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

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

Good luck ALL


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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!

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

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.

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."

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

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.

Hi all,

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

Dave

Finals 4 May

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

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).

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

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.

A late buy was reported for 3m shares @ 29.52 on Friday at 16.48 Bargain conditions were attached (I am not sure what that means and would appreciate any info here) but it still is a large buy!! lets hope that someone is 'in the know'. Within the trading rules of course.

Now what's happening with THUS - keeps on dropping - does someone know something I don't????

hlyeo98, there is more to it then general market weakness. Markets are generally stable trading within a narrow band where as THUS has fallen from a year high of 38-39 to it's present low of 25. Personally feel that if it can hold 25 as support then it will be a good opportunity to get back in and try and recoup my loss. THUS is a well run company with an excellent management and deserves to do well which even taken in recent fall it has from historic low of 4-5. I often feel that the boys in the city are apt to bo@@ocks certain companies and of late THUS is one.

DST...
Agreed Thus is a well run Co. with a level headed man at the helm
I cannot understand the recent fall in the shareprice but this often the case with the stockmarket
What I would expect to see soon is the old expression of "oversold" somewhere in print and somewhat of a recovery in the shareprice
To anyone who like myself regards Thus as a long term investment to tuck away in an ISA there is still plenty to come yet
On the plus side this is an excellent buying opportunity to invest in a sound Company

UK's Thus sees year revenues rising over 15 pct
LONDON, May 4 (Reuters) - British telecoms firm Thus Group (LSE: THUS.L - news) Plc expects revenue growth during the current financial year to end-March 2005 to come in above 15 percent, its chief executive said on Tuesday.

William Allan told Reuters in an interview that revenue growth accelerated during the second half of last year to 18 percent, rising from 10 percent seen in the first half.

"You could expect to see faster revenue growth this financial year and that will flow through to cash flow and earnings," he said.

Allan said Thus' capital expenditure, which fell slightly to 41.1 million pounds ($73 million) last year, would remain firmly pegged to turnover during the current year at around 12 percent of revenues.

Thus is tipped as a good value buy in Investor's Chronicle this week as it will be profitable in the next interim. Buy!

Times & Telegraph have been positive on THUS today. Times, which has been quietly positive on THUS in recent times, stuck a bit of the knife in last wednesday morning though.