Just thought I would bring this to peoples attention. It's been tipped in various places, not leat shares mag, and could have a lot further to go. It delivers media content and on that point alone media is definately on the resurgence. It makes a profit and recently changed advisor to Peel Hunt. I bought in Sept at the then high of 20p only to see it drop back to 15p. I was solely tempted to add, but instead decided to hold. After the peel hunt announce things have gone from good to better. At one stage last year I understand that the company nearly went prviate due to their dissatisfaction with the share price. All in all 40p seems a sensible target, with deals imminent in Asia!, dyor

Hi,

I noticed Stream [SEA.LSE] when they were tipped BUY in Investors Chronicle 17 October 2003:

STREAM GROUP (SEA)
Stream has launched profitable mobile data services in Germany and Spain, and other European countries will follow later this year

I`m waiting for results, when we should hear more regarding the expansion in the European and Asian markets.

HOLD, more news on its way...DYOR

DiN007

Nice run today, those who got in at 15-17 only 2 weeks ago now have a tidy profit, good luck

Continues it's rise, look at the chart!

It looks hot at the moment but cash, profit and tech combined make it a gem ihope!

A little gem indeed, hope you have made some cash on this one, may cash-in if it hits 40p, will review then, they hope to sign a major deal in Far East/Asia must be something hotting up!

Look at it go, nearly 100%, I'st bagger of the new year I hope, 40p target, looks like it's got real legs news must be good, could easily hit 50p at this rate, looking for a really good 5-10p day next to show if it is going to fly, high vols now as well

Results out today - a little disappointing, seemed to have lost momentum in the last 6mths - was hoping for 13m t/o so locking in some profit.

robstuff, you dissapointed with results, look dam fine to me, I have them on prospective p/e of 8, plenty of room for growth, I think 70p in no time.

new high!

on its way to 70p imo

here we go,

through major resistance, I ctually sold and have bought back in such is my enthusiasm for this one, it's on lift off to 70p+ if some news comes it will surely be no time at all.

bought some of these in anticipation of next months results which should be good

capa

Like the look of these as well, possibly retrace back to highs and beyond if results are positive.

looks very posititve!

Will meet f/y expectations and continues with a new raft of mobile products, including mobile phone poker and bingo from 2006. Can't say it appeals to me personally but there seems to be a lot of people who do like these services

Stream Group confident will meet FY expectations
AFX


LONDON (AFX) - Stream Group PLC said it is confident it will meet full year expectations for 2005.

In a trading update, the entertainment and information company which

specialises in consumer content and services, said its confidence follows strong trading during the last three months.

Whilst the fixed line business continues to be a consistent contributor to the group, the board said its focus is increasingly on the opportunities in the mobile business.

It is seeing significant growth in its mobile 'chat and dating' business driven by MMS as consumers embrace the photo capabilities which most mobile phones now offer.

And in mobile gambling, the group said initial results after its launch of mobile Poker last year have been very encouraging with a strong base of regular players being built.

Stream is moving towards offering a full portfolio of mobile gambling products during 2006. The first new release will be multiplayer Bingo, which it aims to launch in March.

Chairman Gordon Robson said the company also continues to deliver solid earnings from established content areas whilst building key positions in the content areas that will lead the growth of 'Internet To Go'.'



newsdesk@afxnews.com

NEEDS TO BREAK 50 ! GOOD SUPPORT NOW AT 45 THOUGH

It is heading upwards.

sort of sideways, I would say,

Still MAN have increased their holding to 4% from 3% not sure of the implications but could be positive

dont ignore this little jem, major upside with it's poker mobile game!

dont ignore this little jem, major upside with it's poker mobile game!

Trading Update


Stream Group plc, a leading entertainment and information company which
specialises in consumer content and services, is delighted to report strong
performance in both trading and business development during the last three
months and we are therefore confident of meeting expectations for the year ended
31 December 2005.


Whilst our fixed line business continues to be a consistent contributor to the
Group, our focus is increasingly on the opportunities in our mobile business.


The technical integration issues experienced during the first half of 2005 were
fully resolved by September and the company, whilst awaiting the launch of
mobile banking, is now benefiting from the acquisition of MChex in having its
own direct connections to Vodafone, Orange, O2, T-Mobile, Virgin and 3.


