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Altice januari: weer boven de 10?

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  1. forum rang 4 Dicall69 11 januari 2018 11:41
    quote:

    bezinteergebelegt schreef op 11 januari 2018 11:36:

    [...]

    Ah, je frustratie komt weer naar boven lees ik.

    Heb je alweer verkocht op de top ???
    Mijn ritten lopen weer naar (zeer) tevredenheid het juiste moment kiezen is voor mij geen enkel probleem, heb ook weer een kruiwagen Unibail gekocht van de middelen die ik de laatste tijd heb vrijgemaakt !!!
  2. [verwijderd] 11 januari 2018 11:43
    quote:

    Wim64 schreef op 11 januari 2018 11:38:

    ALTICE hervat zijn daily downtrend richting zo mogelijk 6,40. Rebounders hebben reeds eerder hun winsten verzilverd.......

    aldus Nico Bakker.

    Ik hoop dat tie gelijk krijgt!
    Misschien nav naar grafieken staren. 6.40 betalen om een dividend op te halen van 7.93, dat slaat toch nergens op
  3. forum rang 4 bartvde 11 januari 2018 11:44
    quote:

    YR/YR schreef op 10 januari 2018 20:23:

    Dennis Oakhuisen,CFO heeft vandaag tegen analisten gezegd dat SFR in Q4 2017 nog slchter zal presteren dan eerder voorspeld. Dat is de oorzaak van de koersdaling. Kan nog eens lager worden als andere analiste. Ook met hun re iew komen.

    Altice shares tumble as analysts digest revenue warning
    Lowered guidance for French business overshadows restructuring efforts

    Founder Patrick Drahi has become a billionaire and enriched his lieutenants on the back of Altice’s growth © FT montage / AFT / Reuters

    January 10, 2018 6:13 pm by Arash Massoudi and Nic Fildes in London and Harriet Agnew in Paris
    Shares in Altice NV, the acquisitive global telecoms group that is fighting to shore up investor support, dropped more than 7 per cent on Wednesday, as analysts focused on a revenue warning that overshadowed plans to break up the company.

    The share price decline highlights the debt-laden company’s challenge in seeking to convince investors that it can move beyond cost-cutting and increase sales, particularly at its largest unit, SFR in France.

    Analysts attributed the share price move to comments from Dennis Okhuijsen, Altice’s chief financial officer, who told an analysts’ call on Tuesday that the company’s fourth-quarter sales in France would come in worse than expected.

    The guidance came as Altice sought to explain plans to spin off its US business, restructure its European operations and shift senior managers to roles focused on individual regions.

    After extended questioning from Redburn analyst, Dimitri Kallianiotis, Mr Okhuijsen said that Altice was now forecasting that sales in its French business would fall 7 per cent for the fourth quarter of 2017,

    Analysts following the company closely said that consensus forecasts for the performance of SFR had been for a decline of between 2 to 4 per cent and that the new guidance flies in the face of the company’s defence of its French business, which is the country’s second-largest wireless operator.

    The company’s revenue selling to businesses has declined sharply, they said, because of Altice’s larger financial problems.

    “Business-to-business is a disaster. It is difficult for a chief investment officer to justify to its chief executive using SFR with the negative headlines of the past six months and constant reorganisation,” said Stephane Beyazian, an analyst with Raymond James.

    However, the guidance for a 7 per cent decline could also suggest that SFR’s consumer business also performed weakly because of significant promotional activity to get the business growing again. “That’s a new round of downgrades in SFR estimates,” said Mr Beyazian

    “The [French] business is going backwards, but while they had everyone focused on [this week’s] restructuring, they snuck out a warning,” said another analyst who declined to be named.

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    Altice confirmed the guidance, but added that SFR’s business of selling to consumers was “starting to pay off”.

    Doubts about the performance of SFR were the initial catalyst for the sell-off in Altice’s share price, which has nearly halved over the past three months.

