Teliti Share Discussion Threads

[blank frank] 31/5/2007 20:57

The ninth telecoms tips league table incorporating share price performances (based upon closing mid prices today - Thursday 31st. May 2007) is in the process of being prepared, and will be posted tomorrow.

B.F.

[blank frank] 24/5/2007 18:10

24/04/2007 08:11 AFXF SatCom to raise 1.2 mln stg via placing of 3.7 mln shares LSE:SGH Satcom Group Hldgs




SGH SATCOM GROUP HOLDINGS PLC ORD

As at 24-May-2007 17:53:10
41.000 -3.00 -6.82%

Bid Offer Volume High Low Last Close
39.00 44.00 92,674 44.00 44.00 41.00 on 24-May-2007

Last 5 trades
Time/Date Price Volume Trade value Type
15:22:20 24-May-2007 40.62 10,000 4,062.00 Ordinary Trade
14:53:31 24-May-2007 43.50 5,405 2,351.18 Ordinary Trade
14:34:25 24-May-2007 44.50 40,000 17,800.00 Ordinary Trade
12:11:26 24-May-2007 43.00 30,000 12,900.00 Ordinary Trade
10:55:24 24-May-2007 43.50 1,269 552.02 Ordinary Trade

[battlebus] 23/5/2007 20:13

Satcom looking good now after the fundraising.

[blank frank] 22/5/2007 18:11

21/05/2007 09:24 AFXF Thus Group FY pretax loss narrows; wins 13.6 mln stg contract LSE:THUS Thus Group




THUS THUS GROUP PLC ORD 25P

As at 22-May-2007 17:52:42
191.000 +0.50 +0.26%

Bid Offer Volume High Low Last Close
190.50 191.25 900,616 194.60 190.23 191.00 on 22-May-2007

Last 5 trades
Time/Date Price Volume Trade value Type
16:47:58 22-May-2007 192.00 95,000 182,400.00 Ordinary Trade
16:36:00 22-May-2007 191.00 1,387 2,649.17 Uncrossing Trade
16:29:22 22-May-2007 190.75 8,530 16,270.98 Automatic Trade
16:27:03 22-May-2007 190.30 4,500 8,563.50 Ordinary Trade
16:26:50 22-May-2007 190.60 61 116.27 Ordinary Trade

[micos] 21/5/2007 16:49

Thus rise today by 12.4% on the back of excellent results.

[blank frank] 18/5/2007 18:15

ATCG up slightly today, on moderate volume:-

As at 18-May-2007 17:54:05
40.500 +0.50 +1.25%

Bid Offer Volume High Low Last Close
38.00 42.00 34,466 41.65 39.65 40.50 on 18-May-2007

Last 5 trades
Time/Date Price Volume Trade value Type
13:55:15 18-May-2007 41.50 15,000 6,225.00 Ordinary Trade
11:18:05 18-May-2007 39.65 4,000 1,586.00 Ordinary Trade
11:01:35 18-May-2007 41.65 10,000 4,165.00 Ordinary Trade
10:25:06 18-May-2007 41.65 5,466 2,276.59 Ordinary Trade
16:04:57 17-May-2007 39.35 5,000 1,967.50 Ordinary Trade



There's been no ATCG announcement this month. Surely this thread isn't becoming influential in investment circles?!

B.F.

[papalpower] 18/5/2007 04:41

BF, I have a nice holding of ATCG, and yes, looking for a good rise from current levels ! :)

[blank frank] 17/5/2007 19:33

ATCG is another telecoms stock with a target that suggests considerable potential upside.

Currently 40p, Daniel Stewart's target value for the stock is 70p: .

[blank frank] 16/5/2007 18:10

LEAD LEADCOM INTEGRATED SOLUTIONS LD

As at 16-May-2007 17:54:13
59.500 -1.25 -2.06%

Bid Offer Volume High Low Last Close
59.00 61.00 194,810 61.25 59.90 59.50 on 16-May-2007

Last 5 trades

Time/Date Price Volume Trade value Type
16:22:32 16-May-2007 59.90 1,707 1,022.49 Ordinary Trade
16:01:56 16-May-2007 60.45 1,629 984.73 Ordinary Trade
15:01:26 16-May-2007 59.00 700 413.00 Automatic Trade
15:01:26 16-May-2007 59.00 10,000 5,900.00 Automatic Trade
15:01:26 16-May-2007 59.00 10,000 5,900.00 Automatic Trade

[papalpower] 15/5/2007 03:28

LEAD is steadily building up, it looks like we have to clear a seller around the 61p to 63p levels......so we might pause at this level for a period, however, once clear LEAD should move more quickly.

Upcoming news for LEAD, interims due in August, EPS enhancing acquisition news late June/early July, big Indian contracts at anytime in the coming weeks or months.

