Have a look at todays news threads for EVS, great first half results, important acquisition announced, more exciting news promised in February. Up 25% so far today.

Bought 250k @ 3.9p which hasn't showed up yet. No doubt it will show as a sell later on today! Even with the occasional shake the MMs aren't picking up enough shares and the new product launch is imminent. What will they do then?

The only way is up.

Well done. Just logged back in and have noticed the recovery is well underway. Also hit 4.10p on the offer. Great stuff!

At 11.24 today who would sell 4 shares?
Buys out numbering sells 5:1 so just wait for the increase in sp

Well the stock rebounded as expected. What we need now is that RNS to spur us on to the next level. Lets hope for 'blue' tomorrow. Good Luck!

We may get a tick up soon. The online bid with Barclay's has just jumped to 3.81p. Offer 3.85p. Max online buy 150K

There's the tick up! Offer is now back to 4p.

Max online buy is down to 75K

In the 6 months to December 31st, revenues should be up in excess of 70% and gross margin contribution is up more than 120%. It said this reflected the company's concentration on higher-quality and higher-value business streams. Un-audited like-for-like comparisons show that revenue for the period was in excess of 9 million pounds compared to 5.24 million pounds last time. The company also announced that subsidiary Seven Telecom, completed the acquisition of customer contracts from The Airtime Group, which trades in the UK as World Telecom, a subsidiary of Canisp (up 1.5p to 30p). It said the contracts acquired currently generate revenues in excess of 1 million pounds a year at significant gross margin and the expected consideration, which is payable in cash, will be in the order of 340,000 pounds, dependant on performance of the customer contracts in the first 6 months following the acquisition.

To sum up, EVS has real Potential!

Headquartered in London, Envesta owns state of the art infrastructure
interconnected with worldwide Tier One carriers such as British Telecom and T
Systems. Significant capital investment in Voice over Internet Protocol,
("VoIP") technology has expanded Envesta's technical capabilities, opening up
new routes to Africa and Asia at greater margins to the Company.

From the news it would appear that stocks were marked down today as the investment community thought the Americans were responsible for the explosion near Iran's Nucleur installation. Wall Street recovered when told it was nothing to do with the US. The markets are expected to rally tomorrow.

Please could someone tell me when the results are out so I can look to get more shares before then. Thanks

It has gone up to 4p now

Are we now seeing a definite breakout about the 4p level that we've all been waiting for?

Huge climb today...EVS is a company with a great potential...Buy at 4.4p

Envesta is doing very well. The Company has experienced continued high growth throughout the period, in particular during Christmas and New Year, achieving record levels of revenue for December. This has contributed to an increase in revenue of more than 70% for the first half compared to the same period last year. More importantly, gross margin contribution is up over 120%, reflecting the Companys concentration on higher quality and higher value business streams. This greater margin contribution combined with an increase in the efficiency of its specialist telephony infrastructure has resulted in the Company experiencing significant net profit growth as operating costs have not increased in line with revenues.

Starting to head upwards now

28 February 2005


Envesta Telecom launches 'Cheaper Call Rate'

The first flat-fee, single-access service for making international calls


Envesta Telecom plc ('Envesta Telecom' or the 'Company') the AIM quoted premium
quality international telephony provider, today announces that its subsidiary,
Seven Telecom, has launched 'Cheaper Call Rate', a unique flat fee service that
dramatically cuts the cost of calling overseas for UK based residential and
business users. The service operates via the first ever 'single-stage' access
method from any location in the UK.


While traditional low cost international calling alternatives have been
cumbersome and complex in their access and charging methods, Cheaper Call Rate
(CCR) provides a simple and easy-to-use service that can be used for the same
cost at any time during the day or night and from any UK-based phone (whether,
land line or mobile).


The advantages for the consumer are clear:

No change of supplier
Calls are billed by a customer's existing supplier
No connection fee or set up charge
No access number to dial
Calls are only charged when the call is answered
All calls billed at the flat rate, no matter when the call is made
High quality connections


Cheaper Call Rate works via a unique single-stage access method. On registering
at
www.cheapercallrate.com,
the fully automated system 'translates' the
international number the customer wishes to call to a non-geographic replacement
number. This number has a pre-determined price associated with it, such as
Australia for 2p per minute (inc VAT). Once the number is translated the new
non-geographic number effectively becomes the new telephone number, which can be
shared with friends and family in the UK so that everyone can benefit from the
same savings.


