Corporate Web Site : http://www.vykecorporate.com

Product Web Site 1 : http://www.vyke.com

Product Web Site 2 : http://www.vykedirect.com

Vyke Communications plc is a leading Voice over Internet Protocol ("VoIP") service provider with a focus on mobile applications.

Formed in 2004 and expanding via organic and acquisition-based growth, Vyke's key competitive edge is based on the following technology and expertise:

VoIP based communication systems
Mobile handset technology
Wholesale carrier network management

The Vyke suite of IP-enabled services combines this key technology and expertise to provide innovative, low cost and high quality consumer services that build on the foundation provided by Vyke's vertically integrated VoIP communications network. It provides the following services for any individual or business from a single integrated platform:

Mobile VoIP (VoIP directly from the mobile phone)
PC and device based VoIP services
Mobile messaging
Mobile call back services

Vyke's aim is to become one of the world's largest independent mobile VoIP service providers.

Nearing 200p :)

The Times gives this as a Tiddler to Watch today - I've not seen the details yet though.

The Times gives this as a Tiddler to Watch today - I've not seen the details yet though.

over 200p now 202/207p

Comment from Daniel Stewart today :

VYKE - BUY
Price: 183p Target price: 500p
Code: VYKE.L Analyst: Mike Jeremy | 020 7776 6570

Ends discussions on potential acquisition. No impact on operations.

Vyke has announced that it has decided not to proceed with the potential acquisition, flagged on 19 September 2007, of a US-based VoIP network service provider.

The company cited the outcome of the due diligence process, saying that "the target company did not meet Vyke's acquisition criteria", and adding that it "will maintain its current strategy of continued strong organic growth with carefully chosen acquisitions, which meet its criteria pertaining to geographical reach and quality of service".

In our view the key is service quality, specifically the level of termination agreement which we assume did not, under scrutiny, match Vyke's standards.

The quality of Vyke's network, and notably the reliability of its IP termination agreements, is an important differentiator and vital platform for its planned expansion. Although this potential acquisition failed to meet Vyke's criteria we expect the company to continue to look for similar opportunities.

http://www.techworld.com/news/index.cfm?RSS&NewsID=10682

News 16 November 2007

VoIP on 3G will beat Wi-Fi

By Peter Judge, Techworld

Mobile VoIP is set to grow, but it will run over the 3G data provided by cellular handsets, rather than over Wi-Fi, according to a research report from Disruptive Analysis, which predicts 250 million users of 3G VoIP by 2012, compared with less than 100 million for voice on Wi-Fi.

"Yes, 250 million is a surprisingly big number," said Dean Bubley of Disruptive Analysis. "I did the sums and then had to triple-check my own model. The fundamental truth, he says, is that mobile networks are moving towards the cellular industry's LTE (or possibly Qualcomm's UMB or Wimax. which recently received ITU approval) and that will be all IP, so for operators "VoIP is mandatory."

VoIP will allow carriers to handle more calls on their scarce spectrum and backhaul, and reduce expenses by handling all traffic as data. It will also let them offer new services such as push-to-talk and voice-integrated "mashups", says Bubley, in his report, VoIPo3G Business Models.

VoIP on 3G also fits the move to femtocells, which use the subscribers' broadband service to increase coverage in the home, since the digitised voice is ready to be handled by the femto's broadband backhaul.

However, because new radio technologies are not yet widespread, we can look forward to a few more years of the current confusion while third party providers such as Truphone and EQO (and many others) offer mobile VoIP using Wi-Fi services or the user's data plan. "Some independent VoIP players are already exploiting the fact that today's 3G networks can already support VoIP, putting dedicated software on smartphones, exploiting open operating systems, flat-rate data plans and features like 'naked SIP' and built-in VoIP capability," said Bubley.

The rise of mobile data in laptops, either as built in modems or data cards will also contribute to the growth of VoIP on 3G, as this service often competes with home broadband, and users expect to be able to use familiar applications such as Skype or other telephony software. "Some operators are even offering their own VoIP software for PCs with wireless broadband," said Bubley.

"By 2012, most VoIPo3G users will be using mobile carriers' own standards-based VoIP capabilities, over the new, advanced 3G+ networks," said Bubley. Only 60 million of them will still be on the independent operators' offerings. "The key thing to think about is that for many users, VoIP will be invisible."

