I am a trader as well as an investor and hopefully this thread will reflect both aspects ....

We should start by saying this is a highly speculative share and the market takes no prisoners.

Over the last 18 months I made lots twice in the early days - then lost it back - bought a million at 2.6p average - founded the TAG - bought another half a million or so at sub 1p - sold most at average 4.25 - bought back at 2.2p and less - sold most at 3.5p and now buying back - overall a good net profit at this time.

I think the d4e will happen (say 90% chance) and the 3% currently talked about will give or should give a price equating to say 3/5p. Longer term on succcess of d4e and progress in the sales market the shares should move to around 10p - assumming markets are not in freefall.

I am looking to buy at any time and hoping for a war generated dip - when I do I will let you know.

The TAG site is a great place for catching up on the TWT news and I will post here as well.

Currently trading on TWT is light (1.7 million traded) and the price is down a littlw with a wide spread (2.01/2.35p). This is a sets share and you must expect a crtain amount of manipulation in these troubled times - FTSE down over 4% intraday

I have a core holding of at least half a million shares and intend to be a long term investor at this time.


ainsoph


http://www.investoraction.co.uk - currently we have 804 registered members holding around 100 million shares in total

I have had a few problems with my password over last day or so but intend to post on a regular basis on a few shares where I have an interest.

Looking to add a few at the moment and would like to pay around 2p - no great rush.

Had occasion to talk to customer services ysterday and admit I was very impressed with their help - wanted to know why I was changing the content of my service and advised on options.


ains


Owen Gibson Guardian
Thursday January 30, 2003

Beleaguered cable company Telewest has signed a potentially lucrative partnership deal with Sony to develop a network allowing PlayStation 2 owners across
Europe to play games against one another.

It has formed a new company, which will be headed by former broadband chief David Docherty, to assist Sony in developing a high-speed internet network that will link gamers throughout Europe.



According to Mr Docherty, the deal is also significant because it will make Sony's games consoles the "gateway" through which, in the future, people can access pay per view movies and music.

"By the time you get to PlayStation 3, it becomes a platform and a brand identity and opens up a host of possibilities for music and video downloads. It's very exciting and more important than the future of ITV," he said.

Mr Docherty added the experience Telewest had gained from building its Blueyonder broadband service, which is one of the most popular online gaming services for PC owners, would stand the new division in good stead for developing the Sony service.

Sony is keen to establish its gaming network as soon as possible so it can catch up with Microsoft, which has already launched a high-speed link up through its X-Box Live service.

The service will launch later this year.





By Dinah Greek [30-01-2003] PCW

Company touts a range of business broadband services

Tony Grace, the new managing director of Telewest Business, has his heart set on wooing medium sized enterprises in industry and the public sector to the company's business broadband services.
In particular he believes that the public sector is beginning to lead the way when it comes to embracing broadband-based service technologies, which he insists is good news for Telewest's IPVPN model.

Grace has been buoyed by a recent contract signed by Telewest for its IPVPN product with the United Bristol Healthcare Trust.



The aim of the project is to use sophisticated high-speed fixed links to improve patient care and streamline medical systems.

Two hospitals in the area, Bristol Royal Infirmary and Bristol General Hospital, are already up and running on the network, with a further two ready for roll-out.

The aim is to connect 12 hospitals and a number of local GP surgeries into the network.

Grace, who has moved over from the company's consumer division, believes that Telewest has the right mix of services for these organisations, and that there is a fast growing awareness among them about the benefits.

"Large blue chip companies are not for us as they have multinational operations," he told vnunet.com.

"So I am pleasantly surprised by the desire in the public sector, and an increasing number of medium sized companies, to embrace new technology."

Grace added that Telewest is targeting its application service provider offerings, initially aimed at small companies, towards medium sized organisations.

But he accepted that there would be slower growth for these services, which were launched last summer.

"We have sold several thousand licences. I am not looking for an immediate influx of interest, but I do expect it to grow gradually but strongly over the next 12 to 24 months," he explained.

Camille Mendler, director of the Convergent Communications unit at the Yankee Group, said: "There is huge untapped potential in the SME sector for this type of service.

"But it is not an easily definable group. Companies like the idea of sending all types of traffic over a single network that is cheaper.

"Internet service providers now have to market the services more effectively and show how they can deliver benefits to SMEs."

Hi ainsoph, glad you found the time to register

Many familer names here

PS, perhaps a TAG link at the top of the thread is acceptable, after all we carry no ads and it will not take business away from Moneyam or ADVFN for that matter

PPS Best not to mention this moneyam site on advfn

Hi Paul - will do on the TAG - still getting 300 hits a day or so

I think a few others will look in as time goes bye




ains

UK to get 1.3m broadband punters this year

By Tim Richardson
Posted: 05/02/2003 at 15:17 GMT


More than a million homes in the UK will hook up broadband this year, amid signs that the UK is finally becoming a broadband nation.

At the end of 2002, 1.6m UK households had signed up to broadband. This year, a further 1.3m people are expected to get broadband, bringing the total number to just under 3m by the end of 2003.

