Talktalk Telecom Group Live Discussion

nk1999 10 May 2017

Re: Div cut to 5p For me the key thing is:"FY18 Dividend reset to 7.5p; growth expected to resume once business returns to earnings growth and leverage has reduced towards 2.0x"So we can expect 7.5p for the next few years.Agree that there are better opportunities out there (BT, Voda, ITV come to mind).nk

shugg1e 10 May 2017

Div cut to 5p drops yield down to around 4% no wonder its tanked better shares out there now for income

Damp Seaweed 10 May 2017

Final Results iii seem very tardy in posting the RNS on their news tab, so here it is;[link] turns out the doomsayers were right about the divi cut. And as Charles Dunstone has growth as his No1 priority in this maturing market, then it could be a long and slow climb back.

Footsie Explorer 09 May 2017

Re: Chump [link] Spain Fund, This must be the article you refer to.......hopefully the divi drop is now factored in. 4% yield would not be unreasonable from my perspective having only bought in recently.I guess I am holding in the hope that this becomes attractive enough for someone like Vodafone to snap up. I think there's a bit of work to be done until that is the case.....but if have a degree of faith in Dunstone.

Spain Fund 08 May 2017

Chump TalkTalk was under pressure following a press report over the weekend suggesting it will cut its dividend in its annual results on Wednesday. The Telegraph said city analysts have speculated that almost half of the company's dividend could be sacrificed as chairman Charles Dunstone looks to bring debt under control.Read that subscribers may be

Spain Fund 03 Apr 2017

Re: 196.40 Seems to react upwards to bad news at BT. e.g. Employees at Italian unit if BT warned in Nov 15 about accounting problems, a year before Bat revealed it.

shugg1e 31 Mar 2017

Re: 196.40 I looked this morning for news buy the time i had set my laptop up to sell into the rally it crashed back down What caused it to spike to 196p??????

Spain Fund 31 Mar 2017

196.40 nm

EyesonHawk2 07 Feb 2017

Re: Questor Full Transcript:Her ownership of the 1998 Cheltenham Gold Cup winner Cool Dawn means that this column bows to no one in its admiration for Baroness Harding of Winscombe. But her departure from the chief executive’s position at TalkTalk could just be the catalyst that finally gets the shares to raise a gallop.Last year’s security breach damaged the firm’s reputation and therefore its operational performance, as shown by the net loss of 42,000 customers in the third quarter. Meanwhile the broadband and telecoms market remains brutally competitive, a fact reaffirmed by a 3pc year-on-year drop in average revenue per user.This all explains why the shares have done poorly, especially as the dividend is no longer covered by earnings and a cut is distinctly possible – a yield of 8.9pc really does fall into the “too-good-to-be-true” category.Yet a cut is already expected, using stockbrokers’ research as a guide, and the yield should still be decent even after any reduction.In addition, healthy cashflow means debt (and therefore risk) is coming down, while operational initiatives mean TalkTalk could be poised to surprise, relative to what are now low expectations, as the firm simplifies its prices, rolls out superfast broadband and gets ready to launch 4G mobile services.Throw in the appointment as executive chairman of Sir Charles Dunstone, a 30pc shareholder and founder of the business from his Carphone Warehouse days, and things could really get interesting.He has never been afraid to buy or sell assets and it may be only a matter of time before analysts start to ponder whether TalkTalk is a bid candidate, although any such activity is not core to the investment case.We rated the shares only a hold when we covered them in November at 200p, but following the share price fall and in light of the positive developments we now upgrade our stance to buy.Questor says: buy[link]

Footsie Explorer 07 Feb 2017

Questor [link] I don't always hang on Questor's every word but I too think that Dunstone taking the Chair could be a good thing in a sector that has to consolidate.

