It seems THE Colt could be on its way back from yet another Year Low .

The stock is now at a very vunerable level at market cap level of only 500million -

My own opinion and that of other investors is great time to tuck away as a recovery from the present lows looks set to start...

What goes down must come up...

France Telecom still looks set to the main bidder though CABLE and Wireless is another contender named...

DYOR AS ALWAYS AND HAVE SAFE INVESTING ON YOUR MIND...jULES99

60-80p is the comeback target...

http://uk.biz.yahoo.com/051031/35/fvnyt.html

Take over frenzy makes the Colt a very like ly target - A must read IMHO.

Signs Of A Telecom Revival

Market Comment
[ October 31, 2005 ]

By David Kuo

It seems that telecoms are back in fashion after being in the doghouse for a good half decade or more. In fact, two of our four Champion Shares picks so far are from the telecom sector.

The change in sentiment towards telecoms appears to have started back in August when Cable & Wireless (LSE: CW.) won a battle with Thus (LSE: THUS) to buy Energis for 594m. Since then, Telewest has agreed to merge with NTL (NASDAQ: NTLI - news) , and Sweden's Ericsson has consented to buy the rump of Marconi (LSE: MONI.L - news) (LSE: MONI) for 1.2b. Elsewhere, BSkyB (LSE: BSY.L - news - msgs) (LSE: BSY) said it will buy Easynet (LSE: ESY) for 211m to spearhead its march into the broadband market.

Not to be outdone, Spain's Telefonica (Madrid: TEF.MC - news) was talking telephone numbers today when it agreed to buy O2 (LSE: OOM) for 17b. The deal, which is the largest acquisition in the European telephone industry for five years, will give Telefonica a strong foothold in the German, Irish and UK mobile phone market. That's provided it can fend off possible counter-bids from T-Mobile and Holland's KPN (Amsterdam: KPN.AS - news) . It also ends years of speculation as to whether O2 can survive as a standalone operator.

Unfortunately, today's mega deal is unlikely to benefit too many private investors. Earlier this year, O2 got rid of many of its small investors because it felt that maintaining a register of a million shareholders who owned less than 600 shares each was just too expensive. However, private investors may still benefit from consolidation elsewhere in a highly fragmented telecom industry.

Top of the takeover list is likely to be loss-making Colt Telecom (LSE: CTM). The company, which was founded in London in 1992, has enjoyed seven years of continuous revenue growth. However, Colt is not expected to turn in a profit any time soon; losses have been forecast for this year and next. But Colt shares, which stand at 56p, value the company at 0.7 times sales, which could make it a cheap play on the UK telecom sector.

Top of the takeover list is likely to be loss-making Colt Telecom (LSE: CTM). The company, which was founded in London in 1992, has enjoyed seven years of continuous revenue growth. However, Colt is not expected to turn in a profit any time soon; losses have been forecast for this year and next. But Colt shares, which stand at 56p, value the company at 0.7 times sales, which could make it a cheap play on the UK telecom sector.

Colt on the move it appears on speculation that consolidation is on the cards in the sector.

A gradual rise back up for this cheap tel com play.

cut from a competitors Traders Report wrap :

Meanwhile, Ronnie Chopra from Blue Index gave us this; London shares rose sharply in morning trade after Fridays 170 point surge in the Dow Jones and the sharply higher close in Asian markets.

However, the main catalyst that drove London equities were two big bid stories. Perennial bid target O2 agreed a takeover offer from Spanish rival and long time suitor Telefonica worth 200p per share. The bid for 02 gave a boost to other telecom-related stocks with Vodafone, British Telecom, Cable & Wireless and Colt Telecom all up sharply. Both Colt Telecom and Cable & Wireless are bid targets as well and with further consolidation in the sector, these two may be acquired by larger rivals before too long.

Both Colt Telecom and Cable & Wireless are bid targets as well and with further consolidation in the sector, these two may be acquired by larger rivals before too long.

(Sorry posted incorrect post earlier).

(Sorry posted incorrect post earlier).

S&P ends the week at 4 1/2 year high

NEW YORK (MarketWatch) - U.S. stocks ended higher Friday, with the S&P 500 Index reaching a 4 1/2 year high in a week of gains fueled by a rally in the technology sector, a drop in crude-oil prices and a decline in long-term interest rates.

