Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

Spectrum Interactive, A Leader in the New Communications Revolution (SIN)     

Peter J Hippey - 13 Oct 2006 10:57

Free Web Site Counter

word077.gifspectrum_interactive.gifaim_logo.gifheader16.jpgheader13.jpgheader6.jpgheader34.jpgword030.gifWARNING Please note I have not verified the information contained in this thread so PLEASE DO YOUR OWN RESEARCH
Seymour Pierce forecast for current financial year is 5.9p eps on a 20% tax charge....dividend forecast 1.77p.......Prospective p/e is 6.7 ...@39.5p
Spectrum is a payphone cash cow, of which declining income is being arrested by innovations such as advertising, ATM's, Microcells & Wi-fi, in street payphones. Cash is being invested into the highly profitable & high growth Interactive divisions, which are making an increasing impact in terms of percentage of turnover & profits for the group

From Investors Chronicle 7-14th October 2006:

Spectrum is switching between two quite different telecom businesses. On the one hand, it operates over 9,000 payphones (over half of which are in London) whose revenue is rapidly diminishing. On the other hand, income from internet terminals and wireless internet links in hotels and airports is rapidly increasing. So in 2005-06, profits from payphones more than halved to 749,000, while income from internet terminals jumped from 211,000 to 511,000. And these trends will continue as the company is spending no working capital on the payphones, but over 2m this year supplying 80 internet terminals a month in the UK and Germany as well as wiring 10 hotels a month with wireless networking. To date 300 hotels have been wired including Travelodge and Premier Travel Inns, covering 30,000 rooms.

Before goodwill amortisation and one-off costs, last year's profits were little changed at 2m. If there's no goodwill charge this year, brokers think that profits could rise to 2.5m on sales modestly higher at 18.4m. But in place of a nil-rate tax charge (and a 734,000 deferred tax credit in 2004-05) there could be a 20 per cent tax charge. So broker Seymour Pierce is only looking for earnings of 5.9p a share and a little-changed dividend. BUY.

Interactive turnover up 124% ...Interactive profit up 143%....for 2006.
chart_image.cgi?finance_chart=1&&ac=2097chart_image.cgi?finance_chart=1&&ac=2097


AIM index: Pink Fixed line telcos index: light blue.
Key to annotations
(1) 11:59 08/06/2006 - Holding(s) in Company
(2) 16:22 09/06/2006 - Directorate Change
(3) 15:30 19/06/2006 - Director/PDMR Shareholding
(4) 09:41 19/07/2006 - Holding(s) in Company
(5) 16:56 01/08/2006 - Trading Update
(6) 07:03 11/09/2006 - New airports agreements
(7) 07:00 27/09/2006 - Final Results
(8) 07:00 18/10/2006 - 5m Airport contract
(9) 16.28 20/10/2006 - Lord Young buys 1,153,846 shares at 39p

p.php?pid=staticchart&s=L%5ESIN&p=0&t=1&word050.gif NOVEMBER 2006

-------------------------------------------------------------------------------------------------------------------------
Banking agreement signed until 2011
-------------------------------------------------------------------------------------------------------------------------
OCTOBER 2006

-------------------------------------------------------------------------------------------------------------------------
Continued success for Spectrums payphone media with record media sales month
-------------------------------------------------------------------------------------------------------------------------
Simon Alberga, Executive Director of Spectrum, bought 113,012 shares at 44p
-------------------------------------------------------------------------------------------------------------------------
Lord Young buys 1,153,846 shares at 39p and takes his holding to a maximum 29.9% (@30% you must bid) & now holds in excess of 10 million shares.
-------------------------------------------------------------------------------------------------------------------------
BAA, the world's leading airport company, has awarded a new seven airport internet kiosk contract to Spectrum Interactive plc, estimated to be worth 5m, following a competitive tender process
-------------------------------------------------------------------------------------------------------------------------
Spectrum Interactive have installed two internet kiosks and WiFi service with Coffee Mania at the Wales Millennium Centre (Cardiff).
-------------------------------------------------------------------------------------------------------------------------
SEPTEMBER 2006

