Blue Star Mobile Share Discussion Threads

[lossman] 11/5/2006 21:00

Rivaldo - certainly looks as though the MM's do not wnat us to buy these.

Results out soon then we reckon.

[rivaldo] 11/5/2006 14:45

Results, new contracts, World Cup - doesn't matter too much. What does matter is that there's serious interest here. Another 100k buy has just been reported at 17.5p, making around £55k bought today in chunks. That's serious stuff for a company with a £5m m/cap and a 50% free float.

[lossman] 11/5/2006 12:47

More likely to be speculation around the results due to be announced soon.

I am happy to hold to see what the figures are, as I believe they will show strong growth as expected and some more contract news.

[rivaldo] 11/5/2006 10:30

Interesting large-ish trades this morning by BTR's standards. World Cup fever starting to benefit BTR?

[Abuse team] 09/5/2006 23:23

Post removed by ADVFN

[lossman] 09/5/2006 22:59

It hints at that, but normal when someone resigns.

However, at £5m plus new contracts and most likely profitable last 6 months, plus new contracts, plus World Cup equates to a possible re-rating.

I cannot see us losing much on these, but the potential rewards far outweigh the risks IMO.

[still waiting] 09/5/2006 21:53

RNS today hints at exciting times ahead, here's hoping..

[rivaldo] 08/5/2006 18:13

Nope! But who cares - the trick is to wait for the next contract RNS when the shares will shoot up again, then slip a bit on profit-taking and the general upward trend will continue.

I was fortunate enough to pick the bottom on this one, but I intend to hold to get maximum AIM taper relief. By then BTR will imo either be at around the current level or be a possible three-bagger or more given the tiny current market cap.

[lossman] 08/5/2006 17:21

Cheers Rivaldo.

Not the most exciting day on trading for this one?

[lossman] 08/5/2006 14:16

Interesting tick up.

No news so far, but it cannot be long before the awaited results. It may be that someone gets wind of a new contract/good results or both. If so, and they are good, then I would expect a re-rating.

For a growth company £5m is too low, although BTR need to prove that they have the potential that they are showing so far.

[still waiting] 02/5/2006 08:09

With contract wins coming every 4-6 weeks we may still see another couple of announcements before the results come.

[garethcarpenter] 27/4/2006 23:43

A great little company with real potential. 2006/07 should see this company turn out a profit £350k plus, not accounting for new business and lets face it they have a sweet little habbit of winning new contracts. Have to also predict that the world cup should give this company another exposure to wake the market up. Buy now as this share price moves on small volume.

[still waiting] 27/4/2006 22:12

Anyone have a rough idea when we can expect the finals this year? June perhaps to co-incide with the World Cup etc..

[rivaldo] 24/4/2006 22:19

Hi madalex. No-one's expecting anything like that for the March '06 results! BTR made a £115k loss in H1, but were profitable in Q2, and Seymour Pierce are forecasting a £40k loss for the year. I'd be happy if BTR achieved those expectations.

That implies that BTR will have made £155k PBT in H2. Annualise that and you get £310k PBT for a year. And at that fast rate of growth one could expect further progress in net profits during 2006/7.

Even at £310k PBT (with no tax payable for a while) compared to the £4.7m m/cap BTR would look pretty decent value imo for such a growth business.

But look at all the recent contract gains, especially relative to the size of the company, and my belief is that profit growth will continue to accelerate to March 2007.

I look at this as a 2-year hold to gain maximum AIM taper relief and as a possible multibagger from here, growing from a £4.7m m/cap to a £15m-£20m m/cap or maybe more.

[madalex] 24/4/2006 20:13

Rivaldo,

Have you got any year end estimated figures for BTR ?

To be on a current P/E of 10, then BTR would need an EPS of 1.7p.

With 27,590,000 shares in issue, they would need to make around 470,000pounds profit.

Is this likely, seeing that they are yet to make Net Profit ?

[rivaldo] 24/4/2006 12:26

Sad to say a mugging took place today at BTR. Reports indicate that a punter was stripped of 50k shares at 16p, i.e way below the opening bid price.

The MM's were overjoyed to find such a willing victim and marked the price down accordingly.

A spokesman noted that he expected the share price to recover quickly once this crime had been flushed through the system.

[rivaldo] 21/4/2006 07:28

BTR's price has slipped slightly on tiny profit-taking, but the uptrend looks good and the potential huge.

News on the web site of a new industry award for BTR - won't do their reputation any harm:


"T-Mobile and Blue Star Sport win Hollis Industry Sponsorship Award
Blue Star Sport is delighted to announce T-Mobile has been awarded the Hollis 'Best Use of PR in a Sponsorship Campaign' Award for last season's 'Great Escape' at West Bromwich Albion Football Club – a campaign which was created and managed by Blue Star Sport.

On Christmas Day 2004 West Bromwich Albion had 10 points and were bottom of the Premiership, a position from which no club had ever previously avoided relegation. With fan, player and club morale at an all time low, T-Mobile wanted to engage with the club's fans and create a positive brand image through adversity.

Seizing the moment and inspired by the war time epic 'The Great Escape', Blue Star Sport activated and managed a multi faceted, three-month campaign on behalf of T-Mobile to achieve the following:

support the club in their fight for Premiership survival
help take pressure from the players
give the fans something to believe in
West Bromwich Albion escaped relegation at the end of the season by one point – creating history and an incredible result for the fans, players, club and T-Mobile.

The most prestigious Awards in the Sponsorship Industry, the Hollis Sponsorship Awards recognises and rewards the very best and most effective sponsorship campaigns. Speaking of the award Toby Hester, Head of Sponsorship T-Mobile UK, said, "Winning the Hollis award is a fantastic achievement and one we are extremely proud of. The Great Escape was successful on so many levels and it's great that we have been recognized by the sponsorship industry.""

[rivaldo] 11/4/2006 09:46

Hi Lossman. Someone got rid of 50k-odd shares late yesterday - the MM's presumably only offered 18p (this is still illiquid in quiet times) and the seller took it and got mugged, so imo the late dip was wholly artificial.

There's been 3 contract RNS's since 10th January, so I'm not sure we're due another one! But a trading update confirming at least break-even for the year, implying good profitability in H2 as the company has indicated previously, would do wonders as you say - a £5m m/cap would be left far behind.

[lossman] 10/4/2006 20:52

Following that 205k trade, is this being pulled down to tempt some sellers and/or fill an order?

They are about due a new contract, and if a trading update came along at the same time then these will fly IMO.

Without news and trading update then these could drift until the results out, and then might fly if the results are good.

I have dabbled a toe in the water, but having made some on the last rise, I am waiting for the drop to buy back in fully. But I do not want to be completely out, because £5m is too low if they achieve their potential.

All IMO, and DYOR as always.

[rivaldo] 08/4/2006 19:19

Interesting trade yesterday - 205,000 shares bought at 20p. A few days after the year end too. Intriguing...

[rivaldo] 03/4/2006 11:43

Excellent stuff - 500k sold at 17p and all that's happened is that the offer price has ticked down a touch! I think you're right Still Waiting - there has to be demand out there for selling like that to be absorbed without a hitch.

[still waiting] 23/3/2006 10:12

Filling an order by the looks of it.

[still waiting] 22/3/2006 16:56

I think we might get a director holding RNS tomorrow..

[rivaldo] 22/3/2006 16:41

Great move today, and well deserved on the back of the T-Mobile RNS, let alone the two Motorola announcements! Good to see more posters on this thread too - BTR has a long way to go imo with, as Still Waiting points out, a tiny m/cap - remember that BTR was already trading profitably even before the recent spate of announcements.