Talktalk Telecom Share Discussion Threads

[garycook] 21/9/2016 03:53

Who cares,has long as the Divi gets paid,and maintained.

[xxxxxy] 20/9/2016 15:45

Borrow from Peter to pay Paul. Just thinking.

[speedsgh] 20/9/2016 14:09

From the July trading statement...
"Dividend: We expect the FY17 dividend to be at least in line with that of FY16 and covered by free cashflow."

FY16 dividend was 15.87p

[stevenrevell] 20/9/2016 13:30

Does it still pay a divi ta

[ayl30] 20/9/2016 12:06

Thanks guys

[joemillion] 20/9/2016 11:44

Interims due 15th November. Hopefully we be at £2.50 plus by then..

[speedsgh] 20/9/2016 11:41

Last year's Interims were released on 11 Nov

[ayl30] 20/9/2016 11:03

Nice rise this am, let's hope it continues, when are results due?

[1gw] 19/9/2016 18:29

Disclosed shorts.

Having reduced to 0.99% from 1.04% on 13th September, Odey reversed the move and went back up to 1.04% short on 15th.

[salpara111] 19/9/2016 09:43

Well, it would make sense for the shorts to just ride it back down the the support line at 190, the divi gets too big past that point.
I dont see what will provide the short term catalyst to drive it back up but I am happy just to get the 8% yield at the 198 I bought at.

[alamaison5] 19/9/2016 03:14

TALK: 8,807,132 was the number of shares bought as a UT trade on the 16th.
This is nearly x3.5 the amount of shares traded on the day!
Either it's shorts refueling (which I doubt very much)
or
Short closing
or
a strong believer

Anyway the first few minutes of trading shall be crucial for us all today.

[quepassa] 16/9/2016 11:43

Nice spike just now. +4%.

Not much news coming from TalkTalk these days.

Almost as if an ominous or pregnant silence.

ALL IMO. DYOR.
QP

[w1ndjammer] 15/9/2016 10:13

well I bought more this morning, didn`t quite get my predicted 185p but will be away from internet access for a few days now, so had to just buy them.........

8.5% yield not to shabby.....

WJ.

[pierre oreilly] 15/9/2016 10:13

Unless you believe in Chinese walls, there are probably a few people in the know making a mint from the continuing haitong , and who to are they anyway, downgrades. Although insider trading is illegal, no one in the city gives a toss about that. The punishment is often of the type of a very stern letter being written! Scary stuff.Although annoying short term, the price is ultimately based on the results the company publish. Shorters exit before such expected info to minimise their risk.

[muscletrade] 15/9/2016 09:05

Wilm, it does not help when you have a broker out there who relentlessly issues sell notes and a 150p share price target. This is Haitong and they issue another sell note again today, quite why today i don't know but there it is.I have long since had concerns re their relentless focus on what seems an effort to drive talk price down. As far as I can determine the central case that haitong make is that the company regularly disappoints and there is always something that comes along that the company will use to justify the disappointment.
Then you have the hedge fund professional shorters as well. Odey being one example. This is the same Odey that is/ was the worst performing hedge fund in the uk....so obviously we should all follow their lead.

Well maybe Haitong will be proved right...i don't know but talk are not due to update for quite some time so easy target i suppose.

[1gw] 14/9/2016 17:47

Disclosed shorts. Odey swimming against the tide and reducing a bit. Now 0.99% as of yesterday (from 1.04%).

[pierre oreilly] 14/9/2016 16:58

Wilm, it doesn't make much sense to me too. I guess it's the institutional shorters who can sell and drive the price down in the hope that chartists and the like simply follow the leader, and many will say things like 'no smoke without fire' or even suddenly start imagining customer numbers aren't really the number of customers. The other thing is that the last results lumped in all the hack costs and software development to give talk now the safest systems anywhere, and those sts made the overall financial numbers look a bit cack for those who can't read between the lines. So next years numbers without the hack costs will return back to normal and the ratios will show how undervalued this is, as your posts so well illustrates. I'd just like a really good rns out of the blue and watch the price being driven up by the institutions closing their shorts. Otherwise, it's just a wait until the next results, no probs for long term holders, but maybe a problem for traders with t10s and the like, or out of the money options. It's just a great place to put any spare cash which comes available imv and buying a chunk of the company cheaply.

[au24] 14/9/2016 16:26

I am still sitting on the side lines wondering when to buy. All time lows now. Will they go lower!!

[wllmherk] 14/9/2016 16:10

This is from the IMS in July-

TalkTalk reaffirmed its full-year financial guidance, saying it expects 2017 revenues to grow modestly thanks to a broadly stable broadband base and continued growth in TalkTalk Business, with headline earnings before interest, tax, depreciation and amortisation of between £320m and £360m.

Net debt to EBITDA is expected to fall towards its target leverage of 2x by the end of full-year 2017 and the dividend is seen at least in line with full-year 2016 and covered by free cash flow.

Based on the above I am mystified at the current share price weakness ?

wllm

[xxxxxy] 14/9/2016 15:20

Real customers are the ones who pay for services. Maybe some have left, but still on their systems. Just thinking, maybe. Don't know what is going on these days. Thinking wells Fargo. Just don't know.

[xxxxxy] 14/9/2016 15:16

Are you sure about the ftse100 bit?

[salpara111] 14/9/2016 15:05

Having only recently entered here at 198 (trigger was 8% yield) I would have to say that I am surprised that Harding still has her job but I am pretty relaxed in that if she does not deliver a decent update in November I would imagine she will get the boot . Ultimately a T/O would be the best way out here but I suspect that OFCOM might have something to say about that.

[pierre oreilly] 14/9/2016 13:57

Do you also wonder if the customers are 'real' in the other companies you are interested in? Unless there's some sort of evidence to the contrary, worrying about whether their stated customers are 'real' seems a bit futile to me. Which company do you invest in where you know the customer count is actually correct? It strikes me your worries must stop you investing in anything at all.

This isn't a small company btw, it's a ftse100 company.

[xxxxxy] 14/9/2016 12:49

There maybe 4million customers on the books, but are those customers theoretical or real, meaning are they still actively paying customers? I don't know myself, but wonder.

[canaries2] 14/9/2016 12:06

Buying at this level low 1.90's will sit in my SIPP until decent profit or divi payer. My average is now slightly underwater but will turn in a matter of days or wks,