.

6p be Friday would be great but a few more percentage points up from where we are at now by the end of the week would also be good. I see a growing company with great revenue, profits and earnings and in time (quick or not) the true value should come through and I see this as a figure of over 10p when the new broker forecast 2007 figures are released very soon.

Papal,i see the price by friday at3.85,lets see,as you say small ticks up daily are much better than roller coaster rides for long term.
I am away all week so will be anxious to see whats going on.

Small or large ticks up will be good, I think the big move up comes on results day and the days following that once confidence is at its highest given this share appears to have been totally deramped by the ex-dealers. It looks to me like the dealers were on the threads some time ago trying to link people into CCR through their own dealer sites. They did not like the commission levels they got and decided to then try to slate the company and trash the share price by continuous deramping. The facts and the figures will see this good on results day (1.1 million PBT and EPS of 0.34p).

As shareholders we should be happy that the dealers get minimal commission, as its more earnings for our company, and I think many many people are using CCR through the company site (and corporate users) so there is no dealer commission to pay anyway, which is more profit for the company.

squidd this one is for you as I know you like to follow ULT and now you are here in EVS, someone did a comparison of ULT to EVS and this is what it looks like;


nghomi - 18 Sep'05 - 09:27

EVS is not the first and it will not be the last company, which would have straining of working capital. The company will consider all things and raising fund through placing is one of many options that they will consider.Look at ULT for example. A few months ago they raised 500k for the working capital. Since then the share price has quadrupled. I have noticed that a few people who are reading this board have got some holdings in ULT. As ULT share price has quadrupled from its low recently, I have decided to compare EVS with ULT.

..........ULTEVS
Market cap27m..7.5m
Revenue907k.22m
Profit.(576k)1.1m

Note that ULT has made a loss of 576k while EVS has made a profit of 1.1m. Admittedly the new NICE recommendation will hopefully generate a lot of new business for ULT. However, ULT has to increase their revenue by 20 fold to have the same revenue as EVS. Nobody can believe that EVS share price will be 20 fold but I believe that EVS share price will at least quadrupled from its low of 2.25p in three months time. My three months target is not less than 9p.

I don`t know where you find the time Papal but keep up the excellent research,i like the comparision Papal but just wish it was that easy.

DB66

PP Hi,

Good work, EVS clearly worth a lot more, I reckon around 5p on the day before results appear, and a 9p+ high within 2 days.

Cheers,
PM

PpP: Thanks for the post 328. which I thought interesting though meaningless, because these companies are as chalk and cheese. I've done my own comparisons using chart overlays and find that during the past month since Aug 18th ULT and EVS had risen by the same amount and both suffered a similar fall on Friday. This could mean that a rise, in whatever company, will trigger a corresponding correction on the 4th Friday, though I think not.
I'm backing both companies strongly, though I expect ULT to outpace EVS in the long term, because it has more potential customers and fewer competitors, but that's just my guess. It's going to be an interesting race.

Morning all and good luck for the week with all the stocks.

squidd the race is on and watching both with interest and holdings.

Squidd/PP Hi,

If you want a race, I put forward SEO and AEX. Watch 'em go over the next few weeks, months, and years :)

Cheers,
PM

Oops Wrong thread !!

An insight into the earlier trading statement (on the 19th of January) below from the Comms Dealer web site. A six month plan to migrate the high value customers of World Telecom over to Seven Telecom would mean by July 2005 the migration would be complete and World Telecom would have been no further use to Envesta. Pay 340K for it, migrate the customers across and then dispose of what is left for cash would be a very good move if that is what they have done, so if we do get an update to this effect in the results its been a very good move. Once you remove the higher margin part of its customers and get them on Seven Telecom and leave the low margin stuff the remainder of World Telecom is quite clearly not worth the same as you paid for it, but you have taken the most valuable part out with the migration.

The disposal of what was left of World Telecom after the customer migration was complete (30th June 2005 ?) could be part of the remedial action to be done in the early part of the new financial year (which started 1st July 2005).

The statement of intent to migrate in 6 months in the January trading statement below shows they were possibly planning to get rid of what was left of World Telecom as soon as migration of higher margin customers was complete as it would have no further use once they were moved to Seven Telecom. That would have been early in the new financial year and the trading statement released 28th of July only comments on business events to the 30th of June as is said in the first paragraph and does not make any comment on events from the 1st of July onwards)


http://212.21.97.148/magsites/cd/content/text/marketreports.asp?offset=100&ArticleID=17059

MARKET REPORTS
Seven Telecom acquires Airtime customer base
Seven Telecom, a subsidiary of Envesta Telecom, has acquired the customer base of The Airtime Group, which trades in the UK as World Telecom,.
The customer contracts acquired currently generate revenues in excess of 1million per annum at significant gross margin and the expected consideration, which is payable in cash, will be in the order of 340,000 dependant on performance of the customer contracts in the first six months following the acquisition.
The acquisition brings to the company significant multinational corporate customers from a number of industry sectors including banking and finance. Customers will be migrated to the Seven Telecom infrastructure during a six month migration plan.
Kevin Jauncey, executive chairman of Envesta Telecom, stated: "This is an exciting deal for Envesta Telecom as it brings additional substantial gross margin with little or no additional operating cost as services will be run using existing systems and infrastructure. It also brings a customer base of significant value and profile which will complement our existing wholesale business."

Trading Update
Envesta has announced that trading for the six months ended 31st December 2004, will show significant improvement on the same period from 2003.
The company has experienced continued high growth throughout the period, in particular during Christmas and New Year, achieving record levels of revenue for December.
This has contributed to an increase in revenue of more than 70% for the first half compared to the same period last year. Gross margin contribution is up over 120%, reflecting the Company`s concentration on higher quality and higher value business streams. This greater margin contribution combined with an increase in the efficiency of its specialist telephony infrastructure has resulted in the company experiencing significant net profit growth, as operating costs have not increased in line with revenues.
Un-audited like-for-like comparisons show that revenue for the period was in excess of 9m compared to 5.24m for the same period in 2003.

Is it possible that the recent spike up in this one was influenced by the Ebay purchase of Skype?

I am hoping it dips back down below 2.4p before the results come out on the 27th. If it does then I will add.

I will be adding too tallsiii.

There is a vicious deramping campaign on the AFN thread, with all sort of outrageous claims against the company. Its really got worse last week as it moved up and they are desperate to get the price down.

As I said to them, if they get the price down for later this week I will be buying more cheaply, if they do not I have to pay more.

There is a constant ramping campaign led by PapalPower on several BBs.

You mustn't forget that despite a small rise, this is still locked in a downtrend.

PP Hi,

advfn is the bashers place, thats all that exist over there on 'the dark side', losers and a-holes.

I don't care if they push prices down, it means I can buy cheaper, and when they eventually f'off to the next share to bash, value will return, and I will make a load of money.

Cheers,
PM

Hi Paul,

2 MM buys this morning and now coming up. Is there going to be a some large buys reported later ?


Haystack,

The 9th of Sept Corporate Synergy forecast is for the coming results 1.1 million PBT and EPS of 0.34p.

Then for the current year its forecast PBT of 2.0 million and EPS of 0.66p.

That is excellent performance I think.

Just look at the bad trading statement.