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Talk Talk Fundamentals (TALK)

Another assault on 260.

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And again.

JP Morgan Cazenove Overweight 243.80 243.70 300.00 350.00 Reiterates

This is such a frustrating stock to trade, but added on Friday on the spreads @ 250.7 target 270.0 stop 243.0. If I get stopped out it's in the bin.

Better volume today.

skinny - fingers crossed 260.0 now history :O)

Bought these this morning after seeing skinnys 2 chart posts on chart thread VOD and BT.

Was hoping for breakout.

Cheers Skinny.

Having a second go at getting over 270.0 today, need more volume.

That will do for now target hit, out the spreads @ 270.0 + 19.3

Well done Chris.

Cheers skinny.

12 Nov 2013 Interim results.

Must admit skinny tempted to get back in on the spreads target 380.0 leading up to results. Waiting to see how day pans out, suspect bit of profit taking month end accross the board, if Talk drops below 260.0 will be in. You still long?

I've just gone long again - SB this time.

Good luck mate, got a feeling wont be long before I join you :O)

Back in on spreads long @ 265.0

Your dreams have come true from post 10 skinny. That's the midas touch. lol

TalkTalk’s focus on the cheap end of the pay-TV market is a winning formula, the Sunday Times’s Danny Fortson wrote in his Inside the City column. When it reports half-year results on November 12th analysts will be looking out for how its new ultra-budget Essentials package has performed. Barclays expect Essentials to fire up boss Dido Harding’s plan to replace dwindling revenues from voice calls and broadband. Its analysts forecast 1.7m more accounts by the end of 2015. Some of the TalkTalk’s prospects are already in the share price but Barclays expects them to rise to 320p from 248½p. There is plenty more for Harding to aim for.

http://sharecast.com/news/sunday-share-tips-talktalk-fyffes-halfords/21282650.html

Interim Results for 6 months to 30 September 2013

· H1 EBITDA1 £76m in line with expectations, reflecting an additional £86m investment in growth
· Strong and accelerating TV growth (+167,000 net adds in Q2); now expect y/e base of nearly 1m
· Continuing growth in broadband net adds (+5,000) and ARPU drive Q2 revenue growth of 1.9%
· Raising FY revenue growth guidance to at least 3% from 2%
· Raising medium term revenue growth target to 4% CAGR (FY14-FY17) from 2%
· Targeting 25% EBITDA margin by FY17
H1 Financial Highlights
· Total revenue up 1.8% to £843m (H1 FY13: £828m)
· On-net revenue up 6.8% to £612m (H1 FY13: £573m); Corporate revenue up 1.3%
· Headline EBITDA1 £76m (H1 FY13: £147m) after £86m investment in scaling new products
· Headline1 EPS 0.8p (H1 FY13: 7.8p);
· Interim Dividend 4.00p (H1 FY13: 3.45p)
Q2 Operating Highlights
· Q2 on-net ARPU up 2.8% to £26.08 (Q2 FY13: £25.37)
· 56,000 fully unbundled net adds; total net adds 5,000
· 167,000 TV customers added, base now 557,000; Essentials TV launched
· 34,000 Mobile customers added; 47,000 Fibre customers added
· On-net churn 1.7% (Q1: 1.4%)
· Continued improvement in call volumes and Ofcom complaints
· Corporate revenue +2.5% including 26% growth in Data revenues
1 Excluding exceptional items and amortisation of acquisition intangibles

Goldman Sachs Buy 264.05 310.00 310.00 Reiterates