Share Name Share Symbol Market Type Share ISIN Share Description
Telit Communications LSE:TCM London Ordinary Share GB00B06GM726 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.00p +0.53% 190.00p 189.00p 190.00p 192.00p 188.25p 189.25p 640,852 16:29:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 299.8 15.5 11.7 17.5 242.75

Telit Share Discussion Threads

Showing 6826 to 6850 of 6850 messages
Chat Pages: 274  273  272  271  270  269  268  267  266  265  264  263  Older
DateSubjectAuthorDiscuss
22/11/2017
13:58
I'll second that owenski. For what it's worth, here's some information on the distributors linked to from the company's website... There are 81 countries or regions listed, with a little overlap, but a reasonable working figure is 80 and only about 50ish of those have distributors listed against them. There appear to be approximately the following number of unique distributors per area. European Distributors: 22 Americas Distributors: 9 Middle East and Africa: 4 Asia and RoW: 26 My simple analysis (I don't speak Mandarin/Cantonese/Korean) of these distributor suggests that there appear to be less than a handful of them that you can log onto and make online purchases of Telit components. Many of them are simply static web pages, with phone numbers/email addresses, and quite a few (but a minority) link back to the Telit website. Even when you can order components online, many have a long lead time which does not square with the inventory on the company's balance sheet. This extract is from the company's 14th August statement: "Specifically the Board is satisfied with the status of its distributors which contributed approximately 24% of Group revenues in the year ended 31 December 2016 with the ten largest accounting for approximately 61% of the total distributor turnover" So, according to the company, these distributors provide about $95m of turnover, and the top 10 provide approximately $60m. Having carried out the review, I can suggest who 3 of the distributors are, but not the other 7, but as I say I'm not linguistically talented, I would expect there to be a few Asian distributors in that count. So, back to dangersimpsons post, investing is all about assessing probabilities, I've done my assessment, and I think the downside risk is greater than the upside too. But I happily admit I could be wrong, and this analysis totally fails to take into account how the industry works e.g is it normal to email or call to buy in bulk (due to discounting for example) or do only retail punters order online, and they tend to buy only small amounts? But the vast majority of the websites listed are hugely underwhelming in their technical proficiency. It's a gamble (but hopefully a calculated one!).
frazboy
22/11/2017
11:32
Good post dangersimpson
owenski
22/11/2017
11:29
No one knows where any share price is going in the short term and no one knows what any company is truly worth (since so much of the value is based on future outcomes) so listening to others opinions is always going to lead you astray. You have to learn to think probabilistically. This means that you will regularly get your analysis and process right and make a loss (or miss a gain) - that's what makes investing challenging but fun. For TCM specifically, if all the distributors they list on their website are real independent companies, and they can manage to return to rapid growth, and they can manage to generate free cash flow, and have a sustainable competitive advantage then the company will be worth more than today's market cap. Given the current valuation (fwd P/E = 20) & concerns with corporate governance then if any one of those factors doesn't happen they are likely to be worth a lot less than their current market cap. Therefore probabilistically I see the risk very much to the downside but who knows what the real outcome will be. I am pretty certain no amount of amateur TA will change that outcome though.
dangersimpson2
22/11/2017
08:47
Stevedevuk - instead of blaming others for your lack of investment conviction why don't you do your own research and act on it? I've done mine and acted on it (more than a beer money short now, and with a guaranteed stop) Now, where's this trading update? Best of luck, long or short
frazboy
21/11/2017
22:26
Bwakem are you willing to tell what is the stock loan fee in the case of Telit? You told you had to close your short position. I think interest rate used is quite high.
swisslog
21/11/2017
22:24
Geesh people are still talking Telit down while the price just climbs steadily. Someone here mentioned "80p beckons" not so long ago. Just forgot to put a 1 or 2 in front of it. I lost my nerve and sold out due to all the claptrap chat here. Wish I had stayed in now.
stevedevuk
21/11/2017
16:59
no change: hTTps://shorttracker.co.uk/company/GB00B06GM726/ The borrow is back though which is good news.
dangersimpson2
21/11/2017
15:22
Volumes are ok and bigger in uptrend. Does anybody has updated figures of shorts?
swisslog
21/11/2017
11:54
There are so many red flags and the fact that, apart form the little deals from the bulletin board morons, the volume has dried up smells bad. I can envisage a big drop in share price and if I was a holder would be worried by the delay in any announcement.
wiseacre
20/11/2017
20:07
Talking about a plethora comment last Friday. Maybe it is just a plethora of shorts melting or how do you see this who are monitoring shorts. If no changes some money has been burned and a pile of collaterals are increasing.
swisslog
20/11/2017
19:55
Share is in good momentum. Price: Up-consolidation-up. Volumes high-low-high. Good pattern technically. Less resistance levels when going up. 180 seems to be support level. I might be wrong but wouldnt like to be short at the moment.
swisslog
17/11/2017
13:47
Doubt it. Apart from plethora of usual small bargains of the BBM's, volume has slumped.
