WARNING 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.



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
NOVEMBER 2006

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Banking agreement signed until 2011
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OCTOBER 2006

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Continued success for Spectrums payphone media with record media sales month
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Simon Alberga, Executive Director of Spectrum, bought 113,012 shares at 44p
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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.
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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
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Spectrum Interactive have installed two internet kiosks and WiFi service with Coffee Mania at the Wales Millennium Centre (Cardiff).
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SEPTEMBER 2006

Spectrum Interactive have recently signed an agreement with HSBC to trial up to 16 ATM / Payphones Kiosks
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Spectrum Interactive plc have secured its largest coverage street media deal, untilising over 85% of its street payphone kiosks.
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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).
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Spectrum has taken the opportunity offered by BAA, to add an additional Internet Retail Shop at Heathrow T1 Arrivals.
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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.
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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.
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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
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Landscove Holidays have just signed with Spectrum Interactive Internet services.
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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.
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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.
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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.
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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
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Spectrum Interactive plc are pleased to announce the acquisition of the business and assets of iyonder Limited.
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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


SPECTRUM WEBSITE

E

thanks Peter, 65p by dec is very good!! 50% up from now on.
Buy stronger than sell today, even only few trades. Hard to see if it will drop back tomoro... of coz if it does ... then good to me haha...

swseun

Looks ready for a tick up.

PRESS RELEASE

Continued success for Spectrums payphone media with record media sales month



Spectrum's latest London Media Campaign, utilising high profile location kiosks, booked by Gen Outdoor, advertised the successful Motown West End show 'Dancing in the Streets". As part of their ongoing outdoor advertising activity 150 key sites were booked in the West End.

In addition, September 2006 saw Spectrum's Media Team it's best month ever for advertising sold on telephone kiosks. This comprised of winning new clients as well as re-signing existing customers for permanent 'sandwiched' advertisement as well as short term campaigns like 'Dancing in the Streets' which are temporary 'stick-on' advertisements.

With over 1,800 phone boxes across the UK, Spectrum Interactive's Media Team are able to ensure high profile and high frequency promotion in a cost effective way, offering a variety of packages nationwide.

For more details on Spectrum Interactive Media Packages media@spectruminteractive.co.uk

Excelent trading update, and there still as cheap as chips. Forward P/E of 7.

Giving them away at this price.

PRESS RELEASE

Spectrum's new banking agreement enables further investment in company's Internet Business

No image No image

Spectrum Interactive plc (AIM:SIN), the public internet and payphone operator, is pleased to announce that it has agreed a new five-year banking agreement with Bank of Scotland Corporate which extends Spectrum"s existing 5.4m of senior loans to 2011. Bank of Scotland has been the company's senior debt provider since 2002.

Mark Lewarne, Spectrum's CEO said today, "This is an excellent development for the company. It strengthens our long-term relationship with the Bank of Scotland and enables us to invest more in our growing interactive business and target additional acquisitions. It is also a significant vote of confidence by the Bank in our long-term strategy.

Daryll Windsor, Director of Relationship Banking at Bank of Scotland also commented, "We are very pleased to be extending our agreement with Spectrum. We have a successful, long-standing relationship with the Company, and we are confident this new deal will assist the company in continuing to develop its growing interactive business."

Nice one Pete.

Additional acquisitions. Sounds like might sort of stuff.

GF, I have recently been pointed to take a look at SIN and found that you are on here, always respected your views. It appears that general view is too cheap with growth potential but do you feel that growth will outstrip decline of payphone revenue?

Most certainly Andy, but its also nice to have assets that produce cash flow like the underlying business.

Far too cheap I beleive.

Topped up this morning looks like a new leg up is about to happen

Cant be far off of moving now, surely.

Up I meant.

Gf, the only question in my mind is what is the next news to drive the sp higher or will it be sentiment? Is the sp 43.5p after the recent director buys and is this likely to fall back before pushing higher?

1800 Internet terminals
460 Wi-fi spots


Updated in header to 1897 & 511 (source spectrum website)

Peter, hows about a new thread showing the Companys name and also transfering historic news over?.

We seem to have come to an halt.

Posters pass by because they dont know the companys name I feel?????????????.

What say you?, come on lets get some more energy in.

Regards Roger.

I agree GF the thread list needs the name. A bit of buzz perhaps a naked picture of me holding my investment.
LOL
MS

Roger feel free, no probs.

According to Mail on Sunday, Travelodge has 250,000 rooms & intends to double its number of hotels in the UK in the next 3 years (2010)and expand on continent as well.


Very very good news for spectrum.



(from Investors Chronicle last month: "To date 300 hotels have been wired including Travelodge and Premier Travel Inns, covering 30,000 rooms.")

Very good news indeed.

Plenty of growth left in these.

Chaps refering to a change of the header, what about this........

"Spectrum Interactive, A Leader In The New Communication Revolution".

I think we have to get the companys name on the header list, any thoughts?.

I agree GF. This is a success story starting to unfold and as more news starts to flow the sp should go up.

MS

I will contact Ian and ask him if he can change the header for us.

Cheers Gf.