Talktalk Telecom Share Discussion Threads

[rathlindri] 23/11/2016 12:03

I got the similar deal as you for phone/internet/TV WINDJAMMER. Also SIM only mobile deal 1 year contract 950 mins free talktime, unlimited texts 2GB data for £7.75/month. Looked around and no-one else offers similar value.

[w1ndjammer] 23/11/2016 11:53

I have got

broadband unlimited
free phone calls anytime inc mobiles on other networks
TV catchup, plus boosts if I want them "extra cost"
line rental
free simm 200mins unlimited texts 200 meeg data
anti virus protection

all for £25.00

call SA. they will sort you out

WJ.

[iwillbe] 23/11/2016 11:27

Don't know where you got that figure from My letter informing me of the "upgrade" works out at 35 quid. Pleasse enlighten me as I will be giving them a bell tomoz.

[quepassa] 23/11/2016 07:47

Today:-

Macquarie issue broker note and REITERATE their OUTPERFORM recommendation with a TARGET PRICE of 290p

16th. November:-

Barclays REITERATE their OVERWEIGHT rekko with a TARGET PRICE of 250p


14th. November

Deutsche Bank REITERATE their BUY rekko with a TARGET PRICE of 300p.



ALL IMO. DYOR.
QP

[rathlindri] 22/11/2016 21:35

anthony8121 Nov '16 - 12:06 - 2056 of 2060 0 0 (Filtered)

anthony8122 Nov '16 - 07:37 - 2057 of 2060 0 0 (Filtered)

anthony8122 Nov '16 - 07:38 - 2058 of 2060 0 0 (Filtered)

[pierre oreilly] 22/11/2016 20:30

What argument? You seem to be arguing with yourself.

If you don't understand about the rules for dividends, then why post?

This is now a high divi share due to the price dropping, not due to unaffordable (or illegal! wtf?) divis.

Keep singing for your supper, but if you ask me, you're much too late for the shorting party.

[bookbroker] 22/11/2016 16:25

You do not pay dividends simply from cash flow, and sit there watching the debt hit the ceiling, this is one of the weakest players in the game, when the others see blood they will just force them out the game by predatory pricing, look at Vodafone in India with Jio, being forced to watch Jio giving away their service for free, hence the VOD writedowns!

[w1ndjammer] 22/11/2016 14:43

someone smuggled a mobile device into the lunatic asylum

WJ.

[isaready] 22/11/2016 13:56

whats going on here, a fact or a rumour on what?

[borg45] 22/11/2016 13:29

Surely Anthony has reported this criminal activity because that's all the melt has gone on about all morning ????

[w1ndjammer] 22/11/2016 12:49

you need to report it to the authorities, the BB police are only fantasy

WJ.

[anthony81] 22/11/2016 12:44

insufficient profits exist
Dividends are unlawful when insufficient profits exist within the company to cover the amounts paid. Rules regarding the payment of dividends are laid down in the Companies Act, 2006 which states, “a dividend or distribution to shareholders may only be made out of profits available for the purpose.”

[anthony81] 22/11/2016 12:40

Under section 847 of the Companies Act 2006 if at the time of the distribution the member knows or has reasonable grounds for believing that a distribution was unlawful he is liable to repay it (or that part of it, as the case may be) to the company.

[anthony81] 22/11/2016 12:38

liable to repay the Dividend back

A company’s profits available for distribution are its accumulated, realised profits, so far as not previously utilised by distribution or capitalisation, less its accumulated, realised losses, so far as not previously written off in a reduction or reorganisation of capital.

Under section 277 of the Companies Act 1985, where a shareholder knows or has reasonable grounds for believing that a dividend was improperly paid, he is liable to repay it to the company.

[anthony81] 22/11/2016 12:26

RNS Number: 1472P
TalkTalk Telecom Group PLC
15 November 2016
Final dividend expected to be in line with FY16 and broadly covered by operating free cash flow

The Board has recommended an interim dividend of 5.29p (H116: 5.29p), which will amount to £50m and be paid on 16 December 2016 to holders on the record at 25 November 2016, with the ex-dividend date at 24 November 2016.


“Broadly covered” this appears not to come from retained profits
But where from? Operating free cash flow
Operating free cash flow = Illegal Dividend
58% of the Dividend appear to be Illegal

£21 million retained profit after Taxation, so that leaves £29 million from cash flow.

[w1ndjammer] 22/11/2016 11:47

Major contract wins and strengthening pipeline

Significant contract wins in Data during the period include Marston's Telecom, for whom we will be upgrading 500 premium sites to full Ethernet services under a three year contract and Global 4, for whom we will be installing EoFTTC and DSL across 900 client sites.

We are seeing increasing quality in the future pipeline from small businesses looking to use our high speed Ethernet products as they transition to hosted voice products. We are also growing the pipeline with large corporates looking to take advantage of our new managed network offering. Notably we have seen demand growing both pre and post Brexit, reflecting the strength of our partner channel, and our clear value proposition focused on value, reliability, simplicity and innovation.

[strutt12] 22/11/2016 11:45

Buy: TalkTalk Telecom (TALK)

Management tempered its full-year profit guidance, but expects further efficiency gains and cheap, customisable service bundles to underpin growth in retail subscribers and revenue next financial year. Ahead of these results, broker RBC forecast adjusted full-year cash profits of £289m, giving earnings per share of 11.3p (from £177m and 0.2p in full-year 2016).

Redburn sees TalkTalk ditching dividends

The Redburn analyst cut his recommendation on the shares from 'neutral' to 'sell' while slashing his estimate of 'fair value' from 150p to 100p.

Could be the reason for the fall!!

[strutt12] 22/11/2016 11:39

An extra £1bn of Government investment in fast broadband is going to be announced by the Chancellor in his Autumn Statement.

Even more customers for Talk Talk whoop whoop

[w1ndjammer] 22/11/2016 11:28

This has to be a safe brexit play, peeps will always look for the cheapest/ best
packages and TALK are now number 1.

WJ.

[1gw] 22/11/2016 11:22

Retained profits are earnings aren't they? They are the earnings that haven't yet been distributed.

[anthony81] 22/11/2016 11:15

"earnings" spin for cash flow?

[anthony81] 22/11/2016 11:14

The £50m interim dividend will appear as a 2H liability in the accounts.
"in the bag to be able to pay the dividend out of earnings"
What you mean is out of retained profits?

[anthony81] 22/11/2016 11:07

That is where the rainbow ends.
Napoleon knew the value of five minutes

[anthony81] 22/11/2016 11:05

What might happen if we a press report !

[anthony81] 22/11/2016 11:02

All heads are under water, pressure is on