Zegona Communications Share Discussion Threads

[robsy2] 21/11/2016 16:17

decent update , supports the price rises of late , divi circa 3% a year announced . Steady business.
R2

[robsy2] 21/11/2016 16:17

decent update , supports the price rises of late , divi circa 3% a year announced . Steady business.
R2

[fillipe] 11/11/2016 12:01

Hi Mystic - I can see a 150p tp, but not 158p...if you have any further info on that?

Would be delighted to hear - although I guess we are already well en-route for that - and more!

gl,

f

[fillipe] 11/11/2016 10:53

being marked up higher - now 135p showing as the best L2 ask.

f

[mysticmonkey] 11/11/2016 09:54

all aboard chaps, £1.58 target

[denboyz1] 08/11/2016 10:16

A couple of big buys early on today.

Although this deal with Telefonica is a bit light on detail it seems to have been well
received.

If anyone has a handle on this deal and the benefits to Zegona please do explain.

[mad foetus] 08/11/2016 09:21

Certainly is, and not widely followed.

[mysticmonkey] 07/11/2016 08:49

looking good here

[flagon] 18/10/2016 10:03

Macquarie Initiates Coverage on Zegona Communications PLC (ZEG) with an outperform rating and £1.50 target.

Link ->

[mysticmonkey] 05/10/2016 08:57

£1.20 today?

[mysticmonkey] 04/10/2016 18:48

Creeping up nicely

[oregano] 09/9/2016 13:55

hopefully this is the clearout, the roadshow clearly going down well. Some bits in here on savings from refinancing.

www.zegona.com/~/media/Files/Z/Zegona/investors/half-year-results-2016-presentation.pdf?pdfdata=1

[mad foetus] 09/9/2016 12:49

Thanks Flagon, appreciated. Big trades today, someone moving on and someone moving in I think.

[flagon] 07/9/2016 16:46

Webcast of todays results -

Link->

All positive going forward and Eamonn spoke well I thought. You will need to register to access the above link.

[oregano] 07/9/2016 14:07

i would, it is throwing off cash and would sell for a multiple of 50% above the current rating.

[silkywhite] 07/9/2016 13:28

put it this way , would you buy Zegona at a 204 million market cap based on these numbers?

[oregano] 07/9/2016 10:43

SW - do you mean these?

These central costs totalled €4.6 million in H1 2016 and included (1) €2.7 million of non-recurring advisory and other professional fees, primarily in relation to the work done on the acquisition of Yoigo (Zegona terminated all discussions in H1 2016, as announced on 22 June 2016), and (2) €1.9 million related to Zegona's underlying central costs.

[silkywhite] 07/9/2016 10:33

WTF! Look at the size of the ZEG overheads.

[mad foetus] 07/9/2016 08:11

Results look as expected, not sure why this isn't substantially higher really. Growing business and 4.5% yield, big director and insti support from a much higher level. Everything is fine other that being under the radar as Flagon said.

[flagon] 01/9/2016 11:25

An under the radar stock as exemplified by the few posts on this thread. Whilst the market has its focus elsewhere directors and institutions have been topping up.

We know from the March 2015 presentation that Telecable is generating significant excess cash which if not needed will be distributed to shareholders. As this excess is in euros there will be a nice forex translation boost post Brexit.

I'm sure we are not really here for the dividends but if they don't do another deal in the next while we'll get the base 4.5p dividend plus a special. All rather useful.

Eamonn O'Hare said in this article dated July 18th 2016 that the next deal could be financed by either shares or debt. So I don't see the current share price as a hindrance to a further acquisition.

Link ->

Interims are 7th September.

[elgordo] 31/8/2016 14:09

The drop was, I think, more to do with the termination of attempts to acquire Yoigo announced on 22 June. It dropped to (a little below) the price it stood at before the run-up to its suspension.

[skyship] 31/8/2016 13:48

Can anyone tell me why this dropped 20% on Brexit?

Everything else has recovered and more - but not this one!

[flagon] 15/8/2016 11:34

Invesco topped up again by buying that 1M last Friday.

Link -> hxxp://www.investegate.co.uk/zegona-comm-plc/zeg/holding-s--in-company/201608151117551851H/?fe=1&;utm_source=FE%20Investegate%20Alerts&utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=Zegona%20Comm%20PLC%20Alert

[flagon] 13/8/2016 10:35

Lots of buying within the spread in this recently but no tick up ... I wonder if that 1M trade at 12:37 Friday has cleared any overhang ?

Interims are due on 7th September.