I am a trader as well as an investor and hopefully this thread will reflect both aspects ....

We should start by saying this is a highly speculative share and the market takes no prisoners.

Over the last 18 months I made lots twice in the early days - then lost it back - bought a million at 2.6p average - founded the TAG - bought another half a million or so at sub 1p - sold most at average 4.25 - bought back at 2.2p and less - sold most at 3.5p and now buying back - overall a good net profit at this time.

I think the d4e will happen (say 90% chance) and the 3% currently talked about will give or should give a price equating to say 3/5p. Longer term on succcess of d4e and progress in the sales market the shares should move to around 10p - assumming markets are not in freefall.

I am looking to buy at any time and hoping for a war generated dip - when I do I will let you know.

The TAG site is a great place for catching up on the TWT news and I will post here as well.

Currently trading on TWT is light (1.7 million traded) and the price is down a littlw with a wide spread (2.01/2.35p). This is a sets share and you must expect a crtain amount of manipulation in these troubled times - FTSE down over 4% intraday

I have a core holding of at least half a million shares and intend to be a long term investor at this time.


ainsoph


http://www.investoraction.co.uk - currently we have 804 registered members holding around 100 million shares in total

Very negative expressed views in todays Torygraph on TWT, no mention of TAG either strangely enough, wonder where they went to?

LOL!!!!!!

The Telegraph article was posted above - early this morning ollie and doesn't seem especially negative. I wonder why you are wondering where TAG went to?



ains

Not especially negative?, must be reading a different edition
"losses grow---posting an expanded net 186m loss for the first quarter----
positive cash flow will not last------slipping back into the red in the second/ third quarter---- worrying increase in churn for 5 consecutive quarters----"
and finally playing down speculation on a merger, that helped the share price.

Sounds like a catalogue of negativety to me.
Why should I not enquire of TAG?, I am a holder of TWT and a subsciber to TAG.

ps Kay
TWT share price moribund,in the Doldrums even!!

pps er thats down -2%, negative enough?

LOL!!!!

Negative comment appears to have worked through to the shares, a little boxing for position by the mm`s shows a tiny rise on the mid- price.
Sells approx.6m buys 1m, very negative.

Ainsoph,

Went long Telewest TWT on Friday @ 2.38p on Wave 3 break of 2.35p res liked MACD Zero break



Cheers

Ash

Morning Ashley

good to see you aboard. The D4E situations always take longer than people anticipate but everything points to them going ahead with the minimum 3% previosly talked about.

The BB off is perceived as the best currently available in the UK and they continue to take market share in an expanding market. Telephones are expensive unless you take the monthly all-in tariff but the new deal with Sky on the film channels gives TWT the opportunity for more flexibility.

Not been looking at the longer term charts recently - but you have jogged my memory and note they are above all my indicators including the triangular MA I use. Volumes have been higher than usual since the results and statement.


ains

I can confirm how irritating this is getting :-( ...... fortunately I have other back up ISP's.


ains



Telewest email hit by spam attack - again
By Tim Richardson
Posted: 08/05/2003 at 11:00 GMT


Telewest has been hit by yet another spam attack leading to delays in its email service.

The attack happened at around 8.00am (BST) this morning and means punters could have to wait up to two hours to receive their email.

According to Telewest, the attack isn't as bad as one a week or so ago which led to the cableco's customers being without email for a couple of days.

It seems action taken then to install new kit helped take some of the sting out of the latest spam onslaught.

In a statement, Chad Raube, director of internet services at Telewest Broadband, said: "Our blueyonder customers may be experiencing a delay, of up to two hours, in receiving their emails at the moment. We experienced a spam attack this morning that generated a backlog of emails on our servers.

"It follows hot on the heels of a relatively major spam attack, last week, and hardware we implemented to help tackle that incident has helped us proactively manage the situation this morning."

The service is expected to be back on its feet again later today.

UPDATE: Since posting the story a number of readers have told us that some of their email is taking up to five hours to get through. A spokesman for Telewest confirmed this saying that delays up to five hours were only affecting a small proportion of punters. The average delay in getting email is between one and two hours, we been told.

By Tim Richardson
Posted: 08/05/2003 at 16:06 GMT


Some 10,000 households in the South East are without their Telewest TV, phone and Internet services today after workmen severed two major cables

The incident happened at around 1pm BST this afternoon.

A spokesperson for Telewest Broadband said: "Contractors carrying out road works in the Tilbury area have caused significant damage to two of our major fibre optic cables. An engineer crew was sent to the site immediately and they are in the process of carrying out emergency repairs.

The outage has hit up to 10,000 households in Tilbury, Gillingham, Maidstone and Basildon.

The cableco is working to reinstate services in the area as quickly as possible.

It's been a bad day for Telewest. Earlier today it got hammered by a spam attack that led to long delays in punters receiving email.

10 million buy @ 227 as we closed

Ais,

there was an 8M buy before that as well.

yes - just noted that but ME is showing three trades around that time. Thinkingnow - it might be a rollover or short close

Why would a short close after hours ?. Can they not just close their position during normal hours.

Also,

If this is a short closing does this mean there might be some good news on the way ?.

Sorry to add again, but if it was a rollover dont they have to show as late trade? ie 'L' and not an ordinary.

Its just that the two trades are within seconds and at a marginally different price.


I think news of d4e is going to take a while yet


ains

I thought I was a customer, not a bloody punter!!!

Communications /Data services /News


Telewest takes home broadband to 2Mbps
By Dinah Greek [12-05-2003]
Faster service starts at 10 blueys a month




Cable firm Telewest launched its 2Mbps home broadband internet service today after a month-long trial.
The firm signed up 1,500 of its 1Mbps users for a pilot phase last month to evaluate interest, but admitted that it didn't expect the service to be snapped up by its mainstream customers.

Telewest said that over 30,000 of its 310,000 broadband customers had migrated from a 512Kbps to a 1Mbps service, and that feedback from the trial suggested that offering the 2Mbps service will prove viable.

"During the 1Mbps trial and then the 2Mbps trial we have seen that there is a need for speed," said a Telewest spokeswoman.

"But the 2Mbps service is aimed more at heavy users, such as gamers or people who work from home and could need faster services."

The 2Mbps service will cost 50 per month if users have one or more of Telewest's other services, such as digital TV or telephone. Otherwise it will cost 54.99 per month.

Telewest explained that its current broadband customers can upgrade to the new service at its blueyonder website for no extra cost.

Telewest goes live with 2Mb service
By Tim Richardson
Posted: 12/05/2003 at 08:33 GMT


Telewest has launched its 2Mb broadband service following a trial of 1,500 of its blueyonder punters.

The service costs from 50 a month.

Said Chad Raube, director of Internet services at Telewest Broadband: "While BT and other major ADSL providers offer a one-size-fits-all service, we recognise people have different needs and provide a menu of cable services to suit.

The cableco claims eight out of ten of its 2Mb triallists said the service had met or exceeded their expectations.

The trial caused a stampede in March among punters eager to get their hands on the service.

Interview with Charles Burdick

Is Telewest fully funded?

Q.
So you are saying in these results, are you, that your business is now fully funded through to break-even.

A.
Yes, thats exactly what we are saying, we put in a bank facility last March that gives us flexibility for up to 2.25bn and that should see us through cash flow break-even.

Q.
So when will we see break-even?

A.
Most analysts expect break-even to be the end of 2003 early 2004 and were comfortable with those forecasts.