Telecom Plus Share Discussion Threads

[psmith1964] 19/8/2015 16:34

No chance of 1500p in the next 24 months fontbible IMHO.

You need to take a peek at what is going on around you in the energy and telecoms sector to understand my thoughts there.

Ask yourself where have the over 1,000,000 defectors from the big 6 gone in the last 12 months? With customer gains looking likely to be less than the bottom end 40,000 figure quoted in the April update replaced by a mid digit growth figure in the June Report which could mean growth in customers as low as 20,000 - 25,000 which possibility means churn is still likely to be on the rise from competition such as GB Energy another relatively new entrant on the scene with much cheaper standard tariffs and then there is all those cheaper fixed tariffs out there.

Hardly surprising SL have tested the water with what may be the start of an orderly offload of their holding.

Interesting few months ahead I think on the run up to the interims when we will see something a little more concrete regarding growth and churn.

[fontbible] 19/8/2015 16:16

Well smith my shares in TEP that I bought at £7.50 are doing very nicely thanks, looking to get out in the next 24 months circa £15, this share was well in oversold territory, for a well run and managed company. Your scaremongering wont convince me. What price did you buy back in at? Still think your one sided view wont help you here though.

[cockneyrebel] 19/8/2015 14:59

Hmm, a top slice by Standard Life psmith - really concerning?

I thought this was more telling imo, from the AGM:

"We remain on track to meet market expectations for adjusted pre-tax profits of between GBP54m and GBP58m for the current financial year, and to deliver a 15% increase in the dividend to 46p per share. "

With earnings now forecast to rise and a 4%+ yield, aren't these now rather attractive?

A civilised post for you.

All imo.

CR

[brando69] 19/8/2015 14:22

now at an interesting point... sub 1100 again and it will start to feel like next leg down; if it holds here, it will start to feel like a it's found it's support

[fontbible] 19/8/2015 09:50

From what I have read on iii, he is a failed ex-distributor with a big grudge against the company. Non of his posts are balanced, all are one sided, obsessive, deluded and hell bent on the company doing badly. Nothing to do with investment. He doesn't belong on here, he belongs in a care home. He certainly has ruined the iii board, but most have him on ignore now, so he has started over here.

[psmith1964] 19/8/2015 08:14

HerewegoUK - I wouldn't worry about the spelling!!

Price already re-tracing.

What do you think would have happened if SL would have tried to off load any more than 100,000 ? They are pretty snookered really with such a holding.

The next 100,000 will still probably be quite easy to sell but at a lesser price.

With such a holding they are going to have to reduce in an orderly manner but should that next dump happen fairly soon it will be more obvious what their long term intention is.

[herewegouk] 19/8/2015 08:06

Your talking about 100,000 shares of a holding of 10 million. Work out the percentages.

[herewegouk] 19/8/2015 08:04

You spelt customer wrong.

[psmith1964] 19/8/2015 08:00

Yes fonibible the problem is at iii and here as well some people only want to hear one thing and when somebody comes along with a differing view they don't like to hear it.

Since I called it sub 1000p last September on the iii board when the price was 1400p I guess they don't like the fact that my view might just be correct so they blind themselves from the possibility.

I wwonder how much this first sell off will rock the confidence of the market this morning. Not long to find out.

I don't think that will be the last 100,000 Standard Life will be selling as their investors must start asking questions at some stage when there is better value elsewhere at the moment.

The energy market is about to become very cut throat I believe as the big 6 will be doing all they can to protect their remaining customers in the light of serious challenges from the likes of GB Energy and First Utility and to a lesser extent TEP as it is quite obvious from the figures quoted from the big six of their customer losses of well over 1 million ( 300,000 from NPower alone) that with the April projections from TEP of just 40,000 - 60,000 custimer growth since adjusted to a mid digit growth figure which could see growth potentially as low as just 20,000 - 30,000 new customers which must mean churn is up to it is quite easy to predict that the share price in TEP will come under pressure as the months go on with such low customer growth going forward.

[fontbible] 19/8/2015 07:19

There are so many people on iii with smithy filtered out from what ive read, that he is talking to himself over there! These shorters have no morals.

[gleach23] 18/8/2015 23:59

Psmith1964 remains filtered for me - let's hope the board isn't spoiled with the incessant repeTITion again

[wanttowin] 18/8/2015 22:57

Ooooh look Shorter Smithy is back,surely a good sign for the longs.

Are we to be honoured with another deluge of your scaremongering Smithy ?

[psmith1964] 18/8/2015 22:09

Sub 1000p shortly. Start of Standard Life offload.

I don't think they will get quite as much for the next tranche.

Will be a few twitchy tonight about where this will fall to in early trading.

600p by December 2015 is still my forecast after we see the six month figures.

We know customer growth is not going to be as good as the April forecast after the vagueness of customer growth in the June report we just need to get confirmation of churn to give a full idea of slowdown.

GB Energy is now the latest threat to energy prices.

From the NPower disclosure last week at the loss of 300,000 customers coupled with all the other massive losses from the big 6 it is evident that TEP are not picking up any major share of the defectors but when you compare tariffs that is no surprise.

[gleach23] 18/8/2015 22:07

The previous time there was a Standard Life RNS as a result of them selling was 6th May when they went below 14% - hasn't done badly since then!

[cockneyrebel] 18/8/2015 20:38

A break of that recent high and £15 is the next resistance of note imo

CR

[wanttowin] 18/8/2015 17:55

There is our seller, Standard Life dumping 100,000.

[az4hr] 18/8/2015 17:24

This must be the most volatile stock on the ftse 250

[wanttowin] 18/8/2015 15:19

Yes cest,I forgot that was coming in today. Lovely

[cestnous] 18/8/2015 15:11

..........and a nice divi in the bag.

[gucci] 18/8/2015 13:45

reckon we could see 1400p by year end