Moneyspider - I think you may be way off the mark with Phones 4U - see http://moneyweek.com/penny-sleuth-the-real-reason-why-phones-4u-collapsed/ TEP is a completely different kettle of fish. My understanding from management is that the current fall in share price is due to a general movement of City money from the FTSE250 to the FTSE100. I am as disappointed as everyone else with the drop from almost £20, but this is just a blip as we move inexorably towards the FTSE100. I have absolutely no doubts about this. I have been involved with the company since 2008 as both customer and distributor and have never come across another company where you can meet and chat with the Directors and the most senior/experienced Network Leaders on a regular basis. The company is openly informative and totally transparent. The business model is certainly not falling apart - It's f'king brilliant. You are not a prolific poster (I am very conservative myself) and would appear to hold (or at least be vocal on) maybe 5 stocks, some of which you blatantly ramp (eg QPP) and others you deramp. Are you actually an investor or are you here for amusement?
19 Sep '14
RE: Business model falling apart
Fair enough MS, that's your opinion. The SP, had some amazing growth over a relatively short period of time and got ahead of itself, therefore there was always gonna be a retrace. There's been no sign of the business model causing an issue, everything is pointing in the right direction, numbers increasing, divi increasing etc, etc. You only have to look at the last RNS to see that. Update next month I think so looking forward to seeing that and Im sure this SP will head up towards that update. I don't know anything about First Utility, and not interested in knowing, I'm invested in TEP and happy with that decision. Still don't know why your on this board if your not investing, although I suppose shorting a stock is kind of a reverse investment!
18 Sep '14
RE: Re: Business model falling apar..
Dubzy, The UW model relies on bundling of products, electricity, gas, broadband, mobiles etc. They do not own a Telco business so they are at risk to this being withdrawn from the networks as these businesses seem to want to move to a model of direct supply. If this happens then they will only have the energy business left and they are not competitive against the new suppliers, such as First Utility who now have as many customers as UW. Can't see where they go from here? The share price has peaked and has fallen back a long way, still some way to fall in my view.
17 Sep '14
Re: Business model falling apart
And your point is MoneySpider??? Shorting are we??? Must be doing ok at the moment, just be careful! Back to £19 soon. This moves really quickly. Time to buy soon.
17 Sep '14
Business model falling apart
With the Phones 4U administration, it's clear that major Telco's want to retail their own products - the white label is dead in the water. New energy companies now challenging - Frist Utility is over 1 million accounts and rising - also a lot cheaper. They need to find a USP.
29 Aug '14
RE: RE: Rip Off
Take a challenge - go to Uswitch, put in your details and compare all the services you have with UW. I bet you will get a massive saving by switching all services. Life is to short but Uswitch set it all up for you, so you can do this at a click of a button. Not cheaper than the big 6 - Scottishpower is cheaper. Miles more expensive than the cheapest energy provider, or broadband provider or Mobile provider. Only time will tell, but lots of new entrants in these markets and Government pressure to explain prices to customers. They will get found out!
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