    In November, Altice was forced to reassure investors about its financial position following weaker than expected third-quarter results at SFR and concerns about the €51bn debt it had amassed during an acquisition spree across the US, France, Portugal and Israel.

    Under the changes announced by Altice this week, Mr Okhuijsen is set to run the company’s European business.

    Dexter Goei will focus on running Altice USA, relinquishing responsibilities he picked up when he stepped in to run the overall company after the departure of French executive Michel Combes in November.

    Both Altice units will be controlled by its largest shareholder and founder, Patrick Drahi, who has become a billionaire and enriched his lieutenants on the back of the company’s growth.

    News of the restructuring prompted shares in Altice NV to climb 10.5 per cent on Tuesday, but they finished 7.2 per cent lower on Wednesday to €9.68.

    Shares in Altice USA fared better, falling just 1.2 per cent to $22.83 on Wednesday.

    is er gisteravond al over gegaan
  4. forum rang 5 Drs P. 11 januari 2018 11:45
    quote:

    bezinteergebelegt schreef op 11 januari 2018 11:26:

    [...]

    Geen ziek aandeel maar een ziek bedrijf.

    En Drahi slachtoffert Altice Europa om zijn ongelofelijke falen de afgelopen jaren te verbloemen, daar bij zijn reet afvegend met de AH-ers.
    Precies pas op met Drahi, zijn 'wijze van corporate governance' en uiteraard de gifbeker welke hij graag door AH's laat leegdrinken..
  5. forum rang 5 Drs P. 11 januari 2018 11:49
    quote:

    luchtbakkers schreef op 11 januari 2018 11:43:

    [...]

    Misschien nav naar grafieken staren. 6.40 betalen om een dividend op te halen van 7.93, dat slaat toch nergens op
    Maar wie zegt dat het dividend zo hoog zal zijn, mogelijk met een dosis lucratieve wijze van 'financial engineering' krijgen de NV aandeelhouders wel iets anders voorgezet?
  6. forum rang 4 Jonge_belegger 11 januari 2018 11:51
    quote:

    luchtbakkers schreef op 11 januari 2018 11:43:

    [...]

    Misschien nav naar grafieken staren. 6.40 betalen om een dividend op te halen van 7.93, dat slaat toch nergens op
    Die Nico bakker is echt één van de grootste clowns ever. 2 dgn geleden op 10+ tweet hij: de weg naar 12 ligt open. Nu (re)Tweet hij dat de weg naar 6,40 open ligt. Altijd mosterd na de maaltijd. Dit kan een kleuter ook roepen toch? Of mis ik iets?
  7. [verwijderd] 11 januari 2018 11:51
    Altice shares tumble as analysts digest revenue warning
    Lowered guidance for French business overshadows restructuring efforts

    Shares in Altice NV, the acquisitive global telecoms group that is fighting to shore up investor support, dropped more than 7 per cent on Wednesday, as analysts focused on a revenue warning that overshadowed plans to break up the company.

    The share price decline highlights the debt-laden company’s challenge in seeking to convince investors that it can move beyond cost-cutting and increase sales, particularly at its largest unit, SFR in France.

    Analysts attributed the share price move to comments from Dennis Okhuijsen, Altice’s chief financial officer, who told an analysts’ call on Tuesday that the company’s fourth-quarter sales in France would come in worse than expected.

    The guidance came as Altice sought to explain plans to spin off its US business, restructure its European operations and shift senior managers to roles focused on individual regions.

    After extended questioning from Redburn analyst, Dimitri Kallianiotis, Mr Okhuijsen said Altice was now forecasting sales in its French business would fall 7 per cent for the fourth quarter of 2017.

    Analysts following the company closely said consensus forecasts for the performance of SFR had been for a decline of between 2 to 4 per cent and that the new guidance flies in the face of the company’s defence of its French business, which is the country’s second-largest wireless operator.

    The group’s revenue selling to businesses has declined sharply, they said, because of Altice’s larger financial problems.

