I know there's an existing thread for TEP, but I'm blowed if I can find it.
Anyway, things aren't looking too good for this share at the moment. Been on a downward spiral for some weeks, after hitting over 4.
Very low volume today, and sells seem to equal buys, so why the continuing drop? Seriously thinking of getting rid, and taking what is now a very small (and I mean small!) profit.

Any experts on TEP like to add their two pennorth?

Princess

EW... retracing again. Do you recon it's heading back to recent lows again. I think ppl are worried what the express day will bring on Sunday and also high gas prices. T+ also increased gas price by 10% but still are the cheapest. This increase will ease issues with revenues etc.. Any views?

This always happens before express day so dont pannick my friend.We hit our low and can now look forward to steady upward movement..Express will bring a few surprises im sure..

Good ones I hope TPlus... I bought these @ 241 and then topped up @283 so my profits are becoming slimmer by the day.

azhar

In the end of the day, the key question for T+ is the financials. The year to end-March saw turnover up 40% and profits up 80%. I have not followed the share closely enough to judge the likely t/o and profit increase for the interims; I expect there to be a clear indication on trading at express day, probably followed by a press release in order to treat all shareholders the same. If the 40% is repeated together with a 40% increase in pbt, then the share price will soar. The reason is that the present pbt of about 22.5 would drop to 13.5 and then 8 given two years at 40%. It may be that the interims show the revenue growth but not pbt; however that doesn't mean that the 40% is not achieved for the year. I would be very surprised if, given the growth potential of network marketing, if the results do not condiderably exceed 30% pbt growth; that should see the price soaring over 3. Worth then taking a view on price potential before thinking about taking profits. Having said all the above, I have not gone back into the shares as planned. The reason will be clear if you read the ASOS thread where we have been having a bit of fun spotting shares that have the potential to double as quickly as, or quicker than, ASC. I can see T+ adding 50% but not doubling; I would normally be very happy with that but we have a competetive, aggressive team that will not settle for anything less than double!

Good luck and give it a decent rise. I will look forward to reading Tplusguy's feedback.

Eric

"I can see T+ adding 50% but not doubling" sounds good to me Eric. it might double in few years time but not medium term. Climbing back up again today tho with low volumes. thanks for reassurances guys. After the express day how long after do they make the contents of the day public?

I will report to you all on Monday morning.Hang tight my friend

the chart still looks poor to me!

I'm afraid the increased competition may be taking it's toll on TEP.
Every man and his dog are now doing discount phone calls, and British Gas have become the first provider BT have allowed to provide the line right through to the customer's house.

I will watch the Express Day announcements with interest!

Considering switching my gas/electric to TEP, but waiting to see their tariff after ED first.

Andy, TELCOM PLUS don't just provide phone discounts but a whole raft of other things. I know the name is misleading.

andy

I don't know how well you know TEP but one must come back to is the fact that they are number 1, 2 and 3 a network marketing company. The two huge advantages are (1) that each distributor is recruiting other distributors as well as selling the products; (2) their admin costs are the lowest in the industry and their marketing costs are negligible - this is the reason why they can claim to be the lowest cost provider with confidence which in turn brings more customers. If you want a long term holding with a decent and growing yield and an average around 30% long term capital growth then you should have 10% of your portfolio in TEP. Not now close to the company but would be pretty confident that Tplusguy reports a significant new service of some kind on Monday.

Eric

Andy ..tarriff for G+E,wont change on ED,as it has just been altered...heavily indicated that small business,hotels will be an area we will be able to quote.

Express day update:
T+ have gone back to basics(thank god).
Mobile deals made simple,example 8 p/m rental and 8p per min to anyone including cross networks.
Landline,9.50 p/m and talk to anyone including mobiles,unlimited..This blows the competition away!!
Energy remains the same,best value in UK.
There are now buisiness tarrifs and i think commercial energy is around the corner..The infrestructure is in place.

Lots more and i shall let you know more when i can.

Tplusguy

Many thanks! Proves the point that there network amrketing style gives them the flexibility to outflank the competition. Any news on trading performance?

Eric

you got there b4 me EW.. re: trading performance???

From advfn

==
PremierPompey - 17 Oct'04 - 22:41 - 637 of 638


Hi guys
Went to Express day. Just driven 250 miles home so a bit tired but here's a brief run down from what was an extremely pleasant meeting:

Improvements to mobile tariffs, some really great tariffs which 'will blow the opposition out of the water'. The main bit being free calls and texts to other UWDC members.

