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Vyke Communications - VoIP - Big Growth Ahead (VYKE)     

PapalPower - 04 Sep 2007 08:21

Chart.aspx?Provider=EODIntra&Size=283*18Chart.aspx?Provider=Intra&Code=VYKE&Size

Corporate Web Site : http://www.vykecorporate.com

Product Web Site 1 : http://www.vyke.com

Product Web Site 2 : http://www.vykedirect.com

Vyke Communications plc is a leading Voice over Internet Protocol ("VoIP") service provider with a focus on mobile applications.

Formed in 2004 and expanding via organic and acquisition-based growth, Vyke's key competitive edge is based on the following technology and expertise:

VoIP based communication systems
Mobile handset technology
Wholesale carrier network management

The Vyke suite of IP-enabled services combines this key technology and expertise to provide innovative, low cost and high quality consumer services that build on the foundation provided by Vyke's vertically integrated VoIP communications network. It provides the following services for any individual or business from a single integrated platform:

Mobile VoIP (VoIP directly from the mobile phone)
PC and device based VoIP services
Mobile messaging
Mobile call back services

Vyke's aim is to become one of the world's largest independent mobile VoIP service providers.

fernandesb - 18 Oct 2007 22:39 - 31 of 130

PapalPower, no doubt you're an expert :):) so question:

Do you think this 430p target is realistic... ?
And how long it is gonna take? I don't really like to buy something what is already going up, but with target 430p it seems to be still some potential out there....

PapalPower - 19 Oct 2007 01:04 - 32 of 130

fernandesb - I am no expert, that was the easy one to answer.

With regards to the 430p valuation, as with any stock, that target is after lots more progress. Target prices are also sentiment, and the stock market is sentiment.......good sentiment and anything is possible, bad sentiment and prices collapse down - regardless of progress or fundamentals.

I have been in from 90p levels, and so am happy to keep on holding with no worries.

I cannot say now whether this will go up more in the short term, or not - cannot help there.

All I can say is that a tech blue sky stock like VYKE needs good sentiment to rise - in a bear market these fall the fastest.

fernandesb - 19 Oct 2007 07:17 - 33 of 130

:):) thanks, anyway you are very right, sometimes i feel that that is the way (sentiment) in many cases:)

PapalPower - 19 Oct 2007 12:39 - 34 of 130

VYKE and CDN up nicely (I've only checked two so far, think I wont bother with the rest and just enjoy the blue)

PapalPower - 19 Oct 2007 16:27 - 35 of 130

Solid day, CDN up 10%, and VYKE up 5% :)

PapalPower - 23 Oct 2007 04:13 - 36 of 130

DS comment yesterday :


VYKE - BUY

Price: 181p Target price: 500p Code: VYKE.L Analyst: Mike Jeremy | 020 7776 6570

EU threatens

News that the EU may penalise mobile operators for data roaming fees (including text messages and music downloads) serves as a reminder of the huge pricing anomalies that exist between GSM-based mobile services and new technologies, such as WiFi. The Times reports that it is by means of such roaming charges that operators still hope to claw back the huge sums they paid out during the auction for 3G licenses.

Examples include Vodafone, charging for UK data 1.00/day compared to roaming (in France) at 5-8 day; Orange, similarly 1.50/day and 8.00 per Mb (one track takes up to 5Mb to download); or O2 at 7.50/month in the UK and for roaming 6.00/Mb. Roaming charges remain one of the most obvious pricing anomalies in the mobile phone charging structure and a further reminder of the clear pricing opportunity that exists for competitors using new access technologies such as WiFi and WiMAX. The EU has already forced up to 70% reductions in overseas call roaming charges.

There is a sense that mobile operators still feel owed some regulatory goodwill in return for their contributions via highly-priced 3G licenses in countries such as the UK (total 22.1bn paid) and Germany in 2001. But the roaming pricing structure serves as a further reminder that 3G demand has not boomed and has therefore not enabled pricing cuts that would have eliminated the need for such high charges.

