||EPS - Basic
||Market Cap (m)
|Fixed Line Telecommunications
Talktalk Share Discussion Threads
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|If you take these comments from the half year report then it just a matter of time for the rise to £2,50 Half Yearly ReportTue, 15th Nov 2016 07:00RNS Number : 1472PTalkTalk Telecom Group PLC15 November 2016TalkTalk Telecom Group PLCInterim results for the 6 months to 30 September 2016 (H117) · Strong growth in H1 profits: EBITDA(1) £130m (+44% year-on-year); interim dividend 5.29p· Material improvements in customer service: Q2 churn reduced to 1.43% (Q216: 1.58%)· Re-established brand and value credentials with launch of Fixed Low Price Plans· New propositions and further service improvements to drive a return to subscriber growth in FY18· York fibre to the premise trial to be extended to whole city beginning in Spring 2017(1) Headline EBITDA excluding net exceptional items and non-operating amortisationH117 Financial Highlights· Total revenue -1.1% to £902m (H116: £912m)· On-net revenue -3.9% to £670m (H116: £697m); ARPU maintained at £28.05 (H116: £28.08)· Corporate revenue +10.6% to £208m (H116: £188m); Data +38.9%; Carrier +30.9%· On-net net adds -29k; lower Retail (-98k) offset by growth in Wholesale (+69k); RGUs +85k· £58m reduction in SAC and Marketing expense driven by lower connections and reduced CPA· £17m savings delivered from Making TalkTalk Simpler· Statutory basic EPS 2.2p (H116: -0.7p)Outlook and guidance· Strong start to new Fixed Low Price Plans; re-contracting rates ten times higher than average· Growth in in-contract base improving the outlook for churn reduction through H2· Near term ARPU dilution to be mitigated by higher take-up of boosts and higher quality base · Success of re-contracting to deliver FY EBITDA towards lower end of £320m-£360m guidance· Final dividend expected to be in line with FY16 and broadly covered by operating free cash flow· Year-end net debt/EBITDA expected to be significantly lower year-on-yearDido Harding, Chief Executive of TalkTalk commented:"We have delivered an excellent uplift in first half profits and expect to deliver materially higher full year profits than last year. One year on from the cyber attack, we have maintained a relentless focus on looking after our existing customers and keeping up the pace across a wide range of operational improvements to make TalkTalk simpler and better for customers. As a result we have seen significant year-on-year improvements in churn and customer satisfaction.We are delighted with the initial response to our Fixed Low Price Plans, which offer customers simple, affordable and fair prices in an increasingly confusing market place. By allowing our existing customers to switch to these new plans, we are delivering a value for money proposition to our customer base that is genuinely unique in the market, and are laying the foundations for a fundamental transformation of the TalkTalk brand. This combined with our ongoing focus on Making TalkTalk Simpler will drive a return to retail subscriber and revenue growth in FY18, supporting our confidence in the longer term prospects for the business"|
ISP subscriber numbers (from Q4, 2015)
Got to wonder why nobody taken them over to gain 4 million customers plus?.
Provider overview: The Big Four
SOURCE: Choose.net from quarterly results, customer numbers in millions.
Plusnet - One of the biggest small ISPs in the UK, they're actually owned by the BT Group, although they continue to operate in the main as a separate business. In turn, they provide the network for John Lewis Broadband|
|K,They will recover in good time.Good rise from 145,until now.Some profit taking I believe.So patience is needed with TALK atm.|
|Surprised these did not sharply move up with RNS stating that the funding was oversubscribed with high demand and hence had to be increased to 400m from the original offering of 300m for notes maturing in 2022. Surely this sends out a signal that talk shares are in high demand whilst ensuring the Company's financial state is improved to pay off exiting debt?|
|About time this share moved northwards surprised there have been no bids for it at the £1.50 mark|
|The directors control the dividend, the market controls the share price, so the yield just follows from a combination of the two. If the business can support the divi or an increase, then the directors will maintain or increase the divi, whatever the market judges the share price. Likewise, if the business can't support the divi it may be cut - the yield really is immaterial to the dividend declaration.|
|Yes I think a dividend cut is very likely, but, probably baked into the price. If they do cut it by say 50% I would continue to hold as the yield will still be attractive.
|Does anyone think the dividend is under threat here, it's currently near 10%? Surely that's completely unsustainable.|
|Bought a couple of hundred quid of this one. Could go either way but seems nicely discounted and can see it hitting the 200 mark at some point. More calfish than bullish, though. Will see!|
|End year bear closing, I suspect (although today's drop shows others don't need to). Balancing books for the audit. Could be some will reopen those shorts early in the New Year.
Hope so - I'm looking to buy in!|
|Has this worm turned?|
|steady as she goes soon be back in the trading range 200/220
|Boom... Have PIs finally woken up to what a bargain this is?|
|But on 20th Dec, Worldquant bucked the trend and went above the 0.5% threshold, declaring a 0.51% short position.|
|Declared shorts continuing to close.
Blackrock has gone below the 0.5% threshold so only 2 left now:
|Last Thursday 15th. December.
Two new broker notes :-
Deutsche Bank issue a REITERATE BUY recommendation with at TARGET PRICE of 280p
Macquarie issue a REITERATE OUTPERFORM rekko with a TARGET PRICE of 240p.
Deutsche see 66% UPSIDE to today's Price and Macquarie see 43% UPSIDE.
ALL IMO. DYOR.
|Having taken a loss here the only thing that would persuade me to reinvest would be Harding getting fired. She has presided over a catalogue of entirely preventable disasters here and yet she is still in charge so I have absolutely no faith in her ability to turn the sinking ship around.|
|Agree, lots of upside|
|Talktalk Telecom Group PLC 72.2% Potential Upside Indicated by Deutsche Bank!
|Good value entry point here with a chunky divi to match BUY|
|Chunky 5.29p interim divi received today.
|hmm interesting article by the telegraph, looks like they are grabbing
an opportunity to bash talktalk. If virgin are serious, they would be better off buying TALK out right, and keep the name, imho it would be a mistake by virgin to
mix the two under its own brand.
|Oh well, so much for my theory!
As I say, what Branson does is just a bleedin obvious strategy anyway, looks like others have the same obvious idea.|
|Pierre - except that Virgin Media is John Malone not Richard Branson these days, isn't it?
Having said that, I've heard Mike Fries (of Liberty Global) speak on more than one occasion about the "rational competition" or "rational decisions" in the UK market - i.e. he appears to view the UK as a market where competitors will engage in price-cutting but only to the extent it makes sense in a reasonable time frame - in contrast with less "rational" markets where competitors are prepared to engage in price policies which lose money over the medium term in order to gain share for some strategic purpose.
So while a move into "value broadband" by Virgin Media might be a concern for talktalk shareholders (unless it involves buying talktalk first) I tend to think Mike Fries would not sanction such a move if he thought it would lead to "irrational" pricing policies.|