Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Perhaps this announcement today has something to do with it, old fashioned book building....
"Deutsche Bank initiates Telecom Plus with 'buy' - target 2,950 pence"
I think they may have got the 'big figure wrong' as we used to say 1,950p would be bullish enough
Great results and outlook.
Lets hope the growth continues
One million customers reached as of today!
I also been watching and looking to purchase some - looks like good entry point now
Sorry should read 2 x 2,000
Been watching TEP for a few months decided to purchase a few shares this morning 2 x 20,000 approx. fingers crossed ive got my timing correect
Well it might be bouncing off a low. Never know with TEP. The relationship between how the business is doing and the sp is almost non-existant. At leat |I can;t fathom it.
It's heading for a drop now
I've traded this share just a few times over the last few years & always think it's worth checking out after a substantial drop.
I used to buy in below 900p & sell out in the 1200-1300p range.
The last time i bought in it was heading to the 1000p mark & i sold out at a decent profit. I never thought it would reach 2000p, so i missed out on the eventual SP rise (I'd got used to the SP retracing after any decent rise).
If the SP keeps dropping, i certainly wouldn't put anyone off buying in or adding more TEP.
Good luck folks, but don't ever be afraid to take a decent profit.
TEP is a company favoured by the likes of simply wall st and the Fool but which keeps suffering these big falls. Could it simply be a lack of investor interest an/or the fact that real profit growth is limited?
Does anyone know why TEP's gone down in the last 2 days? Downgrade?
GOBTSHTF
Because he's been doing it for 16 years, and is probably quite bored. The business has also, frankly, outgrown him. He's a motivational leader, and is beloved by the Partner network, but he will remain involved with that side of the business. At the same time, the rest of the exec – who have much more experience in running high growth and scaled businesses – can help execute the strategy. It's the best of both worlds.
This is also no surprise. Burnett has been joint CEO for 2 years, clearly as a prelude to this.
Why do you think he will offload at this price?
Decent performance but not good news about AL. I am expecting that the Chairman may offload another chunk of shares shortly. Some on here will know that his large disposal circa 12 months ago initiated the drop from 2500p to the current range. I will wait to see if he does before I buy some more.
My question is if the business is so well placed, why would Lindsey step down? He's been lucky so far....
The live video cast wasn't well attended. Andrew re-affirmed the multi-service nature of their proposition and the "word-of -mouth" route to market which has been working well as they near their millionth customer. I would have liked to hear Stuart Burnett place more emphasis on profit per customer. Growth in customers has its impact on costs and the balance sheet but it is also coming through to the bottom line. A seven year private placement loan of £75m has been taken out at prime yield + 2% . A £100m share buy-back also announce for the second half. This is small in relation to a market cap. of £1.33b. I would rather see them keeping the £100m in the business and not taking a loan. Of course their bankers and brokers are going to recommend doing it that way, fees, dear boy, fees.
The growth story is still intact and the dividend is still increasing (5.9% at the interim stage) and the overall yield is satisfactory but somehow they felt "lackluster". No more than "Hold"
Andrew Lindsay stepping down from the board after 16 years......this investor is concerned to lose his talent.
Profits and balance sheet in great shape with customer numbers going in the right direction but further analysis needed. I will come back with a more considered view after the live webcast starting at 9 a.m. Difficult to see the shares jumping ahead today.
It'll need to be a lot more competitive than there household insurance to attract new business.......
Apologies that should say "Why accrued expenses had grown so much faster than accrued income in the last year".
That old adage, Traders...buy on the rumour, sell on the news , ex dividend not far off now 20th July 46p
Could possibly see further rise to that date , sold a tranche this morning, usual trick kept profits in shares... Bt.a dropping hard ....atb
Recovery back to £20? No sign of that and share price slipping yet again-why?
I asked why accrued liabilities had grown so much faster relative to accrued accrued assets last year. The CFO said that it was a temporary effect of the jump in energy prices last year and will unwind in the current year. I'm satisfied. The executive directors were very bullish in the analysts presentation and talked of a 12 to 16% increase in ptp this year. Long term story is still intact.