wiseacre
17/11/2017
11:45
The climbing share price is anticipating something. The end of the week or good news all round?
a1samu
16/11/2017
11:43
wiseacre, I PM'd you a couple of days ago (if you're ignoring it that's fine, just so long as you know it's there).
frazboy
16/11/2017
11:31
Delay in putting out an expected announcement is rarely a positive signal in the stockmarket
wiseacre
16/11/2017
10:24
Just be prepared for the worst. It would help if their new Chairman to be appointed would accept promptly.
a1samu
16/11/2017
09:33
i don't know how long you've been watching these samu but the last trading update was very poor, and the share price fell heavily at the opening bell, as you might have expected, before rising to nearly the opening price within the hour, which is perhaps not what you would have expected. So, even if it is bad news, there has up to now at least been a buyer in the shadows!
frazboy
16/11/2017
08:52
Usually bad news is announced on a Friday! The trading statement might well include a massive profit warning!? The share-price is sliding big time and there is no news anticipated to reverse this trend.
a1samu
16/11/2017
08:29
I thought we might see the update today, as companies don't usually made announcements on Fridays, and Monday is the 20th, so is starting to look more like late than mid November.
frazboy
14/11/2017
17:53
I challenge you to show any evidence that a 10-day momentum measure has any positive serial auto-correlation. Here is a summary of the research that shows 30-day momentum has on average negative serial auto-correlation: hTTps://alphaarchitect.com/2015/12/01/quantitative-momentum-investing-philosophy/
dangersimpson2
14/11/2017
17:20
No momentum indicator would have told me to buy at 182 as the market closed today. My charts also told me to buy when my account was down over £700, but which closed on the day just -£50 odd. The macd indicator did tell me when to buy, some more. I do not know what tomorrow will bring but some good news will lift this even further. What a fantastic surprise the price jump was this afternoon.
a1samu
14/11/2017
17:13
And you can which academic jargon you want, to me momentum means as in physics ” the strength or force that something has when it is moving” whether it is going up or down. Features include ie. velocity (steep of proce curve), strength (trading volumes)..
swisslog
14/11/2017
17:08
By Investopedia Staff SHARE Momentum is perhaps the simplest and easiest oscillator to understand and use; it is the measurement of the speed or velocity of price changes. In "Technical Analysis of the Financial Markets", John J. Murphy explains: "Market momentum is measured by continually taking price differences for a fixed time interval. To construct a 10-day momentum line, simply subtract the closing price 10 days ago from the last closing price. This positive or negative value is then plotted around a zero line. The formula for momentum is: M = V - Vx Where V is the latest price, Vx is the closing price x number of days ago." What it Measures ​Momentum measures the rate of the rise or fall in stock prices. From the standpoint of trending, momentum is a very useful indicator of strength or weakness in the issue's price. History has shown us that momentum is far more useful during rising markets than during falling markets; the fact that markets rise more often than they fall is the reason for this. In other words, bull markets tend to last longer than bear markets. (For more, see Momentum Trading with Discipline.) Technicians use a 10-day time frame when measuring momentum. You will see the zero line in the chart below. If the most recent closing price of the stock is more than the closing price 10 trading days ago, the positive number (from the equation) is plotted above the zero line. Conversely, if the latest closing price is lower than the closing price 10 days ago, the negative measurement is plotted below the zero line. By measuring the price differences over a set period of time, we can start to recognize the rates at which the stock price is rising or falling. Momentum will help you recognize trendlines. Distinct trendlines develop as the stock price increases; a rising momentum plot line above zero indicates that an uptrend is firmly developing. A plot line starting to level off indicates to technicians that the latest price of the stock is about the same as it was 10 days ago; thus, the velocity of the trend is slowing. The reversal is also true. (For related reading, see Riding The Momentum Investing Wave.) It is important to understand that when the momentum indicator slides downward below the zero line and then reverses in an upward direction, it does not mean that the downtrend is finished. It merely means that the downtrend is slowing down. The same is true for the plotted momentum above the zero line. Read more: Momentum Indicates Stock Price Strength hxxps://www.investopedia.com/articles/technical/081501.asp#ixzz4yQWe2mEK Follow us: Investopedia on Facebook
swisslog
14/11/2017
16:49
Momentum in the academic literature is usually defined as the medium term performance = last 12 months return minus the current month. This would be about -40% for Telit. Momentum is not some TA factor you can choose to interpret whichever way your position is. The studies on real data show prices on average continue in the direction they have been going in the medium term (6 months - 1 year) but in the reverse to their very short term (1 month) or very long term (3 years +). Stockopedia Momentum Rank for Telit is 4th percentile. Telit very definitely isn't a momentum stock.
dangersimpson2
14/11/2017
16:35
Just had to close my short as the shares have been called in. This usually only happens when the true owner wishes to sell.
bwakem
Chat Pages: 274  273  272  271  270  269  268  267  266  265  264  263  Older
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