Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Managed to sell my holding for 97.5p :)
2K profit for a 3 month hold :)
I'd have thought they'd buy for more than 10% return, 135p last year surely need to do 110p this, EBITDA is flat after all albeit revs down....will be interesting if market price settles at, below, or above bid
This was on the cards ,directors were buying TALK shares this summer on .
ok, 97 it is! or will they go higher? seems low-ball but don't want to get greedy
I'm gonna post that on every board now just to confuse ppl
Sorry. Wrong board!
To be honest, there are a lot of ppl (me included) who invested at around 40-45p. Can’t really blame them for realising a profit now and good for them. It’s only real once you bank it. Very confident when the results are fully digested this is going to go north rapidly.
still creeping north
*bid
hard to know but don't know why the main holders didn't slap a bit in at 70p, could get it for 95p probably
Am starting to think somethings going on in the back ground and people are starting to get a sniff of it, all them directors didnt pill in for the fun of it.
I'd have thought ex business that revenues would be relatively stable, ppl going out less want best internet
well considering the world at large and the uncertainty about employment after furlough ends and then Brexit....I am not too suprised that this just trades in a narrowish range.....at leas it is fairly stable which many share prices are certainly not..
Just needs the next update to show churn hasnt changed too much, that costs are continued to be managed .....and everything is basically ticking along pretty much as usual... last update was generally OK..and they have sorted out any refinancing needs already....
Too much debt , but that seems acceptable with it being a high infrastructure Telecom----
Just happy to get into 2021 without any issues and continued stability...given what is going on elsewhere
Me too, something must happen soon.
Still here, waiting!
lol dude finally fixed it.
All I get from Talktalk is :
"Finding you an engineer
Home›Track Fault - Your Results
TRACK FAULT
Version 3.7.2 - Released 11/08/2020
Your phone number:
020xx893xxx
Finding you an engineer
We are assigning an engineer to your case. Please wait and we will update you on this page when this is done.
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either broad band is super slow or down , poor customer service doesn't help either. I'm switching to Virgin once contract has expired.
This share is difficult to access, I have held them a long time and still not sure what the BOD will do.
Slow,steady rise..out of the spotlight ....perfect....step by step recovery towards 80p
I only bought a bit as already added (didn’t think it would go so far) but pleased I resisted selling mainly
12% retrace since Monday low is a very definite move just game playing searching for the trading range low
Nice opportunity for us though to buy under 70p though
" Debt mangeable as long as interest rates stay as low as they are."
if interest rates ever tick up...that will be a good thing ... extremely low interest rates are a sign of a bad economy... inflation at around 2% and a better interest rate will be a sign the economy is growing .... besides ..it all works in harmony with prices/wages/ etc etc - as long as there isnt stagflation
Pensions Funds eg from Canada are always looking for stakes in steady/ even dull/ companies that pay a dividend and have a relatively stable revenue base
... whether all that turns out to be the case for TT and is viable with sterling remains to be seen
Debt mangeable as long as interest rates stay as low as they are.
Most of the benefits from staff reduction and site conolidation has been made and is on the books.
Competitors probably not likely to start a price war at the moment unless one or more is taken over by a market distrupter with spare cash
Buy out/ take over: I suspect that CD would not give up his baby at this price but what would his price be a hint maybe the initial IPO which was about 1.10? After the withrawl is finalised would any of the internationals have an apetite for a stake in a UK telecoms player?
Rolls Royce balance sheet has been shot to pieces and will stay that way for quite a while ... they have had a lot of bad luck - and bad luck has proved very expensive to them - they can make a lot of profit when luck goes their way - but- that it may well take some time to heal the war wounded balance sheet
TalkTalk doesnt have equity either but Telecoms are a different ball game to what RR is involved in - Telecoms have a healthy market for debt and as long as the debt payments are covered the lenders are happy with that
The next 12 months should see more cost cutting and efficiencies coming through - the economy and Brexit is a concern and getting sport and movie/tv content back to some kind of normaility - but - nowadays it almost pays the Government to pay for someone's monthly internet whilst they are unemployed rather than have them roam the streets or become unemployable and into crime/drugs/depression which ends up more costly etc - and most people know that they will get nowhere without internet access
Thanks for the reply Matlot, it just came accross as smug and glib, and SP has outperformed close to 10% since, albeit let's see if it lasts.
I have no issue with people having different views but would be more useful and respectful to phrase it with a reasoned explanation, somewhat as you have below (though the precise details are vague). I have no position or interest in RR but will look to see if you are right.