Tipped by the independent 2/01/2004

........."And so to our traditional "wild card". Pipex Communications, formerly known as GX Networks, is a telecoms company created by one of the entrepreneurs behind Ukbetting, Peter Dubens. It has been assembled from six smaller players. The ambitious company is generating cash for the first time but is still not widely followed in the City. It could be an undiscovered gem".

Has been inexplicable for some time. LOL. Turnover of around 100 million, profit close on 6 million, massive institutional investment, good management, aquisitions and growth. Must be that naked shorting on the Berlin exchange LOL.

They can pump the price up but we will not sell cheap. Will we ????? Its far to early. LOL

Run out of steam so far this morning

MM's just f$%ing playing games now... feel like kicking the w%^$ers!!!
When is this share gonna hit 14p lol
Oh well gonna move this back to my BE PATIENT PORTFOLIO, it will come good soon :) ( MM's just want our stock, me thinks ;] )

Yes, agree... so many false dawns..just when you think something solid is going to start it pulls back... patience is a virtue... this is a quality stock and will come good as some stage.

Extract from Citywire

Published: 12:45 Thursday 26 May 2005
By Joanne Wallen, Associate Editor

…….but pre-tax profits before exceptional items were up to 377 million from 278 million and free cashflow was up 31%. Diluted earnings per share rose to 12.3p from 10.2p and the company has increased its dividend by 21% to 3.8p.

C&W is in the process of a 250 million of share buyback programme, and as of March had bought 60.5 million shares, at an average price of 124.4p. It also contributed 100 million to its pension fund. After this and the Bulldog rollout investment, it still had 1.3 billion of cash at year-end.

Caio was quizzed at length about the company’s plans for this cash, and he was reticent to put any flesh on the company’s plans for the money. He pointed to the 17% return on gross capital being achieved from its acquisition of the controlling interest in Monaco Telecom for 108 million, and said the company wanted the flexibility of having a strong balance sheet, and that it was ‘actively identifying opportunities to add value for shareholders’.


Wonder what Cable and Wireless might spend their money on? In any case, instis bought in at 10.5 and the company will grow via acquisition and in its own right without any ‘hot’ t/o talk.


Pipex AGM is on 7th June.

Pipex Communications PLC
31 May 2005



Embargoed for 7.00am Tuesday 31 May 2005



PIPEX Communications plc
PIPEX Announces Participation in exclusive Microsoft Early Adopter Programme for
hosting solutions



PIPEX Communications plc ('PIPEX'), the telecoms network operator and provider
of hosting and broadband solutions, announced that it is one of only four
companies worldwide taking part in Microsoft's global Early Adopter Programme
(EAP) for its Solution for Windows-based Hosting Version 3.5 (announced 17 May
2005), enabling PIPEX's customers to be amongst the first in the world to use
the new products and services.



As an Early Adopter, PIPEX has been able to offer input throughout the
development process of the Microsoft Solution for Windows-based Hosting Version
3.5, which will drive the future of website/portal design, building and content
management and includes technologically advanced tools, such as portal builders,
forums, photo galleries and web logging.



Moving forward, PIPEX will have the ability to provide input into the
development of Microsoft shared hosting technologies. Participation in the
programme also provides PIPEX with the opportunity to preview upcoming releases
of Microsoft software and gain insight into Microsoft's technical roadmap.



As part of the programme, PIPEX has already launched a free Content Management
System ('DotNetNuke') in collaboration with Perpetual Motion Interactive Systems
for both new users building a hosted website for the first time and web
developers that want to design their own themes and create their own
customisable modules such as e-commerce applications. DotNetNuke is provided as
open-source software and has a growing community of over 125,000 users and a
dedicated base of programming professionals.



Mike Read, CEO of PIPEX, comments,


'Taking part in Microsoft's Early Adopter Programme is testament to our leading
position in the hosting market and a clear demonstration of our aim to be at the
forefront of hosting technology development. It also confirms our commitment to
providing our customers with the most up to date products and services. We are
seeing shared hosting continuing to grow strongly both for PIPEX and the market
in general, and this opportunity allows PIPEX to take advantage of the expected
high growth of the Windows segment of this market, which is anticipated to
develop at an even faster pace through the deployment of innovative and
compelling offerings, such as our new DotNetNuke solution.'



