||EPS - Basic
||Market Cap (m)
|Fixed Line Telecommunications
Alternative Networks Share Discussion Threads
Showing 351 to 373 of 375 messages
|Surprised to see the dip, looking for a chance to add a few here but will hold off until this brexit nervousness is over.|
|Read finnCap's note on Alternative Networks (AN/), out this morning, by visiting www.research-tree.com …
“AN.’s interim trading update reveals performance in line with unchanged expectations for the year ending September 2016. Advanced Solutions ended the period with recurring revenue 5% ahead of the previous year and a significant order backlog giving confidence into 2H (September) 2016. Despite the evident pressure on ARPU disclosed in February, mobile subscriber numbers of 103k indicated growth in line with expectations. Fixed voice performed in line with management expectations, alongside margin improvements arising from improved commercial agreements. With the ship steadying, we look forward to interims on Wednesday 8 June…”|
|Thanks Imranawan and alwaysbeclosing1.
I agree with your sentiments.
I think that the next trading statement will be crucial, although we are in for a period of uncertainty anyway, which is bound to affect the market as a whole.|
|Very odd activity. Generally not a highly traded stock, then lots of sell orders at 25% off as soon as the markets open.If you look at the trades it's not from lots of PI, its institutional or someone will lots of stock (ex-director?). I think it will recover, but will take a while.|
|Rhubarbcrumble - I understand where you're coming from in terms of the company recovering. I think what you have to think about whether this is a temporary blip which the company can overcome or something more serious. Given they reiterated their intention to continue with the growth in dividends, I think the medium to long term prospects are okay - as this is a sign of confidence. I would hold off adding anymore until the next TU in April - as from experience prices can continue to fall for some time.
I've got a similar situation with LAKE - which produced good results in December, a positive outlook statement - and then warned on profits in February!
Hope my comments are of some use - not easy this investing business.|
|I agree. Poor show.
As a long term holder, I am very disappointed with the way this has been handled.
I fear that it will be some time before the share price recovers and, of course, we may have another profits warning.
The question is, whether to cut my losses or hang on.
One of the advantages of the share is the IHT exemption, but at what price?|
|Agree with all the comments above. I bought in before the FY results were issued, and sold out shortly afterwards in the new year. I think their RNS y'day was badly worded, as it didn't provide any guidance. Revs broadly similar to H1 2015, but didn't quantify PBT or EPS. I wish companies would provide guidance, as without this PI's at a large disadvantage.
As a PI, I don't want the waffle and narrative, I want the revised numbers to make an informed decision about whether I buy in, sell out or continue to hold.|
|Ouch - had these on my watch list but stopped buying in general given state of market - so dodged a bullet here. With major change of management expectations I have to take it off this list. (Sadly not dodged TSTL - hope no one holds both as that will have been a bad couple of days)|
|It is shocking management and misguidance in my opinion. In the YE results on the 9th Dec, the 'outlook' was very positive. On the 27th Jan at the AGM, no statement was made. Yet, 2 and a half months after the the positive outlook statement, a profit warning.|
|Down 33%? Reduced phone roaming charges were announced by EU yonks ago. Dipped toe into the water and bought at 298p.|
|I have held these for 3 years and they have been a great share. Cash generative and a nice capital and income play. I am aghast to have given up 3 years of capital growth in a day. Particularly following a post close RNS, highlighting an issue that has hardly come out of left field in the past 2 months. Roaming tariffs reduction have been know about for years. Very disappointed with the management.|
|24 February 2016
Alternative Networks plc
('the Group' or 'Alternative')
The Group's Advanced Solutions business continues to make good progress following the completion of the integration of the acquisitions made in 2014. This has recently been offset by significant ongoing pressures in our mobile business particularly on roaming revenue and profitability arising from a combination of increased network competition and the regulatory headwinds carriers currently face.
It is too early to determine the impact on the results for the full year ending 30 September 2016, however, the Board currently estimate that for the six months ending 31 March 2016, aggregate revenue across the Group is expected to be broadly in line with the same period in the prior year; gross profit is expected to be, in percentage terms, low double digits below the level seen in the same period in the prior year resulting in Adjusted EBITDA also below the first half of FY2015. The Group has taken measures to improve profit margins and is considering further mitigating actions that should alleviate some of this impact over the rest of the current financial year and beyond.
Mobile revenue and profitability reductions are being driven by significantly reduced roaming revenues as a result of new global tariffs launched by the carriers. This impact is being seen across the UK mobile market but Alternative has been particularly impacted due to its comparatively larger roaming base. Historically, the Group has generated a large proportion of mobile profits from roaming in both voice and data, particularly from outside of the EU as demonstrated by the comparatively high ARPU.
Alternative's approach has been to match competitive tariffs to retain customers and the Group will continue to invest in the mobile proposition to attract new customers and provide existing customers with a market leading experience.
The balance of the Group's portfolio - Advanced Solutions and Fixed Voice - continue to trade in line with the Board's expectations. The Group's cash generation remains strong and in line with current guidance the Board currently intends to propose a full year dividend at least 10% above the prior year level moving to 15% in the medium term.
The Group will update further in accordance with its normal practice in April.|
|That's a sign of good company mgt then, releasing after the market closes.
(Edit: Perhaps a little harsh, given the sector it's in.)|
|Poor guidance from the look of the update|
|See trading update released 5.06pm after market closed yesterday.|
|Why the drop?|
|II's off loading brought this down, opportunity to add at 420 was a steal imo.
Excellent results as per usual.|
|I have been watching, looking to get in if the chart rights itself, but more sellers than buyers, so far. RNS will be interesting to see if it has been knowledgable selling or weakness a manifestation of wider market weakness.|
|Hard to explain the weakness here, but should be support at 440p and i am contemplating adding if it hits.|
|Cheers Morph, no fireworks here but a nice divi earner and due a leg up soon I think.|
|Took a small position today for the medium to long term. Company looks very interesting.Added bonus of a nice quiet thread. Always a great indicator! Glad to see yourself here as well wanttowin.Gl all.Morph|
|Good to see Octopus adding a healthy chunk.|