Telstra

3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 24, 2018 by Raphael Arndt · said 7 times in 3 episodes since 2018 · across every show →

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brought up most by Raphael Arndt (6), Brendan O'Connor (1)

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Everything said about Telstra, oldest first

Sep 24, 2018
Assertion Supported
Future Fund started with A$60B including A$10B in escrowed Telstra shares
“Well, if you include all the inflows over a year or so, it was about sixty billion Australian dollars, of which about fifty billion was in cash, and about ten billion was in Telstra shares that were still in escrow, and were not allowed to be sold for two year…”
Raphael Arndt Sep 24, 2018 ▶ 10:38 Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Sep 1, 2025
Assertion Supported
Arndt: Future Fund launched with A$60B, including A$50B cash
“Well, if you include all the inflows over a year or so, it was about sixty billion Australian dollars, of which about fifty billion was in cash, and about ten billion was in Telstra shares that were still in escrow, and were not allowed to be sold for two year…”
Raphael Arndt Sep 1, 2025 ▶ 10:56 CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
Feb 5, 2026 negative
Opinion
O'Connor: Australia's big banks and telecom giants are practically ex-growth
“The big companies in Australia, the big four banks, Telstra, the big telecommunications company, exclude BHP and Rio, those big companies are ex-growth. They are growing very slowly with maybe two to three percent EPS growth over the years ahead. The real grow…”
Brendan O'Connor Feb 5, 2026 ▶ 17:42 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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