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TelecomPlus - what's happening? (TEP)     

princess - 29 Mar 2004 11:23

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

Tplus Guy - 17 Oct 2004 22:25 - 78 of 153

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.

EWRobson - 17 Oct 2004 22:41 - 79 of 153

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

azhar - 17 Oct 2004 22:43 - 80 of 153

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

azhar - 17 Oct 2004 22:56 - 81 of 153

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.

==

azhar - 17 Oct 2004 23:19 - 82 of 153

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 :-)



EWRobson - 17 Oct 2004 23:36 - 83 of 153

azhar

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

Eric

azhar - 18 Oct 2004 11:02 - 84 of 153

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

azhar - 18 Oct 2004 14:43 - 85 of 153

Started slipping again. any views?

wansford - 18 Oct 2004 17:27 - 86 of 153

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

azhar - 19 Oct 2004 07:51 - 87 of 153

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

azhar - 19 Oct 2004 11:45 - 88 of 153

A tickup. TEP is well undervalued and should be atleast 300+. Remember directors were buying in on the way down @323.

azhar - 20 Oct 2004 12:00 - 89 of 153

Another tickup today. holding steady at the moment. very light on volume

EWRobson - 20 Oct 2004 13:01 - 90 of 153

ED story appears to have been very positive and turned on the distributors which is the objective anyway. The lack of projections, though, means relatively little impact on price. Suspect not much movement before interims unless there is an earlier trading statement. The PE should drop to around 15 at current prices, price to sales drop to 1.5 and PEG remain below 0.4 On this basis price should return to levels earlier in the year.

Eric

azhar - 21 Oct 2004 11:04 - 91 of 153

Yes I hope so.

azhar - 21 Oct 2004 14:15 - 92 of 153

Yes a decent move up today. looking impressive now.

azhar - 28 Oct 2004 13:45 - 93 of 153

Very quite here. SP holding steady.

Interim x-div (4.5p) 10 - Dec - 2003
Payment date 05 - Jan - 2004

Next interim announcement 17 - Dec - 2004

EWRobson - 28 Oct 2004 18:28 - 94 of 153

azhar

Keeping an eye on you all! Wouldn't expect much movement either way before the interim post. That will be important and I would expect it to be positive. Most watchers of TEP assume they will be having difficulties with the competition in utilities not realising that they should really be the one and only share in a sector called network marketing. The ED briefing document was very professional and shows that Charles Wigoder and his management team are very much in control of events. Charles, in some ways, is the company and he is at pains to reinforce his commitment. His continuous buying of shares for family trusts supports this. You certainly get the impression that the success of the company is the really important thing for him, together with making his successful distributors millionaires as well (plus the odd shareholder, who in many cases, are the same people what with option schemes, loads of money to invest, etc.). I have my own funds heavily concentrated on ASC but hope they will hit 1 before Xmas and enable a poistion to be built up in TEP.

Eric

azhar - 28 Oct 2004 23:07 - 95 of 153

Yes, I see ASC is doing very well in the past few days. Good luck.

azhar - 23 Nov 2004 15:50 - 96 of 153

Drifting down again. Took some profits recently and will wait to top up. Still holding some form 241. Any views on why it has gone down by so much in the last few days?

Fred1new - 23 Nov 2004 16:11 - 97 of 153

Doesn't seem to be any news. I have sold some at 277p but hold quite a few still. Moved some cash into BPRG. Hope I am right. W/S
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