shugg1e
08 Feb 2018
Re: Bad Bad Bad yep dont think it could get any worse looking like my 70-80p target could be reached after all depends on the placing price i guess but if its currently 100p any investor will want a hefty discount.
takenoprisoners
08 Feb 2018
Re: Bad Bad Bad You should have sold first thing and then buy back after the book build has finished and been announced. There won't be any premium paid. Placings are normally at discounts.Sub £1.00 is closing inImvho and please dyor
takenoprisoners
08 Feb 2018
Re: Bad Bad Bad No point buying today.If the Bookbuild comes in at 80p then it should average down further.Shorters paradise until the book is closed and it evens out.Imvho and please dyor
takenoprisoners
08 Feb 2018
Bad Bad Bad I don't post often at all these days but have caught this mornings bad news on the Daily Bugle. My instant reaction is that the private investor will be left extremely bitter, twisted and resentful and feel completely frozen out on this one.1. They have watched the daily reduction in the share price and the falls accelerating more in recent weeks as some in the know either reduced or shorted the a@p out of it.2. They now face another dividend cut.3. Its a placing so they are excluded. £200 Million and not even a chance to participate.4. Its a Bookbuild. That says there will be a further drop as Institutions will not want to pay present pricing.5. Never mind Dunstone and Co will pick up cheap stock that the private investors could have had.6. Can only see selling today. I cannot see anyone buying at all today only to find a cheaper book building price in 2 or 3 days time.Its a complete mess, with complete disregard for existing private investors.Shorters paradise has just bee createdshugg1e might just see his number reached.Imvho and please dyor.
II Editor
01 Feb 2018
NEW ARTICLE: Why Vodafone just slumped to three-month low "In contrast to the bullish update in November, LSE:VOD:Vodafone injected a note of caution for investors today after a competitive quarter of trading in Europe.Spain and Italy were a particular issue as European growth moderated to 0.3% in the ..."[link]
Norman Barrington
31 Jan 2018
Re: Looking vulnerable now Yes, perhaps vodaphone could do something with it, but get rid of that !d!ot ceo woman!And whilst on the subject of !ncompetence, when is iii going to get their act together? Clients will be leaving in droves.
Footsie Explorer
31 Jan 2018
Looking vulnerable now C'mon Vodafone....make your move.
Paringa
31 Jan 2018
Re: Drop today If my sad experience as a Talk Talk customer is anything to go by I can't get away from them quickly enough.Also a very disallusioned shareholder !
shugg1e
31 Jan 2018
Re: Drop today Yep seems fair i have a target of around 70-80p
stu black
31 Jan 2018
Re: Drop today from BBC :-Broadband provider TalkTalk is down more than 17% to 108p, largely it seems on the back of a cut in the target price to 90p by the broker Exane.It argues that broadband customers are increasingly seeking bargains, putting pressure on revenues across the industry.Exane says TalkTalk had been the main beneficiary of consumers downgrading, but that was is no longer the case: "Their trading momentum appears to have peaked, and their share of the discount market is coming under renewed pressure."In November TalkTalk spooked investors with a profit warning and cut the dividend.
nk1999
31 Jan 2018
Drop today I have not seen any news re 13-14% drop in Talk SP today.Any ideas anyone?nk
towerman
29 Dec 2017
Tosca Tosca's holdings up from 5.09% to 10.46%Looks like they've been quietly hoovering up shares on a pre-Christmas shopping spree.They obviously think there is value at these levels.
nk1999
12 Dec 2017
Jefferies Not agreeing with their view... but from Citywire:Jefferies predicts TalkTalk dividend cutJefferies is disappointed by the lack of progress at TalkTalk (TALK) and expects a dividend cut next year. Analyst Jerry Dellis reiterated his ‘underperform’ recommendation and reduced the target price from 125p to 95p. The shares fell 11.2% to 137.2p yesterday.Dellis downgraded the stock to underperform in February 2015 and he said not much had improved since then. ‘New tariffs are not delivering churn reduction as hoped, diluting earnings/free cashflow growth prospects,’ he said. ‘We remain heavily below consensus and expect TalkTalk to miss earnings guidance.’He added that bond covenants ‘threaten dividend capacity’ and that a ‘-40% dividend per share cut next year is the minimum requirement’. "
frog in a tree
11 Dec 2017
Re: TalkTalk to sell mobile operation There was a report in the ST that things not too good for the Dixons group. Apparently people are not changing their smart phones as often and the abolition of roaming charges has hurt.I guess when wages are static and inflation is going up that consumers are squeezed. Plus, changes in smartphones are pretty incremental these days.F
Highlandman
11 Dec 2017
Re: TalkTalk to sell mobile operation Just one small question, is all well at Dixons Carphone with the fit between Currys and Carphone Warehouse?
