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Vyke Communications - VoIP - Big Growth Ahead (VYKE)     

PapalPower - 04 Sep 2007 08:21

Chart.aspx?Provider=EODIntra&Size=283*18Chart.aspx?Provider=Intra&Code=VYKE&Size

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.

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PapalPower - 04 Sep 2007 08:22 - 6 of 130

Monday, September 03, 2007 12:53:46

LONDON (Thomson Financial) - Daniel Stewart has initiated coverage of Vyke Communications PLC with a strong 'buy' rating, and a target price of 430 pence, according to traders.

In a note to clients, Daniel Stewart pointed out Vyke provides a range of VoIP-based low-cost call solutions, based on activation of the WiFi chipset embedded in a range of Nokia, Samsung and Motorola handsets.

The broker explained that this connects the user to the nearest in-range WiFi HotSpot, and that Vyke demonstrates savings of between 50 and 95 pct compared to conventional mobile rates.

It said that from just 35,000 users in March 2006, Vyke's subscriber base -- including Wifi and its other IP calling services -- had grown to the 800,000 mark by mid-2007, with the broker pointing out it forecasts over 5 mln Vyke subscribers by 2010.

It added that it estimates 120 pct EBITDA compound annual growth rate
between full-years 2008 and 2011.

PapalPower - 04 Sep 2007 09:00 - 7 of 130

For reference as a base point for anyone interested :

L2 is 3 v 1 @89/93


On Line Limits are :

BUY 1K @ 93p

SELL 25K @ 90.52p

PapalPower - 04 Sep 2007 09:19 - 8 of 130

DS comment :

VYKE - BUY

Price: 85p Target price: 430p Code: VYKE.L Analyst: Mike Jeremy -020 77766570

Initiating Coverage

We initiate coverage of Vyke with a Strong BUY rating, target price 430p/share.

Vyke provides a range of VoIP-based low-cost call solutions, based on activation of the WiFi chipset embedded in a range of Nokia, Samsung and Motorola handsets. This connects the user to the nearest in-range WiFi HotSpot (or broader-reach cloud). Vyke demonstrates savings of between 50% and 95% compared to conventional mobile rates. From just 35k users of this and its other IP calling services in March 2006, Vykes subscriber base had grown to the 800k mark by mid-2007. We forecast over 5m Vyke subscribers by 2010.

PapalPower - 05 Sep 2007 08:14 - 9 of 130

Lively again this morning.

Toya - 05 Sep 2007 10:04 - 10 of 130

I was interested to read your comments yesterday, PapalPower. I'm planning to hold on to my shares in VYKE as it seems to have an excellent future.

PapalPower - 05 Sep 2007 10:06 - 11 of 130

The technology is exciting, and the potential is vast. It will be a wise move to hold Toya for the long term, imv.

PapalPower - 06 Sep 2007 03:40 - 12 of 130

A little old (being July 07) but this write up was done on GCI.


http://www.growthcompany.co.uk/company/articles/VYKE/256757/vykes-speculative-voip-appeal.thtml

Vykes speculative VoIP appeal

Companies: VYKE

06/07/2007

The past few years have seen widespread take-up of broadband internet by households throughout the developed world. And as the amount of data that can be transmitted and received via a broadband internet connection has increased, so too has interest in using the internet to talk to friends and family.

Skype is the best-known provider of Voice over Internet Protocol (VoIP) telephony. Originally, its service was a peer-to-peer solution requiring that both parties to a conversation were sitting at computers, but today it also supplies cordless and WiFi phones enabling free Skype-to-Skype calls and low-cost calls to landlines and mobiles. It also offers a To Go number that mobile phone users can dial to make low-cost international calls.

Yet Skype is facing competition from other companies keen to get in on the VoIP market. One of the more interesting is Vyke Communications, a Nordic-based company that reversed into AIM-quoted Tower in early 2005 and offers a range of services allowing people to make low-cost phone calls. As well as offering traditional phone cards (providing users with a PIN code to make a discounted long-distance call), Vyke also provides enhanced VoIP-based communication services:

The companys PC-to-phone dialler, which is similar to the Skype Out service, enables a computer user to make inexpensive phone calls to both fixed-line and mobile phones over the internet.

Vykes Web trigger calling service allows users to set up a low-cost phone call between any two phones worldwide simply by visiting the companys website.

Its Mobile offering allows GPRS and 3G mobile phone users to make cheap international phone calls using a pre-installed Vyke application.

Vykes SMS service brings the companys Mobile service to older GSM mobile phones that are not Java-enabled. A text message is sent to set up a Vyke-enabled low-cost phone call.

Key to Vykes business is its communications infrastructure, which does everything needed to facilitate a phone call over the internet, including switching, termination and billing. The company has invested heavily in this and consequently it claims to offer cheaper calls to landlines and mobiles than Skype. We own our network ourselves, so we have all the advantages of that, says executive chairman Tommy Jensen, who claims it would take a rival business at least a year to replicate Vykes platform.

Vyke operates in a number of countries already and plans to expand further. Meanwhile, demand for its enhanced VoIP services has taken off over the past year or so. Sales of these services increased from almost zero in January 2006 to 42 per cent of the companys revenues in the last quarter of last year. And in Q1 2007, they accounted for 56 per cent of total retail billings.

In 2006, turnover increased more than 75 per cent to 10 million, although losses widened to 4.2 million (2005: 2.3 million). House broker Hoodless Brennan has pencilled in another pre-tax loss, of 254,000, for this year before a profit of 2.2 million in 2008.