PapalPower - 29 Oct 2007 12:53 - 37 of 130

Vyke Communications PLC
29 October 2007
Vyke Communications plc
('Vyke')

Placing of 12 million

Vyke Communications plc (AIM: VYKE) is pleased to announce that 7,058,840 new ordinary shares of 1p each have been placed with institutional investors at a price of 170 pence per ordinary share, raising gross proceeds of 12,000,000
before expenses (the 'Placing'). Following the Placing, Vyke has 46,191,109 ordinary shares in issue.

Admission to AIM of the new ordinary shares is expected to take place on 2 November 2007. The proceeds of the Placing will be used for general working capital and marketing purposes.

Tommy Jensen, Executive Chairman of Vyke, commented: 'We are extremely encouraged by the significant institutional demand which was heavily oversubscribed and has led us to raise more than originally anticipated. The additional monies raised will allow us to accelerate our marketing initiatives and maximise the potential of the exciting new distribution channel with Nokia announced last week.'

BAYLIS - 29 Oct 2007 12:53 - 38 of 130

Vyke Communications PLC
29 October 2007




Vyke Communications plc ('Vyke' or the 'Company')
Adoption of share option scheme 2007

Vyke Communications plc announces that, following approval by the remuneration
committee of the Company, it has adopted a share option scheme for 2007 for
directors and employees of Vyke and its subsidiaries (the 'Scheme').

The Rules of the Scheme

The maximum number of new Vyke ordinary shares of 1p each (the 'Shares') which
may be issued pursuant to the Scheme shall not exceed 1,965,000 Shares to be
allocated as follows:

a) no more than 884,250 Shares to directors with no more than 350,000 Shares
being allocated to any individual director

(b) no more than 540,375 Shares to senior management employees with no more than
150,000 Shares being allocated to any individual senior management employee

(c) no more than 540,375 Shares to employees with no more than:

(i) 35,000 being allocated to any individual senior employee
(ii) 25,000 being allocated to any individual regular employee
(iii) 15,000 being allocated to any individual junior employee

Options granted under the Scheme are exercisable in three equal tranches during
the exercise period:

(i) The period beginning on the first anniversary and ending on the
third anniversary of the date of grant in respect of the first
tranche

(ii) The period beginning on the second anniversary and ending on the
third anniversary of the date of grant in respect of the second
tranche

(iii) The period beginning one month prior to the third anniversary and
ending on the third anniversary of the date of grant in respect of
the third tranche (or ending on an earlier date as determined by the
remuneration committee on the date of grant)

The option price is set at 170p per ordinary share, being the issue price of the
placing announced earlier today.

No grants have yet been made under the scheme.




BAYLIS - 29 Oct 2007 12:57 - 39 of 130

BEAT YOU PAPAL NEWS 1248.

PapalPower - 29 Oct 2007 13:04 - 40 of 130

The second one........

I like the fact that the placing was "heavily oversubscribed" ;)

PapalPower - 29 Oct 2007 15:09 - 41 of 130

Nearing 200p :)

Toya - 30 Oct 2007 07:45 - 42 of 130

The Times gives this as a Tiddler to Watch today - I've not seen the details yet though.

Toya - 30 Oct 2007 07:45 - 43 of 130

The Times gives this as a Tiddler to Watch today - I've not seen the details yet though.

BAYLIS - 30 Oct 2007 17:11 - 44 of 130

over 200p now 202/207p

PapalPower - 12 Nov 2007 10:53 - 45 of 130

Comment from Daniel Stewart today :

VYKE - BUY
Price: 183p Target price: 500p
Code: VYKE.L Analyst: Mike Jeremy | 020 7776 6570

Ends discussions on potential acquisition. No impact on operations.

Vyke has announced that it has decided not to proceed with the potential acquisition, flagged on 19 September 2007, of a US-based VoIP network service provider.

The company cited the outcome of the due diligence process, saying that "the target company did not meet Vyke's acquisition criteria", and adding that it "will maintain its current strategy of continued strong organic growth with carefully chosen acquisitions, which meet its criteria pertaining to geographical reach and quality of service".

