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Talk Talk Fundamentals (TALK)

LATEST BROKER VIEWS

Date Broker New target Recomm.
16 May Barclays... 350.00 Overweight
15 May Credit Suisse 300.00 Outperform
15 May Espirito... 395.00 Buy
6 May Berenberg 220.00 Hold
2 May Berenberg 220.00 Hold
30 Apr Jefferies... 260.00 Hold
22 Apr Berenberg 220.00 Sell
22 Apr Nomura 330.00 Buy
17 Apr JP Morgan... 360.00 Overweight
16 Apr Barclays... 350.00 Overweight
Broker Recommendations for TalkTalk Telecom Group
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Creeping up nicely dc, moved my stop to 302.0 to lock in + 10

Had a go this morning to crack resistance @ 325.0

Moved stop to 316.0 to lock in + 24

Stop to 320.0 to lock in + 28

Breakout on the cards.

Will watch and use the 24 hour rule for confirmation before buying.

Fingers crossed gf, MACD looks a tad overbought but we live in hope.

Yep your right about MACD Chris so lets get a momentum chart up and see if its still got positive ADX........

ohh yep very nice look at the strength of the green and blue lines on ADX plus on the chart itself its riding on the 10 day EMA.

Momentum indicator hasnt caught up with the chart but its a lagger anyway.

Look at the increase in volume aswel.

Ill still give it the cofirmation rule but fingers up from me.

Trying again to break out albeit on low volume.

There is the breakout, find out tom how solid.

Noticed on the news this morning that BT are to hike their charges. Putting talk back on the radar, may have a dabble on Tuesday on watch list.

Similar chart, looks just as promising as TALK to be honest, place your bets :0)

Advertising on ITV (Encore) discount package.

Limit buy triggered this morn @ 302.95 initial target 320.0 (spread bet).

Unless Talk gets a wriggle on pretty sharpish, looks like I chose the wrong stock, should have gone long BT. :0)

Nice wriggle this morn.

Yep looking cool, i say cool, Chris.

Tue, 4th Nov 2014 12:33

TalkTalk has joined the likes of BT and Sky, announcing above-inflation price hikes for home phone and broadband customers, starting from 1 December.

TalkTalk has announced an increase of 4.7% to its landline costs, rising from £15.95 to £16.70 per month. Inflation is currently running at around 1.2%.

Customers who use the company's old "Plus" phone and broadband bundle contracts will see prices increase from £15.50 to £18.50, whilst customers with TalkTalk's Anytime UK calls boost will be forced to pay an extra £5 per month.

Those who are unhappy with TalkTalk's changes have been informed that they can "cancel by contacting the firm within 30 days of receiving their price notification letter". The company has also offered customers a free mobile sim card worth £90 for those hit hardest by the changes.

"Our customers are talking, watching, streaming and downloading more than ever, not just at home but on the go. To meet their growing needs, we're adding more to their packages. Mobile now comes as standard for our Plus customers, as we've included a free sim card worth £90.

"We're also introducing more ways for customers to save money on their bills each month. As we continue to invest in improvements to our service, some prices will increase. TalkTalk still remains Britain's lowest price, offering a saving of up to £184 a year in comparison to BT."

BT announced its price rise in August, whilst Sky followed suit with similar hikes last week. According to sources, Virgin Media are expected to increase their prices by around 6% later this month.

StockMarketWire.com
Goldman Sachs has downgraded its recommendation on TalkTalk Telecom Group (LON:TALK) to 'neutral' from 'buy', stating that the planned incremental spend in FY15 to acquire broadband / fibre subs will delay evidence of EBITDA margin growth.

The broker added: "With new competition from mobile players fixed launches, NT uncertainty is higher and FCF delivery lower - we downgrade to Neutral."

Nevertheless, analysts pointed out that the stock is up 47.9 per cent since being added to their 'buy' list, back in November 2012.

Price target trimmed to 419 pence a share from 435 pence.

Separately, Barclays Capital reaffirmed its 'overweight' call (target cut to 335 pence from 350 pence) in a note to clients, yesterday.

I'm surprised this lot have got a single customer left.

3rd Quarter Results

Q3 FY15 trading update

· Accelerating year-on-year revenue growth (4.2%), on track to deliver at least 4% in FY15
· Strongest growth ever in aggregate take-up of new products TV, mobile and fibre
· On-net churn reduced to lowest level in three years - 1.3%
· Corporate revenues up 8.0% year-on-year against strong prior year comparative
Q3 Financial Highlights
· Total revenue up 4.2% year-on-year to £449m (Q3 FY14: £431m1)
· On-net revenue up by 6.0% year-on-year to £334m (Q3 FY14: £315m1)
· Corporate revenue up by 8.0% to £94m (Q3 FY14: £87m)
· On-net ARPU up 2.6% to £27.05 (Q3 FY14: £26.371)
1 Prior year revenue adjusted to reflect exceptional item resulting from HMRC ruling on treatment of VAT
Q3 Operating Highlights
· 15,000 broadband; 50,000 mobile; 88,000 fibre and 115,000 TV net adds
· Strong response to launch of quad-play - over 11% share of SIM-only market in December
· New multi-year MVNO agreement with Telefonica UK to support quad-play growth
· Acquisition of Tesco broadband and blinkbox to accelerate development of TV proposition
· Commencement of fibre to the premise civil engineering work in York
Dido Harding, Chief Executive of TalkTalk commented:

"Today's results demonstrate the strong and growing demand for our value-for-money products, as we saw our strongest ever quarter of TV, mobile and fibre adds with our lowest ever reported churn.
We are excited about the future of quad-play. TalkTalk is ideally positioned to push home its strategic advantage in an industry undergoing major changes. Our customers recognise the significant savings they can make on all four products from TalkTalk. We have the largest unbundled network in the UK, a new long-term mobile access agreement, and one of the broadest ranges of film and TV content, all of which is underpinned by a pro-competition regulatory environment.
We remain confident in our plans for delivering sustainable growth and a more profitable business over the medium term, and remain on track to deliver our FY17 targets."
There will be a conference call for analysts and investors starting at 8.00am