Talktalk Telecom Share Discussion Threads

[strutt12] 21/11/2016 10:42

The Capital Group Companies,increasing their holding now above 15%.

[anthony81] 21/11/2016 10:35

The holding notice from today is Possibly an Institution trying to hold the share price .

[anthony81] 21/11/2016 10:23

Last Tuesday 16th Nov
Dido Harding, Chief Executive Officer
sold 96,796 Ordinary Shares at a price of £1.90 per

[anthony81] 21/11/2016 10:12

Does anyone have a more up to date list for the shorts on TalkTalk?
hxxp://shorttracker.co.uk/company/GB00B4YCDF59/all

[anthony81] 21/11/2016 09:57

Remember what a boy can do,who REALLY should take responsibility?

The mobile carrier was ordered to pay £400,000 by the Information Commissioner's Office (ICO) after the personal details of more than 150,000 customers was stolen in October 2015.
The office has the power to hand down fines of up to £500,000, says the BBC.
It is the largest fine ever imposed by the ICO, which said TalkTalk's security was so poor the attack had succeeded "with ease".
Information commissioner Elizabeth Denham said: "Yes, hacking is wrong, but that is not an excuse for companies to abdicate their security obligations."
The ICO also noted that in 16,000 cases, customer's bank details were stolen. When the attack was first disclosed, TalkTalk warned the financial information of all of its four million customers could have been taken.
The attack cost TalkTalk more than £42m, said the company in May, with this figure set to rise to more than £60m once additional spending on security is taken into account.
hxxp://www.theweek.co.uk/66178/talktalk-hit-with-record-fine-for-data-breach

[anthony81] 21/11/2016 09:53

Just a gentle reminder of the company ethos on Trust and security

The teenager will be sentenced on 13 December, after also targeting Manchester University Library and Cambridge University Library, among others. According to Sky News, he told the court: "I didn't really think of the consequences at the time. I was just showing off to my mates."

20/07/2016: Around 9,000 TalkTalk customers left the provider in its latest quarter, as the
operator continues to feel the aftereffects of last year’s hack that spilled the data of 157,000 users.
Revenues declined 0.4 per cent year-on-year and TalkTalk also lost 23,000 TV customers.
12/05/2016: Customers have forgiven TalkTalk for last year's devastating cyber attack, CEO Dido Harding claimed today, despite profits halving and 100,000 users jumping ship.

hxxps://goo.gl/9VjCrH
“Customers have forgiven TalkTalk” Hmmm

TalkTalk's chief executive, Dido Harding, has earned £2.8 million in the last 12 months, despite the performance of the network being subject to a number of hacks and staff's bonuses being cut substantially.

[anthony81] 21/11/2016 09:46

When will the share collapse?
This possibly could happen if there is news of a dividend cut.
The pressure might be on to do this because of mounting costs and debt.
The high dividend possibly is acting like a loyalty card through these difficult times.
Cut the dividend = cut the loyalty, the bear trap .
But firstly the share price has to be driven downward.

[anthony81] 21/11/2016 09:33

Investors Chronicle this week had item on TalkTalk suggesting there might be new technologies in the pipe line to attract customer back.
Meaningful profitability is a long way off,
Follow the link below, you might find the bottom 97 pence

[anthony81] 21/11/2016 09:21

TalkTalk Telecom Group plc (commonly known as TalkTalk Group, trading as TalkTalk) is a company which provides an appallingly poor service



haemorrhaging customers

[garycook] 21/11/2016 09:10

anthony81,You make it so obvious that you are short TALK.

[anthony81] 21/11/2016 09:07

Reasons for:
to take advantage of a possible high profit shorting opportunity on Talktalk

[anthony81] 21/11/2016 09:05

Reasons
Customer Accounts breached on a daily basis, haemorrhaging customers
Massive debt
A poster suggested "a massive pension deficit" which still needs to be confirmed
Worryingly high dividend payment which higher than their profit
TalkTalk is currently being shorted

[salpara111] 21/11/2016 08:49

Somewhat relieved I took my loss last week.
At this rate it will be 150p by the end of the week!
It is clear that the market expects the divi to be cut and I don't think that is unreasonable.
I feel that there is probably value here but until Harding is fired I don't think the market is going to give them the benefit of the doubt.

[anthony81] 21/11/2016 08:49

RNS Number : 1472P
TalkTalk Telecom Group PLC
15 November 2016

Dividends £50m and be paid on 16 December 2016 to holders on the record at 25 November 2016
Unaudited 6 months end 30 September 2016

Profit /loss after Taxtion(£m) 21 Million. This is the retained earnings.
£21,000,000
-£50,000,000. You can’t count dividends as business costs when you work out your Corporation Tax.

Leave of what was the profit -£29,000,000

30thSept2016

Opening Debt of £679,000,000
Closing debt of £847,000,000 an increase of £168,000,000

Borrowing facilities
The Group's committed facilities total £994m

We expect the FY17 dividend to be at least in line with that of FY16 and to be broadly covered by operating free cash flow.

[anthony81] 21/11/2016 08:48

Might be 97 pence in a few months.Shorters will be making a fantastic profit

[garycook] 20/11/2016 12:29

Iliad, with a £10 Billion Market cap,can gobble up TALK £1.7 B,but at what premium ?

[gotnorolex] 20/11/2016 12:04

Iliad must be licking it's chops at the prospect of acquiring Talk at the forthcoming low post ex-divi, and with Sterling at it's current rate making it a timely opportunity, while Vod is twiddling its thumbs!

[bookbroker] 19/11/2016 22:14

Cool Dawn tended to do the job for her!

[au24] 19/11/2016 17:31

She is great on a horse.

[bookbroker] 19/11/2016 14:47

Article on Harding in Mail today, outrageous and completely unrealistic salary she is being paid for shareholder destruction!

[1gw] 18/11/2016 20:00

Disclosed short positions.

Odey down again on 15th and 16th, so now very nearly below the disclosure threshold.

1.51% 21st Apr
1.47% 27th Apr
1.33% 29th Apr
1.27% 5th May
1.15% 10th May
1.04% 20th May
0.99% 13th Sep
1.04% 15th Sep
0.98% 29th Sep
0.89% 7th Nov
0.76% 10th Nov
0.69% 15th Nov
0.56% 16th Nov

[bookbroker] 18/11/2016 14:23

Heard that story, the debt level has the ability to overwhelm this company, should competitive pressures increase then this will have to be re-financed, it's irresponsible to assume anything other than this possibility!

[w1ndjammer] 18/11/2016 12:13

Yes but peeps that bought at 400p are only getting 4p divi
so have a heart, once the market cottons on the share price will head back up to the 400
level. This is the cheapest provider out their for jo public


broad band unlimited

phone free anytime calls inc mobiles inc line rental

TV package standard catch up plus

free mobile sim 200 min unlimited txt 300 meg internet

£25.00

jo public will come flooding back

WJ.

[bookbroker] 18/11/2016 10:59

I am dismayed by what has happened here in the last twelve months, it needs Charles Dunstone to engineer an exit for all shareholders!

[bookbroker] 18/11/2016 10:57

High dividends an indication of problems, it's too high WJ., this company should not be seen as a cash cow, a high dividend indicates a higher risk to hold, why can that stupid cow running this company not recognise this, she cashed in options recently, what does that tell you, she is doing admittedly a difficult job, but this company is a marginal player, I bought on the assumption of corporate activity, it's a dead cert, but at what price!