peteark
- 24 May 2005 13:03
.
Haystack
- 24 May 2005 14:37
- 33 of 1643
There was some positive broker comment about EVS recently from Seymour Pierce.
But what a surprise! It was EVS's house broker supporting their client. Now, who believes in comments made by house brokers. Who has ever seen a house broker issuing a SELL note?
QUINAN
- 24 May 2005 14:39
- 34 of 1643
Hi all All thought I would join the party
advans
- 24 May 2005 14:42
- 35 of 1643
Hi Quin, hope you have adhered to the law and hit the 'squelch' tab! I haven't seen a single adverse post since being here!!
Oh, please try to watch your 'there's and their's', this is a very upperclass thread, you know!
shareguevara
- 24 May 2005 14:43
- 36 of 1643
Hope so advans, although unless everybody uses the filter and sticks with it I suspect it will be exactly the same.
advans
- 24 May 2005 14:47
- 37 of 1643
Well, pete has squelched him, I have and if we can get everybody to do it as they come on, then there will be two alternative threads, one with Hay and one without. Sounds fair to me. Individual choice!!
Haystack
- 24 May 2005 14:50
- 38 of 1643
Well you wouldn't want to see anything negative about EVS would you. It is much better to just believe that everything is alright as the price drops.
DarthVader
- 24 May 2005 14:51
- 39 of 1643
Well after 10 min it is obvious that this thread is all about THE NUMPTY and nothing to do with EVS.
Just a bunch of divas with overinflated egos....unionhall hit the raw nerve!
So long everyone!
peteark
- 24 May 2005 14:52
- 40 of 1643
maybe we can find out when they are next reporting?
Haystack
- 24 May 2005 14:53
- 41 of 1643
Talking of price drops. WINS MM has dropped the price back to what it was. There has been a lot of selling this morning. I don't think they coud have held the price up for any longer.
Haystack
- 24 May 2005 14:55
- 42 of 1643
DarthVader
The trouble is that there is nothing much positive to say about EVS. Previous threads have just been a series of ramps and stock hypes.
advans
- 24 May 2005 14:57
- 43 of 1643
darthvader, there will have to be an interim period to ensure everybody filters him out. Look at Guru's last post on thr Dark side, Hay has not posted there for a while yet he is still the subject of a post. Once enough people take on board that this thread HAS to be different to survive, we will have a haystack free BB.
He is now permanently filtered by a few, and we have every chance of accomplishing it as people sign in.
Haystack
- 24 May 2005 14:59
- 44 of 1643
LOL
Delusions of grandeur!
peteark
- 24 May 2005 14:59
- 45 of 1643
I am sure 99% will agree and filter the chod.....I have asked the question in regards to the next reporting date, however I am unsure if I will get an answer....how you feeling Ad any better?
Haystack
- 24 May 2005 15:01
- 46 of 1643
The type of business that EVS is in, is a high risk proposition. There is nothing wrong with the company and its products all look good. It is the valuation that I have trouble with. They cannot carry on with their current margins for ever as the cut price call market is being squeezed from several directions.
You only have to look at web sites like
http://niftylist.co.uk/
to see how cheap calls can be.
Many people on this BB and the Traders' BB are using www.18866.com and www.1899.com for their calls. Several people who have companies are also using them for cheap international calls, cheap UK calls and cheap calls to mobiles.
The web site
http://niftylist.co.uk/ gives even cheaper calls to some places than 1899 and 18866.
EVS have a new part of their company called Cheaper Call Rate. It is cheaper than BT and some call companies, but nowhere near the cheapest. Cheapness of calls is the prime mover in the cheap call market. How successful CCR becomes s anyone's guess at the moment.
britshare
- 24 May 2005 15:02
- 47 of 1643
NIFTYLIST is for the NUMPTIES
Haystack
- 24 May 2005 15:03
- 48 of 1643
CCR have an uphill battle to gain any serious market share. Even AOL are now offering a service for 7.99/month and you get to call all UK landlines for free. This is just one of dozens of special deals that will be coming out very soon. This is a cut throat businss with margins getting tighter all the time. The very ease of use of the CCR service is also its potential downfall. You can switch away from CCR at a moment's notice.
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AOL is extending the unlimited philosophy that we apply to our Internet services to our new home phone service. AOL Talk allows you to make unlimited phone calls to UK landline numbers for 7.99 per month and is only available to AOL members.
Haystack
- 24 May 2005 15:04
- 49 of 1643
The BBC2 program about VoIP last Friday was interesting but only scratched the surface. It covered Skype, which I think is a bit of a novelty but also Vonage which is more of a serious provider. There are dozens like that around. You don't even need a call provider to use VoIP. If you have a downloadable soft phone or an IP phone then you can connect for free is you know the IP address of the other person. The call operators effectively give your IP address a phone number. I could give you a huge list of VoIP operators that can be used from your PC or with an ATA adaptor you can use your own normal phone over broadband wtihout a PC. This is a very dificult market to make money in long term.
advans
- 24 May 2005 15:04
- 50 of 1643
Are there any aim listed companies that manufacture 'Throaties'? Now would ne a good time to buy in! The swating seems to have slowed a bit but the old voice is still missing! Rang the missus earlier, she thought it was a dirty phone call!!!!
Haystack
- 24 May 2005 15:04
- 51 of 1643
Even calling cards is not such a good business any more. I see 5 calling cards on sale for 3-50 or three for 9-25 in newsagents shops everywhere now. I have even seen a few doing them at 3 each. The margins for the orginator of the calling cards is now tiny. Out of that 5 card for 3 has to come the profit for the newsagent and the carrier. What was a good business over the last couple of years is now this year much more competitive.
The market for IP services to corporations is now much more difficult. BT alone are now huge providers of VoIP to companies. It was two years ago now that BT converted the whole of Abbey's branch network telephone system to VoIP. In the long term it will be the major carriers that survive and not the small players like EVS.
QUINAN
- 24 May 2005 15:05
- 52 of 1643
That feels a lot better and I like the word squelch! I dont mind opposite opinions to EVS as long as it factual where as haystacks comments clearly are not.