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ENVESTA TELECOM A NEW BEGINING (EVS)     

peteark - 24 May 2005 13:03

.

superrod - 21 Sep 2005 11:15 - 1408 of 1643

funny
the offer is up 0.1p since i posted and online selling price has also improved.

i dont post that often, but am always amazed that every thread has its resident "haystack".

fire enough bullets and you will eventually hit something, then assume the mantle of crackshot.......or should it be "crackpot"?

the only thing worse than a sore loser is a sore winner. how you guys get your rocks off by enjoying the downfall of others is, and always will be, beyond me.

Haystack - 21 Sep 2005 11:24 - 1409 of 1643

There is no bounce. The MMs have taken in a huge amout of stock and need to pass it on. They will jack up the price to encourage some buyers, but the trend is down.

Rampers have taken people for a ride and cost many people a lot money. Sometimes it may pay to listen the opposite view. I have posted my reasons for not liking EVS several times and just got shouted down for it.

This collapse was always going to happen. You just need to look closer at companies' business models.

It would also be a good idea to ignore house brokers' estimates.

superrod - 21 Sep 2005 11:24 - 1410 of 1643

online selling price for 100k now gone from 1.4p to 1.43p. couldnt get a quote at all for 100k sell first thing.

paulmasterson1 - 21 Sep 2005 11:56 - 1411 of 1643


Rod Hi,

As I said, the MM's were buying yesterday at 1.8 to 1.5, 4mm in total, so there's no way they would let it drop forever. Did they buy more today, I haven't looked through the trades yet, but I wouldn't mind betting they did.

Back to 2.5p soon, that is still fair value for this stock. I know it, and so do the MM's, and when the Insti's have had their fill (now ?) the price wil be pushed up.

Cheers,
PM

Haystack - 21 Sep 2005 12:14 - 1412 of 1643

There were also plenty of buys yesterday. I doubt that the MMs are holding that many EVS shares in total now. I can't see this rising for any good reason. It may be up slightly due to some MM action and a bit of vain hope temporarily. Anyhting above 2p would be silly.

doughboy66 - 21 Sep 2005 12:26 - 1413 of 1643

You were right Haystack,i just hope you don`t stay on here to rub peoples noses in it.
I do respect Papal as a poster and have seen many of his tips come good but we have been sold down the river by the earlier trading statement that Envesta issued.
I am going to hold and hopefully recover my paper loss in time.
DB66

PapalPower - 21 Sep 2005 17:48 - 1414 of 1643

Been away most of the day and still confusion is king here. I am sorry for being so positive on this one as that new update was out of the blue and very smelly I think. It will need a very clear results statement to make this move as CCR was not mentioned in the latest trading update and this is the retail side they were looking to get 10 million growth from this year. They did make a new statement on the trading update to show who owns what in the last section. The main thing now is if they can get some money (placing) they can tidy up and divest Seven for anywhere from 2 million to 8 million is the estimates. Are they keeping the retail side CCR ? Will they bolt on by acquisition a replacement for Seven after divesting it ? I think a placing is for sure but there are certain things that if clarified properly could give a good end to this, but after the changes between the trading statements I will take anything they say with a pinch of salt, so holding on.

This is the latest company description from the trading update

About Envesta Telecom Plc
Headquartered in London, Envesta Telecom Plc owns state of the art
infrastructure interconnected with worldwide Tier One carriers such as BT and
T-Systems. Significant capital investment in Voice over Internet Protocol,
("VoIP") technology, has expanded Envesta's technical capabilities, opening up
new routes to Africa and Asia at greater margins to the Company. This, along
with some of the most sophisticated monitoring capability in the industry, means that Seven Telecom is able to closely monitor and control the business to
achieve maximum efficiency and effectiveness.


If they get a placing done at a low price and then say (which they forgot to mention in the trading update) that CCR the retail side is doing very well from the 1st of July, then it will stink of a deliberate push down and then up. Needs some large questions answered and then it could be good or worse, its all up jumbled up now.

