This sums up much of my thinking - I hold a few and swing trade a few and even trade intraday sometimes ......

I think there is a lot of slack that management can cut out of the costs and would also anticipate sector consolidation ..... good value currently and have been holding their own in a falling market. Lot of US interest.

ains


Edited by Dominic White
(Filed: 08/02/2003)


Texting makes MmO2 sexy but it's also risky

More and more Britons are discovering the joys of textual intercourse. In the month of December, we fired off more than 50m mobile messages a day, and next Friday (that's Valentine's Day, folks, in case you'd forgotten) we'll send considerably more than that.



It emerged this week that the chief beneficiary of this craze is MmO2 . BT's former mobile phone division revealed that it gets a higher proportion of revenues from texting than any of the other three operators.

Revenue from messaging grew at its fastest rate ever in the last quarter, up 19pc, and data services as a proportion of MmO2 's revenue rose to 17.7pc from 15.6pc.

More good news was the rise in MmO2 's average revenues per customer. ARPUs, as nerdy analysts like to dub them, grew by 5pc to 243 in the UK and by 9pc in Germany to 212.

MmO2 now has 19.1m subscribers and in Britain it may be the smallest player, with 11.9m users, but it is growing faster than its rivals - testament to the success of its rebranding from BT Cellnet.

Only 114,000 of its 503,000 new UK subscribers were higher-spending contract customers, but MmO2 claims its pre-pay customers have started spending more than before.

Customer growth in Germany, which continues to be dominated by T-Mobile and Vodafone, is less impressive and the MmO2 share price ascribes little or no value to this part of the business.

That seems unfair, given the fact that the group has attracted higher-spending customers and has made a decent fist of turning the operation around. An eventual sale or merger is almost as inevitable as a disposal of the Dutch unit, which is losing customers.

MmO2 's larger rival Vodafone is trading on a free cashflow yield of 6pc, while at 49p this week, MmO2 's equivalent valuation remains negative. It might not have Vodafone's scale or profitability but there is room for upside. A risky buy.

Ains. What's all the recent selling prior to US open all about. Level withstanding

I don't know ..... US has a pre open like we do .....

Can you provide updated L2 for both please. I've really mucked up & need US +ve.

Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (54.84%) 17 (65.00%) 4,509,495 53.44 - 54.18 2,427,780 (35.00%) 14 (45.16%)
5% (60.87%) 28 (70.88%) 7,912,423 53.23 - 54.39 3,250,018 (29.12%) 18 (39.13%)
10% (61.29%) 38 (68.97%) 8,644,863 53.14 - 54.59 3,890,264 (31.03%) 24 (38.71%)
15% (53.75%) 43 (67.59%) 9,719,665 52.89 - 55.25 4,660,091 (32.41%) 37 (46.25%)
50% (49.44%) 44 (63.63%) 9,724,565 52.88 - 56.10 5,557,997 (36.37%) 45 (50.56%)
100% (49.46%) 46 (63.45%) 9,736,685 52.86 - 56.18 5,608,689 (36.55%) 47 (50.54%)
all (48.42%) 46 (63.43%) 9,736,685 52.86 - 56.25 5,612,989 (36.57%) 49 (51.58%)

0-1% (54.84%) 17 (65.00%) 4,509,495 53.44 - 54.18 2,427,780 (35.00%) 14 (45.16%)
1-5% (73.33%) 11 (80.54%) 3,402,928 53.23 - 54.39 822,238 (19.46%) 4 (26.67%)
5-10% (62.50%) 10 (53.36%) 732,440 53.14 - 54.59 640,246 (46.64%) 6 (37.50%)
10-15% (27.78%) 5 (58.27%) 1,074,802 52.89 - 55.25 769,827 (41.73%) 13 (72.22%)
15-50% (11.11%) 1 (0.54%) 4,900 52.88 - 56.10 897,906 (99.46%) 8 (88.89%)
50-100% (50.00%) 2 (19.30%) 12,120 52.86 - 56.18 50,692 (80.70%) 2 (50.00%)
100%- (0.00%) 0 (0.00%) 0 52.86 - 56.25 4,300 (100.00%) 2 (100.00%)

Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (50.85%) 30 (59.25%) 7,332,042 119.30 - 120.64 5,042,684 (40.75%) 29 (49.15%)
5% (45.74%) 43 (47.01%) 9,161,542 119.03 - 121.27 10,328,102 (52.99%) 51 (54.26%)
10% (42.24%) 68 (40.75%) 11,487,802 118.39 - 122.06 16,701,439 (59.25%) 93 (57.76%)
15% (37.16%) 81 (36.74%) 11,728,467 118.27 - 123.34 20,192,356 (63.26%) 137 (62.84%)
50% (37.71%) 89 (36.24%) 11,826,255 118.16 - 123.67 20,811,212 (63.76%) 147 (62.29%)
100% (36.36%) 100 (35.38%) 12,008,591 117.76 - 124.69 21,932,806 (64.62%) 175 (63.64%)
all (35.82%) 101 (35.36%) 12,008,592 117.76 - 124.82 21,952,720 (64.64%) 181 (64.18%)

trying to hold the line @ 54p - lot of volume




Instant dating offered by mobile

London, May 1 2003, (netimperative)



by Chris Lake

Mobile Entertainment Corporation has linked up with Dateclub.com to launch the UK's first location-based dating service, available to Vodafone and O2 subscribers.


The new service, called MobileDateclub.com, will allow mobile users to view "live" pictures of suitable applicants, with results given based on their profile and location.

Those interested in joining the service are invited to send an SMS message to a short code number, which costs 1.50. The system automatically identifies their location and starts searching for suitable partners.

Users are then provided with the details of up to seven potential dates per message. They can then begin chatting via text messages to their preffered match, before deciding whether to embark on a date or not.

MEC CEO Tim Hammond said: "Today's mobile population wants applications that are compelling, useful and save time and this unique dating service will help users find suitable partners quicker than web-based applications."

The MobileDateclub.com service is currently being tested on T-Mobile and Orange platforms.

Dateclub.com is currently attracting about 300 new registrants per day and has more than 70,000 users in the UK.

Where do you now think O2 will close @. I am really worried about this downturn. Can you provide updated L2 for both please. Big sells also went through in O2.

OOM is under pressure .... maybe a concerted shorting attack - sector is catching up and down nearly 3% - intend holding



Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (69.23%) 18 (75.84%) 5,147,234 53.48 - 54.23 1,639,513 (24.16%) 8 (30.77%)
5% (72.09%) 31 (78.82%) 9,188,397 53.25 - 54.49 2,468,658 (21.18%) 12 (27.91%)
10% (68.97%) 40 (75.56%) 9,614,021 53.20 - 54.72 3,108,904 (24.44%) 18 (31.03%)
15% (59.21%) 45 (73.37%) 10,688,823 52.96 - 55.49 3,878,731 (26.63%) 31 (40.79%)
50% (54.12%) 46 (69.12%) 10,693,723 52.95 - 56.43 4,776,637 (30.88%) 39 (45.88%)
100% (53.93%) 48 (68.92%) 10,705,843 52.93 - 56.52 4,827,329 (31.08%) 41 (46.07%)
all (52.75%) 48 (68.90%) 10,705,843 52.93 - 56.60 4,831,629 (31.10%) 43 (47.25%

Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (57.53%) 42 (56.32%) 7,142,235 119.27 - 120.63 5,538,330 (43.68%) 31 (42.47%)
5% (50.46%) 55 (43.14%) 8,971,735 119.00 - 121.26 11,823,748 (56.86%) 54 (49.54%)
10% (45.00%) 81 (41.63%) 13,297,995 117.85 - 122.02 18,647,084 (58.37%) 99 (55.00%)
15% (39.50%) 94 (37.95%) 13,538,660 117.76 - 123.20 22,138,244 (62.05%) 144 (60.50%)
50% (39.84%) 102 (37.47%) 13,636,448 117.67 - 123.50 22,757,098 (62.53%) 154 (60.16%)
100% (38.31%) 113 (36.66%) 13,818,784 117.32 - 124.45 23,878,692 (63.34%) 182 (61.69%)
all (37.75%) 114 (36.64%) 13,818,785 117.32 - 124.56 23,898,606 (63.36%) 188 (62.25%

over a 100 million traded with few minutes to go - 54p holding

L2 must have improved within the last 10mins for OOM. Bloody shorters ruining everything as their is no need to short at these levels which signify long stance.

Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (52.63%) 10 (45.24%) 3,263,722 53.11 - 53.98 3,950,407 (54.76%) 9 (47.37%)
5% (54.17%) 13 (43.85%) 3,407,822 53.09 - 54.04 4,363,537 (56.15%) 11 (45.83%)
10% (56.76%) 21 (44.53%) 3,581,946 53.02 - 54.08 4,461,537 (55.47%) 16 (43.24%)
15% (54.17%) 26 (50.61%) 4,698,161 52.31 - 54.16 4,584,537 (49.39%) 22 (45.83%)
50% (50.00%) 27 (46.22%) 4,703,061 52.31 - 55.03 5,473,356 (53.78%) 27 (50.00%)
100% (50.00%) 30 (46.02%) 4,723,181 52.23 - 55.14 5,539,048 (53.98%) 30 (50.00%)
all (48.39%) 30 (46.01%) 4,723,181 52.23 - 55.21 5,543,348 (53.99%) 32 (51.61%

reuters

Telecoms met early demand with Cable & Wireless up 2.8 percent and mobile giant Vodafone 0.8 percent higher. Investment bank Merrill Lynch raised its earnings per share estimates for Vodafone by 3.6 percent in 2003 and by 5.7 percent for next year.

MM02's improving from its low but VOD's been sold down. Need an upturn soon today.

US NAS is marginally up - sector flat - our market marginally+ but three day holiday coming up. Expect a close around 54/55p

ains



EC waves through 3G UK network share
By Drew Cullen
Posted: 02/05/2003 at 10:37 GMT


The EC has given the thumbs up for a 3G site-sharing agreement struck between T-Mobile and mmO2 in the UK. It says it expects to approve soon a similar site-share between the two companies in Germany. By teaming up in both countries, the duo can expect to save a few hundred million euro in capital expenditure.

The Commission also ruled that there are no competition concerns between a proposed network share, which is restricted to "smaller cities and rural areas".

National roaming agreements will not include the UK's 10 biggest cities, where, presumably, population density is high enough for the two mobile network operators to build exclusive infrastructure cost-effectively. It seems that this concession, offered by T-Mobile and mmO2 in March 2003, was the key to gaining EC approval. The site and network share proposal had, after all, been sitting in Brussels since February 2002.

The site share also escapes competition concern as it is restricted to "sharing basic network infrastructure such as masts, power supply, racking and cooling". Besides, fewer masts chime with EU health and environmental policy, which is a bonus.


According to the EC, the site-share will see a quicker 3G roll-out and better coverage into the countryside than would otherwise be the case. And it has exempted national roaming from antitrust rules in smaller cities until the end of 2007 and rural areas until the end of 2008.

In a statement Competition Commissioner Mario Monti said: "This decision strikes the right balance between infrastructure competition in 3G markets and the immediate consumer benefit of having faster and wider roll-out of advanced 3G services. It gives guidance to mobile operators on the extent of co-operation that it permissible at this important juncture for the roll-out of 3G services across the EU".

