Telecity Share Discussion Threads

[m.t.glass] 08/5/2012 07:28

nice positive statement this morning

[choppa] 03/5/2012 22:53

Nice chart! £10 here we come!!

[spacecake] 26/4/2012 22:42

TeleCity closed at an all-time high, shifting up 24p to 813p, after results from Stateside rival Equinix earlier in the week beat Wall Street's forecasts.

Espirito Santo, which reiterated Telecity's "buy" rating, said the figures showed that "the supply demand environment remains favourable", although it was not enough to persuade Liberum Capital's William Shirley to change his "sell" recommendation.





Equinix Breezes Past Estimates - Analyst Blog

[philanderer] 25/4/2012 13:04

25th april Citigroup buy tp 900p (upgrade from 755p)

[itchycrack] 20/4/2012 14:25

I've been thinking that too ryandj2222, so I've just finished cashing out.
However, still very much like the sector and will buy back in on any pullback.
As they say, a profit is not a profit until its in the bank, and I don't want the market to take away a very tidy profit, plus the IMS is due shortly and don't want to get caught in any 'sell the news' reaction.

Also in CSFG too, check this out for a far-east data centre play (I hold).
All IMHO of course, DYOR etc.

[ryandj2222] 20/4/2012 13:40

Nice move up to £8. Doesn't seem long since it broke through £6!

Chart is starting to look very steep though. Pull back coming soon?

[philanderer] 10/4/2012 20:42

10 April

Telecity Group PLC TCY

Bank of America Merrill Lynch 'Buy'

previous tp = 700.00

new tp = 800.00

[ryandj2222] 04/4/2012 20:28

Oh right thanks!!

[choppa] 04/4/2012 19:52

Target price

[ryandj2222] 30/3/2012 12:16

What's tp?

[philanderer] 30/3/2012 09:07

upgrading tp today

30th march Barcap 'overweight' tp 1000p

[ryandj2222] 27/3/2012 20:51

£8 by the end of April ... that's my prediction and I am often wrong.

[cockneyrebel] 27/3/2012 12:52

~Interesting steepening of the chart here - going so start rising faster imo:

[spacecake] 26/3/2012 14:19

Hi shuisky, will need a large and well funded buyer such as a large infrastructure fund.

[shuisky] 26/3/2012 13:29

Spacecake, the sector has been hot recently so I don't think there is anything out of line about Equinix's performance.

As for Telecity, I'm coming round to the view that this really is a prime takeover candidate. The more the US sector goes up, the more attractive it is just to buy TCY.

[spacecake] 21/3/2012 22:52

Any views on Equinix share price, seems to have a rocket under it for the last few weeks.

[m.t.glass] 15/3/2012 15:57

TelecityGroup, Europe's industry-leading provider of premium carrier-neutral data centres, announced today that all its data centres in France have been recertified with the ISO 27001, ISO 14001, ISO 9001, OHSAS 18001 accreditations.

[philanderer] 14/3/2012 08:54

Berenberg today reiterates 'buy' and increases tp from 800p to 900p

[ryandj2222] 05/3/2012 13:35

Seems like good support at 700 so far!

[m.t.glass] 29/2/2012 10:02

Minor technical issue they had with oversensitive trip switches (now resolved) came in overnight news alerts (at 8:19am), which might explain this morning's little dip.


(that doesn't name Telecity as the customer, but the Google News link does - which perhaps indicates that PSElectricals have amended their overnight wording but Google is still linked to previous wording:
"..Telecity have been experiencing nuisance tripping within their infrastructure UK wide and have taken the decision to replace the Merlin Gerin STR trip unit with the new generation ETC12Q...")

None of which has dissuaded Standard Life from upping their stake to more than 6%, and I don't imagine will bother anyone else either.




I know someone who works for PS at Droitwich. I don't imagine Telecity will be best pleased at them indiscretely giving out the Telecity name on their website News page, if that's what they did.

[zizou26] 17/2/2012 19:50

Wondering why it fell today after such a strong start - profit taking from those who got in a few weeks ago?

Zizou

[painter] 17/2/2012 06:50

Broke 700p intraday yesterday. We should get through that hurdle today.

[shuisky] 14/2/2012 13:27

Thanks painter and, I agree with your view. The interesting thing about the diversification in application type is that they are capable of strong growth.

Financial transactions will grow as he World gets more interconnected. Content will grow strongly as companies expand their online activities and things like social networks expand. Cloud computing is an obvious growth area.

A well run company IMHO.

[painter] 14/2/2012 13:06

Good find shuisky and I agree TCY is still cheap.

I don't buy into the "supply glut" arguement anytime soon, M&A in this sector is more likely in the short term in my view.

Interesting breakdown of new customer wins by application type. Financial departments look to have worked out that they can circumvent their own IT departments by using cloud computing. Circumventing IT departments is a favourite game in all financial departments as they can never keep up with new requirements in a timely manner.