Camera Phones Drive Chat and Dating


We are seeing significant growth in our mobile 'chat and dating' business.
Stream has a strong track record in this sector and provides mobile chat
services to various third parties including Vodafone in the UK and Movilisto in
Spain. In addition, Stream has its own direct to consumer chat business. Growth
is being driven by MMS as consumers embrace the photo capabilities which most
mobile phones now offer. People are increasingly taking photos of themselves and
attaching these to chat and dating messages. We see only increasing potential in
this market as phone technology advances with video capabilities.


Mobile Gambling


Following the signing, in October, of our exclusive worldwide partnership with
EGET of Finland, Stream launched mobile poker in conjunction with The Poker
Channel on Sky television. Initial results have been very encouraging and we are
building a strong base of regular players.


We are moving towards offering a full portfolio of mobile gambling products
during the course of 2006. The first new release will be multiplayer Bingo,
which we aim to launch in March.


Growth Strategy


As more mobile phones offer sophisticated capabilities, hugely popular Internet
activities such as dating and gambling will no longer be restricted to when
consumers are sitting by a PC. Stream already has momentum in these key markets
and is well placed to benefit from their growth.


Gordon Robson, Executive Chairman of Stream Group plc said,


'The Company continues to deliver solid earnings from established content areas
whilst building key positions in the content areas that will lead the growth of
'Internet To Go'.'

looking very cheap imo, not sure why pushing to 40p ,results due soon trading update was positive! don't get it, divi was paid at last year end ,highly profitable, well they were! anybody update on trades?

Must be news coming, bit of a shake yesterday then moves back up strongly today, my feeling is results will be announced then strong run past 50p, good support here ie around 40p but who knows could go beyond 80p this time if results impress and new strategy is delivering

and they announce another divi

looking better

start of a run

Major buying opportunity imo.

Facts are that they are a little heavy on a p/e of 18, but this is reducing as the company strengthens it could easily be a forward p/e of 10, for this sector cheap!, in the short term maybe a little expensive but a divi of effectively 2% as well
my target is 60p, thats 50% from here

I hate these games, quite strong results, sold off then bought back!

stream has been tipped by ic today, not sure if thats the kiss of death, however, as a long term follower I don't think this is expensive at these levels, foward eps could infact be 8p, ie -2p fpr first 6 months last year turned around into +2 for 2nd half, the 1st half they were integrating an aquisistion and a disposal, therefore 6-8p seems reasonable, at 40p there seems tob a lot of upside, plus we now have a 2.5% divi, which could be lifted higher, not mega cheap then but 80-100p is my 4-5month target! dyor

note, stream has been at 80p before and seems in alot better shape now!!

note,

somebody must have known ic coverage was coming, hence they've been moved down in anticipation! VERY SUSPICIOUS

anybody know what ic said, just a brief summ.?

tell you what ellio I'll find out!

my thread after all?

ellio,

I don't normally venture from the mining and resource sector, but SEA looks undervalued IMO.


I will check the IC.

Thanks,

went round this am to our local NA, guess what no IC? either everybody's mad keen investors in our town or knowbodys interested, probably the latter!

creeping up !

60p target!!!

forward p/e of 6-8p imo for 2006, if interims deliver(agreed way off) 3p+ we could well be moving towards 8p for the year, 15x8p= well a lot more than 40p, chance to increase maintain divi at 2.5%. It has nice ingredients.

somebodys got a downer on these or is it they are shaking out last weeks buyers looking for a quick return! either way seem unloved at the mo and I don't understand why, which is annoying and expensive, to say the least

just to reiterate this great buying opp (imo!)

In a like for like comparison with 2004, i.e. without the additional costs of
operating MChex, profit before tax in 2005 would have been 2.6m (2004: 1.9m)
showing underlying growth of 32%. This performance, which is substantially UK
based, is a very strong result in a highly competitive market

I have the eps for 2005 at 4p, 32% growth(excluding the phone-banking and any world-wide growth, note mostly UK based(and have moved into overseas markets))

gives eps of 5-6p for 2006, ie 8x eps for a growth stock, sea has 60p written all over it, ie 50% short-term upside, take a look dyor!

the ic has said everything that I have above for those interested, rated it a buy and pointed to the mobile phone banking and gaming opportunities, also stated that its core business's running well and has its own 3g expertise in-house.

