Talktalk Telecom Share Discussion Threads

[lordz] 09/2/2018 14:47

Just three and a half p more and it's down to one quid. JMO , from Four quid to one pound top notches leaving . Replaced by car phone peeps.

[septimus quaid] 09/2/2018 13:15

Pierre, outside of central London, I thought the wealth accolade belonged to the so called “golden triangle” :)

[septimus quaid] 09/2/2018 13:06

The last thing Ofcom need is to lose the leverage that can be applied from smaller operators like Talk on the bully boys three (BT, Vodafone and Sky).

General article below, sorry can’t get the link to work:

www.proactiveinvestors.co.uk/companies/news/191448/talktalk-in-price-war-with-vodafone-and-bt-group-analysts-warn-191448.html

[pierre oreilly] 09/2/2018 12:27

for the brain dead idiot who said anyone in a small town is either poor or in a care home. What a wally. I live in a village in surrey and within about 20 miles are several small towns with probably more millinaires per sq metre that anywhere else in the uk. effin idiot. northern idiot probably.

[kmann] 09/2/2018 12:06

and if your looking for delusional ... check this guy out

[kmann] 09/2/2018 11:39

anonymous in your case is good, just incase you drive by Skeggy!

Well markets are full of insider manipulation, and useless management willing to prop up failing businesses so long as they can to pay themselves big pay cheques.

As far as talk is concerned, a manufactured fall, followed by a placing for mates to pile in at cheap rates, calculated, disgusting and borderline criminal, but one to take advantage of imo.

[kmann] 09/2/2018 11:11

barcap 170p, rbc 140p, realistic at this stage imo.

[kmann] 09/2/2018 11:03

"small town[people]s are either in nursing homes or are generally poor"

With a statement like that i think you are un qualified to to even have an opinion, glad some else picked you up on that.

[quepassa] 09/2/2018 10:57

Good odds based on these three pundits:

5% DOWNSIDE versus 70% UPSIDE.


Good and somewhat reassuring to see Dunstone lobbing into yesterday's £200m Placing a very credible £35 million of his own money.

ALL IMO. DYOR.
QP

[quepassa] 09/2/2018 10:43

Broker Notes issued to-day:-


-Goldman REITERATE SELL with reduced TARGET PRICE 100p

-RBC RETAINS OUTPERFORM with reduced TARGET PRICE 140p (from 150p)

-Barclays REITERATES EQUAL WEIGHT with UNCHANGED TARGET PRICE of 170p



In a nutshell:-

Goldman see 5% DOWNSIDE

RBC see 40% UPSIDE

Barclays see 70% UPSIDE



ALL IMO. DYOR.
QP

[septimus quaid] 09/2/2018 09:38

whatsup, ok but BT has now spilt into two separate companies, with supposedly fairer access terms from the openreach (infrastructure bit).

[septimus quaid] 09/2/2018 09:32

Bookbroker, sometimes a situation, i.e. providing FTTP, can be overtaken by government policy.

I remember, some years ago, that fool Gordon Brown plucking an "aspirational" figure of 2Mbps out of the air as a general target for ISPs to aim for (he obviously didn't know what he was talking about and, as a Computer User, Non-Technical, why would he?)!

As we move forward, in more enlightened times, there may well be a government mandate (or even incentives given) that full fibre is provided to every household*

*even Darwen, which I know very well and, for such a relatively small place, there is quite a party town atmosphere!

[whatsup32] 09/2/2018 09:25

As for Talks share price it will probably loiter around 1.10p up or down 10% (my view). But the investment they make today will not start bearing fruit for another 4 years at the very least. That’s if it does .

You can’t shy away from this fact either.
The people who have been doommungers about this company have been the ones that were correct

[whatsup32] 09/2/2018 09:20

Sept. I think bookbroker’s point is well made. There is no way Talk can compete with BT . They have the infrastructure, the engineer’s and the balance sheet. Talk had to go cap in hand and give away 20% of the company to raise £200m . Not a good sign of a strong company.

Facts are.

If there was money to be made in laying BTFD then BT would have done so . BT as the first of the blocks would also have gone for the prime targets that would produce the most revenue with minimum investment.
They left these city’s , towns alone . Why?

We can’t be delusional about this . Problems for Talk

1. Vodafone moving aggressively into Talk territory
2. Cost of buying 70-80k customers for Talk £500 per customer . Source ft yesterday
3. Having to buy the lines from competition (BT) then selling on .
4. Very bad financial position .
5 is it 4 finance directors in 4 years ?

[bookbroker] 09/2/2018 09:12

Skegness, Darwen, Burnley, etc, etc!

[septimus quaid] 09/2/2018 09:02

bookbroker, please can you provide a link to substantiate your comment "most people in small towns are either in nursing homes or are generally poor"?

[bookbroker] 09/2/2018 07:50

Existing small shareholders do not get the chance to participate in this placing, will see dilution in holding, dividend, and its likely the money raised will not be sufficient!

[bookbroker] 09/2/2018 07:48

Compete with BT in small towns, you are havin a laugh, most people in small towns are either in nursing homes or are generally poor, they will not buy this service, and if you call a good update a profits warning then you are delude. As for the placing at the bottom, why did they not do it when the price was £2 four months ago, the payback for this investment will be at least four years from hence. BTFD should be BTFC, the C being collapse!!!

[kmann] 09/2/2018 07:38

You want to buy in to the future imo, not the past. This is technology landgrab, they can outcompete BT in small towns and capture market share. Then it becomes a takeover target.

How many went short expecting a lower placing price? 107p was better than expected, and they timed it at the bottom.

This only fell today because of the placing, the update showing good promise with a plan to match.

Look forward, and buy any dip!

[whatsup32] 08/2/2018 23:52

Those with big money ‘Tuscan fund’ also thought it was a good investment. I wonder how much of a loss are they sitting on .

Talk have always been about value customers. They are now been undercut by Vodafone who are now entering this market and have huge funds to back up their plans. The cost for Talk getting new customers of 70-80,000 customers have cost the bottom line £40m that works out at £500 per customer. Source FT.

I am not trying to talk down the company merely putting information out there

[pierre oreilly] 08/2/2018 23:00

you're welcome to your view, but those with big money have decided, at this price, that talk is worth stcking a few million in. The book building placing was completed in just hours, you could deduce that the placing price - more or less the current price - was very attractive to the city.

[whatsup32] 08/2/2018 21:32

. £40m hit to profits added 70-80,000 customers (£500) each . Good luck getting your money back.

Why are they going after small towns and not big city’s also if it was that good of an investment I would have thought BT would have expanded faster through open reach .

I understand why Talk want to create their own lines instead of buying from competitors. But it’s going to be a very long time before they see any returns . Very long.