Talktalk Telecom Share Discussion Threads

[its the oxman] 20/4/2016 09:50

Fingers crossed for good numbers then.

[pierre oreilly] 19/4/2016 19:18

If the next set of numbers keep all the ratios similar to those atm, then I think we'll soon be busting 400p again. Not sure really what has changed quantitatively since the hack, when this was going great guns. Seems mainly sentiment to me, and numbers can soon re-establish pre-hack sentiment imv. Divi >5%, peg 0.2, eps growth 150%, they are just dream numbers. Knock whatever the cost of dealing with the hack was, and I doubt the figures will be impacted too much. If it does start to move, then closing shorters will quickly drive it higher, causing more stubborn shorters to close etc etc.

[1gw] 19/4/2016 13:21

Come on. Someone give it a good push through that 250p level...

[rathlindri] 19/4/2016 10:15

Let's hope so!

[deadly] 19/4/2016 10:06

Up 4.5% so far today. Something going on?

[1gw] 14/4/2016 17:26

Short positions.

Citadel trimmed back slightly on 12th April from 0.61% short to 0.59%.

[martinc] 14/4/2016 16:04

"TalkTalk broadband customers continue to flee
But overall TalkTalk entices more customers across its mobe and TV offerings"

hxxp://www.theregister.co.uk/2016/04/14/talktalk_entices_more_customers_back_post_hack/

[xxxxxy] 13/4/2016 12:20

Can't believe the price this high. Got to be something wrong. Not worth it.

[xxxxxy] 12/4/2016 19:42

Numbers matter, and this one is going down. Eventually. Have fun in the meantime.

[pierre oreilly] 12/4/2016 13:54

perhaps it's me who should apologise for inflicting my sense of humour on everyone. Soz.

[1gw] 12/4/2016 13:52

Sorry - only trying to provoke discussion...

[pierre oreilly] 12/4/2016 13:34

yeah there's a h&s, an inverse h&s, a golden crown, a silver cross and an n factorial moving average with delayed step function. all very bullish.

[1gw] 12/4/2016 12:05

Not that I am really into the technical, but on that long-term chart above I could probably convince myself there's potential for a nice inverted head and shoulders forming with a 250p neckline. If so, we would perhaps need a break-out through 250p to really create a bit of upwards momentum from technical buyers.

Anyone who does think of themselves as a technical analyst/trader care to comment?

[pierre oreilly] 12/4/2016 11:10

I must say I was expecting these to recover a bit quicker than they are ... I'd have thought after a month of stableish prices this would be perceived as a decent buy again. Looks like most moves are just repositioning of shorting to me.
Perhaps we'll have to wait until the next lot of numbers come out. They have some great deals, I'm just about to sign for a sim only £4pm (1/2 price for customers)for a spare phone, 1 years contract. A modicum of Quad play in action.

[1gw] 07/4/2016 18:57

Declared short position.

Odey asset management back up to 1.42 short yesterday.

1.81% 6th Jan
1.46% 26th Jan
1.51% 1st Feb
1.48% 3rd Feb
1.50% 17th Feb
1.44% 3rd March
1.35% 16th Mar
1.42% 6th Apr

[au24] 05/4/2016 21:08

Nice investment to be had here. This lady is not for turning.

[1gw] 05/4/2016 14:19

Eminence Capital reduced their declared short marginally on 1st April. Down from 2.20% to 2.16%.

[quepassa] 23/3/2016 06:59

Today's article on p8 of The Ft by their outstandingly perceptive journalist Daniel Thomas provides an excellent summary of the Ofcom release.

The article says " Ofcom's demands mean companies such as Vodafone, TalkTalk and Sky will pay less to use the BT Openreach network under wholesale rates".

ALL IMO. DYOR.
QP

[kmann] 22/3/2016 15:12

TalkTalk should hold out for maximum money. BT have deep pockets. Probably why the shorts are closing. Wrong environment for them right now. 285 next stop

[pierre oreilly] 22/3/2016 14:45

Well it's currently up today, so your thoughts seem to be in error.

What are the changes, and why are they all negative? Are there no positive changes? Tia.

[quepassa] 22/3/2016 10:38

Far reaching consequences from today's OFCOM release headed:-

"Ofcom demands better business services from BT".

Full release on OFCOM website. Under Media & Analysts - News Releases.

www.ofcom.org.uk



ALL IMO. DYOR.
QP

[quepassa] 22/3/2016 10:28

One notes with interest the (growing) unconfirmed market speculation that BT is in informal discussions to buy TalkTalk's stake in YouView.

ALL IMO. DYOR.
QP

[xxxxxy] 22/3/2016 09:24

Going down I think. Lots of changes coming along.

[quepassa] 21/3/2016 10:45

It is important to recall that on 2nd February, Charles Bligh MD-Business of TalkTalk Group bought c.618,000 shares at 241p being a sum of almost £1.5m.

A strong sign of commitment from a senior Board Director.

In my opinion, a strong BUY signal signalling faith in a robust recovery.

ALL IMO. DYOR.
QP

[septimus quaid] 20/3/2016 15:51

Sunday Telegraph:

"BT is exploring buying TalkTalk out of their set top box joint venture YouView....."