Talktalk Telecom Share Discussion Threads

[bookbroker] 10/12/2019 11:42

I’ll buy this Friday morning if Johnson is in!

[rathean] 10/12/2019 10:24

Back in with a punt on the election and CityFibre deal completing. Faith in the TALK bod to get deals done imo dyor ofc.

[quepassa] 05/12/2019 08:26

Today.
Deutsche issue broker note with REITERATE BUY recommendation with an unchanged TARGET PRICE of 184p.

Deutsche continue to see more than 75% UPSIDE to current share price.

ALL IMO. DYOR.
QP

[quepassa] 04/12/2019 12:39

Excellent articles in today's FT about potential legal hurdles to Corbyn's ideas of re-nationalising utilities and giving free broadband.

The EU Law book which Corbyn would be so keen to embrace fully, whether in or out, may be the very thing that would scupper his plans due to EEC rules on unfair State-Aid and EEC laws regarding Anti-Competition.

ALL IMO. DYOR.
QP

[quepassa] 21/11/2019 10:46

yes things can go awry but the bookies odds of 1/14 for Conservatives to win have furthered tightened to 1/16 this morning. This adds a great deal of comfort.

A price of 1/16 means they are effectively not taking bets on a Conservative win.

The bookies believe that the Conservatives have a 93.5% chance of winning.

More to the point, it gives Corbyn another three weeks to make his case still less credible. His manifesto today should help do just that.


ALL IMO. DYOR.
QP

[harry_david] 21/11/2019 10:01

QP you are right of course, the stock is cheap but there is still 3 weeks left for Boris to screw up so we are not safe from the wild west plans of the opposition just yet

[quepassa] 21/11/2019 09:29

Yesterday 20th.

Despite last week's political pronouncements, Barclays nonetheless put out a Broker Note with a REITERATE OVERWEIGHT recommendation and unchanged TARGET PRICE of 150p.

Barclays continue to see more than c. 42% UPSIDE to current share price


ALL IMO. DYOR.
QP

[plz1cc1now] 20/11/2019 21:20

Will a take over happen 29.6% only need 0.3 more

[quepassa] 20/11/2019 15:59

Media consensus appears to me to be that nobody believes a word that Corbyn recently said about telecoms and free broadband . Utter electioneering clap-trap.

What I do believe however are the clear implications of the latest bookies odds on the outcome of the the 12th. December General Election :-

To win:

Conservatives: 1/14
Labour: 12/1
LibDems: 400/1


Overall Majority:

Conservatives: 1/2
No Overall Majority for Conservatives: 15/8


Hopefully, normal service will be soon resumed under a Majority Conservative Johnson government with his credible strategy to roll-out high-speed nationwide broadband under the private sector.

ALL IMO. DYOR.
QP

[ny boy] 18/11/2019 21:10

I wouldn’t worry about Labour’s Marxist fantasies, they will be annihilated by Boris at the GE

Like Dunstone who now owns just under 30% , I will be accumulating these.

[harry_david] 17/11/2019 00:32

QuePassa, what do you make of the latest news on Talktalk's broadband progress.

[harry_david] 15/11/2019 16:27

BT may be inefficient and a virtual monopoly despite the best efforts of Talktalk, but how do you solve this problem by introducing another inefficient monopoly?

[quepassa] 15/11/2019 14:51

Free Broadband for everybody including businesses......really???

it's a bit like saying free telephones or free tv licenses or free gas, water, electricity for everybody.

even when those utilities were state-owned, they were never free, even under Labour. you wanted a phone, you had to pay for it. so free broadband seems hardly likely.

when they want to tax the rich and hit billionaires, is it really likely that they will give free broadband to everybody including big business....seems like a load of absolute codswallop, if not downright plain electioneering lies to me.

just bandwagon politics after Johnson's strong and credible strategy to roll-out nationwide broadband through targeted strategic investment and by private-sector incentives.

Labour are so desperate...anything to attract media attention....and to try desperately to win votes.


it seems to me about as absurd as Labour's great way to tackle the NHS crisis and staffing problems which is to reduce all doctors and staff to a 4 day working week.

all imo. dyor.
qp

[ph1ts] 15/11/2019 08:39

Just when you thought it was safe to go into the stock market... Labour!!!

[paa65] 15/11/2019 07:43

Accordingly to Sky .... https://news.sky.com/story/labour-broadband-pledge-stalls-talktalk-sale-11861708

[rathean] 14/11/2019 22:17

It makes you wonder what the Labour party smoke in the evenings. Free superfast broadband for everyone? It'd destroy the telecoms market and put thousands out of work and reverse the huge investment currently going into new fibre roll out by private equity, publicly listed businesses

[quepassa] 14/11/2019 08:47

Deutsche Bank issue Broker Note this morning with a REITERATE BUY recommendation and an unchanged PRICE TARGET of 184p.

Deutsche Bank continue to see a massive 67% UPSIDE to current share price.


Of course, most interesting is the timing of Deutsche's broker note which is AHEAD of the interims update and DESPITE the highly likely and imminent major news on the "advanced negotiations" on FibreNation.


ALL IMO. DYOR.
QP

[harry_david] 13/11/2019 09:03

you could be right, market is moving in the right direction

[quepassa] 13/11/2019 08:48

What ISPreview writes this morning:

"Nevertheless TalkTalk wouldn’t be delaying their results unless a major announcement was imminent. The plan now is to publish their interim results by the end of this week instead of today, so we should find out before the end of play on Friday."


link to full article here:



hXXps://www.ispreview.co.uk/index.php/2019/11/isp-talktalk-delays-results-pending-fibrenation-uk-fttp-deal.html


ALL IMO. DYOR.
QP

[quepassa] 13/11/2019 08:38

RNS " Contains Inside Information" and conveniently issued AFTER HOURS.

it seems to me they had NO CHOICE other than to give the market a reason for a delay to interim results updates..... seems to be that they were absolutely forced to show their hand.

not market sensitive..........100% disagree........seems to me that they HAD To release that RNS because of the very sensitivity of delaying interim results update.

delaying results due to advanced negotiations is in my opinion highly market sensitive.

In my opinion, judging by their track-record, I don't think they wanted to inform the market of "ADVANCED NEGOTIATIONS" as TALKTALK have kept 100% quiet about the various approaches for FibreNation since they were revealed by Sky News and others in late August and early September.

ALL IMO. DYOR.
QP

[quepassa] 13/11/2019 08:25

NOTA BENE the choice of words in today's after-hours RNS from TalkTalk.

The RNS did not say advanced discussions, it said ADVANCED NEGOTIATIONS.

In my experience, a discussion is one thing but a NEGOTIATION normally means they are beyond the discussion stages and it is now down to a question of money and terms.


ALL IMO. DYOR.
QP

[harry_david] 13/11/2019 08:12

Normally advance warning of a statement means that it is not market sensitive, whereas a market sensitive announcement must be communicated immediately.

[quepassa] 12/11/2019 22:34

NOTA BENE the choice of words in today's after-hours RNS from TalkTalk.

The RNS did not say advanced discussions, it said ADVANCED NEGOTIATIONS.

In my experience, a discussion is one thing but a NEGOTIATION normally means they are beyond the discussion stages and it is now down to a question of money and terms.


ALL IMO. DYOR.
QP