The press release is here






Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (62.50%) 20 (68.68%) 5,411,639 53.19 - 54.00 2,468,312 (31.32%) 12 (37.50%)
5% (63.41%) 26 (68.49%) 6,911,777 53.08 - 54.12 3,180,122 (31.51%) 15 (36.59%)
10% (62.71%) 37 (74.15%) 10,385,847 52.78 - 54.25 3,619,807 (25.85%) 22 (37.29%)
15% (59.15%) 42 (73.99%) 11,502,062 52.52 - 54.69 4,042,807 (26.01%) 29 (40.85%)
50% (55.84%) 43 (70.00%) 11,506,962 52.51 - 55.56 4,931,626 (30.00%) 34 (44.16%)
100% (55.42%) 46 (69.76%) 11,527,082 52.48 - 55.68 4,997,318 (30.24%) 37 (44.58%)
all (54.12%) 46 (69.74%) 11,527,082 52.48 - 55.76 5,001,618 (30.26%) 39 (45.88%)

This looks good and very promotable - the youngsters love big brother



O2 backs Big Brother 4 with 4.5m and new services

London, May 2 2003, (netimperative)



by Susie Harwood

Mobile operator O2 and Channel 4 are preparing for the launch of Big Brother 4, which promises to be the most interactive series yet with an even wider range of mobile services available.


For the second year running, O2 has agreed to be the exclusive broadcast sponsor for the show in a deal reportedly worth 4.5m. On top of the SMS voting, alerts and quizzes that proved to be popular last year, O2's Mobile Interactive Services operation will offer MMS services, that could prove to be a huge money-spinner thanks to the growing popularity of GPRS technology.

Viewers with MMS-enabled handsets will be able to receive enhanced news alerts 24 hours a day, containing pictures, text and exclusive images from the BB house, MMS screensavers, and a 3D 'talking heads' service that will enable them to download their favourite housemate to their phone.

In addition, fans with Nokia 3650 phones will be able to download video clips, following O2's announcement last month that it is trialling a new mobile video service. The new MMS services will cost between 50p and 1.50.

Other new mobile services include text polls throughout the duration of the show, a text quiz that provides fans with the chance to win prizes for the first time, a Java-based mobile Big Brother game, and a new colour icon-based WAP site.

Hugh Griffiths, Head of Data Products for O2 UK said: "The success of last year's Big Brother is a perfect illustration of what can be achieved when the right range of mobile data services are wrapped around a brand such as Big Brother."

2 May 2003: DATA: Big Brother 4 already a web hit

Yes, US Non Farm Payrolls better than expected @ -48k vs -68. VOD stronger now. :)

Buy orders Sell orders
Num(%) Num Vol(%) Vol VWAP Vol Vol(%) Num Num(%)
1% (65.71%) 23 (70.69%) 5,962,206 53.22 - 54.07 2,471,567 (29.31%) 12 (34.29%)
5% (65.91%) 29 (69.85%) 7,397,005 53.12 - 54.18 3,192,893 (30.15%) 15 (34.09%)
10% (65.57%) 40 (75.20%) 10,877,915 52.82 - 54.29 3,587,157 (24.80%) 21 (34.43%)
15% (61.64%) 45 (74.94%) 11,994,130 52.56 - 54.73 4,010,157 (25.06%) 28 (38.36%)
50% (58.23%) 46 (71.01%) 11,999,030 52.56 - 55.60 4,898,976 (28.99%) 33 (41.77%)
100% (57.65%) 49 (70.77%) 12,019,150 52.53 - 55.71 4,964,668 (29.23%) 36 (42.35%)
all (56.32%) 49 (70.75%) 12,019,150 52.53 - 55.79 4,968,968 (29.25%) 38 (43.68%)

Enough spam on this thread to choke a bile filled goat, Eh ains??


LOL!!!!!!!!!!!!

ps
are you the same ainsoph recently BANNED fron advfn , er twice?????
hahahahahahahahahahahahah

rotflmao
@ainsoph/KDC/RTShed/TT/colowe/MajorBile/Dollarbogger/Tris/yuff/Kingston Cowboy/
ESimpson/stv/--------and many , many more,
lets hope the hard disc is firewalled

LOL!!!!!!!!!!!!!!

ps ainsoph@blueyonder-yoohoo!!!!!!!!

Jesus wepped ..... the spam is a little like SARS ..... spreading quickly



S Times ran an article on 'how to spot take over targets' ..... MM02 was one of the 6 companies talked about ....


ains