The move into the retail arena, with no distribution channel involved, will
deliver higher gross margins to the Company than those associated with the
current wholesale business. Cheaper Call Rate will initially concentrate
marketing activities directly within the consumer and business market, later
extending into the brand community, where opportunities exist for organisations
with a large customer base to enhance distribution and market penetration
through affinity partnerships and white-label options.


Commenting on the launch, Kevin Jauncey, Executive Chairman of Envesta Telecom
stated 'This is an exciting new addition to the Seven Telecom product range. Not
only is Cheaper Call Rate the first product of its kind to market, we also have
significant supplier arrangements in place that support Seven's marketing
expenditure for Cheaper Call Rate, therefore not burdening the cash and
profitability position of the Company. In addition the service works via a
rebate payment method, thus revenues are assured.'


'Key to Cheaper Call Rate's success is its ease of use, calls are billed at the
flat rate via the customer's existing telephony supplier. A great deal of
development and testing has gone into the service, but due to the utilisation of
existing resource and infrastructure very little additional cost is associated
with the new product. Even while offering some of the lowest rates in the
market, Cheaper Call Rate remains a very high margin product for us. The UK sees
over 43% of the population making international calls, our move into the retail
market strengthens and complements its growing wholesale proposition, current
forecasts for Cheaper Call Rate indicate a significant contribution to
profitability within the next 18 months.'

http://217.37.133.10/cheapercallrate/index.cfm

Nice.......very nice.......


Research Alert Monday 28 February 2005 6th tranche
1 Seymour Pierce Research
*Envesta Telecom plc
Specialist Telephony Supplier BUY
4.1p
AIM EVS.L
New product launch and forecasts
Today Envesta released a new product called Cheaper Call Rate. The
new product should have a significant impact on future revenues and margins
for Envesta.
Cheaper call rate will interface directly with Envestas back office, which will
be directed at the retail market, thus increasing margins and assuring
revenues. The product can also be White Labelled to other companies. The
product allows the customer to enter its usual international or mobile numbers
and in return will be provided with a unique telephone number, which can be
used by anyone from any UK location.
Envesta has agreements with global incumbent wholesale suppliers, which
provide the user with very high call quality, but at a very low cost. The user
makes substantial saving, but does not have to change its supplier, as
minutes used appear on the customers regular bill.
We suspect trading is well ahead of our forecasts and is gathering
momentum. Our revised numbers have been substantially revised to
reflect the performance of Envestas principal subsidiary, Seven Telecom.
Our forecast for the year ending 30June 2005 have been revised upwards
from 0.75m to 1.1m, whilst turnover has been moved from 20m to
23m. 2006 numbers have also been revised upwards. Its re-focus on its
core business, Seven Telecom, has had a dramatic effect on the growth
of the business, with little incremental cost, resulting in gross profit falling
through to the bottom-line.
Envesta is at the early stage of substantial growth. We have moved our
short-term price target to 6p and reiterate our recommendation as a BUY.
Year end Sales Pre-tax Tax rate EPS PER Net div Yield
30 June (000) (000) (%) (p) (x) (p) (%)
2004A 12,364 (254) 0 (0.12) 0 0 0
2005E 23,000 1,100 29 0.34 12.0 0 0
2006E 32,000 2,000 24 0.66 6.2 0 0
Source: Source: Seymour Pierce Limited and Company data
pre-exceptional
*Seymour Pierce Ellis Limited acts as Broker to Envesta Telecom plc
No of shares (m) 229.6
Market cap (m) 9.4
Net cash (m) 0.751
Enterprise value (m) 8.6
(%) 1m 3m 12m
FTA relative +50.3 +115.6 +46.4
12 month high/low (p) 4.35/1.65
Next news
Interims March 2005
Business
Alternative telecoms provider, specialising
in supplying high quality international
connections.
www.envestatelecom.com
Price and price relative (-2y)
ENVESTA TELECOM 28/2/05
M A M J J A S O N D J F M A M J J A S O N D J F
1.00
1.50
2.00
2.50
3.00
3.50
4.00
4.50
PRICE
PRICE REL. TO FTSE ALL SHARE - PRICE INDEX
Sourc e: DATASTREAM
Source : Datastream
Contact
John Beddoe
020 7107 8004
johnbeddoe@seymourpierce.com
Research Alert Monday 28 February 2005 6th tranche
Seymour Pierce Limited
13th Floor
Bucklersbury House
No. 3 Queen Victoria Street
EC4N 8EL
Switchboard: 020 7107 8000
Fax: 020 7107 8102
www.seymourpierce.com
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"Definitely one to watch" thats todays Shares Mag opinion after commenting on this weeks new product launch.