    The [French] business is going backwards, but while they had everyone focused on [this week’s] restructuring, they snuck out a warning

    Analyst who declined to be named
    “Business-to-business is a disaster. It is difficult for a chief investment officer to justify to its chief executive using SFR with the negative headlines of the past six months and constant reorganisation,” said Stephane Beyazian, an analyst with Raymond James.

    However, the guidance for a 7 per cent decline could also suggest that SFR’s consumer business also performed weakly because of significant promotional activity to get the business growing again. “That’s a new round of downgrades in SFR estimates,” said Mr Beyazian.

    Another analyst who declined to be named, said: “The [French] business is going backwards, but while they had everyone focused on [this week’s] restructuring, they snuck out a warning.”

    Altice confirmed the guidance, but added that SFR’s business of selling to consumers was “starting to pay off”.

    Doubts about the performance of SFR were the initial catalyst for the sell-off in Altice’s share price, which has nearly halved over the past three months.

    Under the changes announced by Altice this week, Mr Okhuijsen is set to run the company’s European business.

    Dexter Goei will focus on running Altice USA, relinquishing responsibilities he picked up when he stepped in to run the overall company after the departure of French executive Michel Combes in November.

    Both Altice units will be controlled by its largest shareholder and founder, Patrick Drahi, who has become a billionaire and enriched his lieutenants on the back of the company’s growth.

    News of the restructuring prompted shares in Altice NV to climb 10.5 per cent on Tuesday, but they finished 7.2 per cent lower on Wednesday to €9.68.

    Shares in Altice USA fared better, falling just 1.2 per cent to $22.83 on Wednesday.
  8. forum rang 4 Dicall69 11 januari 2018 11:51
    quote:

    bartvde schreef op 11 januari 2018 11:41:

    [...]
    Haha inderdaad, altijd op de top die Dical
    Ben denk ik ook èèn van de heel erg weinigen die sinds $ 18,27 in Altice US zit, maarja dat velen dit verzuimt hebben te doen zegt, eigenlijk alles over mij en niks over leden, zoals jou en als je toch commentaar hebt lees maar eens terug wat ik de laatste dagen heb gedaan bij Altice.
    Bepaalde slimmigheden pas ik altijd toe en dat is ook voor 9.05 uur in- of uitstappen naar gelang, hoe de koers opent, jammer dat weinigen zich richten op koersreactie/ tendens van aandelen in combinatie met berichten en dergelijke, heb je dat èènmaal goed in de gaten, verhoog je duidelijk de kans om de goede momenten te kiezen !!!
  9. [verwijderd] 11 januari 2018 11:54
    quote:

    Dicall69 schreef op 11 januari 2018 11:37:

    Heb mijn positie weer gedraaid van short naar long, wel nu maar voor 5K gekocht en flink wat middelen vrij gemaakt om nog te gaan middelen.
    Alles wat ik aan dividend ga ontvangen is hoe dan ook een bonus !!!
    haha,gelukkig valt er weer wat telachen hier nu de hofhar van iex er weer is:-)
  10. forum rang 4 dader 11 januari 2018 11:56
    quote:

    Dicall69 schreef op 11 januari 2018 11:51:

    [...]

    Ben denk ik ook èèn van de heel erg weinigen die sinds $ 18,27 in Altice US zit, maarja dat velen dit verzuimt hebben te doen zegt, eigenlijk alles over mij en niks over leden, zoals jou en als je toch commentaar hebt lees maar eens terug wat ik de laatste dagen heb gedaan bij Altice.
    Bepaalde slimmigheden pas ik altijd toe en dat is ook voor 9.05 uur in- of uitstappen naar gelang, hoe de koers opent, jammer dat weinigen zich richten op koersreactie/ tendens van aandelen in combinatie met berichten en dergelijke, heb je dat èènmaal goed in de gaten, verhoog je duidelijk de kans om de goede momenten te kiezen !!!
    Zit wel een stukje waarheid in jou schrijven ,van ochtend 1/2 altice om 09.03 weg gedaan boven de 9,6 en derest ietje later toen het onder de 9,50 kwam.
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