They said they would not grow the wholesale side and that was nearly all their revenue last year but then they also said (well their NOMAD did) they would grow retail this year saying CCR would be profitable this current year. They have failed to let anyone know in this trading update how CCR the retail side is doing and concentrated only on the wholesale calling card side problems ? Why not mention any positive points so is their none or was that hidden for the benefit of the placing price after the placing is done ?

Corporate Synergy said revenue up from 22 to 32 million and this was not from calling card so they have estimated 10 million from retail and they (EVS) say margin is over 33% on this so the main thing is what is happening with CCR and how is it doing, as IF it is doing well then they will get money from a placing (L+G at 1.5p or 2p ?). Still asking the question of why CCR was missing off of this update as that is the major key to their retail future.

PapalPower - 21 Sep 2005 18:00 - 1415 of 1643

I want to hold so if there is another major difference from trading update to prelim announcement as there has been from trading statement to trading update (like telling us how CCR has been from the 1st of July) then I can be a very pissed off shareholder and not a pissed off ex shareholder. Not mentioning CCR in the update then with a placing done at results and then talking about it is not on.

They are clever bstards and can hide behind the trading statement and say the trading update did not mention CCR as that was covered in the trading statement and nothing has changed (performing well). The lack of clarity there lets an instituion take a load of cheap shares at a placing while everyone panics and then we hear CCR is still doing very well as they said in the trading statement ? The update was to talk of changes so they can hide behind no change on CCR the retail side so no need to update on that and it continues well ? Watching developments as a peeved holder.

PapalPower - 21 Sep 2005 18:03 - 1416 of 1643

DB66 on a dark day the bright light was the directors of OSH purchased 1.5 million shares with their own money yesterday. That one is looking better and they have very decent management with Stephen Lambert at the helm.

paulmasterson1 - 21 Sep 2005 18:54 - 1417 of 1643


PP Hi,

I think Seven wiill be sold for a tidy sum, then they will buy an RSP as per the origional business plan on the website, and the price will be 5p+ in a couple of months. Don't forget they have been looking at buying an RSP for a long time, and they could already be doing the due dilligence on several possible aquisitions, so it's not a long term plan for that part of the business, but other types of aquisition may well come along over the next 12 months, hence the statement about raising cash 'over the next 12 months'.

From reading both trading statements, I think they are doing exactly what they said they would do, cut down on the wholesale business, and concentrate on the better cash flow and growth of the retail business, including CCR.

I see them selling Seven, and buying other business that will add to the 'complete solution', and there will be extra growth from cross selling, as well as the current excellent organic growth from retail. The last trading statement says that institutions are willing to invest in the aquisitions, and you can't get a more upbeat recommendation than that. If the future of Envesta is good enough for institutions, it's good enough for me !

I have 575,000 shares, at an average of 1.58p, and I hope to get 10p minmum for them, once Seven is sold, and they have made some aquisitions, and the market can then see that EVS is going to do very well, without the burden that has been the wholesale trade.

Cheers,
PM

PapalPower - 21 Sep 2005 19:05 - 1418 of 1643

Hi Paul,

A positive mind ! Glass half full.

I think it can get better thats why holding and looking for profit but cannot say I am impressed with the hiccup at the moment. I agree the wholesale was the burden and now they are getting rid of it and concentrating on retail and the VOIP which is the way to go to make money and get paid it with no long delays.

superrod - 21 Sep 2005 22:08 - 1419 of 1643

haystack
you miss my point.
EVERY SHARE has the likes of you with no monetary interest. WHY?

