KCOM investment info

[The Dominator]

Taken from this site:
http://www.edisoninvestmentresearch.co.uk/research/category/LSL%20Property%20Services

"    Opportunities ahead
KCOM offers a differentiated way for investors to gain exposure to the UK telecoms sector. The company’s two assets provide high cashflow generation as well as significant scope for market share gains and margin improvement. On a DCF basis, we see at least 25% upside potential. Over time, a possible separation of KCOM’s two assets could unlock further potential value for shareholders.
Research type: Outlook"

Hmmmm... should the word assets be replaced with cashcow?

[richardmyers]

YES!

[Project Novo]

"Shares in telecoms company KCOM have been hit by the sale of more than 10m shares by institutional investor Aviva – which was announced just after the close yesterday. This takes its stake to just below 15.5m shares, or 2.99% of KCOM".

KCOM has restructured over the past year or so and this helped boost the share price during the autumn. However, broker FinnCap believes that organic revenue growth is a much more significant challenge, and one which KCOM has not historically delivered on.

PN