Been buying these since mid oct last year - soon after their profit warning. Management have been changed - new contracts gained and a complete reorganisation. I am not currently trading them but buying a few in the dips and accumulating. I have several good contacts and happy to continue buying.

seems to me we were in such a dip today and have therefore added a few


ains


Share price at start of thread 50.5 mid - current 86p - gain 70.3% (13/05)

lots of good media coverage ..... which is nice



May 06, 2003

Royal Mail signs 1.5bn outsource deal
by our business staff TIMES



The Royal Mail today signed one of the biggest outsourcing deals ever in Britain, when it agreed a a 1.5 billion contract to outsource computer work to private companies in a move aimed at saving the postal group 250 million over the next ten years.

More than 1,700 Royal Mail information technology staff will transfer to Computer Sciences Corporation (CSC), BT and Xansa, which will be responsible for running data centres, desktop computers and hundreds of business application systems.

Adam Crozier, Royal Mail Chief Executive, said: "This is a great deal for Royal Mail and a great deal for our people. It is a vital component in our renewal plans in terms of reducing costs and giving us the information technology services that we need to make Royal Mail a great company."

Mr Crozier said that the CSC-led so-called Prism Alliance was a powerful combination of three world class companies.

"In one leap we will have access to the levels of advanced technology we need to compete successfully and improve our services to customers."

A little profit taking ..... 80/83p on 2 million traded

Guardian - On a more fundamental tack, Xansa , improved 3.5p to a seven-month high of 80.5p after it said full-year profits would meet expectations and announced it was part of the consortium that had landed a 1.5bn outsourcing deal with the Royal Mail. City gossips believe a predator is stalking Xansa, which on price to book valuation (assets minus liabilities) is one of the cheapest stocks in the London market.

easing a little today with Arbuthnot securities downgrading on val grounds - they belive yesterdays trading update was already built in - they say XAN have aa PE of 20.5 against sector average of 13.1. They agree a premium is derserved but target 70p


Hmmmmmm ..... guess the market only works if peeps take opposing views - will be adding a few if they dip sub 78p



ains

big f trade - million @ 80p plus a 300k mm deal gave got them ticking back up

May 12, 2003

NHS set to cut 20 bidders from 2bn computer race
By Nic Hopkins TIMES



THE National Health Service is poised to drop about another 20 contenders from a list of companies and syndicates bidding for a 2.3 billion contract to modernise its computer systems.
The National Programme for IT in the NHS (NPfIT) will reduce the 31 competitors to a shortlist of between eight and ten, all of which are expected to be invited to tender for the three-year contract.

The NPfIT, which will see the introduction of electronic patient records as well as digital prescriptions and appointments, is part of a broader effort to upgrade and maintain the NHSs computer systems at a cost of 15 billion over the next decade. Only a few of the 99 companies that originally expressed interest in the NPfIT will become lead managers of the project. Firms on the final shortlist are expected to be notified directly by the NHS. The shortlist is not expected to be made public.

Syndicates are expected to dominate the final group. Analysts believe that a joint venture between McKesson, the worlds biggest provider of healthcare technology, and Capita, the business services group behind the London congestion charge, will feature strongly. Alliances between IBM and ATOS KPMG Consulting, and Microsoft, Sun Microsystems Dell, Electronic Data Systems and iSoft are also expected to be prominent.

A syndicate led by Accenture, the US consulting group, and Germanys Siemens is also expected to feature in the final line-up, as is another headed by Lockheed Martin, the US defence and technology contractor, and Hewlett Packard, the computer maker.

Other UK firms competing for the contract include BT Health, Xansa, LogicaCMG and Torex. One senior executive of a company involved in the bidding said: Were getting to the business end of the process.

He added: I would expect a few surprises. Most of the leading contenders will get through, but I wouldnt be surprised if one or two dark horses emerge and a couple of obvious candidates fall away.

Added a few earlier today - volumes picking up now as we head for close

Ticked up premarket after a busy day yesterday with high volumes - 5th day in a row .... now 82/86p up 3% intraday and 66.33% since the thread started 3 months ago ..... shares at the highest price we have seen since early september last year.



ains

moving up the leader board and now 5th intraday as we tick up again @ 85/87p on another high volume day


ains

Recovering today after a mini bout of profit taking .... always healthy to see two way trading .... 84/86p on average volume


ains

Been slipping with the market over the llast couple of days but note the big trades today and a 2.7 million cross at the lower offer price ..... could see a bounce back

heres the bounce .... lowish vol showing but up 5% @ 85/88p in poor down msarket ahead of long holiday :-))



ains

I might have guessed you would be in these.Now comfortably more than doubled. Some of the trading crowd were well short and must be very unhappy.

lol @ the bb`s security system

LONGed at 91 p hoping for 100p only to see the price dropping to 88p. Will bail out at 80 p (stop loss) if the down fall continues. Any short-term forecasts?

Important announcement today with Lawson could revive interest in ZAN and share bouncing from artifical low. Persistant buying over last number of days has given MM opportunity to mark down in weak market. Could rally strongly from here as more interest in this stock than this board would imply.

ZAN rally through 100 is holding and chart looks strong! Price has broken thru 150 day ma at 97p and stock should make further progress when 15 day breaks thru in next couple of days. Small resistance at 106p should be overcome with next target in 115p area. Only a break below 97p would be negative. DYOR.

looking excellent again
120p on the cards following todays deal

any body out there know where this one is going? despite lots of positive news out there - this share looks relatively unlovev by th city.

A steady performer. Up 10% over the last couple of months.