big block in terms of the way Telstra looks at this. But I wouldn't expect the board to dismiss it out of hand. They will at least look at it. - Richard Long Quotes
That would be a big block in terms of the way Telstra looks at this. But I wouldn't expect the board to dismiss it out of hand. They will at least look at it. Richard Long
 

More - Richard Long Quotes

Over the medium term, though, they're going to have to rely on increased investment in the next generation network (voice over Internet protocol) in order to rip out costs out of the old business platforms, otherwise earnings are going to come under pressure. But that's planned for, and that investment will come. - Richard Long Quotes

Over the medium term, though, they're going to have to rely on increased investment in the next generation network (voice over Internet protocol) in order to rip out costs out of the old business platforms, otherwise earnings are going to come under pressure. But that's planned for, and that investment will come.

Richard Long

 
It happened several times ... the company is called Reliable and if we don't show up then we can't have that. The day he was fired we went down to his house and grabbed our van and the credit card and thought that was that. - Richard Long Quotes

It happened several times ... the company is called Reliable and if we don't show up then we can't have that. The day he was fired we went down to his house and grabbed our van and the credit card and thought that was that.

Richard Long

 Company
You wouldn't change the song yet, because all of the regulatory outcomes are yet to come. - Richard Long Quotes

You wouldn't change the song yet, because all of the regulatory outcomes are yet to come.

Richard Long

 
It was pretty much in line with what we were looking for. - Richard Long Quotes

It was pretty much in line with what we were looking for.

Richard Long

 
It's quite likely, considering their revised guidance for the year, that the second quarter for AAPT was a bit of a shocker, really due to the fact that it looks like Telstra's been pretty belligerent in back-dating contracts on rather nasty terms. - Richard Long Quotes

It's quite likely, considering their revised guidance for the year, that the second quarter for AAPT was a bit of a shocker, really due to the fact that it looks like Telstra's been pretty belligerent in back-dating contracts on rather nasty terms.

Richard Long

 Guidance
I think this could perhaps be the first quarter in quite a considerable time that the domestic NZ business shows signs of EBITDA growth, or at least if it's down it's only going to be down fractionally. - Richard Long Quotes

I think this could perhaps be the first quarter in quite a considerable time that the domestic NZ business shows signs of EBITDA growth, or at least if it's down it's only going to be down fractionally.

Richard Long

 Business
There is some uncertainty about what costs are actually going to come through in the first half in relation to the depreciation charges, redundancies etcetera because there has been pretty big material changes since September. - Richard Long Quotes

There is some uncertainty about what costs are actually going to come through in the first half in relation to the depreciation charges, redundancies etcetera because there has been pretty big material changes since September.

Richard Long

 Uncertainty
Reading between the lines, assuming the sale is still on, it looks like this is a prelude to a break up as part of that sale process. - Richard Long Quotes

Reading between the lines, assuming the sale is still on, it looks like this is a prelude to a break up as part of that sale process.

Richard Long

 
The numbers weren't too dissimilar to what the market expected. - Richard Long Quotes

The numbers weren't too dissimilar to what the market expected.

Richard Long

 
There was lots of red ink, but that was to be expected. - Richard Long Quotes

There was lots of red ink, but that was to be expected.

Richard Long

 
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