Rebranding to Utility Warehouse in all matters other than the LSE listing. Rebranding of all services, eg. service plus becomes home phone.

Simplification of home phone tariffs with free calls to UWDC members on all options and the cheapest option 3 in the UK.

Reduced CVC and CGBs for new energy only customers - CW made it clear we don't want energy only customers at the moment.

Massive improvements to broadband, including free upgrade for 8 months.

Improved CGB bonuses for mobiles and broadband as free calls between mobiles should get whole families onto our package.

And the big one - expansion into business mobile market, undercutting the competiton significantly. Also great landline and broadband packages for businesses, including line rental. Packages are priced to show how much cheaper than BT they are. No business gas and electric until the wholesale market settles down.

There were of course many other things which will no doubt be mentioned in the statement.

1inamilion - 17 Oct'04 - 22:52 - 638 of 639


PremierPompey, thanks very much for the brief. Was there any mention of trading performance?

PremierPompey - 17 Oct'04 - 22:55 - 639 of 639


Not really. CW reaffirmed his total commitment to the company and also mentioned how valuable he believed the share options being issued at the moment were.

For what it's worth there is a real buzz about the whole thing at the moment, 4000 distributors there, all really starting to believe in it. Couple that with the fact that people can earn full time incomes from day 1 getting businesses on board, it all looked good to me.

==

from advfn
==
uchimata - 17 Oct'04 - 23:05 - 640 of 640


To back up what PremierPompey says...

What a fantastic Express Day with more massive opportunities for Distributors to share the excellent value that T+ offers its customers!

The shares will continue to be listed as Telecom Plus plc, but there will be new logo's and re-branding of services.

In brief:

MOBILES

New services (only available to new subscribers):

"FreeCall" offers unlimited free calls any time to other "FreeCall" subscribers.

"Freecall+" also gives unlimited free texts (for an extra 2 per month).

"Freecall++" also gives unlimited free calls from your FreeCall mobile to any Utility Warehouse Discount Club members registered Home landline number.

"ValueCall" offering low line rental (8 per month for SIM only mobiles) and fixed call rates (all "standard calls" are 8p / minute) including cross-network calls.

Great range of handsets FREE OF CHARGE (depending on minimum contract period chosen.)

Insurance against loss / damage of mobiles available on ALL mobiles offered.

LANDLINE

Cable customers can (at last) benefit from free calls to other Utility Warehouse customers - previously only available to BT line customers.

New Guarantee "Cheaper than BT or your whole bill is free".

"More Talk 3" reduced to 9.50 per month, making it substantially better value than other providers like Toucan, One-Tel, Talk-Talk (and over 90 p.a. cheaper than BT)

"Mobile Saver" option for 1.50 per month gives 25% saving on ALL CALLS to mobiles from your landline.

INTERNET

Broadband - up to 1Mbps service available now, 2Mbps on offer from January 2005. 512kbps for 19.95 - upgraded (at no extra charge until June 2005) to the 1Mbps as a special promotion.

New broadband service - MyDataSafe - remote automatic back-up of data files from home computer to secure server (only 3 per month)

ENERGY

And of course the cheapest domestic gas and electricity supplies.

Much more detail but The Utility Warehouse Discount Club is still on top of the game.

For ID's - a new recruitment website is being launched from January 2005. Hosted websites for qualified ID's now FREE!

Business - new range of services being launched from January 2005.

Doubtless I have missed some details, but the overall impression I had (along with the 4,000 or so Distributors at the Express Day) was that The Utility Warehouse Discount Club will go from strength to strength in 2005.

In case you have not already guessed, I am a shareholder, Distributor and customer of T+ and have been for over 4 years... and fairly "bullish" about the whole set-up :-)

azhar

Well done. That is to short-term projections as strategy is to tactics! Should be good press and price movement.

Eric

SP holding steady I would have thought with positive ED things should have started moving.

Started slipping again. any views?

Yes uncertainty ref the gas and elec prices,and what was said to the distributors,in effect,we wont pay you if you only sign up gas elec pon its own...got realise the money/margin is not there,and the telephony related products have got to take up profit slack in the short term...CW in effect has said we will not write bad business and really the shareprice should reflect this,by remaining steady or rising...CW is if nothing prudent and realistic.
Note I am an ID and shareholder,paid up not options

ED write up
http://www.frequenttrader.info/p2.html