Slide 1: ASX cover letter: Release of the Explanatory Memorandum
1 September 2011 Office of the Company Secretary For personal use only The Manager Level 41 242 Exhibition Street Company Announcements Office MELBOURNE VIC 3000 AUSTRALIA Australian Securities Exchange 4th Floor, 20 Bridge Street General Enquiries 08 8308 1721 SYDNEY NSW 2000 Facsimile 03 9632 3215
Slide 2: Telstra's Participation in the NBN
1/09/2011 For personal use only TELSTRA S PARTICIPATION IN THE NBN TELSTRA’S Release of the Explanatory Memorandum CHIEF EXECUTIVE OFFICER, DAVID THODEY DISCLAIMER This presentation summarises certain information included in Telstra’s Explanatory Memorandum for the resolution under Item 2 at the Tel
Slide 3: Choices Available to Telstra / A Better Financial Outcome
1/09/2011 CHOICES AVAILABLE TO TELSTRA A CHOICE BETWEEN VOLUNTARY STRUCTURAL SEPARATION AND MANDATORY FUNCTIONAL SEPARATION For personal use only The CCS Act Mandatory OR Voluntary Structural Separation Functional Separation Description n Telstra Telstra participation in the rollout of the corporate
Slide 4: Independent Expert's Opinion
1/09/2011 INDEPENDENT EXPERT’S OPINION For personal use only “In Grant Samuel’s opinion, the Proposal is in the best interests of Telstra and its shareholders” The Independent Expert’s analysis shows that: • the value of Telstra if the Proposed Transaction proceeds is approximately $4.7 billion grea
Slide 5: Directors' Recommendation
1/09/2011 DIRECTORS’ RECOMMENDATION UNANIMOUSLY RECOMMEND TO VOTE IN FAVOUR OF THE RESOLUTION For personal use only SUSTAINABLE FREE CASHFLOW IN MEDIUM TERM MORE STABLE REGULATORY ENVIRONMENT GREATER STRATEGIC FLEXIBILITY 7 SUSTAINABLE FREE CASHFLOW GENERATION IN THE MEDIUM TERM Illustrative FCF tre
Slide 6: More Stable Regulatory Environment
1/09/2011 MORE STABLE REGULATORY ENVIRONMENT For personal use only NO MANDATORY FUNCTIONAL SEPARATION SSU DELIVERS LONG SOUGHT INDUSTRY REFORM GREATER REGULATORY CERTAINTY DURING NBN ROLLOUT 9 OUR STRATEGIC PRIORITIES ARE WORKING IMPROVE CUSTOMER SATISFACTION RETAIN AND GROW OUR CUSTOMER BASE SIMPLI
Slide 7: Strategic Opportunities in an NBN World
1/09/2011 STRATEGIC OPPORTUNITIES IN AN NBN WORLD For personal use only CONSUMER BUSINESS • High speed broadband into • NBN-ready Digital Business suite more channels of products • Customer-centric service • New products and capabilities in differentiation key verticals • Product innovation and bund