RESULTS DUE NEXT WEEK NEWSFLOW IS GOOD
ANY BACKERS - IDEAS HOW PRICE WILL MOVE.

What is going on. Good results. Goodish yield. Reasonable prospective EPS growth. SP drops on small volumes. Why??? what am I missing?

Amstrad PLC
23 March 2005





Amstrad plc


Amstrad E3 e-mailer sales promotion


Amstrad plc announced today that the retail price of its E3 e-mailer is being
significantly reduced in most retail outlets from around 99 to around 49.

This planned price reduction, which will commence over the Easter weekend in
Argos, Dixons Stores Group, Comet and certain other retailers, is aimed at
encouraging customers to buy the units in pairs thereby facilitating the use of
the phone's video call technology. New software has also been downloaded to the
existing base of E3 e-mailers which allows users to connect a digital camera and
view photos on the e-mailer screen which can then be sent out to friends and
family by e-mail.

Amstrad's Commercial Director Simon Sugar said today:

'The new software and lower retail price makes the E3 e-mailer a compelling
proposition as an all-round communication device. The fact that you can now buy
two E3 e-mailers for around 100 should significantly increase the use of video
phone telephony in the home'.


23 March 2005

Further information:

Andrew Bloch/Graham Goodkind -Frank PR
Phone: 020 7693 6999
E-mail:
Andrew@frankpr.it

Today's drop is all about the e-mailer - so the newer version (with video camera-what next?) will now sell for 49 (half price) -merely repeating the pattern of the first e-mailer.
I didn't like the logic of the first one, less do I like the second, yet AS continues with it - he's brave.

Smacks of desperation to me.

surely 2 for 100 must be attractive to many punters...easter pres to ma & pa?

How much does it cost them per pair?

Whats happened to AMT sp

I don't Know. Projected yield about 4.8-5% Turnover up, Profits up, EPS up. But the market doesn't like Sugar or his Top Boxes or Video phones.

I have held this share for yonks, still think it is worth a hold but wish I hadn't been greedy at 200+.

Amstrad rarely seems to issue an information, which is probably oe of the reasons for its stagnation.

Suprise rise in these late friday afternoon. I still hold a few tranhes so It was nice to see the SP go up so fast. maybee theres more to come monday morning.

cheers GF.

I`m still in these bought in at 1.72 and it has been downhill since.
I noticed the rise as well on Friday and was very happy to see some recovery in SP,these are one i`m reasonably happy to hold as the dividend is not bad.
DB66

We might just get lucky, DB.

cheers GF.

GF, WE May, but why, where is the information? It can't all be on the back of the yield or apparently consensus opinion of brokers has change to a buy!!!

GF

TW has tipped these as a buy up to 155 with a 12 month target of 200p.

MS

Thats interesting Ive seen him say before he cant stand the bloke. Anyway Ill take it from what ever source as long as the price rises.

cheers GF.

So this is what has caused the nice rise up this afternoon.


Amstrad PLC
04 January 2006


Amstrad Plc Trading Statement

Amstrad plc now expects higher sales in the second half of the financial year
and as a result expects the outlook for the year to 30 June 2006 to be
significantly ahead of current market expectations.

Amstrad plc

4 January 2006

Dough boy, It's because I tipped it yesterday.

I would now like to tip the following shares:-
1
2
3
4
5
6
7






Can't seem to make my mind up!

8-)

Glad I stayed patient with these. Now starting to pay off, nice. 40 million of cash if Ive remembered the figure correctly. (check it though)

cheers GF.

EVO have tipped this one as a BUY in the last few days. When I get my Mouse sorted out I will post the tip.

cheers GF.

PS, still looks derd cheap.

The EVO broker note I promised. Medium term target price 225p.

Yesterday afternoons brief trading statement revealed that the Board expects the
FY06 outlook to be significantly ahead of market forecasts on the back of better
than expected 2H sales. The Set-Top-Box (STB) Division is driving this success and
specifically demand for Sky+ boxes, incorporating the personal video recorder
(PVR), continues to grow.

Sky seems to have experienced a strong Christmas trading period, feeding
through to increased demand for Amstrads STBs. This will have been exacerbated
by problems at another of Skys suppliers, Pace Micro. Paces December trading
statement revealed that component shortages were delaying product shipments.
We had downgraded our Amstrad FY06 expectations in September when the
Company warned that shareholders should not expect the same level of results as
FY05, but it seems the Board has been surprised by the weight of demand flowing
through in the latter part of its financial year. Consequently we are lifting our FY06
sales forecast from 82m to 97m and the PBT forecast from 15.9m back up to
20.0m.

We are leaving our FY07 forecast unchanged at this point. FY07 does show a
slightly lower margin, as STB margins are still expected to come under some
pressure. We expect FY06 margins to be particularly strong as the PVR boxes are
a high margin product.

We are now expecting EPS to rise from 17p in FY05 to 17.2p in FY06, leaving the
stock on a multiple of just over 10x. With the continuing strength of the Sky
business and the improving outlook, we feel a 13x multiple would be more
appropriate and are raising our target price to 225p and upgrading the stock to a
Buy recommendation.

The Company has reviewed a draft of this research note, but no changes have been made
Brief but very positive Interim trading
statement
Sky seems to have had a good
Christmas
Upgrading forecasts
FY07 unchanged for now
Stock looking very cheap
Sky+ success means profits significantly ahead of forecast
Yesterdays Interim trading statement revealed AMT expects much higher
2H sales than previously thought and we are consequently raising our FY06
forecasts and upgrading to a Buy despite the rise in the share price.
Mkt Cap 142m Net Cash39m


cheers GF.

Back in the blue. Got 250p written all over it this one medium term.

cheers GF.