if you are wrong you are forgotten.
if you are right you are condemded forever on the bbs as a nose rubbing, sh*t stirring arseh*le who can see the outcome but doesnt go long or short ) even though you KNOW you are right )..
do you really think you will get elevated to the dizzy height of share guru by gleefully telling punters ( a lot who may be wiped out by a bad RNS ) that you were right?
have some humanity man ( i assume ). ive been trading 15 years and seen it all. houses lost,marriages lost,money lost. ive lost 50k in a year and made 50k in a year.its fun.......but toerags like you seem to thrive on the misfortune of others.


be right by all means, but spare a thought for your fellow man ( who obviously isnt as well equipped as you to be a city high flier ).

rant over
JUST HAVE SOME HUMANITY.

paulmasterson1 - 21 Sep 2005 22:25 - 1420 of 1643


Rod Hi,

Your talking to someone who only thinks of money, nothing else is of any relevance, especially other people, he probably doesn't have any friends because he shafted them all for a few quid a long time ago.

Don't waste your energy .....

Cheers,
PM

Haystack - 21 Sep 2005 23:01 - 1421 of 1643

superrod
I post negative views on over ramped stocks to add an alternative view to those of the con artists who don't care about the people drawn into buying stocks that have a false valuation. I have been investing in stocks for more than 30 years. I take no pleasure in seeing a stock price collapse. I am merely providing a warning that is often unheeded by the unfortunate punters and ridiculed by the rampers.

You should direct your rants towards the rampers and spreaders of false stories who have created such large losses for many people.

paulmasterson1 - 21 Sep 2005 23:17 - 1422 of 1643


I cannot see the last post, must be that squelchy thingy ....

As they say .... oh dear, how sad, never mind .... LOL !

ENVESTA TELECOM A NEW BEGINING EVS peteark Haystack Wed 21 Sep 23:01 1421 1

peteark - 22 Sep 2005 07:26 - 1423 of 1643

Papal - Can you explain this post?

I am sorry for being so positive on this one as that new update was out of the blue and very smelly I think. It will need a very clear results statement to make this move as CCR was not mentioned in the latest trading update and this is the retail side they were looking to get 10 million growth from this year. They did make a new statement on the trading update to show who owns what in the last section. The main thing now is if they can get some money (placing) they can tidy up and divest Seven for anywhere from 2 million to 8 million is the estimates

I posted the other day that my guess was 2-8 million however I am just a member of the public who has limited knowledge of stocks and shares. You have posted this to possibly mislead others into buying, I can see no other reason.

paulmasterson1 - 22 Sep 2005 08:20 - 1424 of 1643


Same story as yesterday ?

Early selling by scared P.I's

Institutions scooping up the cheap stock

Cheers,
PM

capetown - 22 Sep 2005 09:18 - 1425 of 1643

Morning paul,
Looks like it,hope we have the last laugh on this one and see 5p one day

PapalPower - 22 Sep 2005 10:47 - 1426 of 1643

peteark for someone who has told their story many times and said its their final post many times and for someone who can sleep easy now they have Envesta out of their life you spend a lot of time getting it back in by reading and posting here. I hold shares in EVS and you do not and you want to forget it so why do you keep coming back and putting it in your life every day when you say you want it out of your life ? If I wanted Envesta out of my life I it would be a no go area to make sure its forgotten. To answer your question in that sentance you quote it said if and estimates and that is nothing more than if's. If they got placing money and if they tidied up the cash collection problems, if that happened then what would you estimate Seven is worth ? I know that answering that question makes you go back on the many times you said its your final post but would like to know what your estimate is.

It was a good recovery play (unless you had inside info) when the Nomad puts out a new upgraded forecast on the 9th of September, but the trading update blew that away. The trading update makes the July trading statement suspect and also the trading update is suspect in my opinion. Why no mention of CCR in this trading update ? If CCR is bad they had a chance to come clean, and if CCR is good they could show some positive, so why nothing on it at all ?

Did they want a really negative trading update ? Very strange.

PapalPower - 22 Sep 2005 10:50 - 1427 of 1643

Hi Paul and Capetown,

Someone has to holding the stock.


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