Spain Fund 02 Feb 2017

Nexus of chums linked to Cameron [link]

Paringa 01 Feb 2017

Dido Glad she'sgone

Spain Fund 01 Feb 2017

Dido Outo Maybe she will now be ear bashing BT in the House of Lords ?[link] takes charge at Talk Talk as Harding steps down after 7 yearsShare 090 01 Feb 2017The surprise change at the top came as the FTSE 250-listed firm also reported a 5.4% drop in third-quarter net revenues to £435mln, down from £459mln a year earlier.Dido Harding, chief executive of Talktalk Telecom Group PLC (LON:TALK) is to step down in May after seven years in charge, with founder Charles Dunstone becoming the broadband group’s executive chairman and, as a result, quitting his post as non-executive chairman of Dixons Carphone PLC (LONC.).The surprise change at the top came as the FTSE 250-listed firm also reported a 5.4% drop in third-quarter net revenues to £435mln, down from £459mln a year earlier.Harding, a life peer and a a vocal critic of industry leader BT Group PLC (LON:BT.) said that after seven years, it was time to "start handing over the reins at TalkTalk and focus more on my activities in public service".Dunstone will be replaced at Dixons Carphone by Ian Livingston, the ennobled former chief executive of telecommunications giant BT and deputy chairman at the merged, FTSE 100-listed electricals and mpbiles phones retailer since 2015.At Talktalk,Tristia Harrison, currently managing director of TalkTalk Consumer will succeed Harding as CEO and Charles Bligh, currently managing director of TalkTalk Business will become chief operating officer.Dunstone said: “I'm excited at the prospect of spending more time on TalkTalk, beginning with delivering another successful performance this year; and I am delighted to announce the promotion of Tristia and Charles to help me lead the business so that we continue to deliver successfully for our customers and our shareholders."Talk Talk shares topped the FTSE 250 leader board in early trading, jumping over 6% higher, up 10.0p to 166.5p.Independent retail analyst Nick Bubb said: "Well, 'once a mobile phone man always a mobile phone man', as they say, so it’s perhaps no great surprise that Charles Dunstone wants to return to his roots by getting more involved with TalkTalk, but investors in Dixons Carphone will be wondering what his move says about the prospects for the business 3 years on from the merger…"Dixons Carphone was the biggest FTSE 100 faller, with its shares down down almost 1% or 2.7p at 313.2p.But analysts at Liberum said: "While today’s announcement is unexpected, we do not see anything untoward."Re-pricing legacy …In a separate trading update today, TalkTalk – which was the victim of a major cyber hacking attack in 2015 - said a high level of re-contracting and re-pricing of its legacy tariffs had an impact on its revenue in the third-quarter.But the firm said an additional 81,000 customers have re-contracted during the first 4 weeks of January, of which over 75% have re-contracted on its newly introduced 24 month plan.The group added that it expects “to deliver positive on-net net adds and lower churn in Q4, with a stable and higher quality Retail base driving revenue growth during FY18.”TalkTalk maintained its guidance for full-year underlying earnings (EBITDA) for 2017 and reiterated that its final dividend will be flat year-on-year at 10.58p..........................TALKTALK SEES STRONG LEVEL OF RE-CONTRACTING, FULL YEAR IN LINE WITH GUIDANCE(ShareCast News) - Alongside departure of chief executive Dido Harding, telecoms group TalkTalk reported that revenue and earnings for the current financial year would be affected by strong levels of customer re-contracting, but will be in line with previous guidance.The FTSE 250 company, which will see current chairman Charles Dunstone take on executive responsibilities amid the major boardroom reshuffle, expects the final div

II Editor 25 Jan 2017

NEW ARTICLE: Here's what BT needs to avoid collapse "Written: Tue, 24th January 2017 - 23:55British Telecom & TalkTalkThis pair of paragons of communication excellence managed to clutter up our email. We've a couple of "smarty pants" prior commentaries against each, one from July 2016 giving a ..."[link]

II Editor 24 Jan 2017

NEW ARTICLE: Trends and Targets for 25/01/2017 " British Telecom (LSE:BT.A) & TALK TALK (LSE:TALK) This pair of paragons of communication excellence managed to clutter up our email. We've a couple of "smartypants"  prior commentaries against each, one from July 2016 giving a target of 309 ..."[link]