Looking ahead, researchers Strategy Analytics reckon take-up will accelerate over the coming years with 10.5m - or a third of households - with broadband connections in place by 2008.

By this time, researchers reckon that DSL services will make up around 65 per cent of broadband lines, with cable making up around 31 per cent.

In the UK at the moment the split between DSL and cable services is neck and neck.

Strategy Analytics also pointed out that the UK has the second largest European broadband nation (in terms of numbers) behind Germany but ahead of France.

Would be nice and good for TWT if it happened



Business wants grants to help take-up broadband
By Tim Richardson
Posted: 06/02/2003 at 10:20 GMT


Half of UK businesses want tax breaks or grants to encourage the take-up of broadband, according to a survey by the Institute of Directors (IoD).

The survey also found that a third of businesses thought that local councils should subsidise the adoption of broadband by running 'try before you buy' schemes.

The call for help from business comes as nine out of ten of industry bosses said that broadband is an important issue for business, with eight out of ten saying that the lack of any local service was one of the main obstacles to hooking up to broadband.

However, the Government isn't keen on giving broadband special treatment.

In December 2001, it rejected the idea of using tax breaks to stimulate investment in broadband networks and instead called on companies to use existing tax breaks to help get wired up.

A spokesperson at the Department of Trade and Industry (DTI) underlined this saying that tax breaks were available to small firms. Critics claim that the existence of the tax breaks was not well known.

In a statement Jonathan Cummings, Director of e-Business at the IoD said: "It is very encouraging to see that so many business chiefs cite broadband as an important business issue.

"However, for the government to meet its target of making the UK the 'best environment for ebusiness', UK business needs more coverage, more competition and more bandwidth options. To achieve this, more government support is needed," he said.

Last week European Commissioner Erkki Liikanen said political leaders must do more to help the development and take-up of broadband in Europe if they want to secure the benefits of a wired world.

Politicians must do more for broadband

ainsoph

Have you abandonned the threads you started at the other place?

I will be posting more frequently on this site in the hope there will be less abuse and spam. I will tend to update here in future and talk trading - if I trade.

Currently I hold a fair number from 0.7p to 2.6p and looking to buy back recent trading sales.



ains

ainsoph

it appears you have been banned elsewhere for abuse and spam! I will look at your threads from time to time. Perhaps post all the articles to info threads and allow some room for discussion?

F

I am not aware of being banned elsewhere for abuse and spam Fugitive - perhaps you can post a few details ..... sounds intriguing although it doesn't seem to be relevant to TWT



ains

Do we have to have all this 'yes you did', 'no I didn't' type of pantomime dialogue?

Most of us prefer proper civilised discussions. I thought we had left that type of thing behind us when we came here from ADVFN.

agreed 100%


Looking at sets last week it does seem as though a certain amount of manipulation is going on in order to push the price up. Not convinced we should be buying @ 2.5p+ at this time.

ains



latest news seems to be

23:09 GMT, Wednesday 5th February 2003 -- by Jason Crawley
Updated: 01:20

GWR have signed up with Telewest Broadband to broadcast four of its digital stations into millions of cable homes.

Telewest will broadcast the four stations - Classic FM, the Core, Planet Rock and The Storm - from February 7 on its digital cable service, which will increase the stations' potential cable and satellite audience to eight million. Classic FM, which currently transmits on EPG 922, will be moving position according to a report in the Digital Spy Telewest Broadband forum.

The deal comes after last week's Rajar figures showed that 7.5 million people are listening to radio via digital platforms, with GWR's digital stations reaching 80% of the population and The Storm having a potential digital radio audience of 13 million.

Simon Ward, GWR Group New Media and Digital Director, said: "Given that our aim is to connect our brands to consumers in all ways that appeal to them, this makes perfect sense and will only increase the availability of our brands, audience reach and audience share."

GWR have also announced the completion of a sophisticated new transmission network for Classic FM, constructed by NTL Broadcast under its 25 million twelve-year transmission contract with the group.

Haystack

An apology to ainsoph (and a polish to his halo too!)

F

Heard about some of the problems you had on the other site ainsoph. Are you still posting there our have you effectivly abandoned the place.

On the subject of twt you are possibly aware of this Hong Kong Billionare, a Mr Li. Rumour has it that he is shopping around for Energis although I fail to understand how that could be achieved as it is in insolvency.

Something to be aware of I surpose.

BTW over on the premium side here I currently maintain a thread (epic tele) for telecom traders and investors. I am not sure if I will stay here (premium) as much depends on level 2 pricing and effective formatting as a tool. However will keep you informed

Paul

Hi Paul

I think it would be fair to say that the situation over there has gotten totally out of control. I mostly talk via IM to like minded people these days - more lively discussion but no slagging or spam :-))

Yes ..... I saw the talk about MR Li shoping for a UK telecom. There was some vague suggestion of TWT but think that's totally out of order.

What is a little puzzling is the way TWT has been moving forward despite markets falling back. Not sure but get an impression there may be some stake building going on. A lot of biggish buy trades at above the general going rate. I still have at least 10K to buy a few of my traders back but still hoping for sub 2p ..... in an ideal world.

