Member Info for a4007035

I visited the Sirius site on the Moors today. Well got as close as I could. I can't believe how much progress has been made in such a short space of time.

I spoke to a few of the engineers there and the project seems to be going swimmingly. In fact, they said that the project milestones were hugely pessimistic and SXX is having to bring forward some of these accordingly.

I'm really pleased with the 90% purchase of Salene Chrome. Whilst I appreciate this carries risk penetrating the Zimbabwe market, Tharisa would have done their research and due diligence. It's a fact that Zimbabwe contains the highest concentration of platinum based metals. So it is a natural synergy for Tharisa.

For me, the fact that THS paid an interim dividend of 18% of group net profit after tax shows how confident management are in the business fundamentals and shows that they appreciate the shareholders. Its only a matter of time before this SP heads towards 200p

I managed to top up when it was under 100 (just). <br /><br />Nice to see this share returning back to where it should be. I've always believed in the fundamentals for TALK. Now that management issues have been sorted out I'm looking forward to seeing how TALK grows and develops. <br /><br />Toscafund Asset Management have also increased their stake as well.

https://www.ft.com/content/4ea0867a-1895-11e8-9376-4a6390addb44

You only need to look at the calibre of the individuals on the above article who have bought into talktalk.

Ultimately, the Directors' buys are a very good indication of how undervalued this share is currently at. Of course there are other factors but based on upon my experience Director buys are positively correlated to increases in the share price.

I know someone who works on the audit there and they said that they don't understand why the SP is where it is and that lack of understanding seems to be shared by management.

I thought that both parties just pulled out. I think it was a business decision and that the management of B2B best sits with talktalk given its history.

I guess it depends on what your objectives. If you're looking for short term gains then trading talktalk is not the way forward.

Having reviewed this over the last 12 months, there hasn't been a great deal of movement in the SP. So the market is just waiting now.

I personally think its undervalued but I can understand why talktalk would detract some prospective investors.

Bango is going to continue to grow and its take up on the platforms it is on will continue to increase as they become more established in the market. Operational costs should steady and the revenue gradient will steepen as the number of users increases. Keep determinant will be controlling cashflows. But this is destined for way higher than £2 if things can continue at their current rate.

I'm in this for the long haul. Been in since £4-5. And the company continues to post double digit growth. Until that plateaus I don't see the point of selling. The acquisitions keep on coming. Just hope that they are as successful as previous ones and that appropriate due diligence is being conducted. I actually know the firm that handles the acquisition deals. I'm thinking more along the lines of £20. Not many companies will have the fundamentals that CLIN has.

This is a hold from me. Still an element of uncertainty surrounding talktalk. However, the Director buys are a good indication that talktalk is over its issues and the SP appears to be undervalued but difficult to know for sure. The key for me is the number of customers talktalk currently has which I understand is higher than ever before. Whilst loyalty is never rewarded it shows that talktalk's products are competitively priced and customer sentiment has resumed.

At the end of the day Bango is still making a loss so the SP is always going to be a roller coaster. Sales are stillin their infancy and will only continue to grow as Bango expands globally and user spend inevitability increases in line with the digital revolution. Costs will eventually level off but sales and margins will grow at a much faster rate. Plus barrier to entry are extremely high

They have clearly put all their eggs in one basket and it hasn't materialised. Lots of speculative buys coming through. No point selling now I guess.

Because they may have a better proposal. But I'm not on the tender panel

Are people not worried that the award of the tender contract could go to Sekaname? And therefore does tlou not seem a bit of a gamble?

It may be affected by the downturn of their clients. For example, I know M&S announced the closure of a lot of their stores and that M&S are one of the the biggest clients. I'm just speculating though.

The main reason for the decline is the acquisition of Audiens at a price of 180 pence per share. It was always going to be a risk doing this. But conversely one could argue the Directors' confidence in the company...or just plain arrogance.

The new product sales were never going to be an instant hit. If you've worked in this industry it takes time for market sentiment to warm. I think everyone was expecting a boom of sales. That doesn't happen in the healthcare industry on new product launches. Its only a matter of time before Sales of new products increase. Having seen the efficacy data for the Tuizistra product its a product that on the face of it looks like its a market leader. Only a matter of time!

There is no point in shorting this share now. We are at/close to the bottom. Talktalk is definitely on the recovery and it is going to take time (a lot) to recover. But the good news is that it is on the recovery path. At the end of the day the fundamentals for this stock are still very good.

Yeah the share price has already taken into account the anticipated results and bad year. I think the market is being prudent here as the impact wasn't as big as first thought. Assuming no other catastrophes then this sp will easily recover