Talktalk Telecom Share Discussion Threads

[quepassa] 24/5/2018 08:38

Stunning improvements, streamlining, further strengthening of Balance Sheet, sale of non-core items, simplification of business, significantly lowered churn, increasing consumer figures, ARPU growing. Real benefits coming through.

Decks have been cleared. The new focused TalkTalk


Everything is coming up DAISIES.


ALL IMO. DYOR.
QP

[whatsup32] 24/5/2018 08:37

Absolutely amazed this has gone up today. Having said that he has on the face of it got a good price for b2b . But what’s left ? Value broadband lines that you hardly make money on. He has reduced churn and increased subscribers but again at what price.

Best of luck to holders

[this_time_its_different] 24/5/2018 08:33

I meant the stock is going to move hard since the LSE is waiting for the order book to fill up

[pierre oreilly] 24/5/2018 08:15

Idtt, It's not different this time. I think you're about to get a margin call again.

[royaloak] 24/5/2018 08:11

?

+12.5p at the moment

[this_time_its_different] 24/5/2018 08:02

Talk Talk still hasn't open on the LSE, it's going to move up or down a lot.

[pierre oreilly] 24/5/2018 07:51

The analyst on radio 4 20 minutes ago was quite positive, mainly on the path the business is now taking. She said it seems clear that it's being managed and positioned for a takeover, which would make a lot of sense for several possible suitors.I hope the market sees the results in the same positive light.

[septimus quaid] 24/5/2018 07:47

Rhambo, "Dividend slashed by 50% for fy19"

The dividend cut isn't new news (originally announced via Q3 Trading Update 08/02/18)

[rhambo] 24/5/2018 07:36

Dividend slashed by 50% for fy19. Swing to statutory loss. Negative eps.

[whatsup32] 23/5/2018 21:33

Talk has done a deal with Daisy £175 million for part of its b2b 80,000 customers
That’s £2180 per customer

Que . I thought it may be of interest to you

[whatsup32] 23/5/2018 19:05

QuePassa

Best of luck for tomorrow.

[quepassa] 22/5/2018 08:36

Watching the SHORTERS.


TalkTalk short positions:

April 13th. 1.9% short

May 19th. 1.19% short


Significant REDUCTION IN SHORTS in just over a month



Perhaps this doesn't surprise...


ALL IMO. DYOR.
QP

[whatsup32] 20/5/2018 09:01

Sunday times article today .
Talk to reveal profit slump. Set to unveil two-thirds drop in profits after slashing prices to stamp an exodus of customers.

[1gw] 13/5/2018 22:03

Virgin and TalkTalk discuss deal over broadband sharing...

[quepassa] 11/5/2018 09:20

TalkTalk FY 18 prelim results Thursday 24th. May


10-14 days later than previous 3 years 10/5/17, 12/5/16, 14/5/15.


ALL IMO. DYOR.
QP

[quepassa] 10/5/2018 10:33

Two interesting sector articles from late March/early April,

1.

"The Bids are Piling Up for Daisy Group" according to UCToday about a month ago:-

hXXps://www.uctoday.com/news/marketplace/the-bids-are-piling-up-for-daisy-group/



2.

"Private equity giants 'line up bids' for Daisy Group" according to ChannelPro on 27th. March

hXXp://www.channelpro.co.uk/news/10744/private-equity-giants-line-up-bids-for-daisy-group




Who knows where, what or how Daisy Group will end up?


Either way, seems that interest within the telecoms sector remains very buoyant.


A rising tide lifts all boats.


ALL IMO. DYOR.
QP

[quepassa] 09/5/2018 07:20

1.Strongly reported in the press that Voda is rumoured to be buying $18-23billion worth of Liberty's European assets.

M&A continues at a furious pace.


2. Deutsche Telekom raises guidance as T-Mobile performs strongly. And also Liberty releases strong Q1 results which beat analyst forecasts.

Buoyant market for telecoms.




Consolidation, M&A seem to be driving the market and likely more to come within the sector.

ALL IMO. DYOR.
QP

[quepassa] 03/5/2018 10:16

Shorts on TalkTalk further closing.

The share is rising again this morning against a weak market.




Away from TalkTalk, still no public news on the recently heavily rumoured sale/ipo of Daisy Group........almost too quiet.

A pregnant silence perhaps....??


ALL IMO. DYOR.
QP

[quepassa] 30/4/2018 10:14

An extremely painful day for the shorters on Sainsbury's which was the 7th. most heavily shorted stock with total shorts of 10.8%.

Can you imagine a 15-20% move against your short position overnight. Collectively those shorts have lost hundreds of ££ millions. Many of the usual suspects were shorting Sainsbury's including Odey (oh dear), Marshall Wace, Blackrock, AQR.

As far as shorting is concerned, TalkTalk was up to 1.9% short on 24th. April but now as at 27th. back down to 1.4%.

It can be extremely painful for any short if M&A unexpectedly comes along and blows you out of the water.


M&A within the telecoms sector continues apace with the mega merger of T-mobile and Sprint announced today valuing the NewCo at a whopping $146BILLION.

Seems that mergers are all the rage at the moment, especially when companies see the need to beef up to compete in increasingly competitive sectors.

Never a dull moment.

ALL IMO. DYOR.
QP

[quepassa] 29/4/2018 11:08

Anyone notice how Sainsbury's has risen 20% from 225p just six weeks ago in mid-March to 270p by end April.

Funny old world innit.

Wonder why that sudden 20% rise happened......




And by comparison, TalkTalk has risen almost 30% over a similar time frame from mid-February at its 95p nadir to the current 130p......




Probably not too hard with benefit of hindsight to figure out why Sainsbury rose so much, so quickly.


The question is why TalkTalk has risen 30% so quickly.......



Watch this space.


ALL IMO. DYOR.
QP

[k mon] 28/4/2018 23:29

Page not found ....

wonder why..

[noirua] 28/4/2018 13:56

Black NFL player sobs ‘I’m not even fighting back’ as cops slam him to ground for ‘holding phone’

[quepassa] 27/4/2018 09:14

M%A activity is thick'n'fast in the sector.

Big and small names.

Fox/Sky
Vodafone/Bharti
Telefonica rumours
Deutsche Telecom rumours

Gigaclear - taken out by private capital
City Fibre - taken out by private capital
Satellite Solution (soon to be called BigBlu Broadband) making rapid bolt-on acquisitions in a niche but vastly underserved sector

Daisy Group - rumoured in the press for imminent IPO/sale.


Looks like the altnets are being gobbled up Pacman-style, the big boys are consolidating and the mid-ground beefing up financially or perhaps merging. And private capital is chasing investment opportunity hard within the sector.

Retail Mobile telephony is ex-growth and highly commoditized in all mature economies and even in some developing economies.

The new battleground is ultra-fast broadband, media content (eg Amazon), business users and niche markets.

What is for 100% certain is that there's more M&A activity to come within the sector. Soon.

Watch this space.

ALL IMO. DYOR.
QP