Nice rises Friday and today,after being tipped up by Money Week magazine ,with first half sales up 86%,and a cheaper Broadband bundle than Car Phone warehouse,a forward p/e of 15.4 and a likely takeover target seems the one to be on in a guarateed consolidating sector.

cynic - LOL. I'm sure Pipex will miss you. Dubens is shrewd, managment solid.
Bored traders never make real money. Happily, spivs usually prefer such notables as EVS, SEO and the like.
PXC has been a perfect trading share for several years but also offers long term investor possibilities.

Dubens may be shrewd, but believe me, the attitude and competence of those at the coal-face is a reflection of the management ...... imo, this share is not be bought on fundamentals

I would agree that Pipex have real issues with their support and customer services. They seem to be having difficulty in fully integrating all of the companies that they have purchased. I am both hearing and experiencing this a lot and yet so far their subscriber figures seem to be going from strength to strength - I assume that this is mainly due to the acquistions.

cynic - 28 Nov 2006 19:55 - 47 of 48
imo, this share is not be bought on fundamentals

dyor on the financial fundamentals - seem pretty secure to me

I would tend to agree zscrooge.

Having a good day--------so far.
2517

if the fundamentals to not stack up, then share should prob not be bought at all ...... old adage that one never buys a share just on t/o possibilites

UBS took another 31.7 million shares, what do they know that we don't !
can see these over 14p this week

watched go up before, and then come all the way back down again ..... PXC ought to be a t/o target, but nothing ever seems to materialise ..... this has been the case for at least the last 2 years

Been in and out of these several times over the last 3-4 years netting a decent profit on the way, I finally got bored with my holding on friday and sold, the proceeds I put into APN @ <11p, atm it's looking a good move. Good luck to PXC holders I may re-visit if an opportunity arises.
2517

This stock is in a clear uptrend, now after the dip these last 2 weeks i can see these up 10% in the next 2. I feel a nice large CFD is in order today.

find it very difficult to get at all enthusiastic over this badly run company ...... have made modest money from the shares in the past ..... alleged hopes of t/o have yet to materialise, though they have floated around for at least the last 2 years ...... am i really so lacking in other ideas where to put my funds just relased from the sale of CSR that this is the best i can do? ...... hope not!

Cynic, agree with you.. sp progress is like watching paint dry but a 1000 times worse ! However, I think I prefer to be in PXC rather than out, particularly with results due early April...

For other shares to get into you might want to look at (that I'm in amongst others) are :
ACC,
ARC,
FFA,
HMB,
MVW,
MLR,
All IMHO and dyor of course. Be interested to know what others you are considering and what you eventually go into - cheers!


IGH

skyhigh ... to save me trawling, which of your list have cap greater than 10m? ..... for starters, you might like to think of shorting BFC .... have a look at the thread for logic

Spoke to a pipex employee at w/e . Had not heard of any t/o as yet

did not say there was one in the offing ..... it's just an almost premanent rumour .... employees are often the lsat to know .... best source is usually the post boy or van driver (i joke not)

Or somebody high up ....like a crane driver.
2517

well he'ld at least see everything!

Vodaphone seem to be quite excited about the prospects of Wimax. Might be some work for the crane driver as well installing base stations and ripping out obsolete 3G

A few bits and pieces for anyone serious

For more on Vodaphone
http://wireless.seekingalpha.com/article/27329

More on wimax
http://www.pcadvisor.co.uk/news/index.cfm?newsid=8444

golman sachs increasing recently


FT stuff
http://mwprices.ft.com/custom/ft2-com/html-qcn-consensus.asp?region=&subtab=2&industry=&q=PXC&s2=uk&extelID=&ticker=UK%3APXC&countrycode=uk&sid=182572&symb=PXC&selected=Pipex+Comm&company=NEW∈=&sedol=&ftep=&FTSite=FTCOM&country=UK

Wed Feb 21 02:01:44 2007 EST

LONDON (AFX) - Sir Michael Rake, chairman designate of BT Group PLC, is
willing to look at the case for increasing gearing at the UK's leading telecoms
group to fund future acquisitions, says the Financial Times, citing an interview
with Rake.
The current chairman of accountancy group KPMG told the paper that he
predicted the company would make more acquisitions to cater for the telecom and
IT needs of multinational corporations.
He told the FT that higher borrowing would be appropriate if 'that fits
the strategy of BT and fits the particular circumstances of the
acquisition.'
alexander.ferguson@thomson.com
af/rar