Well ive just done one of my normal stock pick items but some how lost it by bringing the Money am board up twice, drat I hate it when you lose a lote of timely work.

Stream Group looks very promising. Historical P/E of around 25 forward P/e of circa 11 on forecasts. Has an high Beta. Excelent work force in the fore front of 3G. Fidelity as also a stake in the company.

Management could be set to announce a contract or a tie up with a big gaming/gambling company very soon.

Highlights of last results to 30/6/2004

Highlights

Profit before tax up 94% to 0.91m (2003: 0.47m).

Gross margin up 24% to 3.1m (2003: 2.5m).

Significant growth of mobile data services -
exceeding 50% of Group turnover as of today.

Launch of higher margin direct channel model
generating a subscriber base of 300,000.

Outlook for full year to exceed market
expectations.

Full results item on next thread.

DYOR.

cheers GF

welcome Troys, a small but growing band of followers.

capa

May join you soon... Got to do some research first... What are peoples target on this one.

Adie dont really have one because if we get news of this partnership deal with an online gaming/gambling company it could just take off.

cheers GF.

Momentum back in these now, get aboard before they really get away.

cheers GF.

Hot sector at the moment, look at WNN and their recent trading statement, MOB too. Don't know which is best so hold all three

capa

Think theres a lot more to come from these Capa.

cheers GF. Watchout for a gaming partnership deal anytime now hopefully.

Forward momentum back on. Some early buying this morning.

cheers GF.

Morning GF - I do like the way this one keeps ticking up- where did you get the info re possible partnership etc -

From Shares Mag, a couple of week back it said the CEO was in finalisation talks with a gaming/gambling company.Also said there may be a revision upwards in revenues and profits.

cheers GF.

Thanks GF - Missed that and I do get Shares Mag delivered - must get back on "Stream"

LOL Oakapples.

All buys so far and no sells.

cheers GF.

Looks set to tick up.

cheers GF.

I'm also in on this one, left MXC a week ago and jumped onto SEA so hoping for another rise, only one sell so far - lots of buys , wish I'd gone into DGM as well but can't have everything.

Minx, dont forget TMN aswell.

cheers GF.

Buys way ahead of sells but no movement. On another day this would have been up 5p, blah.

cheers GF.

I'm already in TMN - keep watching them rise now

Like I posted yesterday this sector is white hot.

Look at MOB today, results next month, both SEA and MOB are going higher imo.

capa

Certainly up Friday.

cheers GF.

Looking forward to this news. Im hoping its out this week.

cheers GF.

Excelent news Mobile Banking, the bigy news re to onlinre gaming is still to come.

Stream Group buys MChex for 1.5 mln stg; makes forray into 'm-Banking'
AFX


LONDON (AFX) - Stream Group PLC, the mobile applications and content enabler, said it bought technology integrator Morse PLC's MChex Holdings Ltd and MChex Ltd for 1.5 mln stg.

The group also announced that MChex has joined mobileATM(TM)'s initiative in 'm-Banking', a service which will allows customers initially to check their bank balances on their mobile phones and to top-up pre-paid mobiles.

New mobile banking services are to be added in 2005.

'The 'mobilisation' of banking services marks an incredibly important moment for the mobile industry and Stream is now in an excellent position to capitalise upon this,' said chairman Gordon Robson.

'The future opportunities for the global development of mobileATM(TM) are immense.'

On the MChex buy, Robson said it will help Stream become 'an integral part of the global marketplace' as it gains direct connections to all 5 UK mobile telephony networks through the MChex platform.

newsdesk@afxnews.com

ma

cheers GF.