Spectrum Interactive have recently signed an agreement with HSBC to trial up to 16 ATM / Payphones Kiosks
-------------------------------------------------------------------------------------------------------------------------
Spectrum Interactive plc have secured its largest coverage street media deal, untilising over 85% of its street payphone kiosks.
-------------------------------------------------------------------------------------------------------------------------
Spectrum Interactive plc is to install Internet Desks at London Luton Airport, resulting in Spectrum operating Internet Desks at all five of London International Airports, (Heathrow, Gatwick, Stansted, City and now Luton).
-------------------------------------------------------------------------------------------------------------------------
Spectrum has taken the opportunity offered by BAA, to add an additional Internet Retail Shop at Heathrow T1 Arrivals.
-------------------------------------------------------------------------------------------------------------------------
Blackpool International Airport (UK's fastest growing) is to get Spectrum Interactive's public access Internet Desks as new services to its increasing passenger numbers.
-------------------------------------------------------------------------------------------------------------------------
AUGUST 2006

Further to the success of an initial trial, the University of Sunderland have requested extra CCTV cameras to be added to their existing Spectrum CCTV WiFi network.
-------------------------------------------------------------------------------------------------------------------------
Spectrum Interactive plc's Media team have rolled out another highly popular and eye catching campaign, promoting 'Sinatra', the hugely successful London Palladium show. Over 200 central London payphone sites have been selected
-------------------------------------------------------------------------------------------------------------------------
Landscove Holidays have just signed with Spectrum Interactive Internet services.
-------------------------------------------------------------------------------------------------------------------------
Spectrum are pleased to announce that St. Christophers Inns, a longstanding customer, have renewed their contract with Spectrum Interactive internet services after reviewing the market place and competition.
-------------------------------------------------------------------------------------------------------------------------
Spectrum are pleased to announce the completion of their installations into nearly 170 Premier Travel Inn hotels across the UK. The installations include Internet Desks in reception, and WiFi through the hotel and bedrooms.
-------------------------------------------------------------------------------------------------------------------------
Spectrum are to operate Internet services for Bristow Helicopters, the heliport at Aberdeen Airport, where Spectrum already exclusively provide internet desks as part of their (7 airport) BAA internet desk and payphone agreement.
-------------------------------------------------------------------------------------------------------------------------
Bristol Airport have signed a new five year contract to extend their relationship with Spectrum Interactive. As part of the new agreement Spectrum has doubled the total amount of Internet kiosks at the airport
-------------------------------------------------------------------------------------------------------------------------
Spectrum Interactive plc are pleased to announce the acquisition of the business and assets of iyonder Limited.
-------------------------------------------------------------------------------------------------------------------------



SNAPSHOT OF FACTS

Wi-fi in 30,000 rooms
37 ATM's + agreement for upto 16 with HSBC
1897 Internet terminals
511 Wi-fi spots
Internet & Wi-fi in 21 Airports
Directors own c55% of shares.
Last Director buys:
100,000 bought @ 24p by CE in June 2006.
1,153,846 bought @ 39p by Chairman in Oct 2006.
Executive Director of Spectrum, bought 113,012 shares at 44p Oct 2006


word007.gif SPECTRUM WEBSITE

E

goldfinger - 16 Oct 2006 11:33 - 5 of 83

Ive been in since our conversation on the old post Peter. 35p now and looking strong..............NICE.

Peter J Hippey - 16 Oct 2006 12:00 - 6 of 83

Good for you Roger

36.5p now I think stock is a bit tight.

goldfinger - 16 Oct 2006 13:09 - 7 of 83

Yup moving nicely Peter.

Mickey Skint did you buy in?, should be in profit already if you did.

The golden cross.............

goldfinger - 17 Oct 2006 01:04 - 8 of 83

Up nearly 9% on the day and theres a lot more to come.

Peter J Hippey - 17 Oct 2006 08:34 - 9 of 83

Excellent up 2.5p before 9am.

Peter J Hippey - 17 Oct 2006 09:03 - 10 of 83

+3.5p now

Still only on a p/e of 8.4 at 50p, if brokers forecast is met.

Current share price 40p.

goldfinger - 17 Oct 2006 15:06 - 11 of 83

Still going nicely on a bad day in general for small caps.

Not sure about the header peter, should it be changed now?.

Peter J Hippey - 17 Oct 2006 16:49 - 12 of 83

Yes guess so, but Im stuck now, bcz I can't edit it.

Peter J Hippey - 18 Oct 2006 06:57 - 13 of 83

PRESS RELEASE

BAA award seven airport Internet Kiosk contract worth 5M to Spectrum Interactive plc
84__main



BAA, the world's leading airport company, has awarded a new seven airport internet kiosk contract to Spectrum Interactive plc, estimated to be worth 5m, following a competitive tender process. Spectrum already operates over 200 internet kiosks within the BAA estate and also provides payphones to each airport. This new contract will commence in 2008 and extends the company's leading position in the UK airport market through to 2011.

