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COMS Cloud Based Telephony Solutions (COMS)     

doodlebug4 - 27 Apr 2013 11:50

Topped the share charts on Friday following a lucrative contract announcement and is rumoured to have several more contracts in the pipeline.

Website www.coms.com

Chart.aspx?Provider=EODIntra&Code=COMS&S

3 monkies - 17 Jun 2013 16:29 - 121 of 1120

I perhaps should have looked at these in January. I haven't anything against this share we all know the markets are not good at the moment. So it is still a mmmmmm! for me.

doodlebug4 - 17 Jun 2013 16:35 - 122 of 1120

Plenty of time to get in 3 monkies. I don't blame you for sitting on the sidelines until you're convinced the markets are back in positive mode.

skinny - 17 Jun 2013 16:38 - 123 of 1120

Direction depends on Bennie's speech on Wednesday.

4PetesSake - 17 Jun 2013 23:13 - 124 of 1120

Think G Cloud Exhibition

Tuesday 18th June 2013 - Business Design Centre, Islington, London

http://thinkgcloud.com/exhibitor-list/

Of course, COMS are one of the exhibitors. It's the place to be for advertising your G-Cloud business and generating leads, which in the fullness of time will bring new business.

4PetesSake - 17 Jun 2013 23:53 - 125 of 1120

Interesting to note that Coms are the only exhibitor that makes any reference to Telephony or Voip in their preamble.

doodlebug4 - 18 Jun 2013 12:59 - 126 of 1120

Taken From Megabuyte :-

News | Coms plc, Public Company (UK)

Dave Breith's Coms masterplan gathers pace

AIM-listed business telco COMS has continued its buying spree with the £1.8m acquisition of Premium O and some network assets for £0.2m, both from CEO and major shareholder Dave Breith, and another set of network assets for £0.5m, all in shares. We assess the Dave Breith masterplan.
Premium O is a specialist B2B telecoms solutions provider and network operator within the interactive communications industry, basically using premium rate numbers and network services such as IVR and SMS for voting, competitions etc. Its carrier network will boost Coms’ margin on its hosted voice inbound traffic, whilst resale of its 8m numbers will generate additional opportunities.
Coms is paying £1.8m in shares, at 3p per share (versus the closing 2.65p) for a company that generated £0.4m profit before tax on £3.0m revenues in the year to September 2012; 20% of the consideration will be deferred until Premium O has generated additional gross margin of £55k a month for at least three months. Coms CEO David Breith owns 59.5% of Premium O.
Coms has also acquired two sets of telecoms and IT hardware used in providing data networks; one from David Breith for £0.2m in shares, at 3p per share, and one from TFM Networks Ltd for £0.5m in shares, at 2.7p per share. TFM will merge and manage the networks on behalf of Coms on a five year contract.
First thoughts
So the David Breith masterplan gathers pace. Sell an existing business (O-Bit Telecom) to Daisy and bank a few quid, as well as continuing to run and invest in in other private activities. Then find a lowly valued, under-performing public listed company with some decent assets (hosted voice licences) and customers, buy a sizeable shareholding position, take over as CEO, and amalgamate the various assets (today’s Premium O and network assets, plus a previously announced customer database and AskMerlin software), plus a few others. Chuck in a major two year, £15m broadband contract, and you now have a substantial business telecoms provider. Simples!
To be fair to Breith, he is now buying his own assets at a 3p share price that is not only 13% above the closing price, but substantially above the 0.5p prior to his interest. Mind you, he has to ensure that he doesn’t end up with more than 29.9% of the company from such manoeuvres, which would automatically require a take-over offer.
In broad financial terms, he has taken a business with £1.6m of revenues and £0.8m of EBITDA losses in the year to January 2103 to one that will run at over £12m revenues for at least the next two years, and that’s before adding revenue opportunities from the data network as well as the multiple service expansions that Breith outlined to us in April. With the new shares, and this morning's 3% share price rise to 2.75p, Coms will have a market capitalisation of nearly £15m versus £1m prior to Breith’s arrival.

3 monkies - 18 Jun 2013 13:54 - 127 of 1120

Just bought some of these rightly or wrongly, it showed up as a sell at 2p less than I gave for them. Exact amount of shares and time of execution - what are they doing? Makes one wonder at the end of the day why we have streaming buys and sells as they are not accurate.

doodlebug4 - 18 Jun 2013 14:44 - 128 of 1120

Welcome onboard 3 monkies. Surely you mean 0.2p less. Another 265k buy this morning showed up in the ? column as they were bought at the mid-price. Delayed trades also help to add to the confusion.

3 monkies - 18 Jun 2013 14:49 - 129 of 1120

Correct 0.2p I do get confused with my decimal points sometimes - I only bought £500 worth, that is enough for me to loose (not hopefully) if it joins the rest of my minus's at the moment. GL to you and all of us.

doodlebug4 - 18 Jun 2013 15:03 - 130 of 1120

2.65p seems to be the buying price at the moment 3 monkies.

3 monkies - 18 Jun 2013 15:17 - 131 of 1120

Yes well - it was for me 2.6845p with cost as it was one of Halifax reduced commission day! Another reason I thought I would take the plunge db.

doodlebug4 - 18 Jun 2013 19:41 - 132 of 1120

From London Evening Standard tonight;

"AIM technology tiddler Coms announced a new contract win last week and speculation was that it may be about to reveal another. The shares rose 0.08p to 2.65p

4PetesSake - 18 Jun 2013 23:36 - 133 of 1120

Its in the Guardian and Telegraph also.

http://www.guardian.co.uk/business/marketforceslive/2013/jun/18/banks-higher-ftse-us-federal-reserve-meeting

http://www.telegraph.co.uk/finance/markets/10128709/China-hard-landing-worries-investors.html

Dil - 19 Jun 2013 09:43 - 134 of 1120

Who lit the blue touch paper then ?

3 monkies - 19 Jun 2013 09:58 - 135 of 1120

I can't see it - I have lost my streaming watch list and am trying to get it to work, so what is happening?

doodlebug4 - 19 Jun 2013 10:11 - 136 of 1120

To give you a brief update on the action so far 3 monkies - we had a brief flurry of excitement and another go at the 3p psychological barrier, which has failed for the time being. Now everyone has adjourned for a coffee break and some air before the action starts again.:-)

3 monkies - 19 Jun 2013 10:17 - 137 of 1120

Ah good - may be I haven't been such a bad omen then by joining the club. Not many welcome me on board as everything I touch nearly always turns to lead!!! Did I hear you screaming OH! NO! ha! ha!

Dil - 19 Jun 2013 10:55 - 138 of 1120

Stick with us 3M , 8p by xmas I seen it in the tea leaves.

3 monkies - 19 Jun 2013 11:05 - 139 of 1120

That would be nice, still can't get my stock watch and have checked java etc., been onto money a.m. so I will take computer to shop as frustrated not knowing what to do, hope coms is still in the blue.

skinny - 19 Jun 2013 11:07 - 140 of 1120

Dil - makes a change - you normally feel it in your water! :-)
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