And there will still be more to go, because 250 million will only be about ten percent of mobile phone users, and 20 percent of 3G+ users.

VYKE is springing to life - L2 all blue again at 137-144. Quarterly update due on Monday. In case you didn't see it, they issued a statement re sp movement yesterday:

Vyke Communications PLC
22 November 2007

Vyke Communications plc
('the Company')

Statement re Share Price

Vyke Communications plc, the AIM listed Voice over Internet Protocol service
provider, announces that it has noted the recent movement in its share price and
confirms that the Board is not aware of any reason for this movement.

The Board continues to be encouraged with trading in the Company and as planned will provide a full quarterly update on trading on Monday 26 November.

does the board mean that it knows no reason why sp should have tanked or that it knows no reason why sp should have staged a modest recovery .... still well below 25 + 50 dma

I don't mind just so long as the sp keeps moving up a bit further yet.

trading update on monday--management are very confident.I hope the bounce back continues towards the 4.00 analyst target! edit sorry --left the dec point out!!

Any techies know the best mobile handset to buy if I want to use the Vyke system and is there any advantage in buying the mobile from a particular retailer.??
Apolagies for being dumb.

PapalPower will probably be able to help you on that one.

There's a trade just gone through for 50,000 at 192.50!? - Timed at 09:21:33 That would be a nice target.

after monday, perhaps we'll know whether or not this should be renamed Dyke Communications!

renewed, it does not really matter, however I would suggest perhaps that a Nokia might be the best choice.

Vyke's Q3 results out today (PapalPower would be posting this I'm sure, but I reckon he's in a different time zone currently):

3rd Quarter trading update shows substantial continued growth

Vyke is pleased to announce that it has continued its extended period of strong
growth through the 3rd Quarter ending 30 September 2007.

The total number of paid customer accounts of the Vyke product suite increased
to 1,012,030; 45.6% above the 694,884 paid customer accounts present at the
close of the 2nd Quarter of the current year and representing an average
acquisition rate of 3,523 paid customer accounts per day. The total number of
calls placed via the Vyke product suite grew by 15.3% over the 14 million calls
processed during the 2nd quarter. The number of paid customer accounts in the
3rd Quarter of the current year also represents an increase of 528.3% over the
3rd Quarter of 2006 and, at 16.19 million processed calls, a growth of 511% in
the number of calls placed via the Vyke product suite over the same period.

Tommy Jensen, Executive Chairman of Vyke, commented:
'I am very pleased that this trading update again demonstrates Vyke's ability to
sustain continued growth over time. In line with Vyke's stated strategy, we are
continuing to migrate our revenue base towards the Vyke suite of IP-enabled
services, which now accounts for 67.8% of Vyke's total retail billing.
Additionally, I am encouraged by the growth in retail billing in relation to the
total number of processed calls as it shows that Vyke's service offering is
successfully addressing higher revenue calling patterns, where our value
proposition offers its greatest benefits. With the launch of our mobile VoIP
service from any The Cloud hotspot and our accompanying marketing efforts, I am
looking forward to a strong end of year.'

More info at:
http://moneyam.uk-wire.com/cgi-bin/articles/200711260701324478I.html

sp moving up nicely this morning - all L2 blue at 150-155p.

Nice updates.

The sp quickly reverted on the 26th and I must confess I jumped off to sell at 150.6p. Today, however, it seems to be bouncing off the support at 120p (see above graph) and the sp is currently up by 2.53% to 120-123. I bought back in this morning below 120p.

This is basically a good company (that's my belief at any rate) but the price does shift about somewhat. They are currently looking at another acquisition, which should boost the price if it happens; timetable according to their RNS of 26Nov is by end this year:

"Vyke is pleased to announce that, on 23 November 2007, it entered into a letter
of intent to acquire 100% of the outstanding share capital of a UK-based retail
Voice over Internet Protocol ('VoIP') service provider (the 'Target'). The
acquisition is subject to due diligence and the final approval of the Board of
Vyke. The acquisition is scheduled to be completed before the end of this year."


PapalPower would be able to give you a more erudite analysis but I don't know where in the world he is!

I am around, but in the current market climate I am spending a lot more time doing other things and not watching shares so much.

Your analysis is fine, with VYKE being presently a "jam tomorrow" type share, it is going to suffer hard in poor market sentiment, and fly like a bird in good sentiment, and thats why it is where it is now.