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Talk Talk Fundamentals (TALK)

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

Final Results

Preliminary results for the 12 months to 31 March 2015 (FY15)

· 4.2%* revenue growth in year, accelerating to 6.0% in Q4
· 1m new Revenue Generating Units added in FY15 (+20%) and lowest churn (Q4FY15: 1.3%)
· Continuing strong growth in Data revenues (+40%) driving growth in Corporate (+10%)
· Acquisitions of Tesco and Virgin broadband, blinkbox and tIPicall to drive future growth
· Dividend per share 13.8p (+15%) in line with commitment
· Raising revenue CAGR target to FY17 and beyond to 5%
· Raising cumulative efficiencies expected from MTTS by FY17 to £70m
· On track to deliver 25% EBITDA margin in FY17
FY15 Financial Highlights
· Total revenue up 4.2%* to £1,795m (FY14: £1,722m*)
· Corporate revenue up 10% to £375m (FY14: £340m)
· Headline EBITDA +15.0% to £245m (FY14: £213m)
· Headline Earnings Per Share up 21% to 8.2p (FY14: 6.8p)
· Statutory Profit After Tax up 157.1% to £72m (FY14: £28m)
*Statutory revenue after £5m exceptional VAT adjustment in FY14
Q4 Operating Highlights
· Total revenue up 6.0% year-on-year to £475m; Corporate +14.3%
· On-net revenue up 7.3% year-on-year to £351m; On-Net ARPU +4.6% to £28.18
· 47,000 phone and broadband net adds
· 83,000 fibre net adds; 66,000 Mobile net adds; 82,000 TV net adds

Dido Harding, Chief Executive of TalkTalk commented:
We have delivered on our revenue growth guidance as planned, and have exited the year with our strongest ever quarterly revenue growth of 6%, and our lowest ever level of churn. British consumers and businesses increasingly appreciate TalkTalk's value for money products, and we are focused on improving our customers' experience still further and growing our already flourishing quad play business.
We are upgrading our revenue CAGR target to FY17 to 5% and are on track to deliver our 25% EBITDA margin target in FY17. Beyond FY17 we expect to continue to grow revenues by at least 5% per annum and we are excited about the opportunities that building an ultrafast fibre network and scale inside out mobile network will bring.
We believe firmly that competition will drive the innovation and investment that Britain needs in this essential infrastructure and urge the respective regulatory bodies currently reviewing the various mergers and industry structure, to put strong competition at the heart of their decisions.

Jefferies International Underperform 352.50 260.00 260.00 Reiterates

RBC Capital Markets Sector Performer 352.50 420.00 410.00 Retains

Nomura Reduce 352.50 220.00 220.00 Reiterates

Barclays Capital Overweight 352.50 320.00 380.00 Reiterates

TalkTalk customer data at risk following 'significant and sustained' cyber attack

Police are investigating as the company says personal details including credit card details and bank details could be at risk



By Lexi Finnigan

10:25PM BST 22 Oct 2015

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The credit card details of four million customers could be compromised following a “significant and sustained” cyber attack on the website of TalkTalk .


The hack took place on Wednesday and the company says that personal details of its four million customers including names, phone numbers and addresses, could be at risk.





Our website was subjected to a significant and sustained #cyberattack. There’s more information here https://t.co/yQK3Q73AjW
— TalkTalk (@TalkTalkCare) October 22, 2015


A spokesperson said: "A criminal investigation was launched by the Metropolitan Police Cyber Crime Unit following a significant and sustained cyber-attack on our website yesterday.


"That investigation is ongoing, but unfortunately there is a chance that some of the following data has been compromised: names, addresses, date of birth, phone numbers, email addresses, TalkTalk account information, credit card details and/or bank details.






"We are continuing to work with leading cyber crime specialists and the Metropolitan Police to establish exactly what happened and the extent of any information accessed."

The spokesperson added it was "too early" to tell whose data had been breached.

Chief executive, Dido Harding, said: “We take any threat to the security of our customers’ data extremely seriously and we are taking all the necessary steps to understand what has happened here.”



TalkTalk was informing its customers immediately about the attack as a precaution, she added.

Ms Harding said the website was now secure again and the company had also contacted the major banks asking them to monitor for any suspicious activity on customers' accounts.



She said that every customer would also be getting a year's free credit monitoring.

A Met Police spokesman confirmed they were investigating an allegation of data theft.

He said: “There have been no arrests and enquiries are ongoing."

It is the third time in the past 12 months that TalkTalk customers have been affected by data breaches.

What about debit cards ?