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Agreed. I cashed out last week. And then there was some positive news a day literally which promoted an upturn in the share price. But it was short lived and this sp will unfortunately fall below 500. I will buy back at 550. But right now the situation does not look good
In what way? I can't see this improving without a trading update which is a bit of time away. It will go sub 500 by the end of next week which would vindicate my decision. I intend to buy back. And on the assumption the price does pick up dramatically I'm happy to take that minor hit.
I know I said 450p but I'm cashing out tomorrow at least at a modest profit. But will be monitoring closely One broker has it at 1000p. What a joke
Perhaps the IDIS acquisition was over valued.
I'm not too worried. I hope we get an adhoc training update or announcement soon though. My breaking point would be 450p
Yes. Would love to afford you an explanation for the down turn but it would be speculative. Not sure the Directors should comment just yet. But in order to improve or stabilise investor sentiment some comment would be welcomed. Do you think that it is currently being shorted?
The fundamentals still look really strong to me. Profitability and margins are always increasing Cash position is strong too There are question marks over the long term strategy I think. But that is because it is more of an unknown. Disappointing to see it breach the 52 week moving average. Time will tell on this one. I fully expect me and the brokers to be proven right here.
I'm not too concerned either. You sometimes just have to take a step back and take a look at the fundamentals. The order book is looking strong and that TPG are showing signs of breaking even. Of course the SP is disappointing but I don't think you invest in TPG in you're looking at making a quick buck. I have made pretty big paper losses on this. We just need core financial information to come out really i.e. facts.
Did anyone read quob park estate's blog post back in November. Suggest you do if you haven't already. What a crock of bs
DAN won't find another nomad within one month. The shares will then be cancelled. Sorry to be the bearer of bad news
I'm not sure the RNS was positive news. Probably a mixture to be honest. At the end of the day company's will live and die by their financial statements and if they don't have as much revenue as anticipated for 2015 then this is surely negative news. Its all well saying that these orders will get placed in 2016. But that is not guaranteed in any shape or form. Furthermore, the uncertainty around the energy sector raises question marks over TP Group. On a more positive note the restructuring appears to be paying off and those losses sound like they are diminishing fast. I do believe that TP Group currently represents speculative value. And by that I mean at 2.5p it is definitely worth a punt but I would not put my mortgage on it.
I really do not want to realise my losses on TP Group but unsure on what to do. Looking at the TP Group there is little substantiating evidence behind the decline in share price. But that just may be it...TP Group are yet to release any significant RNS statements off late and therefore shareholders are once again kept in the dark. I have always said all along that it will take time for Corac (TP Group) to grow. But I expected the road to be smoother than this and I certainly expected more positive statements being released. The realist in me says 'you've made a loss and now it is time to cash in those losses before they worsen' The optimist is says 'things can't really get much worse than they currently are and the only way is up from hereon and perhaps give it another year and see what the financials hold as the 2015 financial did look like TP Group was going in the right direction. To conclude: I am sat on the fence.
My opinion was that the shareholder reaction to the cybersecurity attack was an overreaction. This was expected because at the time no one knew what the extent of the attack was and investors will think worst case scenario. Understandably. However, it clearly transpired that the attack was not as bad as first feared and I very much doubt that many people were financially affected by the attack. Going forward, talktalk will increase their cybersecurity and will take efforts to gain assurance that it is working effectively. I still believe that talktalk offers value for money for customers and that its rates, offers and contracts are more than competitive. I therefore see no reason why the share price will not recover over time. The increase in dividend supports this.
If this is indeed third party systems then talktalk will be able to offset a lot of these damages accordingly. I would imagine that talktalk have contracts and SLAs in place around provision of services and systems. What I meant was it won't drop below 230 from now on which I am sure you will agree with. My only concerns really are reputational damage and talktalk obviously needs to go some way to restore confidence. It is expected that revenue will fall below expected levels. Therefore talktalk will be forced to offer heavily discounted promotions and show the robustness of the cybersecurity systems going forward. This will take time. Nevertheless, the share price is still massively undervalued. Let's see what the broker comes out with.
The known issues have already been reflected in the market. We live in a semi-strong efficiency market after all. The key question is the unknowns: - potential fines - reputational damage leading to loss of future revenues I very much doubt customers would get upgraded. Why would they? Talktalk could probably do with an internal audit to verify their IT and security controls. And this assurance opinion should then be made public to increase confidence into the company. The way I see it is that talktalk are on the road to recovery. SP will never get to where it was but at the same time can't see this dropping below 230
Yeah it's a definite overreaction. Trading results released will hopefully rest some fears. Plenty of upside potential. And we've barely touched the tip of the iceberg. Sp should stabilise around 70. So not much point in selling. I've been long on this one for a while
Are you seriously thinking about bailing? VER is about to make profit for the first time. You should be investing more if anything. We are still yet to see the fruits of the cough cold medicine. The latest news is a very minor setback and in the grand scheme of things means actually very little. You're always going to get R&D projects that are scrapped. It's just the nature of the sector.
I don't think people are realising the impact that this individual will have. Ian was brought in for a reason: To realise the potential of Tuzistra. Vernalis will now have the capability to do this launch properly and I cannot wait until this drug is officially launched.
how do you know this? I topped up about 2 weeks ago around SP 65
The market response to this was definitely an overreaction. Now is a good time to get in. But appreciate people are waiting for this one contract to complete. After that it should be business as usual for SSY. This will get back 90 SP but reckon it will take a year.