In our view the key is service quality, specifically the level of termination agreement which we assume did not, under scrutiny, match Vyke's standards.

The quality of Vyke's network, and notably the reliability of its IP termination agreements, is an important differentiator and vital platform for its planned expansion. Although this potential acquisition failed to meet Vyke's criteria we expect the company to continue to look for similar opportunities.

PapalPower - 18 Nov 2007 11:35 - 46 of 130




http://www.techworld.com/news/index.cfm?RSS&NewsID=10682

News 16 November 2007

VoIP on 3G will beat Wi-Fi

By Peter Judge, Techworld

Mobile VoIP is set to grow, but it will run over the 3G data provided by cellular handsets, rather than over Wi-Fi, according to a research report from Disruptive Analysis, which predicts 250 million users of 3G VoIP by 2012, compared with less than 100 million for voice on Wi-Fi.

"Yes, 250 million is a surprisingly big number," said Dean Bubley of Disruptive Analysis. "I did the sums and then had to triple-check my own model. The fundamental truth, he says, is that mobile networks are moving towards the cellular industry's LTE (or possibly Qualcomm's UMB or Wimax. which recently received ITU approval) and that will be all IP, so for operators "VoIP is mandatory."

VoIP will allow carriers to handle more calls on their scarce spectrum and backhaul, and reduce expenses by handling all traffic as data. It will also let them offer new services such as push-to-talk and voice-integrated "mashups", says Bubley, in his report, VoIPo3G Business Models.

VoIP on 3G also fits the move to femtocells, which use the subscribers' broadband service to increase coverage in the home, since the digitised voice is ready to be handled by the femto's broadband backhaul.

However, because new radio technologies are not yet widespread, we can look forward to a few more years of the current confusion while third party providers such as Truphone and EQO (and many others) offer mobile VoIP using Wi-Fi services or the user's data plan. "Some independent VoIP players are already exploiting the fact that today's 3G networks can already support VoIP, putting dedicated software on smartphones, exploiting open operating systems, flat-rate data plans and features like 'naked SIP' and built-in VoIP capability," said Bubley.

The rise of mobile data in laptops, either as built in modems or data cards will also contribute to the growth of VoIP on 3G, as this service often competes with home broadband, and users expect to be able to use familiar applications such as Skype or other telephony software. "Some operators are even offering their own VoIP software for PCs with wireless broadband," said Bubley.

"By 2012, most VoIPo3G users will be using mobile carriers' own standards-based VoIP capabilities, over the new, advanced 3G+ networks," said Bubley. Only 60 million of them will still be on the independent operators' offerings. "The key thing to think about is that for many users, VoIP will be invisible."

And there will still be more to go, because 250 million will only be about ten percent of mobile phone users, and 20 percent of 3G+ users.

Toya - 23 Nov 2007 12:23 - 47 of 130

VYKE is springing to life - L2 all blue again at 137-144. Quarterly update due on Monday. In case you didn't see it, they issued a statement re sp movement yesterday:

Vyke Communications PLC
22 November 2007

Vyke Communications plc
('the Company')

Statement re Share Price

Vyke Communications plc, the AIM listed Voice over Internet Protocol service
provider, announces that it has noted the recent movement in its share price and
confirms that the Board is not aware of any reason for this movement.

The Board continues to be encouraged with trading in the Company and as planned will provide a full quarterly update on trading on Monday 26 November.

cynic - 23 Nov 2007 12:30 - 48 of 130

does the board mean that it knows no reason why sp should have tanked or that it knows no reason why sp should have staged a modest recovery .... still well below 25 + 50 dma

Chart.aspx?Provider=EODIntra&Code=VYKE&S

Toya - 23 Nov 2007 12:33 - 49 of 130

I don't mind just so long as the sp keeps moving up a bit further yet.

moneyplus - 23 Nov 2007 13:23 - 50 of 130

trading update on monday--management are very confident.I hope the bounce back continues towards the 4.00 analyst target! edit sorry --left the dec point out!!
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