Telecom Plus Share Discussion Threads

[l14mdp] 25/6/2022 12:58

How do you go about getting that, just join and advise you're a shareholder?

[rik shaw] 24/6/2022 08:53

maybe just 2000 for now

[estienne] 21/6/2022 18:07

20000 soon

[estienne] 21/6/2022 18:05

Number of customers up 10.8% to c. 729,000 (an annualised rate of over 20% during H2), equal to the previous five years of growth combined

-- Notable improvement in customer retention levels, as customers benefit from higher savings on their UW services

-- Return to rational pricing environment following permanent energy retail market reset
Current trading and outlook:

-- Continuing strong new customer volumes in line with guidance of 20% net growth for FY23
-- Subject to unforeseen circumstances, adjusted PBT for FY23 expected to be around GBP75m, above consensus expectations, enabling an increase in our dividend to not less than 65p for the full year

-- Our new medium-term goal is to sign-up at least 1,000,000 additional customers over the next four to five years

[buoycat] 14/6/2022 12:07

I'm a long term holder here and it's now my biggest shareholding so I'm pleased with recent strong performance. Get 10% off fuel bills too!

[undervaluedassets] 14/6/2022 08:34

Garnering a lot of new customers. Why? If you want cheaper energy than the big six, TEP are the last man standing.

Plus they have Eon energy at their back as their supplier of gas and electricity so no stress getting energy at the right price.

The company is going through a major growth phase.

[estienne] 09/6/2022 15:46

This is continuing to rocket

[superadams] 24/5/2022 14:49

Don't think Tep would be liable for windfall. More likely their supplier - NPower ?

[lennonsalive] 24/5/2022 11:38

An incoming windfall tax would knock the share price short term, but longer term TEP is great hold to weather the energy storm

[bathcoup] 28/4/2022 10:09

"... to pay a total dividend for the year to 31 March 2022 of 57p (2020: 57p) per share, which is expected to increase this coming year ...."

[estienne] 28/4/2022 09:58

The results have been well received

[undervaluedassets] 07/2/2022 15:11

POI

I know it is quite a chunk of change but if you have 1500 TEP shares you get 10% off your utility warehouse bill. Which is handy

[rolo7] 07/2/2022 09:02

How's the £150 and £200 bill saving going to work when you have more than one yep service and only one bill nice saving for all bills on low energy use house?!

[undervaluedassets] 05/2/2022 04:53

Patience. Everyone wants to be a millionaire by Tuesday next. Nothing moves in a straight line. Plus it has had a blistering last 4 months.

The scientific and rigorously well-researched principle of "it has gone up a lot lately so now it has come down a bit" applies here.

The company is the same and will do well ..

[ali47fish] 04/2/2022 18:14

exactly mac -I am a bit disappointed

[macswell] 04/2/2022 17:24

Strange price hasn't risen since the big increase in the gas price cap- I would have thought the higher the cap, the more opportunities for UW to win customers and make a decent margin? No?

[estienne] 04/2/2022 10:13

I'm being well rewarded from my investment in TEP and see no reason not to hold for more capital gain and dividends

[undervaluedassets] 04/1/2022 10:21

It is a fun game but forward-looking estimates are always wrong.

What is certain is that TEP is 'the last man standing' as a viable competitor to The Big six; And being a company that has (a) a unique multi-utility offering and (b) a genuine (if modest) saving for gas/electricity on offer; TEP will definitely be taking a steady stream of customers from The Big six. That is a certainty.

Good hedge for investors against inflation too.

It is my view that the shares will in the months and years ahead (don't know when) go back to the all-time highs and beyond.

[snadgey] 01/1/2022 17:59

Apologies rolo.
The figures are from Morningstar via Interactive Investor.

Figures are 2022, 2023
CFPS 79.80, 93.35
EPS 60.66, 67.89
DPS 57.00, 59.73

It'll be the first time in over 5 years that dividend cover will exceed 1.

[rolo7] 01/1/2022 14:23

Where did you get these figures from please?

[snadgey] 01/1/2022 10:01

Happy New Year all.
Just taken a look at next 2 year's forecast earnings v cashflow and dividend v EPS. Looks very interesting. If these figures materialize then I wonder what they'll do with the spare cash? Pay down debt, special dividends?
All the best.

[rolo7] 29/12/2021 20:12

Two more days £17?

[nw99] 29/12/2021 14:09

A great move this year 10 to 16!

[rolo7] 24/12/2021 08:25

left a wide open door on spread this morning stops taken out?