F&T stock pitch pp- Talk Talk
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Talk Talk is a UK telecommunications company that has experienced declining market share in recent years. It currently holds 14% of the UK market but lost 2% share in the past year. Talk Talk focuses on being a low-cost provider but faces strong competition from larger rivals like BT and Sky in an ongoing price war. While Talk Talk has growth opportunities in corporate services and network investment, it faces risks from further customer losses, data security issues, and an unfavorable regulatory environment dominated by BT. Analyst recommendations are split on whether to buy, sell, or hold Talk Talk stock.
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The document discusses connectivity issues at Perseverance Works, a business site with 89 companies dependent on large file transfers. While two fiber cabinets have been deployed nearby, the site itself lacks adequate fiber access. Only two companies have direct fiber connections costing £12k and £7k annually. A functioning competitive fiber market could deliver symmetric 100Mbps broadband for around £40 monthly. The document proposes testing options to accelerate fiber investment and competition at the site through a building operator model or trial of incentives from broadband funds.
Similar to F&T stock pitch pp- Talk Talk (20)
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F&T stock pitch pp- Talk Talk
- 1. UK Equities Team B
- 2. Talk Talk Group • UK based Telecommunications company • Trading on the FTSE 250 • 2,107 Employees • Founded 2003 by Sir Charles Dunstone • Demerged in 2010 • Lowest cost provider and largest Unbundled Network
- 3. Talk Talk Group • Current Share Price: 247.90 GBp • Annual High: 408.80 GBp • Annual Low: 214.20 GBp • Market Cap: 2,172m GBP
- 4. Market Position • 14% Market Share – 4th in the UK • Decreased by 2% last year • ‘The low cost, flexible provider’ • Market share fell by 2% 2014-15 • Currently in a ‘price war’ • Competitors BT (35%), Sky (22%) • Virgin Media (20%) UK Telecommunications Industry Sky BT Talk Talk Virgin Media Others
- 5. Financials • £28 million Net Profit (-72%) • Tax payments decreased by 86.4% • 3 Main Revenue Streams: On-net (£1,259m), Off-net (£128m) and Corporate (£340m) • Total Revenue: £1,727m • Sales Costs: £769m 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 On-net Off-net Corporate Total Revenue Mix
- 6. Discounted Cash Flow Current year Year 1 Year 2 Year 3 Year 4 Year 5 Optimistic: £1.795Bn 5%: £1.885Bn 5%: £1.979Bn 5%: £2.1Bn 5%: £2.204Bn 5%: £2.314Bn Realistic: 1.795Bn 2%: £1.831Bn 2%: £1.868Bn 2%: £1.905Bn 1%: £1.924Bn 1%: £1.943Bn Year 0 Year 1 Year 2 Year 3 Year 4 Year 5 Sales Revenue £1.795Bn £1.885Bn £1.979Bn £2.1Bn £2.204Bn £2.314Bn Operating Costs 97%: £1.744Bn 97%: £1.828Bn 97%: £1.920Bn 97%: £2.037Bn 97%: £2.138Bn 97%: £2.245Bn Operating Profit £51m £57m £59m £63m £66m £69m Taxes 6%: £3m 6%: £3.4m 6%: £3.5m 6%: £3.8m 6%: £4m 6%: £4.1m Post Tax Profit £48m £53.6m £55.5m £59.2m £62m £64.9m Net Investment 1.8%: £33m 2.4%: £45.2m 3%: £59.3m 3.6%: £75.6m 4.2%: £92.5m 4.8%: £111m Working Capital £297m £311.8m £327.4m £343.8m £361m £379.1m Change In Working Capital (50m) £14.8m £15.6m £16.4m £17.2m £18.1m
- 7. Management • Chairman – Sir Charles Dunstone, entrepreneur, industry leader, founder of Talk Talk and The Carphone Warehouse • CEO – Dido Harding, vast retail experience, worked for Tesco, Sainsburys in executive roles, Peer of the Realm.
- 8. Risks – Competition and the Price War • BT and Sky are able to offer premium content – BT Sport, Sky GO • Competitors are scaling down prices to meet Talk Talk • Better quality internet – Fibre Optic • Sky are offering free HD for a year for new customers • Talk Talk can’t afford to absorb costs as well • At risk from new firms or smaller expanding firms (Vodafone)
- 9. Risks – Competition and the Price War Talk Talk Sky BT Group
- 10. Risks – Data Security • Recent Cyber-Attack has exposed weaknesses and weakened confidence • About 4% of customers were affected including bank details • £35 Million Cost, but hidden reputational costs • Management handled it poorly leading to increase uncertainty • Market Over-reaction
- 11. Risks - Legislation • BT Openreach, allows BT to control infrastructure – BT have control of infrastructure and lead the market – Economies of Scale and Power of a Monopoly • Fibre Optic Charge Controls • Cost Reduction from Unbundling
- 12. Growth Potential - Corporate • Gap in the market for small/medium businesses • Fastest growing sector of Talk Talk’s model • Sky and BT deemed to expensive for firms • Need for an affordable option • 6% Growth in 2014, 10% expected in 2015
- 13. Growth Potential – Unbundling (On-Net) • Huge cost reduction through unbundling • Bypass BT monopoly • Develop the Talk Talk virtual Network • 7.6% Growth in 2014
- 14. Growth Potential – M&A • Tesco Mobile - £100 million profit – Diversification, protection from risk and competition – Strong relationship with Tesco after Blinkbox and Broadband acquisition – Links with Carphone Warehouse • Previous tiPicall merger (May 2015) made share price surge past 400 GBp
- 15. Investment Rationale Hold/Sell – Lots of risk compared to growth potential – Affects of Cyber-Attack not truly known – Poor relationship with investors after attack – Crowded market, with huge market leaders – Gap in the market is reducing – Lack of infrastructure to compete
- 16. Analyst Recommendations Analysts split, American Banks: J.P. Morgan and GS: Buy, Asian Bank: Nomura: Sell. Tgt Px: 333.21 GBp
- 17. Q&A