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Easynet (ESY)     

proptrade - 22 Jan 2004 11:27

i was wondering if anyone out there had any strong views? this company appears to be delivering and has just turned EBITA positive after a great trading statement last week. seems like upside to +200p once results are out.

any comments or thoughts would be appreciated.

proptrade - 20 Dec 2004 15:30 - 176 of 602

serious guys...a quid by crimbo. first time i have written that and really meant it!

Chrispine - 20 Dec 2004 15:43 - 177 of 602

Seems like you are right Prop..I have had to wait a bit before releasing some of my holdings elsewhere... PET did me in but I'm hoping to be in to ESY tomorrow. Thanks for the positive postings.

Chris

proptrade - 20 Dec 2004 15:52 - 178 of 602

anytime sir. there is some real momentum in this name which should continue through the jan trading statement as well (forgot to mention that).

proptrade - 20 Dec 2004 15:55 - 179 of 602

ok, quid by today!

proptrade - 20 Dec 2004 15:58 - 180 of 602

trading at 100p

Chrispine - 20 Dec 2004 16:15 - 181 of 602

I'm going to have to wait & see if the price dips tomorrow.

proptrade - 20 Dec 2004 16:24 - 182 of 602

i have to say that ordinarily i would agree with you but these are clearly in play and the momentum may carry it further if there is news or if another provider is sniffing around. i do understand waiting though, it is a hell of a rise today!

capa - 20 Dec 2004 16:29 - 183 of 602

My buy at 78p looking good all of a sudden ! Not worth worrying about getting in a few pennies lower imo, look long term, in a years time a few pence will mean nought.

capa

proptrade - 20 Dec 2004 16:31 - 184 of 602

exactly. there is definately something happening and has all precipitated from the wholesale product they announced last week. this staock has seriously been rerated.

Chrispine - 20 Dec 2004 16:37 - 185 of 602

What a strong finish today.. first thing tomorrow & I'm in. I should really warn you that it appears that I have the kiss of death.. so far I have been responsible for the fall of HNR, BFC, PET, AFE & CDN.. haha.. sorry if I do the same with ESY.. understand if you want me to stay well away & let you guys have a 'Blue Sky' Christmas.

Chris

proptrade - 20 Dec 2004 16:41 - 186 of 602

Chris, we trade on fundamentals here and from the bulk of your holdings it is unlikely that ESY will find a dry well!

seawallwalker - 21 Dec 2004 08:12 - 187 of 602

Looks like an early kiss of death this morning!

That, or profit taking!

capa - 21 Dec 2004 08:24 - 188 of 602

Good chance to buy being offered imo.

capa

seawallwalker - 21 Dec 2004 08:26 - 189 of 602

Probably right capa.

My first comment was directed at Chrispine.

lol

seawallwalker - 21 Dec 2004 08:26 - 190 of 602

Ooooooops............

Hit the button twice.........

Ooooooops............

Hit the button twice.........

capa - 21 Dec 2004 08:30 - 191 of 602

Yes, sorry seawallwalker, humour button now switched on :-)

Looks like the gift horse has been taken away already.

capa

seawallwalker - 21 Dec 2004 08:33 - 192 of 602

Hmmmmmm..............

Chrispine - 21 Dec 2004 09:28 - 193 of 602

Bloody hell.. kiss of death or what. I jumped in at 104.3 early this morning.. went & made tea only to see red.. I should have waited for the dip..ah well at least we are back at the level post & waiting for the profit takers to go about their business. Pleased to be in these & so thanks for the tip Prop.

Chris

proptrade - 21 Dec 2004 09:28 - 194 of 602

who knows how large the contract is but my understanding from the company if that the big pitches will be in jan/feb. i believe this contract awarded was surprisingly early even for the company. trading update in jan should add meat.

company has been clearly rerated and a few contract wins against BT could easily see ESY skip back to the 150-200p range.

just one mans humble opinion....

joehargan1 - 23 Dec 2004 09:37 - 195 of 602

it will skip back up again today and agree that 150 not an unrasonable mid term target.
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