Telecity Share Discussion Threads

[shuisky] 28/4/2011 12:05

Fantastic results from Equinix last night.

TCY should up 5%+ in sympathy. For some reason there are sellers this morning!

Go figure.

[freddie ferret] 26/4/2011 14:14

It's bounced of the high it made in early October. Will it test it again and break through upward or continue the broad sideways trade?

[freddie ferret] 21/4/2011 17:30

Clearly broken out.

[freddie ferret] 07/4/2011 17:24

Off a bit, where next up down or the same?

[freddie ferret] 01/4/2011 16:40

She has broken out, something in the region 580-600p is possible.

[shuisky] 31/3/2011 00:36

This stock is cheap.

Strong growth, strong underlying cash flow generation, great long term prospects and they have been adding capacity.

I picked up a load recently.

[freddie ferret] 30/3/2011 16:21

Currently at 505p will it hold through to the close??? What tomorrow??

[acornoptical] 23/3/2011 09:40

the co. mentioned a divi some time back,will be the next step i believe or we will become a take over target.

[freddie ferret] 08/3/2011 17:25

Still seems to have a desire to flirt with the 500p but does not have the momentum to break above it.

[freddie ferret] 22/2/2011 17:23

Good I got out of this at over 500p having bought in the 470's good luck to holders but I never really believed that Old Joe's ramp was anything other. I think this is stuck in a channel, and that channel is downward, but we will see.

[itchycrack] 22/2/2011 09:56

The chart pattern being played out at the moment (since last Nov) could be a reverse H+S pattern, in which case could fall as low as 440p, but I'm thinking 460p might be the low.

All IMHO of course, DYOR etc.

[silverfern] 22/2/2011 08:46

in what way?

[freddie ferret] 21/2/2011 17:28

Slipped a bit today. I think todays close could be significant.

[chrisb1103] 17/2/2011 16:29

Hi all, not a holder here but for those interested if you haven't already take a look at CSFG, under the radar for now but a fast growing data centre provider in Malaysia with big expansion plans. Napped in SCSW as one of their ten for 2011. Positive write up from GCI from 19/01/11 here which got me involved:



26% EPS growth factored in next year. Strong balance sheet and cash balance (around £24M), outlook for H2 confident, valuation low in comparison to peers Telecity and Iomart and also prospect of some further development news in the coming months (Singapore and many other SE Asian countries mentioned in November update). Forecast to start a divi this year too. Broker targets around 150 (so 100% upsdide). Chart consolidated since float i believe and now at a great buy point point in hopefully ascending trend. Standard Life, L&G and Slater Investments also hold.

Strong growth forecast in region too, no worries re the UK economy here:


I've been adding since the start of the year (no stamp duty to pay as Jersey registered), apols not directly TCY but hope this is of interest to some who follow the sector looking for another play.

[silverfern] 17/2/2011 10:54

Seems to be aping the July-Sept chart; here's hoping

[freddie ferret] 11/2/2011 17:28

Has spent the day above 500 having been below at the open. Has closed above 500 for the first time for a while. Needs to close solidly above 510 then we are in clear blue water and the long term uptrend intact.

[freddie ferret] 11/2/2011 15:44

silerfern.
Yes sorry I did you an injustice you had commented. It has now been over the £5 for most of the day wonder if it will still be there on the close.

[silverfern] 11/2/2011 08:47

and there was me thinking I had commented.

[freddie ferret] 10/2/2011 16:41

No one has commented on the interim results that have come out. I've read 'em and think they are OK. T/O is growing but margin seems to be growing far faster. For the time being this will remain a growth stock but sometime they will start paying a divi (when they have taken over Microsoft?).

[freddie ferret] 10/2/2011 13:29

It likes the figure 500 but seems reluctant to break above it.

[mirshahik] 09/2/2011 16:12

what a bounce!

[freddie ferret] 09/2/2011 14:12

Seems a slight case of sell on the news.

[silverfern] 09/2/2011 07:41

That's a healthy free cash flow figure - could afford a dividend if they wanted though I aprpeciate they are using all free cash flow (bnar £7m) to fund expansion. THey are only going to get bigger. Interesting to see they meausre revenue per sq m but there is a direct link - they have high property costs because they must locate in high population areas. Good solid results imho

[curlylocks] 09/2/2011 07:23

final results out today :

9 February 2011

TELECITY GROUP PLC

Telecity Group plc results for the year ended 31 December 2010

TelecityGroup delivers another year of strong growth and confirms positive outlook for 2011

Telecity Group plc ('TelecityGroup', 'the Group' or 'the Company'), Europe's industry-leading provider of premium network independent data centres, today announces its results for the year ended 31 December 2010.

Highlights

-- Revenue up 15.9% to GBP196.4m (2009: GBP169.4m), with constant currency revenue growth of 17.7%

-- Adjusted(1) EBITDA(2) up 30.5% to GBP83.4m (2009: GBP63.9m)

-- Adjusted EBITDA margin up to 42.5% (2009: 37.7%)

-- Adjusted profit before tax up 45.0% to GBP51.4m (2009: GBP35.4m)

-- Adjusted(1) diluted earnings per share up 30.2% to 21.1p (2009: 16.2p)

-- Operating free cash flow up 25.2% to GBP74.4m (2009: GBP59.4m)

-- Total available customer power up to 58MW (2009: 51MW)

-- Total announced(3) customer power up to 107MW

-- GBP200m, five-year senior debt facility arranged in the year

[freddie ferret] 08/2/2011 14:45

It sure likes the number 500.