Talktalk Telecom Share Discussion Threads

[1gw] 26/5/2016 18:40

Declared shorts.

Blackrock back up to 0.54% short as of 24/5/16.

[muscletrade] 26/5/2016 07:06

Haitong at it again yesterday i see. they appear to spend an inordinate effort on talk talk

[1gw] 25/5/2016 15:56

Declared shorts.

Blackrock dropped off the FCA list on 23rd by reducing very slightly (from 0.50% to 0.49%) to below the 0.50% threshold.

[quepassa] 25/5/2016 12:52

Precisely.

Dunstone has grown his formidable empire through acquisition and merger.

He is unlikely to be against so doing again.

ALL IMO. DYOR.
QP

[semper vigilans] 25/5/2016 11:41

As a mere retail purchaser of their product, they are reducing prices to retain customers.

I stay with them due to the price - foreign call centres are useless and they hide from you in the UK.
Taltalk tv is pointless and clunky. There are tech problems with Apple they can't be bothered to fix.
Ask your friends if they have left Talktalk - I seem to have quite a few that have but that's not scientific.

Barclays must be hoping for a takeover to get to that price.

[quepassa] 25/5/2016 11:27

On 13th. May,

barclays REITERATED their OVERWEIGHT recommendation with an unchanged TARGET PRICE of 350p.

Barclays see almost 50% UPSIDE to current share price

ALL IMO. DYOR.
QP

[canaries2] 23/5/2016 20:43

Oh well go and place your £5pp short if you can afford it.

[dlg3] 23/5/2016 19:58

looks like a good short all the way down to £2.10p...

[dlg3] 23/5/2016 19:55

£133 MILLION LOSS TO MARCH 2016

[dlg3] 23/5/2016 19:45

TalkTalk lost 50,000 television customers in the United Kingdom in the six months to the end of March 2016. The company may attribute this to ...

LOOKS LIKE ITS GOING DOWN THE TOILET...

[1gw] 23/5/2016 17:29

Declared short positions.

Odey down again. Looking more and more like a decision to exit the short position, which I take as good news from the long perspective...

1.44% 3rd March
1.35% 16th Mar
1.42% 6th Apr
1.51% 21st Apr
1.47% 27th Apr
1.33% 29th Apr
1.27% 5th May
1.15% 10th May
1.04% 20th May

[rathlindri] 22/5/2016 23:25

what a tube

[pierre oreilly] 21/5/2016 14:58

great post.

[xxxxxy] 21/5/2016 13:37

Thinking 150.

[canaries2] 19/5/2016 15:02

2nd load 2.3888.

Looking cheaper by the day.

[canaries2] 19/5/2016 13:44

Skyship.
yep sounds about right.
Well I did say I won't listen to him anymore ha ha.
Filter it is.

[skyship] 19/5/2016 12:39

canaries - re that poster over on UAI - we've all learnt it is not worth trying to have a serious convesation/debate with him - Just filter him and be done with it.

[canaries2] 19/5/2016 10:46

oh well started buying 1st lot @ 2.4178 will be adding when/if price goes lower.
Would have purchased more but purchased as much as I could without going to dealer.

[1gw] 18/5/2016 16:20

Short positions.

Blackrock disclosed reaching the 0.5% threshold on 16th May, so we now have:

2.16% Eminence
1.15% Odey
0.63% Citadel
0.50% Blackrock

[canaries2] 18/5/2016 09:46

1qw.
A well informed rely, thank you. I,m not one for long posts, so I keep things short, yes I think Talk is a buy at these levels, just think it may go lower into the 2.30's then I will be buying, I may miss out, but I can find plenty to invest in. But I'm holding a high % of cash in my SIPP as I think things may wobble as the vote gets closer so hoping for opps acoss the board.

Re Level 2 BATS is contantly looking for shares which is keeping the price from falling to much.

ps Take a look at copper for a medium term buy, just purchased a load via etf's as I think China is controlling the market and eventually the price will fly. Currently 2.04 reckon 10% -15% is easily obtainable this year.

[1gw] 18/5/2016 09:39

Well the company's argument is that they've been investing a lot in their simplification program, rationalising the mish-mash of systems they've inherited through their history of acquisition-fuelled growth. Now that that is past its peak (in particular, the period of "double-running" is winding down where they had to keep old system and new system running in parallel) then costs are coming out quite fast and that coupled with a return to growth should allow strong cash generation.

They want to tough it out and see it through to the other side without having to cut the dividend. They've guided to the dividend being covered by free cashflow in FY17 and to net debt at year end FY17 being similar to net debt at year end FY16 (so leverage lower as EBITDA is guided to increase significantly). But as some analysts have pointed out, they do have a recent history of missing expectations, so it's reasonable to be a bit sceptical.

Personally I thought the results presentation was good enough to take out quite a lot of execution risk, but apparently the market doesn't agree - or at least the market seems to think that the 270p-280p fully-valued that risk reduction. I'd like to see Odey's next move - whether they carry on reducing their short or start to increase it again.

[canaries2] 18/5/2016 09:14

1gw.
I,m watching and getting tempted to start building a position, could have got 2.42 odd earlier today, I have level 2 to keep an eye on things. My target price was 2.40-2.42 to start buying, didn't expect to see the 2.40's so soon. But watching the share price think it may go lower as it's relentless.

My major worry is the high level of debt they have and still paying high dividends and even increased them is it financial suicide. why not just maintain divi and reduce the debt ?

[1gw] 18/5/2016 09:03

All a bit disappointing shareprice-wise. Looks like the results weren't enough to cause panic among the shorters.

So well done canaries2, profit-taking was the right call. Are you coming back in now?

[1gw] 16/5/2016 11:20

Industry lobbying on Openreach continues.

"10 Point Plan for a Better Openreach
We are an industry coalition comprising Sky, TalkTalk, Vodafone, the Independent Networks Cooperative Association (INCA) and the Federation of Communication Services (FCS)..."

[xxxxxy] 14/5/2016 18:35

Delaying the inevitable.