Share Name Share Symbol Market Type Share ISIN Share Description
Talktalk LSE:TALK London Ordinary Share GB00B4YCDF59 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.70p +0.58% 121.20p 121.10p 121.30p 122.50p 119.20p 120.70p 666,940 12:53:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Fixed Line Telecommunications 1,783.0 70.0 6.1 19.9 1,389.28

Talktalk Share Discussion Threads

Showing 4976 to 4997 of 5000 messages
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Watching the SHORTERS. TalkTalk short positions: April 13th. 1.9% short May 19th. 1.19% short Significant REDUCTION IN SHORTS in just over a month Perhaps this doesn't surprise... ALL IMO. DYOR. QP
Sunday times article today . Talk to reveal profit slump. Set to unveil two-thirds drop in profits after slashing prices to stamp an exodus of customers.
Virgin and TalkTalk discuss deal over broadband sharing... hTtps://
TalkTalk FY 18 prelim results Thursday 24th. May 10-14 days later than previous 3 years 10/5/17, 12/5/16, 14/5/15. ALL IMO. DYOR. QP
Two interesting sector articles from late March/early April, 1. "The Bids are Piling Up for Daisy Group" according to UCToday about a month ago:- hXXps:// 2. "Private equity giants 'line up bids' for Daisy Group" according to ChannelPro on 27th. March hXXp:// Who knows where, what or how Daisy Group will end up? Either way, seems that interest within the telecoms sector remains very buoyant. A rising tide lifts all boats. ALL IMO. DYOR. QP
1.Strongly reported in the press that Voda is rumoured to be buying $18-23billion worth of Liberty's European assets. M&A continues at a furious pace. 2. Deutsche Telekom raises guidance as T-Mobile performs strongly. And also Liberty releases strong Q1 results which beat analyst forecasts. Buoyant market for telecoms. Consolidation, M&A seem to be driving the market and likely more to come within the sector. ALL IMO. DYOR. QP
Shorts on TalkTalk further closing. The share is rising again this morning against a weak market. Away from TalkTalk, still no public news on the recently heavily rumoured sale/ipo of Daisy Group........almost too quiet. A pregnant silence perhaps....?? ALL IMO. DYOR. QP
An extremely painful day for the shorters on Sainsbury's which was the 7th. most heavily shorted stock with total shorts of 10.8%. Can you imagine a 15-20% move against your short position overnight. Collectively those shorts have lost hundreds of ££ millions. Many of the usual suspects were shorting Sainsbury's including Odey (oh dear), Marshall Wace, Blackrock, AQR. As far as shorting is concerned, TalkTalk was up to 1.9% short on 24th. April but now as at 27th. back down to 1.4%. It can be extremely painful for any short if M&A unexpectedly comes along and blows you out of the water. M&A within the telecoms sector continues apace with the mega merger of T-mobile and Sprint announced today valuing the NewCo at a whopping $146BILLION. Seems that mergers are all the rage at the moment, especially when companies see the need to beef up to compete in increasingly competitive sectors. Never a dull moment. ALL IMO. DYOR. QP
Anyone notice how Sainsbury's has risen 20% from 225p just six weeks ago in mid-March to 270p by end April. Funny old world innit. Wonder why that sudden 20% rise happened...... And by comparison, TalkTalk has risen almost 30% over a similar time frame from mid-February at its 95p nadir to the current 130p...... Probably not too hard with benefit of hindsight to figure out why Sainsbury rose so much, so quickly. The question is why TalkTalk has risen 30% so quickly....... Watch this space. ALL IMO. DYOR. QP
Page not found .... wonder why..
k mon
Black NFL player sobs ‘I’m not even fighting back’ as cops slam him to ground for ‘holding phone’ Http://
M%A activity is thick'n'fast in the sector. Big and small names. Fox/Sky Vodafone/Bharti Telefonica rumours Deutsche Telecom rumours Gigaclear - taken out by private capital City Fibre - taken out by private capital Satellite Solution (soon to be called BigBlu Broadband) making rapid bolt-on acquisitions in a niche but vastly underserved sector Daisy Group - rumoured in the press for imminent IPO/sale. Looks like the altnets are being gobbled up Pacman-style, the big boys are consolidating and the mid-ground beefing up financially or perhaps merging. And private capital is chasing investment opportunity hard within the sector. Retail Mobile telephony is ex-growth and highly commoditized in all mature economies and even in some developing economies. The new battleground is ultra-fast broadband, media content (eg Amazon), business users and niche markets. What is for 100% certain is that there's more M&A activity to come within the sector. Soon. Watch this space. ALL IMO. DYOR. QP
Looks like Capital have had a compliance review and found themselves wanting in the UK TR-1 notification department. Earlier today they gave an ITV notice and now this talktalk one. This pre-dates the placing so of purely historic interest, although perhaps it gives an idea of where some of Toscafund's shares might have come from. Today they disclose their moves between 16/5/17 and 8/12/17: 143.3m shares as of 16th May 2017 (TR-1 issued) 120.5m shares as of 13th October 2017 (no TR-1 issued) 114.3m shares as of 8th December 2017 (TR-1 issued today) Since then we have had the placing with the 8th February RNS from talktalk saying that Capital participated and increased their holding to 126.1m shares.
