I'm in. Looks like mine was the only 'buy' below 93p today @12:59. So far so good! lol
8 Jul '14
Oh almost forgot
When connecting to the wireless router on fibre it gives 5G access. when I asked why and what did it mean, I was told its for a later date wait and see. .....Didn't know there was a 5G, anyone enlighten me?
8 Jul '14
KC Light stream fibre broadband
Well today KCOM installed my fibre broad band,,,,WOW . I am supposed to get speeds of 75 but actually getting 87. Its called light speed and wow isn't it just that its brilliant. There is now a waiting list to get connected due to word of mouth and the scramble to get on board, every day another neighbour is being connected. I can relate to the point made in the statement about the take up being ahead of expectations. I have never seen anything like it. KCOM just go from strength to strength. I have to say also the technical support line that's free with the package is just great too. I simply can not understand why the sp stays below the pound mark.
2 Jul '14
1 Jul '14
Are vod really sniffing round? Would make a good plan for them but Kcom would do well to remain stand alone. Their business plan is sound
9 Jun '14
my analysis...for what its worth...
- earnings and EPS up albeit slightly. - divs up 10% as promised. - return on equity 47%. for the last 5 years return on equity has been over 50%. - kcom are paying out over 60% of their earnings on dividends. - slight increase in total assets but also slight increase in liabilities, so total shareholder equity has increased slightly to £85m *HOWEVER* goodwill is down as £85m also so actual shareholder equity if you discount goodwill (which i always do) is zero. - for free cash flow i calculate : Operating CF 73.176 plus interest received 0 minus interest paid -4.436 minus tax paid -1.531 minus fixed asset purchases -16.207 plus fixed asset sales 0.633 =£51.635m so free cash flow good. actually FCF/share is higher than EPS this year but over the last 5 years FCF/share is on par with EPS. overall i am happy with these results, the expectations were that profit was going to decrease slightly so nice to see a small increase. like most people tho im here for the divs but i dont think thats a bad thing, after all some stocks are purely for divs, like national grid for example, and i suppose kcom too. i am slightly nervous about the shareholder-equity-less-goodwill situation though, so to be honest i would not mind if they cut divs a bit after 2016 and put some money back into the business, see that shareholder equity figure rise.
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