The Dow Jones Industrial Average ($INDU: 10,766.33, +46.11, +0.4%) rose 46.11 points to 10,766. The benchmark index closed out the session at an eight month high. On the week, it gained 0.8%

The Nasdaq Composite Index ($COMPQ:
2,227.07, +6.61, +0.3%) was up 6.61 points at 2,227.07. The tech-rich index ended at a 4 1/2 year high, and put in a weekly gain of 1.1%.

The S&P 500 Index ($SPX: 1,248.27, +5.47, +0.4%) also rose to its best level in four and a half years. On the week, the broad gauge gained 1.1%.

http://www.marketwatch.com/news/story.asp?siteid=mktw&dist=nwhpm&guid=%7BCC57C383%2D224E%2D4A23%2D8EC3%2D6B62946D5591%7D

cherryandwhite - 19 Nov'05 - 10:12 - 6538 of 6722


Hey Rob,I havent noticed colt going north with all these great figures your giving us. I bet colt goes south when the indices turn.

Rob Mack - 19 Nov'05 - 23:38 - 6539 of 6722


Where the net dream meets the real world

By : Clem Chambers November 20, 2005

THE theory goes that market history repeats itself every generation. The idea is that boom and bust cycles ex-haust every new generation and it is only when a new crop of inexperienced in-vestors comes by that they will fall for the old, repackaged story. Thus when the net bubble popped, most

old heads predicted that it would be another 20 years before a stock bubble would rise again.

People are always brilliant at explaining events with hindsight. Shares fall apparently through profit taking every day or rise according to the days press because of takeover speculation. However, the reality of the situation is often different.

There were a number of reasons for the dotcom crash and one of them wasnt that the internet chan-ges everything. The premise of the dotcom boom is as alive today as it was in 1999; the only difference is that the smoke has cleared.

Is Google valued with amazing ratios that simply dont exist in the UK? The answer is yes. Do internet businesses jump from nowhere to be sold for hundreds of millions just like in 1999? Yes again. Is the internet creeping into every nook and cranny of our lives? Little old ladies surfing wi-fi connections is proof enough for me. So what exactly is the difference between 1999 and now? Very little.

The big difference is no-one invests anymore in random people claiming guru status after attending a few seminars. Everybody is internet savvy and while in 1999 most were operating blind, they now understand the difference between a good internet idea and a dud one. No-one is going to fund 1monthssupplyofY- fronts.com.

Yet the future is clear: there will be more internet functionality and more businesses reliant on the internet channel for revenues; more computers, more software, more bandwidth, more incomes, more profits; an all-persuasive connection to money, media and communications.

As Apple suddenly throws off its hardware company mantel to take on media platform clothes, so its share price has risen tenfold. Together with Google and the new reality, even the monopoly that is Microsoft cant stay still and in turn looks to throw out the most successful business model in history for a speculative one; just to stay alive.

Underneath all this are the little glass fibres that carry all these trillions of bits of data. These plug into factories of computers, blowing out vast heat and burning electricity like a warehouse stacked with fan heaters. This is where the net dream meets the concrete world.

Rupert Murdoch bought Easynet, a fine example of the infrastructure that drives the network. Ultimately this part of the puzzle is crucial . Providing the infrastructure is already big business and has big advantages to players with critical mass. As many people wouldnt bet against the internet, it leaves the question of how to back it without paying high prices.

My tip this week is Colt Telecom. This fallen angel has 1.2bn in sales and a market cap of 880m. With 453m in the bank and a consolidating business, Colt is a bigger UK player and a solid selection for a portfolio that needs internet exposure.

The dotcom boom is set to run for more years yet and while fallen angels are never going to rise back into the heavens, their progress is likely to be strong. While media companies may rise and fall on their net strategies, they all need the nuts and bolts: electricity, bandwidth, computers and a place to put them together.

Clem Chambers is CEO of ADVFN, Europes leading stocks and shares website. For free, real-time prices go to: www.advfn.com


http://www.thebusinessonline.com/Stories.aspx?Where%20the%20net%20dream%20meets%20the%20real%20world&StoryID=B4D006DB-2B0E-4E7A-913F-B778DCE5367F&SectionID=A969218C-479F-47D2-BD7E-E1D38380A8D5

CTM onward and forward all the way to 90p+

:)

is this stock actually going anywhere?

Sorry, can anybody tell me what happened to Colt...why has it change its epic from CTM to COLT???

3 old colt telecom shares were exchanged for 1 colt telecom group s.a. shares @1.77