I haven't sprung for any money yet and therefore not on premium site but may dip my toe in - this coming week. I only use the other side for L2 and the fbb because ME is too expensive for L2. I will always be interested in a cheaper and/or better service.



ains

Indeed ainsoph. when Bullshare introduces L2 there is going to have to be some hard thinking. For example the two serices that I rely on is level 2 and streaming charts. Fundermentals I get from the FT.com site via a small annual subscription.

Since Croc left I hardly ever post now on the premium BB.

If we migrate here we may need to ask the other side to close the TAG thread, but thats an issue we can face if necessary

I have streaming charts via Market Eye - which I prefer but guess L2 will be what it is all about as far as traders are concerned. I have Investor Ease for fundamentals and CD refs.

From my point of view L2 is relatively expensive as I don't use any of the other services - also irritated by the constant cut off's when market is busy.

As you say, we can think about the TAG thread in due course.

Lastly, I should say there is a need for a lively and busy free or near free bb - at the moment the other guys have the edge on features but do believe the 'free speech' is now working against it. I talk privately to maybe 50 traders/investors and most just don't bother with the bb anymore in terms of talking seriously about shares/investing.


ains

ainsoph

There are some excellent threads (DAY, etc) on the other side but the threads for speculative shares (bombed out telecoms/pharms/etc with new potential) are populated by ignorant and abusive rampers and shorters.

I guess you are right on both scores but I get easily bored and in addition to my longer term interests I do like to bottom fish. TWT is a typical example - I like the longer term prospects and happy to hold for the D4E and beyond but they are also good for swing trading and even intraday because of newsflow or even the absence of newsflow. It is unfortunate that these kind of shares attract the wrong kind of poster/investor. Sadly everyone loses out as the more skilled or informed posters don't bother.


ains

worth a read

BT Q3 profit seen up
By Braden Reddall, UK telecoms correspondent


LONDON (Reuters) - BT (LSE: BT.L - news - msgs) is expected to report a rise in third-quarter earnings this Thursday, under a cloud of worries about growing competitive threats and the state of its pension fund in a slumping equity ADVERTISEMENT

market.


Ben Verwaayen had barely settled in to his new London office overlooking St. Paul's Cathedral when the new BT chief executive had to preside over the last set of third-quarter results.


The country's dominant telecom group had just suffered months of major upheaval, selling businesses as well as a record-breaking tranche of shares to cut a 30 billion-pound debt mountain by more than half.


Verwaayen, whose arrival was seen as the start of better times, had little specific to offer at last year's third-quarter results. But his plan for "substantially" cheaper high-speed Internet access would set the tone for BT's year.


Analysts do not expect next week's third-quarter results to prove momentous. But Verwaayen, as head of a business focused mostly on the less exciting but steadier UK domestic market, will be under pressure to deliver signs of growth in both earnings and the number of broadband Internet users.


"If boring and steady means it is on track to meet its targets, then that is a good thing," said David Brundish, telecoms analyst at JP Morgan (NYSE: JPM_pj - news) .


Verwaayen promised last April to deliver compound annual growth of 25 percent in earnings per share (EPS) and six to eight percent growth in revenue in the three years to 2005. However, he had to abandon the latter target three months ago when it became clear it may prove too ambitious.


Analysts expect revenue for the quarter to December of between 4.76 billion and 4.83 billion pounds, representing at the high-end growth of less than four percent over the third quarter last year.


Forecasts for earnings per share range from 3.5 pence to 4.0 pence, up from 2.4p last year, thanks to cost cutting and its debt reduction drive, which helped lower interest payments. Pre-tax profit estimates range from 460 million to 530 million pounds, compared with 381 million a year ago.


HOW MUCH NEED FOR SPEED?


BT slashed the wholesale price of broadband in half last April to less than 15 pounds per month, as part of a goal to have one million broadband customers on its network by mid-2003 and somewhere around five million by 2006.


Pierre Danon, chief executive of BT Retail, said on Friday that more than 100,000 broadband users had signed up to BT's network in January, putting the total at well over half a million.


But with cable rivals NTL (NYSE: NLI - news) and Telewest (LSE: TWT.L - news) clawing their way out of financial crisis, BT has formidable competition for broadband access. NTL and Telewest, though their networks pass by just over half of Britain's homes, boast more than three quarters of a million broadband users in total.


BT's traditional market for voice calls is also under threat from two strong retail players: number one UK supermarket Tesco (LSE: TSCO.L - news - msgs) and Europe's largest mobile phone retailer Carphone Warehouse (LSE: CPW.L - news) . Both recently announced plans to sell home phone services as well.


Furthermore, analysts have wondered for months how much BT will have to contribute to its pension fund to make up for stock market losses. Opinion is divided on the potential impact, but they agree that the uncertainty is weighing on the shares.


"Apart from exceptional Q3 results, the positive trigger towards our target price is more likely to come when the latest valuation of BT's pension deficit is published in May," SG Securities analyst Steve Trowbridge said of his 230p target.


BT shares were up two percent at 177 1/2 pence on Friday afternoon. The stock has lost about a fifth of its value over the past 12 months, but outperformed European peers in the DJ Stoxx European telecoms index by five percent in that time.