Kcom Share Discussion Threads

[psolomons] 31/7/2016 16:03

The company has already said it expects EBITDA to fall this year. I cant see the share price doing too much.

[solarno lopez] 27/7/2016 08:22

Off we go again

[realcooltrader] 26/7/2016 14:39

Good article on proactive investors, won't let me post link.

[davr0s] 25/7/2016 19:11

Solid dependable yield keeps this going imo

[solarno lopez] 25/7/2016 11:31

Why the continued rise ?

[raysor] 22/7/2016 15:24

Anything said at the AGM?

[raysor] 15/7/2016 15:23

This seems to want to go up, hopefully get to 115p and it's Ex the 3.94p dividend

[raysor] 15/7/2016 15:21

you are not the only one who got it wrong.

Uncertain Markets due to the referendum about EU. IMHO if we come out you will see a significant drop in share prices in general.

[dealit] 16/6/2016 04:13

Uncertain Markets due to the referendum about EU. IMHO if we come out you will see a significant drop in share prices in general.

[garycook] 16/6/2016 00:43

Anyone know why the drop to 102 ?

[septimus quaid] 29/5/2016 19:56

Topically, the pension deficit seems to be well under control with the liability falling from £31.4m in 2015 to £14.4m now.

[skinny] 27/5/2016 08:19

Consistent!

finnCap Corporate 105.88 130.00 130.00 Reiterates

[garycook] 27/5/2016 07:15

So a 10% increase in the Dividend.and a minimum 6p plus Dividend for the next 2 years.That,s a 5.5% yield at today,s share price of 109.

[skinny] 27/5/2016 07:03

Highlights
· Progress in all key focus areas leads to year on year growth
· Important progress with our enterprise customers, increasing our services to HMRC and securing further new business including ATOC, BUPA and Shoosmiths
· Accelerated fibre deployment and strong take-up, making ultra-fast broadband available in Hull and East Yorkshire. Approximately 150,000 premises will be passed by December 2017
· Successful launch of single business under new KCOM brand
· National network asset disposal for £90.0 million strengthening the balance sheet, supporting accelerated investment and underpinning medium term dividend commitment
· Pre-exceptional EBITDA ahead of prior year at £74.9 million. Depreciation and amortisation from increased investment reduces pre-exceptional operating profit to £50.9 million (2015: £57.2 million). Reported operating profit is £91.8 million (2014: £22.4 million)
· Adjusted basic EPS 7.54 pence (2015: 7.91pence)
· Proposed final dividend of 3.94 pence (2015: 3.58 pence), resulting in full year dividend of 5.91 pence (2015: 5.37 pence). Dividend guidance of no less than 6.00 pence per annum for each of the next two financial years reiterated
· Strong year end net funds position of £7.4 million, reflecting network sale proceeds and increase in net cash inflow from operations

[garycook] 23/5/2016 14:00

ganthorpe,KCOM report this Friday 27th May.

[ganthorpe] 23/5/2016 12:39

Good rise before next week's results.Should be interesting to see the shape of the remaining business. Should be a lot less risky without the national ambitions and little borrowings.
Nice little over 5.5% earner with takeover potential?

[orchestralis] 23/5/2016 11:40

Looks like results might be quite good

[garycook] 23/5/2016 03:03

Sounds good,over 10% increase in the Dividend,and results this Friday 27

[darryn1] 22/5/2016 18:52

Some coverage in The Sunday Times today.

KCOM (106p a share, up 10.4% over a year)
This company is the fixed-line telecoms provider for Hull and East Yorkshire and is known for its cream-coloured phone boxes. In recent years it has diversified into offering telecoms services to other businesses, while the recent disposal of its national fibre network has materially reduced KCOM’s debt levels. The share’s yield is 5.8% and the dividend, which the company has pledged to maintain at 6p a share for the next two years, could be enhanced by the fibre network disposal.
hxxp://www.thetimes.co.uk/edition/money/four-shares-that-can-pierce-the-gloom-5xgs3q8cw

[toffeeman] 26/4/2016 09:29

Looks to me like the 270 MA is the one to use and it looks to me like 100 will also coincide with support from 2015.

So 100 looks like an entry point

[harvester] 09/4/2016 08:45

Share information Major shareholders & share composition
Major shareholders

As at 29 February

Major shareholders Number of shares held % of total shares
Invesco Asset Management 71,864,941 13.91
M&G investments 22,472,739 4.35
Hargreave Hale 21,872,096 4.23
Aviva Investors 20,251,100 3.92
Aberforth Partners LLP 19,490,242 3.77
AXA Framlington Managers UK 15,973,445 3.09
Legal & General Investment Mgt 14,504,612 2.81
Norges Bank Investment Mgt 13,494,252 2.61
Fidelity Worldwide Investments 12,260,576 2.37
Aberdeen Asset Management Li 11,464,785 2.22


Share composition

As at 31 March 2015

Number of holders Number of shares held % of total shares
Private shareholder 53,263 50,919,389 9.86
Insurance company 0 0 0.00
Investment trust 5 108,001 0.02
Pension fund 0 0 0.00
Nominee companies 1,117 381,650,379 73.88
Limited company 71 787,131 0.15
Bank and bank nominees 15 82,763,826 16.02
Other institutions 14 375,184 0.07

54,485 516,603,910 100.00

Interactive share chart
Major shareholders & share composition
Share calculator
Share price

[harvester] 09/4/2016 08:17

Anybody know who the major shareholders are in kcom &their percent holdings? Morningstar gives some info but does not seem complete.

[donald trumpton] 19/3/2016 15:21

Maybe this week? Get ready Lazy! (or are you already in from four weeks back?)


Lazy Sunday Afternoon 17 Jan'16 - 12:51 - 8963 of 8969 3 0

SMA 50 currently at 105.1p. The share price will cross that line at some point, whether you like it or not. Then boy do I BUY!

[daveofdevon] 21/2/2016 02:42

On Dec 14th the shares got a huge boost when the company announced the sale of part of its national infrastructure (see RNS) at a big premium to book value.

What followed was over excitement and then a drift back down again.