The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Very interesting read, definitely something on the cards here, maybe sir Charles has upped his stake to 29% to a stop this or bid himself, if you look at how much the directors have pilled in recently I think it’s when not if
I am I missing something with this story, Tosca offered a year ago to buy at 135p and at the time had 19% stake. They have massively increased their stake since, stands to reason they could look at a similar offer. https://news.sky.com/story/talktalk-rejected-135p-a-share-bid-from-major-investor-toscafund-12037466
As long as the dips get bought up and the back line holds then that is fine for now...strange time of year and a strange year ....it is going to need patience until the autumn.... when the analysts and brokers come back from holiday then the new upgrades may well be thrown on the table.....once of course all the cheaper shares have been taken up and held
Stubbornly resisting 80p though
Chart looking good....flat ebitda and 50% upside to pre covid levels!
12m sounds like a fund manager move ...quite probably a late reported trade
Mr D buying would be bad news i think...i get the impression certain institutional investors are concerned he has too much voting right power ..and that shares would be better distributed if not so may were in his hands
Late last night of 12m, so who bought those and could it be Mr.D ? again
well played, I would have bought more than I did but I upsized my position a bit too early in the mid 80s
Buyers have come in - I bought another 8k at 77p on the morning dip ..happy to hold and see a new trading range emerge ....let's see how the next few days pans out
Clearly SP not reflecting this but I often find I have to pay over the buy size here for a largeish quote, but can sell within sell price for the same amount (10k)
Hopefully, different beast, I bought Airtel around 38 post its last results and it took several weeks then doubled (almost)...not that I expected that!
" The revenue decline, and consequently margin, has been offset by incremental and ongoing cost savings of a similar amount, with all key cost areas significantly lower year on year. "
revenue decline isnt exactly unusual right now...but ..controlling costs is the key to holding on to bottom line profit ...so the fact that they seem to be having control on costs I think is a good thing....
I have some at 79p and am happy with the update....have to keep expectation into perspective right now.....
You can increase revenue and market share but at significant cost and at the end of the day what real gain do you have ?
I think the market is digesting the news and we will see a rise later this morning or early afternoon that update was good....we knew revenue would be down I think the we need more light on the debt reduction.....
Markets don’t seem very impressed, LSE has headlined “TalkTalk revenue down”. IMO the figs are not bad at all. Maybe they are waiting for today’s AGM?
- For the quarter ended June 30, headline off-net revenue was GBP358 million, down 7.5% from GBP387 million in the first quarter of financial 2020. The company explained the decline was mainly due to Covid-19 disruption, including trading restrictions and cancellation of live sports, as well as ongoing industry-wide declines in Voice usage exacerbated by the lockdown.
Now the trading update is out. Now is the time to buy heavily sub 79p is a bargain this should really be £1 plus and it will be in due course. I'm adding and feel we are at the bottom.
Famous last words so far!
I did not see anything either...?
I bought these albeit at 87p avg (well done for getting in yesterday!) .... would be surprised if not well up, news better than when I had bought in
Yes looks promising. Even if the market doesn’t respond today at least the company looks strong.
Morbox ,could be a call buying in yesterday.
LONDON, July 21 (Reuters) - British broadband operator
TalkTalk upgraded its guidance for full-year earnings
on Tuesday after seeing trading recover in June and July from
the impact of the COVID-19 lockdown.
The company said it expected headline core earnings for its
2021 financial year to be stable or to grow, an improvement on
its previous forecast of flat. It reported headline revenue of
358 million pounds ($454 million) for its first quarter.
Good update no surprises. Only one thing in the title states debt, but no information about debt reduction, hmm. Unless I’m missing something, it is early!
Yep the directors knew something, that was a very good Q1 trading update given the circumstances.....however that's my opinion and not Mr Markets but I do expect a rise.....this is still way too low.
Just bought 10,000, think it is worth the gamble, when you see the directors buying at a higher prices, just think something good will come out on Tuesday
Well back in this morning. Let’s see what tomorrow brings!
Hmm I keep looking to get back in. With directors buying @ 86+ seems a no brainier. Will I be kicking myself on 21st! Decisions Decisions.