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.

perhaps should have bought easy jet-

i know, i was so frustrated missing that one near 120p. ho hum.

ESY buyers emerging!

99-100 now and a buyer of 50/- just went through

100p bid. maybe there is support there!

Added a few more this morning. Pre-statement dip, lovely :-)

capa

sensible. should make for an interesting week or two.

i am convinced that if the statement is as positive as we are hoping then momentum will drive them for a few days. 130 soon??

here we go. Trading statement tomorrow perhaps ?

capa

Lets hope so capa.

There it is Chrispine, never let you down this lot. Not long now until profitable and with a huge cash pile.

capa

Nice prediction re the Trading Statement capa. I'll just go warn the Bank Manager to expect a large deposit..

Chris

i think statement in line- no better no worse although i think we were looking for something of better reaction. come on where are you all? what do you think of this update?.

looking for breakout of 1.07- 1.10 level

that is wierd, i wrote a comment this morning and forgot to post!

personally i like the statement and results should be great in feb. news of any LLU in the meantime could propel these north. 125 by results

moving up nicely again today....

hopefully through 1.10

Creeping up nicely. Article here which mentions ESY, seems ABN like them:

"Key special situation and recovery stocks on ABNs watch list of small-cap stocks include: First Technology, Aggreko, Anite, Charter, Chloride Group, CSR, Easynet, Mothercare, Neutec Pharma, Ricardo, Quintain Estates and St Ives."

http://db.riskwaters.com/public/showPage.html?page=204469

Read somewhere that ABN had a buy note out with a 145 target.

abn is also the house broker. i had a chat with them a couple of months ago and their view was that ESY was misunderstood by the mkt. this was when the stock was trading at 70ish.

Nice one. Perhaps a new contract or two and some good results in Feb may lead to an upgraded target price.

my view as well. if there are any more LLU wins these will spike fast.

Considering some consolidation in the sector, a take over target perhaps. A snippet form that buy note makes interesting reading:

"Separately, we still believe that Easynet is the most attractive consolidation target.
While we would be surprised if a bid was forthcoming during the regulatory review (due to complete in 1Q05), we still see this as possible over the next 12 months. Our view is that operators that are thinking of going it alone will rethink after they start trying to unbundle exchanges because the process and the building of the infrastructure is time consuming. Remember, Easynet has been doing this for over three years. Also, there is a physical constraint in space, meaning that the number of operators present in each exchange will be limited. We believe these factors will make Easynet particularly attractive."