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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Talktalk Telecom Group Plc | TALK | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 96.90 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 96.90 | 96.90 |
| Top Posts |
|---|
Posted at 04/3/2021 23:17 by lionheart79 For those that were wondering, Dunstone didn't reply to the tweet. This is what I sent him: "@CharlesDunstone another train wreck at talk talk with PIs stuffed at the derisory Tosca offer. Still at least you've creamed off the fat off this and DCG over the years eh. Happy days for the elites".A smidgeon of petty satisfaction knowing he more than likely read it at least; he doesn't receive many and has replied to people complaining to him about carphone warehouse in the past (mostly to say "nothing to do with me"). Hopefully we won't hear any more of him. |
Posted at 04/3/2021 10:22 by 1224saj Talk talk group. Com |
Posted at 24/2/2021 09:10 by 1224saj Talk Talk to create 50 new jobs for young people as quoted on LinkedIn |
Posted at 18/2/2021 07:26 by leadersoffice The general consensus I'm picking up is that most intend to take the money and run? so not taking up the offer to transfer shares with Toscafund held privately? I assume that if one did decide to go for the ride, down the road, Tosca will probably sell Talk talk realising any gain or maybe floating it back on the stock market for a nice tidy sum. So investors who don't need the money just yet, could decide to lock it in for a few years. I can't imagine they will want to keep it that long before deciding to flog it for a fat wad of cash. |
Posted at 09/11/2020 10:55 by quepassa IT APPEARS TO ME THAT THE FUTURE UPSIDE POTENTIAL FOR TALKTALK REMAINING INDEPENDENTLY LISTED IS SIGNIFICANTLY HIGHER THAN NOW SELLING OUT CHEAP TO A PREDATORY FINANCIAL BUYER IN A RISING MARKET.IF TALKTALK SELLS ITSELF NOW AT SUCH A ROCK BOTTOM PRICE - ALL THAT WILL HAPPEN IS THAT TALKTALK WILL LIKELY BE ASSET-STRIPPED, SPLIT UP OR POSSIBLY MERGED WITH ANOTHER PRIVATE TELECOMS COMPANY AND THEN FLIPPED TO THE HIGHEST BIDDER IN A FEW YEARS TIME FOR A SIGNIFICANT RETURN, MOSTLY BENEFITING THE FINANCIAL INVESTORS. A HIGHLY LIKELY SCENARIO IS THAT CURRENT MANAGEMENT WILL BE DECIMATED. CAREERS WILL BE RUINED.CEASELESS RESTRUCTURINGS WILL ENSURE CORPORATE MAYHEM WITH MUCH DOWNSIZING OF HUMAN RESOURCES. COST-CUTTINGS WILL IMPLODE BOTH STAFF MORALE AND WELL-BEING. THE COMPANY MAY LIKELY BE STUFFED TO THE GILLS WITH DEBT. EXORBITANT ADVISORY FEES WILL LIKELY BE MERCILESSLY EXTRACTED FROM THE COMPANY WHOSE CASH-FLOWS WILL BE MILKED 24/7 TO FUND SKY-HIGH ADVISORY FEES AND DIVIDEND RETURNS TO RAPACIOUS INVESTORS. THE ALTERNATIVE IS TO REMAIN INDEPENDENT AND CONTINUE WITH THE NEW AND INCREASINGLY SUCCESSFUL STRATEGY WHICH HAS RECENTLY BEEN EMBARKED UPON BY MANAGEMENT. IF MANAGEMENT PURSUE THEIR INCREASINGLY SUCCESSFUL NEW CORPORATE STRATEGY AS AN INDEPENDENTLY LISTED COMPANY, THEY WILL BE SIGNIFICANTLY HAPPIER, SIGNIFICANTLY MORE SUCCESSFUL AND LIKELY MUCH, MUCH WEALTHIER BY HANGING ON IN THERE AND SEEING THE SHARE-PRICE POTENTIALLY INCREASE BY MANY MULTIPLES RATHER THAN SELLING OUT NOW CHEAP IN A RISING MARKET TO A NON-INDUSTRY FINANCIAL PREDATORY INVESTOR AT A BAD TIME IN THE MARKETS AND THROWING AWAY CHEAP THE MASSIVE UPSIDE POTENTIAL AS A RESULT OF THEIR NEW STRATEGY. THE BOARD AND THE MANAGEMENT OF TALKTALK WOULD IN MY VIEW BE ILL-ADVISED AND SHORT-SIGHTED TO SELL OUT NOW TO A PREDATORY FINANCIAL INVESTOR AT SUCH A LOW PRICE AND BAD TIME IN A RISING MARKET. IF TALKTALK REMAINS INDEPENDENT, THERE IS ABSOLUTELY NO REASON WHY THE COMPANY CANNOT FURTHER FLOURISH AND CONTINUE TO FURTHER REHABILITATE ITS FORTUNES WHILST ENSURING THE WELL-BEING OF THEIR LOYAL WORKFORCE AND MAKING ALL MANAGEMENT, EMPLOYEES AND SHAREHOLDERS MUCH, MUCH MORE MONEY THAN BY SELLING OUT CHEAP NOW TO A NON-INDUSTRY BUYER. ALL IMO. DYOR. QP |
Posted at 03/11/2020 07:32 by bookbroker He didn’t invest £300mln., when CPW split and the phone business merged with DC., and TALK went it alone with the associated debt of the two companies. However when CPW floated back in 2001 Dunstone retained nearly 290 milllion shares in CPW from the IPO. That was after receiving likely £200mln in cash for the part he relinquished. From Day 1 this was a cash cow once they started dividends. He had circa £100mln from Talk alone in dividends, all the time getting a dividend from DC. He has done very nicely out of the original company, receiving big money from Best Buy deal, etc. Does not need the money now, but it was his creation, breaking up is hard to do, except when the price is right. |