Up 3.5% today. Strong day for TalkTalk. Very strong. Funny old world innit, what with that RNS coming out at 4.31pm. ALL IMO. DYOR. QP
Now, who just might be on the other side of that big trade by CGC for a massive 3% block sale of TalkTalk shares/voting rights....? .....I wonder...... my own personal guess....... I just love that unmistakable smell of coffee brewing. All the best RNS's come out when the market is closed ALL IMO. DYOR. QP
With cityfibre being taken over at more or less double the market price, I would expect a bigger jolt to the price of talk. with 7.4bn euro of funding, it's really possible they may take out more companies in the same business. Nic Fildes, Telecoms Correspondent 54 MINUTES AGO Print this page CityFibre, the British telecoms company, has recommended a £538m takeover by a consortium of infrastructure funds backed by Goldman Sachs pitched at a 93 per cent premium to the share price of the company. It is the latest sign that funds are targeting Britain’s ‘altnets’; which are building full fibre networks in areas that Openreach, BT’s engineering arm, has yet to upgrade. CityFibre has an agreement with Vodafone, signed last year, and has targeted a roll out reaching 20 per cent of the UK population. Antin Infrastructure Fund, a specialist fund with €7.4bn of capital, has teamed up with West Street Infrastructure Funds, which are managed by Goldman Sachs, to make the bid. The bid has already been accepted by two-thirds of shareholders.
pierre oreilly
CityFibre TAKEOVER. Sector on fire. A whopping 92% premium to yesterday's close. Total value of Bid some £540 million. That puts a big new REVALUATION on other companies engaged in this same sector. Paying UP. ALL IMO. DYOR. QP
Pushing ahead strongly. It is very interesting to compare and contrast the regularly updating websites of Daisy Group and Talktalk Business in terms of their offerings especially for SMB's/corporates. Looks to me as though the Business Telecoms sector is a burgeoning sector for both groups. ALL IMO. DYOR. QP ps. in mid Feb, the financial press was reporting widely that Daisy Group was considering potential upcoming IPO.. Anyone seen an update? -All I can detect is 100% radio silence....almost too silent...
1gw, interesting piece of analysis. Means that Toscafund are picking up their additional shares from a fairly limited "pot" (surprised the share price hasn't risen a bit more as a consequence).
septimus quaid
Yes, and the ratio of shares on loan to what you might regard as "free float" is staggering. If I have the numbers right we have about 79% of the company held by the original founders (Ross and Dunstone) plus the 3 other largest shareholders: 28.5% Dunstone 11.6% Ross 14.0% Toscafund 13.6% Invesco 11.0% Capital All of these investors participated in the recent placing. So 79% that you might expect to be fairly tightly held for the moment. Against that Euroclear reports nearly 6% of shares out on loan on average in March. If a good part of that 6% reflects short positions (although I accept that declared positions are only 1.4% in aggregate) then that is a significant proportion of the 21% not in the hands of the above 5 investors. And therefore you might expect a good chance of a short squeeze if there were a credible takeover story or other information causing a reassessment (to the upside) of fair value.
Be very careful of setting one's stop losses too near the closing price. Standard market makers' trick of marking a stock down sharply first thing upon market open, triggering stop losses and hoovering up stock on the cheap . Only to see the stock recover shortly thereafter. Happens to some stocks more frequently than others. Especially when those stocks are in demand. If one sees this happening frequently , one can be pretty damn sure that market makers want the stock to fill demand. Then again, there has been one elephant in the room with a voracious appetite who has gone from a 5% stake to 14% stake in just a few short months. ALL IMO. DYOR. QP
Looks like the market is finally waking up and at long last taking note of the significant and rapid stake-building by ToscaFund in TalkTalk where Tosca have gone from 5% to 14% in just a few short months. Tosca are not in my opinion just building this stake in Talktalk for the sheer hell of it. I personally find it fascinating to look at their track record, the activist reputation of ToscaFund, their modus operandi, their other strategic holdings/investments. ALL IMO. DYOR. QP
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P:31 V: D:20180522 12:09:57