Jack_Walsh
06 Dec 2016
Opus energy Windfall of £65m! £60m from sale and £5m from profits.Special dividend, perhaps?Great news.
Jack_Walsh
29 Nov 2016
Re: Results Smith.This is what you said "Strangely I just opened another one this week for the short term as it is easy money when you get spikes for no reason"I stand corrected: ANOTHER ONE, which means you've got at least two that are underwater - or that you have sold at a loss. Also, as mentioned, financing shorts is not cheap - which must be making those positions even more painful.As for people guessing and making things up - POT/KETTLE!Anyhow, I'm sure we'll hit your £6.00 target before long -so you'll be fine.
Jack_Walsh
29 Nov 2016
Re: Results Smith.The last short you took out was when the sp was around £11.00 - as per your post at the end of sept.Given the sp hasn't fallen below that level since, I'm pretty sure that you are either underwater or lost money by closing the position above your entry point. Add in divs and financing charges, you will be further down.Accept it, you've got this share wrong for the last couple of years!
psmith64
24 Nov 2016
Re: Results Jack.....you never have to worry about my investment decisions.....I have been doing it long enough now.The fact I don't get greedy means I take profits regularly and that includes on short positions.You know absolutely nothing about my closed positions or if I have any still open....like a lot of people you just guess.If you ever visit Salisbury let me know......you will be able to see something very tangible I invested a lot of investment profits in in recent months.Looking forward to a happy and healthy semi retirement in 2 1/2 years now I can concentrate more on my latest investment.You have done very well here but unfortunately many haven't some of which invested considerable life savings off the back of hype drummed up at company events. Its a shame that some inexperienced investors have had to learn the hard way and a real shame that their investment here has probably put them off for life in investing again.I was only trying to help those people with my stark warnings from over two years ago and it was the right thing to do.Don't get to greedy Jack....I am sure you won't as you do seem switched on.When this does fall it will be swift....with its slow up in business growth the last few years and it's very complex business model which means many freelancers do it at a loss and lose a lot of free time it is only a matter of time that not enough will be actively involved to replace the churn. They are sailing very close to the wind there IMHO.
chas11
24 Nov 2016
RE: RESULTS: PS The 5000 signing up would tend to me a better quality client than average due to the fact that the Company only accepts people who pay by Direct Debit unlike the others. 5000 good quality customers are worth far more than the mass who constantly switch the whole time. Why is it that you get your forecast so wrong after your 'deep research' from a £6 pound share price,the failure of the MLM model,the failure to reach 600,000 customers and so on? Any way the Pantomime season is approaching and to see the clowns I have only to look at your postings on this site.
Jack_Walsh
24 Nov 2016
Re: Results PS.As long as you're happy funding your shorts whilst we wait.....which is not a cheap undertaking.I'm still reaping the divi and watching the SP steadily rise - so I'm enjoying the waiting process.I suspect, deep down, you know you're wrong - as the SP responded positively to the results, despite the lowly growth figures.
psmith64
24 Nov 2016
Re: Results Sorry Jack.....it has just all got to complicated.The majority of people like simplicity.Hopefully somebody will realise this soon espcially when you see the poor customer growth.There are 100's of thousands ditching the big 6 and UW picked up just over 5000 of them in the last 6 months.The marketing model is broken.....they need to do something about it and fast.
Jack_Walsh
22 Nov 2016
Re: Results PS.This was the most revealing part for me (below), especially the reference to resuming faster organic growth. "We welcome the recent significant narrowing of the gap between the introductory energy deals offered to customers on price comparison sites, and the price paid by the vast majority of customers on standard variable tariffs; this will result in a fairer energy market for consumers, and should lead to greater confidence amongst our Partners and, in due course, a return towards the higher levels of organic growth we have previously achieved."
psmith64
22 Nov 2016
Re: Results For the moment Jack.Results were not exactly exciting were they and it is a company that is showing signs of maturity with customer gains becoming harder to achieve for what are obvious reasons to some of us......I guess as a forward thinking company they will be working on trying to fix this. If not then they will certainly come under increasing strain from other providers who use more traditional methods of marketing and use of comparison sites.Just over 5000 new customers from 45,000 freelance network marketers tells its own story that doesn't need much else said about it.Lets see what the remaining 6 months brings.
Jack_Walsh
22 Nov 2016
Results Half-year results look OK.Hopefully we will be able to hold above the £6.00 level.
sfbrains
25 Oct 2016
Re: NEW ARTICLE: Share of the week: A 'm... Lol, Im far from dispondent psmith never better in fact, it/s just I like the facts straight as you well know. i've always been scepticle of the npower deal because of the timeing but seem to have deduced the bones and plenty of flesh from the cause and effect its had on the business . I cant see its remotely possible that 600k not breached , like a hundred meter runner crossing the line half a minute after the gun its just not news worthy , more something to sweep under the carpet and hope no one notices rather than raise a fanfare .People will work regardless of weather its all about the return the bigger the return the more work gets done its not rocket science falling returns in residual income slowed member growth to negative , I hope for the network sake they start to repay the debt for the loyalty and hard work put in through the headwinds with a little recognition and not take the micheal
psmith64
25 Oct 2016
Re: NEW ARTICLE: Share of the week: A 'm... What should be a concern SFB.....and this might back up my earlier thoughts after the finals last year is a possibility of shrinkage in the customer base.Still no shouting from the rooftops that that momentus 600,000 customer total has been achieved which they were getting excited about a couple of years back and considering TEP were knocking on the door of that after the finals it can only mean two things.....Customer numbers have grown by less than 5000 over the last 7 months or they have gone into reverse.I was at that point of your despondency you seem to be at a couple of years back.......I doubt many will be going out in the cold months if as I suspect customer aquisition is still hard and churn maybe starting to hurt many ID's commission.
sfbrains
25 Oct 2016
Re: NEW ARTICLE: Share of the week: A 'must ... I don't think the III editor is privy to the npower secret rescue agreement which cost the company dear ie MINUS 5% customer growth rate ( customers and the whole network ) the real proof of the pudding will be shown in the accounts under the section which gives the costs of the network marketers commisions which fell dramatically last year and will probably fall again this year added to this you have the costs of over a million lightbulbs fitted to members houses mostly new members which won't be doing a lot for protecting what business the club already had , it's great to have a hedged position after two years of pain but it won't aid customer growth if it's all given away to shareholders and the network has to suffer at THIER expense having battled masive churn increases . Tep used the hedged position as an excuse for negative growth let's see them walk the walk now the market has turned in its favour and get back to reccord growth in customer numbers and network commisions ( after all one is a direct reflection of the other )
II Editor
21 Oct 2016
NEW ARTICLE: Share of the week: A 'must own' company " After the commodity market collapse in 2014, smaller utility companies were able to take advantage of paralysis among the "big six". A transformative deal with npower lumps LSE:TEP:Telecom Plus in with the big guns, which has been detrimental ..."[link]
Jack_Walsh
14 Oct 2016
Re: Jack W All IMHO......DYOR as ever as it is your cash that has dwindled away over the last two years.---------- ---------- ---------- -Smith, have you had a recent brain injury??In what way has my capital dwindled????As you know, I bought TEP at £7.50. This is A capital gain of 47% at today's prices. When you add in dividends I am over 50% up.Also, the FTSE is up 11% in the last 2-years. Add on dividends at 4%, this makes an average return of 20% on my FTSE holdings.In what way could even the least intelligent person on this board construe that as a 'dwindling' of my capital.This is why you get so much abuse - because you simply make things up.