Posted at 10/10/2020 16:18 by 1gw There are 2 FT articles. The Lombard one talks about valuation multiples but the other one ("Why talk of a TalkTalk trade buyer was all talk") looks at possible counter-bidders and why they're perhaps unlikely to want to bid at this level. Overall, that 2nd article is pretty dismissive of the chance of a counter-bid. |
Posted at 08/10/2020 09:59 by the ant Genuine GamblersOf course Dunstone will accept it 97p. Most probably him and his Merryman will majority own the new company . It's a lowball offer. It's facilitating the exit from the stock market. TalkTalk is way undervalued. Yes it mismanaged as in UK dividend is what screws companies. Money should be ploughed in the business for growth. That's why most UK companies fail, the minute they cut div theY get killed. Private companies are managed better as they do not need to keep market happy. In fact most family businesses in UK always end in tears, by doing IPO. Market always demand bigger dividend and growth, but both can't happen. TalkTalk will be refloated in 2 years- 3 years with a valuation of 7bn-8bn or more. Dunston will make a few billion out of the transaction. You seen the IPO, AML, HUT group etc. That's my 2 cents. Ant Stealing is Good |
Posted at 27/5/2020 09:25 by quepassa Noting:-1. The lowest Disclosed Short Positions since 2015 2. Improving broker sentiment. 3. Greatly improving OFCOM stats about customer complaints. 4. 30% sector increase in Broadband volumes since lockdown 5. 50% increase in landline traffic since lockdown. 6. Great increase in paid-for entertainment add-ons and subscriptions such as Disney+ and Netflix 7. Strong sector feedback from Vodafone with buoyant outlook which held dividend 8. Significant Talktalk cost-savings by relocating to Salford Quays as well as now being optimally located to benefit from the Northern Powerhouse government-lead business initiatives. 9. Strengthened balance sheet by bond issuance, equity raisings and £200million sale of FibreNation. 10.TalkTalk appointed as Strategic Partner in the provison of broadband service by CityFibre with plans to reach 8 million premises. 11. Increased sector M&A with merger of O2 and Virgin Media which heaps pressure on other major players such as Vodafone to beef up It appears to me that Talktalk is well-placed as a likley beneficiary of the dramatic ongoing increase in and further reliance upon broadband services. There should be no reason in my view why TalkTalk share price shouldn't rapidly retest the 120p levels achieved before the Covid-crisis and go higher. Full year results due on 11th. June but would not surprise me if there was significant strength in share price on the run-up to that date. ALL IMO. DYOR. QP |
Posted at 15/1/2020 12:08 by ariane Giulia Bottaro11:35 Wed 15 Jan 2020 viewTalktalk Telecom Group PLC Berenberg says TalkTalk "weak and not cheap" as it starts coverage with ‘sell’ The German bank slapped an 80p price target, a 32% discount to Tuesday’s closing share price Talktalk Telecom Group PLC - Talktalk now covered by Berenberg as a ‘sell’ Talktalk Telecom Group PLC (LON:TALK) shares dipped on Wednesday after Berenberg initiated coverage on the telecoms and broadband provider with a ‘sell’ recommendation as it said the firm is “weak and not cheap”. The German bank slapped an 80p price target on the FTSE 250-listed stock, a 32% discount to Tuesday’s closing price of 116.80p, sending the shares down 1.1% to 115.50p in late morning trading. READ: TalkTalk swings back to profit after record quarter for fibre In a note to clients, Berenberg's analysts noted that TalkTalk has been hit by declining market share, revenue and profits, while price competition keeps surging. They pointed out that with "regulation shifting towards incentivising network investment, an area to which TalkTalk is less exposed, it is left in a challenging position." Over its last nine preliminary results, the group has posted a total of £458mln in “one-off” Therefore, statutory earnings per share (EPS) have on average been less than half of “headline EPS”. The analysts said this has led to dividend overdistribution and higher debt - now at £781mln - having nearly doubled since the firm's demerger from Dixons Carphone PLC (LON:DC.) ten years ago. To top it off, they added, TalkTalk has a track record of poor customer service as it serves 3mln of the country’s 32mln households. The Berenberg analysts also pointed out that TalkTalk's board includes some directors classified as independent despite having worked for 20 years with the firm's founder and chairman Charles Dunstone. However, the analysts noted, a brighter future might come from favourable regulatory decisions, while the imminent sale of network builder FibreNation could also create large opportunities. Proactiveinvestors |
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