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Easynet (ESY)     

proptrade - 22 Jan 2004 11:27

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.

proptrade - 13 Apr 2005 15:32 - 468 of 602

mention in the Times that these are rallying because they have lowered their retail prices for ukonline to 9.99. very competitive and after volume. great.

gavdfc - 13 Apr 2005 15:38 - 469 of 602

Yes noticed the 9.99 deal, fantastic value for the customer. Also noticed the adverts for it on this site!

gavdfc - 13 Apr 2005 15:43 - 470 of 602

The are also doing 2MB for 19.99 and 8MB for 29.99. Currently I have 1MB at 25 from Blueyonder, not so good value, but a very good quality.

proptrade - 13 Apr 2005 16:01 - 471 of 602

i know, i am on BT paying the same for 512! wrong price.

ESY will clean up when their marketing gets into gear.

gavdfc - 13 Apr 2005 16:07 - 472 of 602

Just checked on the Ukonline website to see if I can get their service in my area but no such luck. If I remember correctly, the areas they operate in covers about 4 million people. Pity they don't do it up here, maybe one day though as it seems great value. Here's hoping lots of people sign up for it. I started off paying 25 for 512 but Blueyonder moved everyone up to 1mb free of charge. The broadband market seems to be getting much more competitive as more people move over from dial up.

First day that I've seen the adverts for it on this site.

proptrade - 13 Apr 2005 17:11 - 473 of 602

on moneyam?

gavdfc - 13 Apr 2005 17:30 - 474 of 602

Yes, they have an advert down the side of the trades page and also one at the top of the main bulletin board page.

proptrade - 14 Apr 2005 10:39 - 475 of 602

thx, haven't seen it yet but will keep a look out.

still moving in the right direction today...

gavdfc - 14 Apr 2005 11:37 - 476 of 602

Good to see we are still moving, considering the state of the markets right now. Bl***y Dow! Still, it does offer trading opportunities in it, but can be hairy!

Forgot to say yesterday about the ad's on the trades page, the Ukonline one seems to share the space down the left hand side with various other ad's. Seems to change everytime you click onto the trades page. The ad is quite eyecatching though.

proptrade - 14 Apr 2005 11:58 - 477 of 602

i will look out for it...dull day today...-

gavdfc - 14 Apr 2005 12:07 - 478 of 602

Aint that the truth, unless you were short WLW! Which I wasn't. Strange the way the Dow has been moving. When oil was rising, Dow falling, now oil falling for the last 6 days in a row and Dow still going down.

proptrade - 14 Apr 2005 12:25 - 479 of 602

maybe the 2003-4 rally was a bear market spike! heaven forbid...

gavdfc - 14 Apr 2005 14:23 - 480 of 602

Lets hope not! Maybe the markets will pick up once the election is out of the way. Last years late rally seemed to coincide with the ending of the US election. Or maybe I'll just get my bucket and spade out and head to the beach all summer!

proptrade - 14 Apr 2005 14:27 - 481 of 602

sounds like a swell idea!

proptrade - 20 Apr 2005 15:06 - 482 of 602

news..obviously ESY has its fingers in the right pie...

C&W to invest 190 mln stg in UK network over next 3 years UPDATE
AFX


(Adding more details, analyst comment, background)



LONDON (AFX) - UK telecoms group Cable & Wireless PLC said it would spend around 190 mln stg over the next three years on overhauling its domestic network.

C&W's traditional switch-based network will be transformed into a next-generation' platform founded on internet protocol technology. The overhaul will save the company some 50 mln stg by 2006, and improve the services it can offer to customers, said the company in a statement.

'After a period of intense focus on fixing the legacy issues, we are now moving our attention to building our competitive position in the UK,' said chief executive Francesco Caio.

'Continued dialogue with our customers confirms that in all segments demand is rapidly shifting towards IP and broadband services,' he said.

Analysts said the creation of an IP-network is absolute crucial to the turn-around of its ailing UK business, which is struggling to compete in the cut-throat market for corporate telecoms services.

'C&W is playing catch-up and they simply must invest in an IP-network if they are to stay (competitive) in the UK,' said one analyst, who asked to speak off the record.

Competitors like Thus Group PLC, Colt Telecom Group PLC and Easynet Group PLC all have 'next-generation' networks, while BT Group PLC has already outlined its plans to create for an IP-based network, called the 21st Century Network.

C&W also revealed that its consumer broadband wing, Bulldog, would reach its target of 'unbundling' 400 BT local exchanges by May this year -- some 7 months ahead of schedule.

Unbundling is the process by which telecoms groups install their own equipment at local exchanges, allowing them to offer high-speed internet access at much cheaper rates than if they 'rented' access from BT.

Cable & Wireless said the main benefits of switching to IP-based network would be to enhance the services it could offer to business and residential customers.

It also said that it would switch to its new platform before BT's 21st Century Network comes on line, 'offering our customers the opportunity to migrate to new services ahead of BT'.

Aside from the 50 mln stg headline cost savings outlined by C&W, the new network would produce annual cost savings of around 23 mln, it said.

The 190 mln outlay is some 35 mln higher than its original capital expenditure plans, added C&W.

By 2.40 am, C&W shares were 2-1/4 pence higher at 125-1/2.

simon.duke@afxnews.com

sd/tc



COPYRIGHT

proptrade - 20 Apr 2005 15:23 - 483 of 602

to clarify the above..C&W is GOING to build a 21CN.

ESY ALREADY HAS ONE.

point reiterated. ESY to be bid for????? ramp ramp ramp!

gavdfc - 20 Apr 2005 16:33 - 484 of 602

Cheers for flagging this up, I missed the CW announcement earlier. Some decent sized trades here today. Bring on a bid! At some point this year perhaps.

proptrade - 20 Apr 2005 16:40 - 485 of 602

yup..5 million traded, even though some rolls, is huge vol

gavdfc - 22 Apr 2005 10:43 - 486 of 602

Deutse have upped their stake by 0.75% :-))

Easynet Group PLC
22 April 2005


Letter to Easynet Group PLC

EASYNET GROUP PLC
DISCLOSURE UNDER SECTION 198-202 UK COMPANIES ACT 1985 (as amended)

Further to our letter of 14 February, 2005, and in accordance with Sections
198-202 of the Companies Act 1985, we write on behalf of Deutsche Bank AG, to
inform you that, on the basis that the relevant issued share capital of your
company is 120,169,236 ordinary shares, Deutsche Bank AG and its subsidiary
companies have a notifiable interest in the shares of 14.17%. The total interest
is in 17,031,525 shares registered in the names and in the amounts as set out in
the attached Schedule.

Companies within the Group acting as Fund Managers hold some of the shares on
behalf of a number of clients whose portfolios are managed on a discretionary
basis.

Deutsche Bank AG is a corporation domiciled in Frankfurt, Germany, of which
Deutsche Bank AG London is a branch.

From DEUTSCHE BANK AG LONDON



EASYNET GROUP PLC
0.04 ORDINARY SHARES

Held as Principal No. of Shares
Deutsche Bank AG London 4,826,500

Held in Client Portfolios
Bank of New York Nominees 810,000
DWS Investment GmbH 365,000
State Street Nominees 11,030,025

TOTAL 17,031,525

20 April, 2005



This information is provided by RNS
The company news service from the London Stock Exchange

proptrade - 22 Apr 2005 12:17 - 487 of 602

come on 100p. AGM next week. hopefully some news out then.

rgds
CP
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