TPG - TPG Telecom

[Country Lad]

No worries. Just trying to understand.

So these off market exchanges aren't part of the volume that appears on charts?

Now we need to be a bit more specific. These off market before open crosses do not appear on the live charts in my system, nor in Iress if I remember correctly, and I assume not in IB, but I have no experience with IB. The after market crosses are not relevant because there is no longer live data.

They do however appear in the volume for the day in end-of-day data for charting with systems such as Metastock, EZY and others.

Cheers
Country Lad

 

[pavilion103]

Thanks, champion!

 

[pavilion103]

A strong day today. Nice little move up 4.6%.

Also a similar situation with volume. 2.8M, showing up on the chart as less than $1M. At least I know why this time!

 

[pavilion103]

A nice move up to $3.64 this morning. This one is trending well. I should put up a chart when I get time.

 

[pavilion103]

I bought another parcel at 3.88

A nice little triangle consolidation and good volume characteristics. Up to 3.98 this morning. Not much to suggest that it won't continue at this stage. Stop up to 3.70

 

[PinguPingu]

Profits up 64%, plans to expand their own Fibre to the building service: http://www.abc.net.au/news/2013-09-17/tpg-telecom-profit-lifts/4962454

 

[pixel]

Profits up 64%, plans to expand their own Fibre to the building service: http://www.abc.net.au/news/2013-09-17/tpg-telecom-profit-lifts/4962454

My alert fired on the 16th; sadly, it ran too far too fast the day after and I'm not allowing myself to chase. (Should've broken the rule - just this once... : )



Note how the June-July rally dropped back to the 50% level before the breakout; and then it hit 200% before reversing. $4.00 would be the mid-point of this latest breakout. Of course there is no guarantee it'll get there and find support; but that's where I'll set my next alert.

 

[DocK]

Came to my attention on the 17th, when results were presented and it rose in price considerably. I've had it on a watchlist for some time, but as I already hold iinet and amcom, didn't see the point in adding another Telco unless I could pick it up at a good price I've noticed that price has often come back to the 50-day mov ave and am hoping to pick it up somewhere between 3.80 and 4.00. I too was reluctant to chase price, and it seems that some profit-taking may just bring the price back to our target areas.

 

[Country Lad]

My alert fired on the 16th; sadly, it ran too far too fast the day after

That was because of the results and the news that fibre wholesalers such as OPENetworks and TPG are installing fast internet into thousands of apartments in high-density complexes, years ahead of National Broadband Network installations in those areas.

The service providers running on the OPENetworks system at Sydney Park Village are offering speeds of up to 100/40 megabits per second for downloading/uploading. TPM announcing that "With the evolution of new technologies now enabling speeds of up to 100 Mbps this will enable the Group to commence offering very high-speed broadband services to its customers at ADSL2+ prices" has probably contributed to the price staying high for a couple of days.

I expect all this is now in the price and it may ease off a bit. Or not.

Cheers
Country Lad

 

[DocK]

Just a thought bubble, and off-topic, but does anyone consider that properties with fibre directly to the home, rather than to the node as is now planned, will be more marketable or even worth a little more than like for like properties without it? Those that have been lucky enough to get Labor's NBN rollout so far at taxpayer's expense must be glad for their good fortune.

 

[skc]

Just a thought bubble, and off-topic, but does anyone consider that properties with fibre directly to the home, rather than to the node as is now planned, will be more marketable or even worth a little more than like for like properties without it? Those that have been lucky enough to get Labor's NBN rollout so far at taxpayer's expense must be glad for their good fortune.

Yes of course. The rollout costs a few $k for the house so it will add value but probably not a huge amount in the context of a house. Unless it happens to be a high frequency trader looking to buy.

 

[matty77]

I guess the question is:

1. Are the customers they are subscribing long term AND do they pay their bills? We all know in the Telco industry its easier to get customers, but its a different thing to get good paying customers.

2. How will the NBN benifit or hinder TPG, is it going to help them or not?

Well I have jumped in a few times on this stock and held and its been quiet good for me now!

So with the NBN basically dead what does that mean for TPG?

Some of the other internet providers seem to be treading water a bit at the moment...

 

[ricee007]

I get the feeling that $4.03 on 21/11/13 was the "buy" time for those into short-term trading.

Easy to see in retrospect, but alas.

 

[piggybank]

 

[piggybank]

 

[piggybank]

 

[piggybank]

Some professional Technical Analysists have been saying for some months now that this stock has gone to high and due for a pullback. But as usual they are wrong and the stock has kept on going north (up).

 

[Muschu]

Some professional Technical Analysists have been saying for some months now that this stock has gone to high and due for a pullback. But as usual they are wrong and the stock has kept on going north (up).

View attachment 56343

Which analysts please?

 

[pixel]

Which analysts please?

I've been wondering about the same, Rick62;

I may not be a professional, but I do consider myself a Technical Analyst. And going back to my commentary in September, when I suggested a buy-zone at $4, I thought I read it pretty well. As usual, when more data became available, I adjusted the ranges and associated Fibonacci Subdivision; that's why I no longer waited for $4 exactly, but was happy to take $4.20 as average cost base.

 

[piggybank]

Which analysts please?

Why do you need to know? Isn't my word enough? If you did know, would it change your mind about buying or selling the stock?

Btw Pixel have you thought of putting a chart up that is more "Professional" so other readers can see what you are talking about!! You have more lines on your charts than there are at Flinders Railway Station