Jensen himself is cagey about when the company will make a profit. It depends on how aggressive we are with our marketing of Vyke, he says, although he is insistent that the company has enough balance sheet headroom not to have to raise further funds, adding, We are not looking for cash to cover operational expenses. With this years estimated sales greater than Vykes market cap, Vyke makes for an interesting, although highly speculative, play on the growing VoIP telephony market.

moneyplus - 06 Sep 2007 12:46 - 13 of 130

After the Numis target price of 430p and reading the very satisfied comments from users of the technology--I hope to keep adding to my holding before they really take off. waiting for a pull back.

PapalPower - 06 Sep 2007 12:49 - 14 of 130

Added their other web site to the header, for VykeDirect

PapalPower - 06 Sep 2007 12:54 - 15 of 130

http://www.mobileeurope.co.uk/news_wire/113181/Vyke_makes_lower_cost_texting_and_international_calling_accessible_to_more_mobile_users.html

06 September, 2007 10:13

Vyke makes lower cost texting and international calling accessible to more mobile users

Vyke, the mobile Voice over Internet Protocol (VoIP) service provider, has announced Vyke Lite, a new software solution that provides mobile users worldwide access to Vyke's low cost international calling and text messaging service. Free to download, Vyke Lite supports viral user-to-user distribution and features a redesigned, easier and friendlier to use interface.

Focussed on distribution via Vyke's Vyke Direct retail program, the new version of Vyke Lite has been totally re-engineered from its previous incarnation, Vyke Mobile. Vyke Lite retains Vyke Mobile's most popular services such as international IP-initiated calling and low cost, operator independent text messaging, but is now free to download and distribute by users worldwide.

Vyke Lite is a Java-based mobile application that allows users to quickly and easily make low cost, operator independent international calls and text messages. It features an ease-of-use oriented interface similar to the scroll-and-click menus found in many mobile handsets. Vyke Lite allows users to access their handset's address book directly from the application, simplifying the calling and texting process, while also supporting such standard phone features such as predictive text entry.

Jan Berger, Executive Vice President of Global Sales for Vyke said, "Previous versions of Vyke Lite have been tied to online user accounts on Vyke.com. By upgrading the software and releasing it into our successful scratch-card based VoIP distribution program, Vyke Direct, we are greatly expanding Vyke Lite's potential distribution base. Our market studies show that Vyke Lite is very relevant to Vyke Direct customers and we are very enthusiastic about its impact in the market."

BAYLIS - 06 Sep 2007 20:44 - 16 of 130

THANKS. I will watch for now.I am ex telcom.ALL CALLS TXTS MUST BE FREE.So who makes the money.

PapalPower - 12 Sep 2007 15:39 - 17 of 130

Been a nice few days price action :)

PapalPower - 18 Sep 2007 13:50 - 18 of 130

DS comment this morning on VYKE :

VYKE - BUY

Price: 135p Target price: 430p Code: VYKE.L Analyst: Mike Jeremy | 020 7776 6570

Strong FY07 interims

Vyke registered strong 1H07 interims; revenues +86%YoY at 8.275m (our E 8.597m); EBITDA loss (adj) 0.82m (DSC E -0.922m); PBT -1.353m (our E -1.606m), with paying subscribers to its IP-based calling accounts of 1.001m as of Sep 15th (0.695m at 30 June) indicating continuing strong takeup.
Calling volume via IP accounts increased from 14.05m to 16.31m between June and September 15th.

Following refinancing through the issue of a 2m CB, cash in hand stood at 0.71m (Y/E 06 0.172m).

We continue to share Vyke's stated confidence in the popularity of its mobile VoIP offering, with the continued strong pace of takeup in the 3 months post-interims providing a strong indication of, as it states, "proof of concept" and "first mover advantage".

We continue to rate Vyke a BUY, target price 430p. For the full year we estimate revenues of 24.2m, PBT -2.73m based on a year-end 1.36m IP-based subscribers, but we note that this subscriber figure now looks light compared to the September outcome.

renewed - 19 Sep 2007 03:58 - 19 of 130

Does anybody know the current nos of unconverted options in Vyke.

PapalPower - 19 Sep 2007 15:04 - 20 of 130

RNS Number:1062E
Vyke Communications PLC
19 September 2007

Vyke Communications plc
("Vyke" or "the Company")

Statement Re Press Comment

Further to comments made in today's press the Company can confirm that it is has signed a letter of intent to acquire 100% of the share capital ('the
Acquisition') of a USA based VoIP network service provider ('the Target'). The
Acquisition is subject to due diligence which is ongoing and final approval by
the Board of Vyke. The Acquisition would constitute a substantial transaction
under the AIM Rules for Companies.

The Target is a VoIP service provider headquartered in the US with additional
offices in China. Its VoIP network, comprised of over 50 international points of
presence, delivers approximately 25 million minutes per month of VoIP call
traffic and has a total estimated capacity of approximately 60 million minutes
per month.

The Acquisition, if completed, would provide Vyke with a vertically consolidated
VoIP network presence in key geographical regions such as South East Asia and
Africa, allowing Vyke to increase its services and lower associated costs of
service supply in these regions. The Target's complementary VoIP network will
provide Vyke with approximately 80% more total call handling capacity.

A further announcement with further details of the Acquisition will be made in
due course following the completion of due diligence and the conclusion or
otherwise of the acquisition.

Toya - 12 Oct 2007 11:20 - 21 of 130

VYKE sp up 8.7% this morning!
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