Telit Communications Share Discussion Threads

[bulltradept] 02/3/2016 09:03

Since when have Analysts got anything right.

[paleje] 02/3/2016 08:56

Quite a downgrade from 380 to 250.

[liam1om] 02/3/2016 08:56

PKA. Downgraded today. See above.

[pka3] 02/3/2016 08:55

12.02% drop - wtf is up here !!

[liam1om] 02/3/2016 08:50

Downgraded this morning by Berenberg to a hold. New target price 250.

Topped up on the drop this morning.

[brambuz80] 02/3/2016 08:44

Any reason for the drop this morning?

[justfactual] 01/3/2016 21:33

Well well. No need for ramping. Some manipulators moved out.

Bye bye to:

JPM
Oxford Asset
Worldquant
GLG Partners
Blackrock

So...just 1 left...for now.

Onwards and Upwards.

[someuwin] 01/3/2016 08:04

Will post up some presentation slides later - very impressive.

[someuwin] 29/2/2016 13:17

By 2020, 100M cars will be sold per year -most of which will be connected, representing the fastest growing segment in IoT.

• In April 2014, Telit acquired the ATOP (Automotive Telematics on-board Unit Platform) business from NXP, leading to the formation of the Automotive Solutions business unit

• The business unit develops high end products for Automotive industry, including the car gateway infotainment

• ATOP is a highly secure and connected automotive telematics platform that protects vehicles from malicious attacks to the core vehicle CAN-bus.

[someuwin] 29/2/2016 11:32

Building my position up here again.

[owenski] 26/2/2016 17:42

As Mmelody says, a bit of news flow this month.

Looks like the Barcelona presentation has gone well and the Cat-1 module release should lead to delayed orders being released.

Worth a read through the presentation, seems encouraging with growth trends very much in place, TCM does seem to be the place to be in this interesting and fast growing sector.



Volume has been picking up for most of this month and the share price had moved back into the 200-210 range and has now moved through the previous 210-220 range on - as said - above average volume, whether we test the 210-220 range or this becomes new support - we shall see, but it looks like someone's buying. Hopefully good things to come.

Regards

[droid] 26/2/2016 15:00

Firmly through the 50 day MA now.

[mmelody] 26/2/2016 12:26

Looks like JPM are going long. Under .5% on their short now. Do they expect t/u to be good!?!

[webclick99] 25/2/2016 12:15

I see that their CAT-1 module has now been 4G certified - announced this morning. Wasn't there a mini profit warning a few months back, suggesting orders were delayed as customers were waiting for this? Would have been useful in the RNS to announce the value of the back orders I would have thought.

Lots of buys going through at 202 today, but share price not increasing. Regardless of what people think, demand should push up the sp?! Am waiting to dip a toe back into this stock when sentiment changes.

[mmelody] 25/2/2016 08:51

Newsflow picking up this month...

[mmelody] 23/2/2016 13:47

So a little more clarity JPM cut short by half as Ennismore dive in for more. However would seem Oozi's analyst chat at MWC has gone down well. Trading update not far away now...

[mmelody] 22/2/2016 09:24

Ennismore now shorting even more now. Strange recent share price in light of this, someone may well be offsetting (or even TCM buybacks continuing). But Ennismore must have a strategy here to rip into the results and create negative sentiment to justify their position.

[eagle eye] 19/2/2016 19:21

Kabouter holding now less than 3%.

[owenski] 19/2/2016 17:41

Volume's been above average over the last two days and it looks for now that TCM has moved back into the 200 - 210 range.

Hopefully we have a floor at 200, time will tell, if Kabouter are exiting, it does look as if someone else is picking up the stock??

Maybe we'll get another RNS

[mmelody] 10/2/2016 08:46

justfactual - despite the fact you want to make this personal. I'm happy to throw the floor open and allow you to respond with a ramp of your own.

Please provide your evidence of why this company will turn around and get you back in profit....

[bamboo2] 09/2/2016 23:31

Looks like there could be a Head and Shoulders chart pattern forming. Currently unconfirmed, needs an eod close below neckline to confirm.

Paradoxically, the neckline of the H&S co-incides with historical support.

[justfactual] 09/2/2016 22:36

Nice to see Mark Melody deramping as usual. Pretty shameless. Incredible add / entry point here.

[bernieboy] 09/2/2016 18:15

Good points Mmelody. I was tempted at 167 earlier but was too busy. Think I will wait it out a bit longer to see where we're headed in the short term. Will be interesting to see the latest short positions.....