Importantly, the agreement also includes rights to install new units into Heathrow Terminal 5 which opens in March 2008. Terminal 5 alone is expected to service around 30 million passengers per annum by 2010.

Mark Lewarne, CEO Spectrum Interactive commented, "We are absolutely delighted to have been awarded this prestigious contract. BAA is a long standing Spectrum partner, and we have worked extremely hard to offer a superb package of good design, service and operational support to suit the demands of some of the busiest airports in the world. Securing this contract and extending our relationship with BAA into Terminal 5 allows Spectrum to invest further in new design and product features. We look forward to a long continued association with our partner BAA."

Colin Hargrave, Managing Director, UK Airports BAA, said: "BAA is committed to offering the very best airport experience to passengers, and we demand the same approach from our partners. Spectrum has always been a strong partner with superior levels of service, innovation and marketing initiatives, and with demand for internet services at our airports increasing rapidly, we are confident that Spectrum is ready to meet these challenges and further develop this growing market."

Commenting on the design of Spectrum's latest internet areas Mark Lewarne added, "This is a very significant win for Spectrum, and it indicates that the company has got the right blend of product, design and operational experience. The award of Terminal 5 is particularly exciting. BAA demanded only the very best partners for this project, and Spectrum's new T5 designs had to meet and exceed BAA's expectations. We'll be setting new standards of design and service features for T5, which will be a benchmark for future airport installations."


Peter J Hippey - 18 Oct 2006 07:24 - 14 of 83

Colin Hargrave, Managing Director, UK Airports BAA, said: with demand for internet services at our airports increasing rapidly

goldfinger - 18 Oct 2006 10:16 - 15 of 83

YUP excelent news.

Spectrum Interactive wins 5 mln stg contract from BAA to install internet kiosks
AFX


LONDON (AFX) - Spectrum Interactive PLC said it won a 5 mln stg contract from BAA, the airport operator owned by Spain's Grupo Ferrovial SA, to install internet kiosks in BAA's seven UK airports.

The company, which operates payphones and internet terminals in the UK and Germany, said the contract will commence in 2008 and includes rights to install new kiosks in Heathrow Terminal 5 expected to open in March 2008.

Spectrum already operates over 200 internet kiosks within the BAA estate and also provides payphones to each airport.



newsdesk@afxnews.com

tfn-ban-ssr/lam




goldfinger - 18 Oct 2006 10:18 - 16 of 83

Peter if you contact Ian above on the contact button, he will change headers for you.

goldfinger - 18 Oct 2006 10:35 - 17 of 83

A lot of buying going on.

Peter J Hippey - 19 Oct 2006 10:41 - 18 of 83

Surprisingly ending the day down after the RNS yesterday, but ticking back up now

goldfinger - 19 Oct 2006 12:09 - 19 of 83

Yup and I got a load more 1st thing this morning, NICE.

goldfinger - 19 Oct 2006 13:47 - 20 of 83

Some big buy volume here.

goldfinger - 19 Oct 2006 17:35 - 21 of 83

THE TIMES
The Business Editors Commentary Column:
*Despite all odds, the Dow still gets it right.
*Smart turn (Reuters (RTR.L)).
*Hawks circle (Interest rates).

Smaller Stock to Watch:
*Spectrum Interactive (SIN.L).

goldfinger - 20 Oct 2006 01:54 - 22 of 83

The Times October 19, 2006


Smaller stock to watch


Spectrum Interactive, the AIM-listed provider of payphones and public access wi-fi terminals chaired by Lord Young of Graffham, fell 3p to 35p, despite winning a 5 million contract from BAA to operate internet kiosks at seven of its airports. The deal, which begins in 2008, includes rights to install kiosks at Heathrows Terminal 5, which is forecast to handle about 30 million passengers a year. Spectrum, floated last year at 30p, operates more than 200 kiosks across the BAA estate.

NB, MOVED UP 2p TO 37p ON ABOVE COMMENT.


goldfinger - 20 Oct 2006 12:30 - 23 of 83

Just ticked up............. NICE.

swseun - 20 Oct 2006 12:42 - 24 of 83

just read through the thread, may I ask what the future view to this share (target price and timing)? Thanks very much. :-)
Register now or login to post to this thread.