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Any Thus holders out there (THUS)     

ellieh - 16 Mar 2004 16:53

Whats going on at Thus? Nearly six million protected sell at the end of today.
Any ideas??

pjbenne - 13 Apr 2004 13:28 - 12 of 38

sitting tight on this baby...."May the 4th be with you all"

optomistic - 13 Apr 2004 19:13 - 13 of 38

Seems to me that the THUS clan are few in number on Mam, quite surprising really as it has been a good trading stock over the last few months, with exception to the last few weeks, and investors holding continually from the 9p upwards days have been well rewarded.
Todays trading range has been very tight and 'dare I say it' IMO I think that todays price could be a major support level for the next 3 weeks to the results.
To back my views I reentered THUS today @ 32.44p and now am travelling hopefully once again.
lots of luck
opto

david.morris39 - 13 Apr 2004 19:56 - 14 of 38

opto
seems i joined you, 4th re-entry since 15.48 this time at 32.27. thus far it's not been a bad litle earner.Hope you enjoy the ride as much as the pun good luck to all. DM

FONTY - 14 Apr 2004 07:50 - 15 of 38

Fingers crossed for the next 3 weeks - getting rather frustrated now as I entered at 29 and saw it go up and now hovering. Good luck - I see it going up medium term

Lord Gnome - 14 Apr 2004 11:16 - 16 of 38

Now see what you've done! You're the ones to blame. As soon as you've bought, the price drops. Let me know what you plan to buy next guys, give me a chance to get out first. LOL.
Seriously, today's little bout of jitters shouldn't last long and the run up to results will resume.

hlyeo98 - 17 Apr 2004 14:17 - 17 of 38

Thus was tipped to reach 45p a couple of weeks ago

optomistic - 17 Apr 2004 19:01 - 18 of 38

Hello hyleo98
Who predicted 45p? At this point I would mention that I am not critisising your post in any way as I am of the same view, 45p is IMHO clearly obtainable otherwise I would have not made my recent purchase. Do however give more info as to who made this prediction and of course any further details.
This week has I am sure been a dissapointment to you if you are a THUS holder as the share price has dodged around 32p with none of the optimistically expected advancement after the trading update.
However let us not forget that many traders have been protecting their profits with stop losses set around 32p and others activating buy orders around 31p+ and I am sure that when the price drops, or is driven below its support level, which I believe to be around 31/32p surlus stock is picked up by the MM's who I am sure are fully aware of the value of THUS.
Let's be patient for a day or week or two and I am sure that we will be well rewarded.
Rgds
opto

pjbenne - 20 Apr 2004 16:49 - 19 of 38

is this the turning point for THUS????
Are we about to witness "The Great Escape".....Come on the 40p+.......

Good luck ALL


xxxxxxxx

Seymour Clearly - 20 Apr 2004 20:58 - 20 of 38

I am holding from 36.75p, yes it's a little frustrating but I do think their long term prospects are very good, the announcement that they were cash flow positive early was good and I look forward to them becoming profitable. So, long term hold. And every time I say this I end up selling because the stock starts to move the wrong way. So if I've given it the kiss of death can I apologise in advance!

rampage - 21 Apr 2004 08:02 - 21 of 38

No need for apologies SC
Thus really is on the right track to reward patient shareholders whatever shorterm fluctuations may occur
As with 2003, this year is going to be good also
IMOH

pjbenne - 23 Apr 2004 16:45 - 22 of 38

Times yesterday stated that C&W have a war chest of 1.2 billion pounds and they were trying to spend 100 million in Monaco.

Kcom might be a target, but so might Thus, especially as there is a connection between Bill Allan and C&W. In fact they would together make good aquisitions bearing in mind the economies that could result.

pjbenne - 23 Apr 2004 16:48 - 23 of 38

Any source for Kingston connection recently
Borrowed from Kingston board on thursday

"Brokerage Seymour Pierce has raised its rating on Kingston Communications KCOM.L to "outperform" from "hold", saying it could be a target for bigger rival Cable & Wireless.

Seymour Pierce analyst Jim McCafferty said he thinks C&W is looking at bolt-on acquisitions, adding that Kingston was likely to be an attractive target.