Probably gathered by now I rate these highly and expect 60p sooner rather than later! what we need is juicy announcement, gaming ahead of expec or hsbc/barcs tie-up on banking and we''ll be set for lift off, fundamentals on base business are sound(2% divi from a tech stock!) rated at less then 10x lol.

alot better, 50p major resist!

alot better, 50p major resist!

LONDON (AFX) - Stream Group PLC, a mobile applications and content enabler, said it has bought Pan American Mobile Inc (PAM) for a maximum 4.4 mln usd.

The purchase price, which is deferred, is payable in cash and/or Stream shares, subject to the achievement of profit targets in the three years to March 31 2009, Stream said.
Another great deal by the stream group, wont hang around at these levels forever,
70p target and then onwards to 100p. Note, this is one of its lucrative areas in the UK, the US market is a lot bigger!!

The acquisition of PAM will enable Stream to drive forward its chat and dating business in the US and South America, it added.

Stream's executive chairman Gordon Robson said: 'This acquisition is line with our strategy of expanding our chat and dating business and brings Stream a low risk entry to key markets with high volume potential. We had maintained a watching brief on the US mobile market, and can now see positive signs that its potential will be realised.

Looking mega cheap! 100% upside imo!!

dyor

A lot of dumping today in SEA...may go lower

I wonder why? don't get it

way way oversold, dyor

dont know the game here, but don't understand why sea are at these levels, can only believe some kind of big seller out there, anyway hopefully fully recover from here.

Maybe that now sea are paying a divi some large institutions wanted some large chunks for future. Be interesting to see in next few days if a major holding is announced.

Everything is ship-shape and firing on all fronts, seriously this is a great play, medium-long, it could all come off big style and eps could be 8-10p within 18 months, that's potentially 160-200p for stream within 18months, great great potential

Hopefully double bottom with recovery established at around 43p, can't see any reason for this to hold back, how much good news do people need. Stream has delivered constantly over the last few years, major manipulation imo.

looking better

I think 2 is pretty rampy imo however doubling would be rather pleasant.

Yep,

Got ato admit got ahead of myself, and dipped out above 30p thank god, but reality check and these have to be absolute bargain basement now, but who knows, I'm tempted to dip my toe in again though tomorrow!

Highest volume ever in this stock today, with a late trade going through at 16p, a hefty premium at the time.

Some news looks likely soooon...

Following confirmation of interim profits and plenty cash it looks like our buyer has returned.

+ the co. hasn't even started buying its stock back yet..

Next leg up before another mobile atm deal comes along.

I have bought in at 20p level, these are bargain basement imo.

Complete change of direction, but some serious people moving in, see below!

Stream Group to move into interactive gaming in UK; CEO, chairman to step down
AFX


LONDON (AFX) - Stream Group PLC said its plans to move its focus away from its current services to focus on interactive gaming and gambling under a UK gaming licence.

The group, which currently operates fixed-line psychic services, mobile banking, and mobile gaming, said the change of direction followed an approach by Martin Higginson, former chief executive and founder of Monstermob Group PLC. Chairman and CEO Gordon Robson and managing director Michael Spencer plan to step down and the company proposes making Higginson chairman and CEO.

The company said it agreed to sell Stream Live Services Ltd, its psychic services business, to SLS (Holdings) Ltd, a company managed by Robson and Spencer, for between 2-3 mln stg.

As part of the revised strategy, the company said it agreed to buy Vegas247 Ltd and Vegas247 Broadcasting Ltd, companies operating an interactive gaming television channel on satellite and cable TV, for as much as 1.2 mln stg in cash and 7.25 mln in shares.

Stream Group plans to change its name to NetPlay TV PLC as a result of the change of focus.



newsdesk@afxnews.com

tsm/tsm/jc1



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I think this is a good move, we shall see. Getting Higginson in with his experence can't be bad.

MS