Kcom Share Discussion Threads

[warranty] 16/12/2016 09:52

Looks like the bottom's falling out of this and even my 85p target looks optimistic. I'm not overly familiar with this company though I've been aware of them as an income stock for many years. The last results don't seem to contain anything overly scary so for any more experienced holders, what am I missing?

[warranty] 16/12/2016 09:50

Looks like the bottom's falling out of this and even my 85p target looks optimistic. I'm not overly familiar with this company though I've been aware of them as an income stock for many years. The last results don't seem to contain anything overly scary so for any more experienced holders, what am I missing?

[phillis] 13/12/2016 16:10

EBITDA shows how much cash is being generated from operations before working capital/capex movements
Basic info for all companies and all investors

[grahamite2] 12/12/2016 13:37

It's not good PR, to my mind, for a company established this long even to speak of EBITDA, something I associate with jam tomorrow AIM co0mpanies. But I just had a look at the accounts and they look perfectly satisfactory. Think I'll put a toe in the water.

[mayers] 29/11/2016 16:23

DAVE OF DEVON
Thanks.The share price had been falling well-prior to the announcement but I imagine some folk had been taking profit as they did not expect further rise in the share price It is not generally regarded as a "growth" share but one with a consistent substantial dividend. I had considered adding today but the share price seems to have fallen below support at about 110 and on previous occasions the falls have been considerable , only for it to recover as quickly as it has fallen.
As you say this is a long term hold mainly dividend orientated.

[daveofdevon] 29/11/2016 13:51

This line in todays statement has probably disappointed those who want a fast buck and cannot live with long term prospects :


"Our results for the period show a decrease in revenue and EBITDA. This arises, as expected, from a shift in focus away from commodity business towards value driven solutions, coupled with the additional cost of our fibre network outsource."

[andywoody] 29/11/2016 13:34

Why the drop ?

[dogwalker] 29/11/2016 08:17

Pity the share price isn't !

[this_is_me] 29/11/2016 08:02

Strategy going according to plan.

[skinny] 10/10/2016 07:06

KCOM Group today announces that Jane Aikman has been appointed as Chief Financial Officer and will join the Board with immediate effect.

Jane has held a number of Executive level positions, including her most recent role as Chief Financial Officer and Chief Operating Officer for Phoenix IT Group Plc up until its acquisition by, and merger with, Daisy Group.

Previously, she was Chief Financial Officer of Infinis plc, Wilson Bowden plc and Pressac plc. She spent five years in South East Asia with Asia Pulp and Paper Co Limited and three years as an internal audit manager with GEC Alsthom. She qualified as a Chartered Accountant with Ernst & Young.

Bill Halbert, Chief Executive said "I am delighted to welcome Jane to the company and to the Board. She brings with her a wealth of relevant industry experience and will give fresh perspectives to discussions at both a Board and senior leadership level. I look forward to working with her."

Jane will stand for election by the shareholders at the company's AGM in July 2017.

As previously announced, Paul Simpson resigned from the company's Board as planned on 30 September 2016. The Group will announce its interim results on 29 November 2016.

For the purposes of Listing Rule 9.6.13, Jane was a Director of Infinis Plc from July 2007 to March 2012, Halma Plc from August 2007 to July 2016 and Phoenix IT Group Plc from August 2012 to July 2015. Jane was a Director of Pressac plc and Pressac Investments Limited when an administrative receiver was appointed to each of those companies on 17 March 2006. Jane has confirmed that, other than as set out in this announcement, there are no further disclosures to be made under Listing Rule 9.6.13.


- ends -

[irenekent] 08/10/2016 11:06

Is there a light at the end of the tunnel? After years of treading water they are suddenly rising. Perhaps their inherent value is starting to look tempting to those across the water who would like to buy a British Telecom co. at a knockdown price relative to pre referendum value.

[ganthorpe] 08/10/2016 10:32

Is there anything going on here?
I see the Director changes and a strong rise in the share price for no obvious reason.
I have held KCOM for several years and it pays a good divi but no growth.

[skinny] 20/9/2016 10:39

Peel Hunt Buy 115.00 - 150.00 Initiates/Starts

[phillis] 07/9/2016 14:02

yield excellent and well underpinned
but growth prospects limited

[masurenguy] 26/8/2016 08:48

At todays price the yield is still a very attractive 5.5%

[psolomons] 13/8/2016 08:09

Thanks Graham. There aren't many companies out there with low p/e, decent bottom line profits, manageable debt and paying dividends. I know the company has warned that profits might be squeezed through increased investment in infrastructure but it still looks undervalued.

[grahamburn] 12/8/2016 19:40

It was extremely good value at around 95p.

Now it's just good value (ie without the prefix of "extremely"), with an excellent dividend yield and reasonable capital appreciation prospects.

Oh, and an outside chance of being an acquisition target.

[psolomons] 12/8/2016 15:44

Am I missing something or is KCOM extremely good value !

[solarno lopez] 01/8/2016 09:30

Sorry I was referring to Talk Talk

[toffeeman] 01/8/2016 09:20

Try 8 historic

[solarno lopez] 01/8/2016 08:38

According the site its PE ratio is over 1000 so what am I missing otherwise its grossly overpriced

[garycook] 01/8/2016 03:25

Do what I did.Sell KCOM,and put it in TALK,for better growth,and Dividend !!!