Talktalk Telecom Share Discussion Threads

[septimus quaid] 27/3/2018 10:12

Next date for the TALK diary, FY18 prelims (for year ending 31/03/18): Fri 11 May 2018

Some self-education, in terms of technical definitions:

preliminary results: listed companies have to announce the annual financial results for the company, also know as prelims or finals. They are considered preliminary until they are reviewed, adjusted and approved by audit. They also have to announce interim results and some companies also announce quarterly figures.

...and its corollary:

the restatement: revision and publication of one or more of a company's previous financial statements; it is necessary when it is determined a previous statement contains a material inaccuracy. The need to restate financial figures can result from accounting errors, noncompliance with generally accepted accounting principles (GAAP), fraud, misrepresentation or a simple clerical error. A negative restatement often shakes investors' confidence and causes the stock's price to decline.

[septimus quaid] 26/3/2018 14:38

HL Monday (26/03) broker round up:

“TalkTalk: Deutsche Bank reiterates buy”

[rajaster] 23/3/2018 14:38

Quietly this is moving up.. Due to upgrades..but silence on the comony restructure and staff redunancys.

[septimus quaid] 23/3/2018 05:00

The Baroness is now safely ensconced as chair of NHS improvement, so instead of blowing investor's capital she's in charge of squandering taxpayer's money. Not that anybody seems to care about controlling public spending anymore (the taxpayer having been beaten into submission by an endless diet of BBC propaganda telling us that austerity, aka good housekeeping, is bad).

I digress, appointed to Talk in 2010, Harding left the company after a damaging seven years, with the share price pretty much as she found it.

...and, in her case, substantial personal renumeration in-between, the customary reward for CEO failure.

Married to an MP, she seems to be part of that political/business/state jobs clique who so often get away with enriching themselves to the detriment of ordinary working folk.

[rajaster] 22/3/2018 23:08

Huge amount of staff layed off in manchester and salford site.. Aome good people lost because of the incomptence of the baroness. Shame

[septimus quaid] 16/3/2018 20:56

1) Huge trade went through after hours

16:35 - 16/03 Buy 9,303,204 @ 107.00p = £9,954,428.28

2) Broker update:

JP Morgan Cazenove 16/03 Reiterates Underweight Underweight 100.00p

[prokartace] 15/3/2018 14:59

good upgrade but lots of 10% profiters from the 107p share issues will hold this back for a while

[septimus quaid] 15/3/2018 13:19

Well spotted 1gw, sentiment changing?

[1gw] 15/3/2018 09:11

Certainly looks like unusually high volume this morning to go with the rise.

[septimus quaid] 15/3/2018 09:05

I wonder what the outcome of this was?

[masurenguy] 15/3/2018 08:24

Looks like it !

[septimus quaid] 15/3/2018 08:18

something brewing?

[quepassa] 14/3/2018 09:05

Cityfibre commissioned Regenersis Consulting to carry out a detailed study of the impact of Full Fibre in a lengthy report just released headed:

"The Economic Impact of Full Fibre Infrastructure in 100 UK Towns and Cities".


Upon reading it, it becomes immediately apparent why TalkTalk and Infracapital are keen to join forces.



A powerful report which underlines the government's commitment to full fibre.

ALL IMO. DYOR.
QP

[1gw] 08/3/2018 20:31

Ah, perhaps some context is needed to my post on calls.

I was out of talktalk from May'14 to Oct'15 (I've been in it since the split from CPW apart from that period) if I read my records right. I still followed the company as I liked it, my concern was just on valuation given the execution risk on their strategy (as I remember it anyway). I shared my concerns on this board (if that's deramping in your book then fair enough) and also tried to provide some balance to some of the more one-sided posts of QP.

At one point I remember you (Pierre) asked me what sectors I favoured over telecoms, which you appeared to see as a complete no-brainer. I gave you a breakdown of my portfolio at the time and after some time you came back with some put-down or other about investing in supermarkets (which I wasn't claiming to do) and a bit later suggested some of my posts were down to me feeling bad about making wrong calls on talktalk.

So when I saw your post the other day on calls it made me think of that period, given how telecoms have been performing recently. When I went back and found the posts (several minutes work perhaps with advfn search) I was amused to note the timing. There you were saying how BT, Vodafone and Talktalk (but definitely not Sky ironically) were the way to make money for the foreseeable future, and mocking those who dared to think otherwise, pretty much at the top of the market.

So I saw your put-down the other day to whatsup32 as along somewhat similar lines and thought it might raise a smile if I brought up those calls of yours.

[pierre oreilly] 08/3/2018 17:35

2690 - 1gw, what an effin stupid observation. Amazing putting in so much effort for that. My post was honest and reflected my view at the time. If you'd have posted something along the lines of 'this is going down because a couple of teenage scroats are going to hack it' then you would have some credibility, but you didn't. If others haven't noticed, you give no info and are just a deramper when you don't own, and a ramper when you do,

I also remember not long after the hack posting that i had sold out and thought that was reasonable in the new circumstances - which caused me to be trolled by que passa or somesuch name, trying to trash every post i made on every discussion board for several months until he sought medication.

[1gw] 08/3/2018 10:34

Here's to V-shaped recoveries...

[quepassa] 05/3/2018 12:53

POST 146 REFERS.

Tosca have yet again upped their stake.

Another 1%.

From 12.1% less than a fortnight ago to an astonishing 13.1%.



Tosca are up to something in my view. They are not building a massive stake in TalkTalk just for the fun of it.


Tosca's track record, history, modus operandi, other portfolio investments are very interesting to research in depth.....





ALL IMO. DYOR.
QP

[whatsup32] 01/3/2018 15:31

Sept.

Wasn’t meaning to gloat, just responding to his message. Absolutely have made my share of bad calls as well as a few good ones . There are two sides to a story , don’t see why people with positive view should get theirs across with negative one’s discouraged.

[septimus quaid] 01/3/2018 15:22

whatsup32, no need for gloating.

Anyone who’s been involved with the stock market, for any length of time, will have made their fair share of good and bad calls.

[whatsup32] 01/3/2018 14:31

Now how do I put this

‘I always think people who keep quite about bad calls do so because they very rarely make correct calls’