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
azhar
- 22 Sep 2004 07:46
- 61 of 153
Thanks EWR
azhar
- 22 Sep 2004 17:35
- 62 of 153
we are on the move again guys. Maybe this time it will go beyond 300 and stabalise. Express day not far off either.
EWRobson
- 22 Sep 2004 21:52
- 63 of 153
azhar
Sorry, but pathetic volumes again. mm's are just moving price to attract buyers and/or sellers in. If you are in, as I think you are, just hold and don't take much attention to daily movements based on very small volumes. If you are out and have some money, get in if you can wait a month or two. If you are out and fully committed, like me, just wait and hope that the price doesn't move too much in the next three weeks. Then solid news from express day and we are up and away together!
azhar
- 23 Sep 2004 08:27
- 64 of 153
EWR I have been in since I stated last @ 241 p/s. Will continue to hold until it reaches 350-400 range. As long as nothing untowards happens I have a very strong gut feeling and of course from track record of the company that we will go beyond 400 by early 2005.
EWRobson
- 23 Sep 2004 09:53
- 65 of 153
azhar
A well timed buy. Agree your assessment - mostly gut, a fair amount of heart and just a bit of head! Hope our princess is still in!
Eric
azhar
- 29 Sep 2004 17:55
- 66 of 153
Flat lining for past week. Well atleast its stable.
EWRobson
- 29 Sep 2004 22:33
- 67 of 153
azhar
4000 executives expected at Express Day on 17th October. 'Important improvements in services' to be announced. Any announcements there are effectively in public domain so it would be reasonable to expect a significant boost in share price as Exec's rush to buy and positive press comment follows. I am looking to move some funds currently tied up to TEP a few days earlier. Nothing to induce buying at the moment.
Eric
azhar
- 14 Oct 2004 09:44
- 68 of 153
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?
Tplus Guy
- 14 Oct 2004 20:50
- 69 of 153
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..
azhar
- 14 Oct 2004 23:05
- 70 of 153
Good ones I hope TPlus... I bought these @ 241 and then topped up @283 so my profits are becoming slimmer by the day.
EWRobson
- 14 Oct 2004 23:46
- 71 of 153
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
azhar
- 15 Oct 2004 16:17
- 72 of 153
"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?
Tplus Guy
- 15 Oct 2004 16:49
- 73 of 153
I will report to you all on Monday morning.Hang tight my friend
Andy
- 15 Oct 2004 18:07
- 74 of 153
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.
azhar
- 15 Oct 2004 22:05
- 75 of 153
Andy, TELCOM PLUS don't just provide phone discounts but a whole raft of other things. I know the name is misleading.
EWRobson
- 15 Oct 2004 23:30
- 76 of 153
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
wansford
- 16 Oct 2004 20:46
- 77 of 153
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.
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???