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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.

gavdfc - 26 Apr 2005 13:03 - 497 of 602

Snippet form an artcile today on the Register:

"Middlesbrough-based ISP Onyx was the first to sign up to the service and now independent outfit Freedom2Surf has been named as Easynet's second customer.

And there are "others in the pipeline" apparently, although it seems some ISPs have been too shy to go public on their tie-up with Easynet.

Speaking at the company's AGM today chairman Keith Todd said: "We have had a positive response to our LLUStream wholesale product from the industry and are pleased to announce that we have secured a contract today to provide LLUStream to Freedom2surf...having signed up several smaller ISP's for the service already."

A spokeswoman for the telco declined to say which other ISPs had signed up but insisted that Easynet had contacted around 100 service providers so far to punt the wholesale alternative to BT."


http://www.theregister.co.uk/2005/04/26/easynet_llu/

proptrade - 26 Apr 2005 13:08 - 498 of 602

great snippet. thx gavdfc.

gavdfc - 26 Apr 2005 13:22 - 499 of 602

Thought you would like it, I did! Hopefully Onyx and Fredom2surf are just the first 2 of many ISP's to sign up. I wonder what that analyst makes of the "others in the pipeline" now!

proptrade - 26 Apr 2005 13:23 - 500 of 602

especially with 100 enquires...

gavdfc - 26 Apr 2005 13:27 - 501 of 602

Yep, growing bit by bit would suit me, although an onslaught of new contracts would also be nice. :-)) Lunchtime soon, cheese salad roll and a cuppa!

proptrade - 26 Apr 2005 13:49 - 502 of 602

just bought a taste the difference cheddar ploughmans from sainsburies, washed down with freshly squeezed OJ and a bag of crisps!

gavdfc - 26 Apr 2005 14:14 - 503 of 602

Tasty! As was the 75k at 90.18 from earlier. Nothing beats fresh OJ, as long as it doesn't have the pips in it!

proptrade - 26 Apr 2005 14:21 - 504 of 602

no pips...

saw that trade go through and thought..nice!

hopefully upward momentum tomorrow. the poblem is that we need to see real numbers and news and maybe a takeover rumour!

gavdfc - 26 Apr 2005 14:36 - 505 of 602

Last year a trading statement was out 1st July so maybe same this year. If we can get some of the 100 or so mentioned ISP's signed up then that should give us some momentum. Of course, takeover rumours then that would def move us up!

Looking at the markets overall here and in the US, I think that may have scared some of from buying anything at the moment. 100 and 200 point swings up and down on the Dow no doubt scares some off entering the markets full stop. Of course, for those trading the indices it presents great trading opportunities.

proptrade - 26 Apr 2005 14:43 - 506 of 602

they are great opportunities...the thing is volatilty has spiked which i think is a good thing.

by the way found this article..
http://www.computerbuyer.co.uk/buyer/news/71127/easynet-plans-adsl2-services.html

gavdfc - 26 Apr 2005 14:51 - 507 of 602

Nice article, cheers. So BT are testing 18mb and we have done 24mb, ahead of them which is nice.

Last week's volatility worked out well for me, especially on Friday, rapid moves late in the day. Great long and short trades on the Dow.

proptrade - 26 Apr 2005 14:53 - 508 of 602

it just makes life more interesting when there is movement = opportunity!

gavdfc - 26 Apr 2005 15:06 - 509 of 602

Indeed it does sir! Fridays sharp fall then rapid bounce was an excellent end to the week. 2 profit opportunities within minutes, short then long. I wonder if any brokers will put out a new note after this mornings AGM? Surely Deutsches increased buying will not have gone unnoticed.

proptrade - 26 Apr 2005 15:30 - 510 of 602

ok, here is a funny one.

with all the offers for ukonline i called to check to see what BT are charging me...wait for it, 24.99 for 512 speed!!!!!!!!!!

the chap said well we can ungrade you to 2Mbp for the same price for free with no 12 month contract. BT are a bunch of comedians. Of course i have upgraded but they are having a laugh. how many millions of customers are in the same boat. do you know anyone who is a reporter for a national newspaper? i think we have a great story.

this guy couldn't believe the other prices out there and i said i could get 8mbp for only a fiver more a month. when i told him about 24mbp he almost fell off his chair.

BT MUST lose customers to ESY and when i have upgraded next week i am binning BT.

gavdfc - 26 Apr 2005 15:46 - 511 of 602

24.99 for 512 must be one of the most expensive prices for the slowest speeds. They are definitely having a laugh, but its not very funny considering what you can get elsewhere, more for less! Im 24.99 a month for 1mb on Blueyonder, got the whole Telewest package, TV phone and broadband. They charge 34.99 for 2mb and 50.00 for 4 mb. Considering what else is out there they are pretty pricey. But I dont have the access to some of the other smaller cheaper faster players up here in Scotland. Might give them a call and see if I can get 2mb fro 24.99. One thing I do have to consider is reliability. Trading from home, I need a very reliable package so dont mind paying a bit more for a reliable service, and Blueyonder is very good.

Wish I did know a reporter, would be a good story. Working Lunch had a good feature yesterday about how hard it is to migrate from one ISP for another. Tiscali got hammered in it. BT should lose business with that pricing strategy. I bet that BT software is pre-loaded on some new pc's, as AOL was. It was when I bought mine a about 4 years ago. Makes it easy for lazy consumers just to take that package.

I wouldnt be happy paying 24.99 for 512 so sounds like you did the right thing. Which ISP will you look at after BT? We dont get Uk 0nline up here and I would never go back to AOL, garbage service all round. Go ESY!!!

As an aside, keep an eye on SIA, results out Friday.Posted on the thread.

proptrade - 26 Apr 2005 15:58 - 512 of 602

saw SIA creeping up, will check it out...

i have emailed ESY with my little story and who knows maybe they can play around with it. i even gave them an advertising strategy -

"call up you ISP, ask them 2 things - speed and tariff. Cancel them and subscribe to UKonline. one call, save money and speed up your life. simple"

anyway, not that i am in advertising (or ever will be after that effort) but i am SOLD!

gavdfc - 26 Apr 2005 16:14 - 513 of 602

Good call emailing ESY, "one call does it all!" Pity they don't cover up here. Gonna email Blueyonder tonight and see if they will do anything considering the reduction in the retail market.

gavdfc - 26 Apr 2005 21:28 - 514 of 602

Whilst searching the web tonight, this sprung up:

"The Lane is a sophisticated, light and modern restaurant whose list of corporate members includes Skanska, Habitat, Easynet, Kangol, RBS and Natwest. They come back time and again, safe in the knowledge that they can treat their guests to the highest quality European cuisine in calm but ambient surroundings."

It always comes back to food....

http://www.londonlaunch.com/newsArticle.asp?retid=36&newsID=609

proptrade - 27 Apr 2005 09:17 - 515 of 602

great spot...i wonder if shareholders can take advantage!

gavdfc - 27 Apr 2005 14:43 - 516 of 602

Another interesting little snippet:

"It looks likely that we will now see a gaggle of providers announcing partnerships with Easynet, in the coming weeks and months. These partnerships may well be the boost that LLU in the UK needs, and provide a fast route to services that will match those offered in France for example."


http://www.adslguide.org.uk/newsarchive.asp?item=2216
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