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.

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.

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.

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!

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

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

No probs, you're welcome.

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

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

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

eagled eyed. nice

likewise AMEC by the way...

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

all getting interesting....

not looking good on sey- proptrade did you mail me?.

deal with pipex?.

From today's Telegraph online:

"On Aim, broadband provider Pipex Communications rose 0.37p to 8.37p on heavy turnover of 16.7m shares. Dealers speculated the group will announce a tie-up with business telecoms provider Easynet, pegged at 105p."

http://www.money.telegraph.co.uk/money/main.jhtml?xml=/money/2005/01/08/cxmktrep08.xml&menuId=242&sSheet=/money/2005/01/08/ixfrontmarkets.html

not sure what this means but sounds good. trading statement out this month. i have a very good feeling about the contents and prospective future of ESY.

must admit prop, I am very tempted to have my first top up whilst things are quiet

capa

Prop I don't suppose when the trading results are coming out do you?