"Kingston has a "caretaker" management team in the form of CEO, Malcolm Fallen. This is evidenced by the fact that Fallen has yet to appoint a Chief Financial Officer and has been the only executive director on the board since September 2003," said Seymour Pierce in a note.

McCafferty said he believed that Fallen would be receptive to a bid."

optomistic - 23 Apr 2004 18:07 - 24 of 38

Thanks for the info pjbenne, it makes pleasant reading. Hope something materialises in this direction, THUS or KCOM I'll be happy.
opto

pjbenne - 28 Apr 2004 13:13 - 25 of 38



Sun 25 Apr 2004




Thus in communication breakdown with City

ANDREW MURRAY-WATSON
CITY EDITOR
amurraywatson@scotlandonsunday.com


THUS, the Glasgow-based telecoms company, has fallen out with a leading City institution over a negative research note on the firm.

The circular from Dresdner Kleinwort Wasserstein placed a reduce recommendation on Thuss shares.

This has led to an acrimonious stand-off between the two companies.

It is understood that Thus is particularly unhappy about the performance of DKW telecoms analyst Sam Morton.

A senior insider at Thus said: "I am surprised that DKW has taken such a bearish view about us, given the fact that we have met every financial target and are now heading towards operational profitability. I do not understand DKWs motivations."

DKW is also house broker to Thuss rival Kingston Communications, on which it has a hold recommendation, and publishes research on a number of other UK telecoms companies.

There is no suggestion that DKWs commercial relationship with Kingston had any bearing on its attitudes towards Thus.

Thus became the first alternative telecoms carrier to become cashflow positive when it reached the milestone in December - three months ahead of schedule.

But Morton said in a recent note that he remained "cautious" about Thuss forthcoming results and expressed "concern" about the firms gross margins.

Thus is also planning a European and US investor roadshow in a bid to broaden its shareholder base and create additional demand for its shares.

A spokesman for the company said: "We now have several very big institutions in the UK that have held our stock for a long time. The best way to increase demand is to promote the company to overseas investors."

Thus will next week unveil full-year results that are likely to be in line with City expectations. The company is set to say that it is still on course to post its first operating profit this year.

Chief executive Bill Allan said in a trading statement last month that the company had "increased confidence" for the coming year.

Thus has steadfastly refused to sacrifice bottom-line growth for the sake of boosting revenues, in the face of dramatic price-cutting from its rivals.

It recently won a 42m contract from Glasgow City Council to upgrade the citys communication infrastructure.

One telecoms analyst, who declined to be named, said: "Thus could easily spend more on capital expenditure on directly connecting customers, like so many of its rivals have done, if it wanted to improve margins. But that would undoubtedly weaken the business in the long run. It has stuck to its guns and now looks like it will do very well."

Thuss shares closed up 2.5% on Friday from 0.75p to 31.25p - above DKWs price target for the stock of 31p.


DSTOREY9916 - 28 Apr 2004 14:37 - 26 of 38

Hi all,

Taken my eye off this one of late, can anyone confirm when resultrs are due?
Thanks in advance,

Dave

optomistic - 28 Apr 2004 16:41 - 27 of 38

Finals 4 May

optomistic - 29 Apr 2004 19:27 - 28 of 38

Just got back home. Have I missed some news as THUS seems to have had a sad day?
This sort of performance will place THUS in the LTBH dept.

opto

Seymour Clearly - 29 Apr 2004 22:45 - 29 of 38

Optomistic, suspect it's just market malaise today and these are one of the stocks likely to drop significantly on any market drop. CTM also had a poor day.

Still holding....

(Told you I'd give it the kiss of death).

optomistic - 29 Apr 2004 23:03 - 30 of 38

Thanks SC, I'm sure non of us hold you responsible, perhaps todays perfomanance is down to nervous selling before the results. Hope they are wrong, after all there has been no bad news from THUS for a long time.
With pre close statement quite upbeat.
lol
opto

hlyeo98 - 29 Apr 2004 23:08 - 31 of 38

I bought more of Thus today as it is on offer. If it gets cheaper tomorrow, take advantage of its temporary weakness due to general widespread market drop.
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