Micheline Germanos, Director of Web Services & Hosting, Communications Sector,
Microsoft EMEA, said, 'Microsoft is delighted to include PIPEX as part of our
Early Adopter Programme for Windows-based Hosting Version 3.5. It is a company
at the forefront of its industry and we have been impressed by its dedication
both to future technological developments and to its customers.'



-ends-


PIPEX Communications plc 020 7766 6909
Peter Dubens, Chairman
Mike Read, CEO


Financial Dynamics 020 7831 3113
Juliet Clarke / Ben Way / Edward Bridges


About PIPEX
PIPEX is a leading provider of innovative, tailor-made hosting solutions, which
enable top UK companies to trade securely 24/7.


Other product or service names mentioned herein are the trademarks of their
respective owners.






This information is provided by RNS
The company news service from the London Stock Exchange

An interesting link copied from another BB

http://www.microsoft.com/resources/casestudies/CaseStudy.asp?CaseStudyID=16133

This seems like excellent news which could really make the company....so why only up 0.5p so far today?

Nothing moves this share queen 1

Well its not price moving info... just faith that the company is a strong contender and is pulling the right strings.
I reckon the price will only move up if it is targeted as a possible take over!

Anyways seems it's stable at 8.50p now, which is a good sign...

Courtesy of Croasdalelfc from the other side


UK market for Windows-based Hosting is about 12 million according to the following:

http://www.microsoft.com/resources/casestudies/CaseStudy.asp?CaseStudyID=16133

This is a PIPex case study and shows why MS chose Pipex as one of 4.''

PCHL launched its Windows-based shared hosting service in late September 2004, and within two weeks it was signing up 33 percent of its new shared hosting customers on the service. "We're very pleased with the uptake of this product," says Brown, "and, as we add more features, we see that uptake only increasing."

Could add 3 or 4% to turnover?, similar to Don Hosting.

What do we think the SP will do today?

I think down. We have had the good news

I was right

lol...at Troys...and here's me thinking the price fall was down to my bad karma after buying recently...the moneyam newspaper summary has the Daily Express down as mentioning pxc in its share whisper column...another karmic kiss of death...one day they must go north tho - (the day after i sell mine prob!)..

sp doing what it always does after good news- no surprise there! However, I still think this share will amaze us one day soon. It will suddenly start going up to where it should be. I'd rather stay in then get out now.

Just mms trying to stimulate a bit of interest on a flat day or possibly further manipulation for big boys. Anyhow, only 7ks worth traded.

me too...found this on the armshare site :

By the December 2003 year end, sales were 35 million, and although the operating loss was 10 million, gross margins which had expanded by 20 points, to 44%, and reports of current EBITDA profitability, provided enough airflow over the wings to keep the share price aloft. And, raising 33 million more at 10.5p to acquire fellow AIM-quoted Host Europe confirmed City views at least that Pipex is a stayer.

In August 2004, announcing that things were going well, the company acquired Nildram, a just-profitable broadband provider, for 13 million. The six-month period to June 2004 saw income of 44 million produce a 2 million loss. A January 2005 announcement confirmed that the results for 2004 would be in line with market expectations. Sales of 102 million, up from 35 million; the gross margin, which had been standing at 43.5% marched upwards by four points. A December 2003 EBITDA loss of 3 million was transformed into an equivalent of 14 million surplus. Year-end cash of 11 million had been enriched by means of a positive cash flow throughout the year. And the outlook? Good.

In April a sponsorship deal was agreed with Fulham Football Club. The same month saw the acquisition of Donhost, a web hosting company, for 6 million, 4 million in cash and the balance in ordinary shares. Donhost's unaudited sales and pre-tax profit in 2004 were 1.3 million and 707,000 respectively. This will carry the Pipex hosting customer base to over 250,000.

In May the company became one of only four worldwide taking part in Microsoft's Early Adopter programme for website/hosting design.
Research Standing
It is easy to spend money. Until there is evidence that the company can make it too, this will be the main factor influencing the lay investor. But City support should not be too cynically regarded, and the Pipex numbers are getting compelling now.

Until there is evidence that the company can make it too, this will be the main factor influencing the lay investor.


Nonsense. There are lots of blue sky companies making no money,with little turnover, issuing RNSs for fun and lay invsetors are round them like wasps on honey.

And the company is making profit.

Would of thought Pipex would of moved before Thus?