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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 - 23 Dec 2004 15:23 - 198 of 602

anytime sir. it has been difficult but on reflection seems logical. i think this will be a star performer next yr.

happy xmas

lizard - 26 Dec 2004 20:58 - 199 of 602

TRADING; looking to get a consortium together to develop prop trading company ideally in surrey kent area, have been working in city futures options side planning to relocate out. interest?. perhaps initial communications can be through this link until response/contacts can be taken further. in working with prop trading company this has given me ideas, but would be seeking team to progress. potentially geared to equity trading.

proptrade - 28 Dec 2004 10:45 - 200 of 602

lizard...send me a private email by clicking on my name. happy to have a look. rgds

lizard - 28 Dec 2004 15:54 - 201 of 602

proptrade
sent response to you have you got it??

lizard - 28 Dec 2004 15:54 - 202 of 602

proptrade - 29 Dec 2004 09:44 - 203 of 602

got it thanks...can you register with moneyam so i can send a reply, or just send me a nother email with a private email address. sounds interesting.

lizard - 30 Dec 2004 16:58 - 204 of 602

directors buy today- good show

gavdfc - 01 Jan 2005 15:24 - 205 of 602

Hope everyone is enjoying the start to their year and had a good night last night. Some press today that is of interest.

"Easynet is the telecoms tiddler that is setting itself up to give BT a run for its money with broadband connections. It is risky but despite the hoo-ha of recent years telecoms firms have long-term growth qualities unrivalled by most industrial sectors."



http://business.timesonline.co.uk/article/0,,8211-1421260,00.html

An article on the Telegraph worth reading. Fund managers give their tips on companies and sectors and Telecoms get a positive mention from a few.



http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2005/01/01/cmpredict01.xml&menuId=244&sSheet=/money/2005/01/01/ixfrontperson.html

Some other links to recent press in December regarding Easynet through this Google link, too many of them to paste here!



http://news.google.co.uk/news?hl=en&ned=uk&q=easynet&ie=UTF-8&start=0&sa=N

proptrade - 04 Jan 2005 11:12 - 206 of 602

HNY...onwards an upwards in ESY!

i am sure some consolidation is on the way but with a trading statement expected this month we could see a real rise ahead of us, especially if the statement contains news of intersted ISP's looking at the LLU service. exciting times ahead.

gavdfc - 04 Jan 2005 15:16 - 207 of 602

Happy New Year to you all!

Received the December email from Hargreave Hale and had this little snippet in it regarding ESY:

"A lot of people remain resolutely pessimistic about telecoms. They think that pricing pressures continue, there
is too much infrastructure capacity, still far too much competition and a continuing requirement to upgrade
software services all putting pressure on cash flows. But there are exceptions that could prove the rule.
Easynet (high risk) is cash rich despite a heavy infrastructure spend now largely completed and is growing
revenues whilst maintaining high gross margins with the board confident of achieving its accelerated targets
for cash flow generation. It is now tying up multi year contracts on broadband services and is a prime
beneficiary of the pressures on BT to accelerate local loop unbundling. Its time might have come as it becomes
cash flow positive in 2005."

Here's to 2005! Some new contracts would be a excellent start to the year.

proptrade - 04 Jan 2005 15:26 - 208 of 602

oooh, lovely. have a look at AMEC. moving again as i am sure the bid rumour mill will start...a 10% trade over the next couple of weeks....IMHO!

gavdfc - 04 Jan 2005 15:34 - 209 of 602

Will keep my eye on it, cheers. You've got email.

proptrade - 04 Jan 2005 15:40 - 210 of 602

thank you sir...one i will also keep an eye on.

gavdfc - 04 Jan 2005 15:42 - 211 of 602

No probs, you're welcome.

moneyplus - 04 Jan 2005 15:55 - 212 of 602

gavdfc--cant we all share it?? I hate to be left out!

proptrade - 06 Jan 2005 17:30 - 213 of 602

ok, two day retracement and trading statement round the corner. feel well supported here judging by the price action and volume today. BUY.

gavdfc - 06 Jan 2005 18:46 - 214 of 602

Not worried about slight retracement, looking forward to the trading update. Hope you're keeping an eye on SIA Prop.;-)))

proptrade - 06 Jan 2005 19:17 - 215 of 602

eagled eyed. nice

proptrade - 06 Jan 2005 19:18 - 216 of 602

likewise AMEC by the way...

gavdfc - 06 Jan 2005 19:46 - 217 of 602

Yep watching that one, missed the rise towards end of day, but keeping my eye on them.
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