i was wondering if anyone out there had any strong views? this company appears to be delivering and has just turned EBITA positive after a great trading statement last week. seems like upside to +200p once results are out.

any comments or thoughts would be appreciated.

just called the analyst for a chat. said pretty much what was in the note and just said all will rest with the ofcomm decision regarding LLU. the fact is that outside of BT, ESY is the only player and if ofcomm rule about the deregulation then ESY could be snapped up by someone who wants a headstart or buy the expertise. LLU not factored into any numbers so big win could be huge. results could be interesting....nothing new to us but good to hear it from an indusrty analyst!

Many thanks indeed for that Prop. Any idea when we should get Ofcom's decision on LLU? I've had a look around but couldn't find any date. But from reading some artciles online, it does seem that pressure is being out on BT to open up more. The Register is an excellent site for industry news. Agree that we are well placed to take advantage here, would imagine that it would take others time and considerable expense to get anywhere near us. Makes us a very tasty takeover target.

spot on. not sure about the LLU date...will look into it

Had a look at Ofcoms site, could be Spring this year, but couldnt find a specific date.

Just noticed how many other companies are reporting next Thursday, should be a busy day to say the least!

i know colt...

I take it you are in Colt? AVE report on Thursday as well.

no, not colt, but ave

Colts number will be interesting to see.

i think they may be better tahn exppected

Which hopefully should bode well for us. I hope you managed to catch SIA's RNS today, nice.

very nice...

Indeed. The Citywire article is very interesting. Anyway, a tick up here would be a nice end to the week. Roll on next week!

Well it's been a pretty quiet week here so far, low volumes and price drifting down a touch. Hopefully tomorrow's results will be decent and maybe even a bit of action! I wonder if decent numbers may lead to a brokers upgrade, would be nice. Of course, a contract or two....

you said it...i think we could see a positive surprise tomorrow but who knows. still so positive on this one and i just hope that Colt (also reporting) doesn't put a spanner in the works. i think there are a few guys in the city watching this closely....

Don't really follow Colt so can't really comment on them, but they do seem to have risen steadily from the falls early last year. I get the feeling that if our numbers are decent them we may be marked up sharply tomorrow. Hopefully these city boys will be buying tomorrow! All in all, tomorrow should be an interesting day. I have noticed that Fins have been call to trade since last week I think.

being pushed around pre-results...maybe a good thing, MM's making it appear there are sellers? who knows, truth is out tomorrow!

Well Fins are now taking online bets again. Certainly dont think that todays sells warrants this drop. Shenanigans maybe!

All UK markets down today so maybe just being marked down along with them.

yup...room to move tomorrow with some great results!