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agree- ref customer non payment or contract cancel - youngsters may go home and live with their parents and give up their rental and own contract and just get their mobile added to their parents contract..which could be with another provider
Of course there is risk of downsizing the monthly cost by removing add ons ..but TalkTalk has a fair number of customers on 2 year ( i think) set price contracts ... either that or add on freebies would be offered to keep hold of customers
Any price war as a result of a recession would damage everyone in the sector - but market share will be a battleground
I think the market is cautious at present and looking for a range bottom from which to move up from and trade within ....
Probably falling as a result of perceived fear of bad debt when their customers lose their jobs in the forthcoming virus chaos.
It certainly will be a problem , but IMO the fall is overdone . I know that if I was in a financial squeeze I would everything possible to avoid losing my broadband . Payment to the provider would come before the mortgage or rental dues.
The equity value at year end was 35p a share , and as with Telecoms the debt level is quite high - but the key shareholders must see it as a future cash generative business - I mean Telecoms are seen as Utilities and essential as water,gas and electricity ...
..but even so...the equity isnt that great all the same..
Are they protecting the business form any Takeover threat - or preparing to sell in a Takeover situation ? ?
Something funny going on with the Talk share price IMO. Two major shareholders close to 30% and continuing to pile in, good Fundamentals for the business... why is it continuing to fall? I feel something interesting / exciting is going to happen within the next few months... GLA DYOR
Something happened around mid day..up almost 4% in 2 hours - investors chasing a rumour?
Something is in the pipeline here, too many directors pilling in, Tosca and CD both with over 29%???????? if it hits 80pence am doubling up
29.86% of shares
If CD goes over the 30% and he doesnt want to make a bid then it can be put to a shareholder vote ( CD unable to vote) and the remaining shareholders can accept the >30% holding without a bid ...but..if the vote went against CD he would have to make a bid or sell shares to once again go below the 30% line
Always good news but I couldn't see his % on there but he must be about 30% now surley.