oceanfree
08 Sep 2016
Re: Re: Yes - what happened to £6. Lol.
sfbrains
08 Sep 2016
Re: 5% plus in a fortnight not bad by anyones standards £11 hit today perhaps a little friday retrace then re evaluate on the conference anouncements for best guess at the next leg up
sfbrains
07 Sep 2016
new member ontake Last two weeks of the summer holidays traditionally a quite time of year on the switching side customer ontake averaging 212 per day ( 78k pa ) down on the 300 plus per day average at the start of the year but will be balanced out by fewer churn all looking good with 3 months to go before the next divi drop . Numners sure to pick up over the next month with the 2nd sales conference of the year upon us I am looking forward to anouncements / incentives leading up to the new year
sfbrains
28 Aug 2016
Re: Windfall Dave , where do you get the opus valuation from , last such sale I remember was economy power 10 years ago and that went cheap at 6.6 x earnings so TEP's 20% stake was worth £5.6 mill in cash which would give a valuation of arround £37 mill and thus 46p less tax and the drop in share price if they gave it away to share holders , with £1200 being the average member spend and margin of 10% an additional 47000 members would need to be needed to cover the lost income lets say one third as an incentive to the network youll be lucky to get 20p special divi IMHO
dave297
27 Aug 2016
Windfall If associate sold & we receive our cash windfall I would be surprised if a Special Dividend wasn't paid & 50p-80p per share has a decent ring to it,if sold for £300-£400 mill cash.
sfbrains
24 Aug 2016
£11.00 Now seems a foregone conclusion buy on dips
sfbrains
11 Aug 2016
continued strong customer growth As we are in the doldrums as far as news goes I thought Id give you guys a little heads up ive just done the numbers on the last months new members ontake and it comes out at 300 per day thats 7 days a week ! and at last count a little over half taking all the services from day 1
phil and leggett
01 Aug 2016
Re: bad news for the competition Exactly SFB as the fable is, TEP is the Tortoise but who won the race,yep ole sloco himself or was it a girl...1)High quality base...2) Taking a lot of services each....3)Debt free...4)Divi paying...Yes growth has been restrained whilst the rest have been slashing @ each others margins, but that is good business for a while... Regards Phil...
sfbrains
29 Jul 2016
Re: bad news for the competition Mmm more tortoise over the last couple of years , like psmith keeps repeating people never had it so good and a great deal of lethargy set in , The mood of the country is changing sparked on by bexit maybe it will turn out to be the catalyst for favorable winds for Tep , we are not there yet but the company has access to enough capital to really go for it when it does and if it gets just 10% of the inactive distributors moving again we could see the massive growth of 2008 over again and stellar share price rises following on from that. A good solid base just waiting for the starting. Gun IMHO
phil and leggett
29 Jul 2016
Re: bad news for the competition SFB...Someone will be pleased, even the BG professionals get it wrong too...lol...while the TEP amateurs just keep working along under the radar picking up high quality consumers...Tortoise & hare comes to mind....David & Goliath also...Phil...
sfbrains
28 Jul 2016
bad news for the competition I heard on the radio BG lost 400'000 customers in the last 6 months I think the general public are starting to get it at last , Im sure a few private investors will be making the switch too I would imagine thats contributed to todays rise , soon be back at £11.00 by the looks of things
sfbrains
20 Jul 2016
Re: psmith question 
Never done a win a mini , but did do some Ideal Home exhibitions in my 20's selling big ticket items ( not pretty enough for public apperances anymore )Anyone approaching retirement needs to reapraise thier investment strategy and move towards safty trading off risk for security I would seriously mull that over your pimms whilst sunning yourself or inbetween counting roof tiles anyway take care again no thanks expected ( as I am well used to your ingratitude now ) for my sage advice but I hope you take it on boads
psmith64
20 Jul 2016
Re: psmith question Assuming you live in the UK SFB.....I would just take advantage of the great outdoors for the rest of the week......that is what I am doing.The next few months are going to be all over the place.I did take a small position in SKY and Dunelm.....both looked quite good value and offer some income.Apart from that.......I am enjoying semi retirement for the rest of the summer with a little research to try and fathom out where to invest in 6 months time for the next 2 1/2 years ahead of drawing on my SIPP.Enjoy the sunshine SFB.......and don't work too hard and make sure you wear a sun hat if you stand out in a field doing your " Win A Mini's "
sfbrains
19 Jul 2016
Re: psmith question What do you think about the interest rate hold , not that a few points here or there would have made a difference to family budgets I woulnt mind Carney for PM much as I disaproved of a johnny foregner for BOE I have now warmed to the guy as someone who is prepared to do the right thing and not panic . I fear much hangs on the PSBR and balance of trade figures I am thinking swiss francs and precious metals are the way to go from here on in but tep is my little pet for easy money
psmith64
19 Jul 2016
Re: psmith question But I added the cautionary note back in April....Brexit was a little unexpected but always a possibility hence you always have to review a situation.Profit in the bank is always better than the paper form as I have found out the last month especially with the housebuilders.Brexit just brought forward what was going to be on the horizon in the next 12 - 18 months as house prices were starting to get out of control and needed a correction at some stage.Good propery buying prospects in 24 months time I feel as I believe we will see price falls between 10 - 20% over that time.In general a volatile couple of years for investors everywhere.Goodluck SFB.......if indeed you are invested in anything.
