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.

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."

i could have written that! i think these guys are cribbing off this site!

cheers for the post. just adds to the attractiveness of the name.

Lol! No probs. Maybe you should start charging them then! Would help pay for all these nappies!

tell me about it!

quick funny story...when my wife and I moved to Jakarta we had a four month old baby and found that they didn't stock pampers/huggies out there. My wife decided to buy a years supply in one go (from Singapore). it was so expensive but a real joke because we literally transported a pallet of nappies and wipes out there. credit to my wife though, she got the sizes and quantities spot on. what was funny was that it was like we had won a competition...the packers had a good laugh as well.

LOL!!! Makes sense though. I hope you got a discount on bulk buying, at least 25%! Top marks to your wife for planning ahead and a good job of forecasting the quantity! I've heard of hiring a van to move furniture, but nappies!! I wonder if customs searched them all!

Just had my stop hit on SSL intra-day, and typically, it's bounced!

tell me about it. we came back to the UK with TWO lorries full of furniture most of which is piled on top of eachother in the garage! now where is that ebay site....

i have to say i am not a huge fan of stops. just one mans opinion. if you are in touch with a name and are disciplined then you can get out of most situations on your terms. i detest it when stocks have morning/minor spikes and you find stops triggered when a stock just needs to calm down. of course if you do expect a major shock one way or another ie a biotech or a one drill wildcat name then a stop is worth every penny.

what a spiel!

Bloody stop losses! Lol! Got stopped out at 317.4 and closed with bid around 326! Was just a small punt on continued bid rumours so not a great loss as such. Still, will take a look back tomorrow as the sp seems to drift a bit during the day then rises towards the close. Suppose though, can't moan too much about stops, they saved me quite a bit on PCI!
There's always tomorrow!

share down...seeing if the buyers are still around. lack of news over the next few weeks could see them drift. we need an LLUStram announcement. AOL would be nice!

what happened to that spec deal with pipex- wish these f-ckers could break through 1.10-

patience old boy! walk them down and see if the support is still there

Just found this on the website, may be of interest, but not as much as AOL would be!

Easynet broadband services set to transform the learning experience at Reading schools
Publication date: 14/01/2005


Pan-European broadband networking company Easynet today announces that it has been selected by Reading Borough Council to provide its broadband services to 55 schools as part of the South East Grid for Learning. The three-year contract is worth 1.4m and provides schools in the region with high-speed broadband connectivity, content filtering and security. Easynets technology will play a fundamental role in helping pupils and teachers to realise the full potential of broadband in the teaching and learning process and ensure that South East Grid for Learning meets the Governments strategic targets for broadband implementation ahead of 2006.

The Reading Borough Council contract is the latest of several major Education contracts signed by Easynet in 2004, which include Surrey County and Slough Borough Councils, and follows Easynets substantial activity in the North East of England connecting major LEAs in the region. Easynet has been selected as part of the South East Grid for Learning (SEGfL) framework.

Jon Hartley, Reading Borough Councils Lead Councillor for Education and Lifelong Learning, said: "Easynet is a good choice for Reading because in addition to its extensive experience of developing broadband in schools, it has extensive network experience. Easynets emphasis on customer support should provide our schools with the high-quality back-up they need."

Easynet is also collaborating with Netmedia Education with whom it has forged a strategic alliance to provide enhanced learning environment services including email and a virtual learning environment (VLE) for local schools. This is the first time Easynet has worked with Netmedia Education in the South East Grid for Learning and builds upon a successful relationship working together on the Northern Grid for Learning. The suite of services will be available to every school in the borough.

David Rowe, Chief Executive Officer, Easynet, said: "Easynet is delighted to build upon its achievements to date in bringing the full transformational potential of broadband to schools. We look forward to working with Reading Borough Council to ensure that schools in the borough can take full advantage of the educational benefits that that broadband technology has to offer to raise standards and increase opportunity."