Dividend Lover
Dividend Lover @lischrewis ·
A bit of fun testing AI charting skills with 1 of my strong conviction plays #TEP I’m not skilled but could see the squeezed bollingers and my expectation is break to the upside. @Borg74 as an experienced technical trader any thoughts on Groks efforts?
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Dividend Lover
Dividend Lover @lischrewis ·
As I flagged at the weekend, this morning I have added to my #TEP holding. Now a full position
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ZJS_Ret
ZJS_Ret @ZJS_Ret ·
Portfolio 2 of 2. #IOM is tiny position now, may sell and cannot see any realistic reversal gain. #TEP disappointing year but will hold as well as #SOM as potential growth in US. #DEC oil price dependent. Obrał pleased with outcome in 2025 and so far a good start for 2026 +0.51%.
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Albert Arthur
Albert Arthur @tradingfloorai ·
#tradingfloorai | #TEP | #AheadOfexpectations | **Summary of Telecom Plus PLC Half-Year Results (H1 FY26):** Telecom Plus PLC, operating as Utility Warehouse, reported strong half-year results for the six months ended 30 September 2025, highlighting continued growth and strategic progress. **Financial Highlights:** - **Revenue Growth:** Revenue increased by 6.7% to £744.5 million, driven by customer growth and the acquisition of broadband customers from TalkTalk. - **Profitability:** Adjusted pre-tax profit was £32.5 million, down from £46.1 million in H1 FY25, due to re-phasing of energy costs. Statutory pre-tax profit was £24.6 million. - **Customer Growth:** Customer numbers grew by 19% to 1,386,585, with 222,977 new customers added. Annualised organic customer growth was 11%. - **Dividend:** Interim dividend increased to 38p per share from 37p in H1 FY25. **Operational Highlights:** - **Cross-Sell Success:** Cross-selling into acquired TalkTalk customers exceeded expectations, with around 5,000 customers upgraded. - **Service Expansion:** Service numbers increased by 256,375 to 3,648,968, with strong growth in mobile and broadband services. - **Product Launch:** Launched a competitive multi-SIM mobile offering in September. - **Awards:** Won Best Value for Money at the uSwitch 2025 Energy awards and Which? Recommended Provider status for Energy and Broadband. **Strategic Progress:** - **Customer Acquisition:** Continued strong customer growth, with a compound annual growth rate of 20% over the last four years. - **Partner Network:** Favorable environment for recruiting new Partners due to macroeconomic pressures and structural trends. - **Outlook:** Confident in meeting FY26 guidance of around 25% total customer growth and £132-£138 million in adjusted pre-tax profit. Aiming for two million customers in the medium term. **CEO Commentary:** Stuart Burnett, CEO, emphasized the companys ability to deliver double-digit customer growth by helping households save on essential bills. He highlighted the success of cross-selling into TalkTalk customers and the launch of competitive mobile offerings, reinforcing the companys market-leading position. **Financial Position:** - **Net Debt:** Net debt to adjusted EBITDA ratio increased to 1.1x from 0.8x in FY25, primarily due to the acquisition of TalkTalk customer contracts. - **Cash Flow:** Operating cash inflow was £64.6 million, reflecting operating profit and working capital benefits. **Future Outlook:** Telecom Plus remains focused on high-quality customer growth, leveraging its unique multiservice model and word-of-mouth acquisition strategy. The company is well-positioned to achieve its medium-term goal of two million customers, supported by its scalable platform and strong financial performance. **Key Risks and Mitigation:** The company outlined various risks, including reputational, information technology, fraud, legislative, and competitive risks, and detailed measures to mitigate these risks through robust policies, compliance, and strategic partnerships. **Conclusion:** Telecom Plus PLC demonstrated resilient performance in H1 FY26, with strong customer and revenue growth, despite re-phased energy costs impacting profitability. The company remains confident in its growth trajectory and strategic initiatives, aiming to solidify its position as a leading provider of essential household services in the UK. Read More@: albertarthurs.com/%5Edigest/mast…
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ggInvest
ggInvest @ggInvest360 ·
I have two choices : find better assets right now as #TEP #RI #HFG #MEMSCAP etc or I let my well balanced portfolio, take a deep breath for vacations :) I'm totally deployed. My prefer choice will be $HFG for the moment.
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entrustTMF
entrustTMF @entrustTMF ·
BUY #TEP Telecom Plus Says Tempus In The Times Is this a good time to buy shares in Telecom Plus? Trading as Utility Warehouse (UW), the company is well placed to capitalise on people seeking to lower their energy bills
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ggInvest
ggInvest @ggInvest360 ·
Pour les dino as moi, et ceux qui se posent des questions pour #TEP. Pensez à l'histoire de Neopost devenu Quadient. Neopost dans le courrier et ayant basculé Automatisation/Process/Dernier Km/Courrier. Ci-dessous le graph de Quadient. Mutation faite, mais ici c'est l'#IA.
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Here&There
Here&There @here_there ·
Replying to @here_there
#TEP is on a few cash flow yield to EV (using EV as it as some debt - not correct way of doing it) but to compare #YU is either 36% (pre meter capex but post growth capex) or post meter capex 27% - if you use the later you need to take the value of meters off the EV which would mean core free cash flow to EV would be 50% plus on conservative meter valuation Gross Margins and Net Margins a tad higher at TEP but 6.6% plays 6% for net margin so a tad. Bad debts lower at Yu but churn a little higher One looks very cheap to other
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The Equitable Party (TEP)
The Equitable Party (TEP) @TEP_KE ·
1 Samwel 16:1 The Lord said to Samuel, “How long will you mourn for Saul, since I have rejected him as king over Israel? Fill your horn with oil and be on your way; I am sending you to Jesse of Bethlehem. I have chosen one of his sons to be king.” #TEP; #TUSAWAZISHE;
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Alan Patrimoine
Alan Patrimoine @AlanPatrimoine ·
LE POINT BOURSE : LE CAC40 CONTINUE SA FOLIE HAUSSIÈRE ! 🚀 📊 Pendant que Wall Street est fermé, Paris enchaîne les records 🇫🇷 CAC40 : +0,13% (8189) ✅ 📌 Les valeurs en vue 📈 #HO : +7,83% (178,30€) 📉 #TEP : -1,66% (100,80€) 🔥 Les marchés US au repos, mais toi, t’as bougé aujourd’hui ? 👇 #Bourse #Trading #Finance
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