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Kingston Communications Share Chat (KCOM)



Share Price: 98.40Bid: 98.40Ask: 98.50Change: -1.00 (-1.01%)Faller - Kcom Grp
Spread: 0.10Spread as %: 0.10%Open: 99.00High: 99.40Low: 98.40Yesterday’s Close: 99.40


Share Discussion for Kingston Communications


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DEBS1
Posts: 456
Off Topic
Opinion:No Opinion
Price:92.90
fair value?
1 Feb '18
someone seems to like what they have heard at the market day discussions. The results of the discussion will be on the web site at some point.
 
Truby
Posts: 160
Off Topic
Opinion:No Opinion
Price:90.25
RE: Share Price fall.
19 Dec '17
Yes, there was an article that referred to the increase in net debt as 'staggering' but needs to be taken in context.

From their RNS:

"Net debt and cash flow
Net debt at 30 September 2017 is £67.8 million (30 September 2016: £45.7 million), representing a net
debt to EBITDA ratio of 1.0x.

The increase in net debt compared to the year end position arises as a result of continued investment in
our fibre deployment along with a working capital outflow. As in the prior year, much of the working
capital movement relates to timing which we expect to unwind in the second half of the year.

Underlying working capital continues to be well controlled. Days Sales’ Outstanding (35) is an
improvement on the 30 September 2016 position (39) and our Days’ Purchases Outstanding remains
consistent with the 30 September 2016 position."
wheelds
Posts: 642
Off Topic
Opinion:No Opinion
Price:90.50
Share Price fall.
19 Dec '17
From last results:- revenue increased by 1%
however, due to the continuing costs of updating East Yorkshire to light stream which should be all done by 2019 the debt has increased to:-

Net debt 3
2017 is 67.8 million
2016 was 45.7 million
increase in debt = 48.4%
Truby
Posts: 160
Off Topic
Opinion:No Opinion
Price:90.00
RE: 20% Drift
15 Dec '17
The short answer is no, but I think based on volumes that sellers have predominantly been PIs who have sold due to concerns and jitters. On 28 November Finncapp reiterated it's recommendation on the stock albeit with a slightly lower target price of £1.20 and Peel Hunt reiterated its buy recommendation with a target price of £1.50 and on 29th November Barclays Capital reiterated its equal weight stance with a slightly lower target price of £1.00. And on 4th Dec, less than a week later, Peel Hunt again reiterated its buy recommendation and target of £1.50. And as we know Telios have increased their take to 6% and earlier this year PrimeStone Capital increased their stake to 7%, so these stakes were taken in the full knowledge of what KCOM is doing in terms of restructuring, which gives me some hope and confidence.I also think some other bulletin boards have had negative messages posted to which there was no positive counter arguments, which unnerved some people, me included, but for reasons to do with admin changes I could not have sold or reduced my holding even if I hade wanted to, but not sure I would have anyway. Hindsight is great.
fifejim
Posts: 30
Off Topic
Opinion:No Opinion
Price:89.75
20% Drift
15 Dec '17
Does anyone have an explanation why this has drifted down some 20% in a short space of time with the only news being that an II has recently taken up a significant holding ?
Truby
Posts: 160
Off Topic
Opinion:No Opinion
Price:96.75
Teleios have bought 6% stake
6 Dec '17
"Teleios Capital Partners LLC has taken a 6.01% stake in London-listed KCOM Group PLC as of Monday"
Encouraging news, copy and paste link to London Stock Exchange site for article from Alliance News: http://www.londonstockexchange.com/exchange/news/alliance-news/detail/1512568536065096800.html
Truby
Posts: 160
Off Topic
Opinion:No Opinion
Price:98.50
RE: The latest
4 Dec '17
I agree and I continue to hold, but some better than expected news would have been good, which can still come of course, and I am encouraged that size can be traded without major price moves...Today's trades appear to show sells of over 7 million versus buys of just 50,000 or so yet the price is up!
macaumike
Posts: 775
Observation
Opinion:No Opinion
Price:99.75
The latest
4 Dec '17
I think the figures recently published only confirm what we already knew that the restructuring of the business model would result in a deterioration of the balance sheet in the short term. So no problems for me.
Truby
Posts: 160
Off Topic
Opinion:No Opinion
Price:99.25
RE: Nearly 10% down in the last wee..
15 Nov '17
Hmm, yes, not great to watch, but there's been some chunky buys today at least, which is helping to underpin at this level.
Justafewquid
Posts: 265
Off Topic
Opinion:No Opinion
Price:101.50
RE: Nearly 10% down in the last wee..
13 Nov '17
Been some hefty sells. Hope its just profit taking and not somebody with some insider knowledge prior to interim results end of this month. I suspect you are right about the dividend holding sp at around this level. Also heard about Ofcom ruling that telcos will have to pay £8 a day compensation if their service is down. That wouldn't have helped.




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