Panmure Gordon target price of 89p, this is without the acquisiton or large Indian contracts, so should that news come there is a good chance for upgrades.

[bartyboy] 14/5/2007 17:04

And another 27million of VYKE traded today. Closed up over 8%

[bartyboy] 11/5/2007 14:40

VYKE flexing it's muscles again today.

10 million of buys just gone through in 30 minutes at 2.2p

That's some serious cash!

[kimboy2] 10/5/2007 23:04

Sorry computer seems to have a life of its own.

[blank frank] 30/4/2007 19:24

Comment by Chris Dillow from Friday's "Investors Chronicle":-

"REASON VS INSTINCT Should we sell in May?

I HATE MAKING DECISIONS. THE LONG TRADITION running from Edmund Burke to Daniel Kahneman tells us, rightly, that reason is weak in the face of uncertainty. Instead, like a good Oakeshottian conservative, I prefer to follow tried-and-tested rules than use unaided judgement.
This is why I've been a long advocate of the 'sell in May, buy on Halloween' rule. It's worked well, on average, for centuries.
However, there's a good reason not to follow this rule this year. In recent years, the US dollar has been a great predictor of returns. Post-1990 relationships suggest the greenback is now so weak as to point to good returns in the next six months, even allowing for the usual summer weakness in the market. ... "

Hopefully this may mean that our telecoms tips continue their overall success for the rest of this year.

B.F.

[blank frank] 28/4/2007 19:11

Comment by Chris Dillow from yesterday's "Investors Chronicle":-

"REASON VS INSTINCT Should we sell in May?

I HATE MAKING DECISIONS. THE LONG TRADITION running from Edmund Burke to Daniel Kahneman tells us, rightly, that reason is weak in the face of uncertainty. Instead, like a good Oakeshottian conservative, I prefer to follow tried-and-tested rules than use unaided judgement.
This is why I've been a long advocate of the 'sell in May, buy on Halloween' rule. It's worked well, on average, for centuries.
However, there's a good reason not to follow this rule this year. In recent years, the US dollar has been a great predictor of returns. Post-1990 relationships suggest the greenback is now so weak as to point to good returns in the next six months, even allowing for the usual summer weakness in the market. ... "

This may come as some relief to TEL shareholders with the shares still suspended ...

I'm expecting more news from TEL shortly. TEL's interim results for the six months to 31st. January 2007 are due by the end of April under AIM rules, which means that Monday is the last day to meet that deadline. Hopefully the results, and their accompanying statement, will show that TEL's recovery is continuing.

Fortunately the stockmarket can be very forgiving, and tends to value businesses more on future hopes than past problems. Yesterday's stockmarket dog can be tomorrow's stockmarket darling.

In this respect, the ideal time to buy a share may be when a one-off and temporary problem has temporarily depressed its share price. Is this the case with TEL? The more facts that come out, the more that I think it might well be.

I have sketched out a rough 'negatives-positives matrix' looking at TEL's recent travails and its reaction to them (obviously some things can be viewed both ways):-

Main negatives:
* anticipated move into pre-tax profits for the year ending 31.7.06 not achieved;
* Westcom acquisition has proven unsuccessful;
* accelerated write-down of assets;
* some loss of investor confidence in TEL's business model;
* some loss of investor confidence in TEL's management.

Main positives:
* a renewed focus by TEL on its core business (Westcom sold);
* repayment in full of all borrowing from the group bankers;
* a much leaner board of directors (resignations), and new Finance Controller;
* accelerated write-downs should mean lower write-downs in future than otherwise;
* higher tax losses may avoid more tax in future years.

MAI seem to be very successful with what looks like effectively the same business model as TEL; in theory therefore there's no reason why TEL should not also be very successful if it is well-managed.

B.F.

[bartyboy] 25/4/2007 19:14

Hi Frank

LOL, I'd love to think that a predator has been stake building with an eye for a takeover. But I'm guessing.

10p a share would do me very nicely!!:-))

At the very least it will be nice to move up the leader board. Stuck at the bottom wasn't doing my street cred any good!!

[blank frank] 25/4/2007 18:54

VYKE COM | Currency GBX
All data delayed by at least 15 minutes

As at 25-Apr-2007 18:35:23
2.075 +0.45 +27.69%

Bid Offer Volume High Low Last Close
1.75 2.25 10,675,086 2.25 1.55 2.08 on 25-Apr-2007

Last 5 trades
Time/Date Price Volume Trade value Type
16:26:40 25-Apr-2007 1.91 2,000,000 38,250.00 Single protected transaction
16:23:34 25-Apr-2007 1.90 200,975 3,818.53 Ordinary Trade
16:01:28 25-Apr-2007 2.14 6,638 141.79 Ordinary Trade
16:00:50 25-Apr-2007 1.95 250,000 4,875.00 Ordinary Trade
15:59:48 25-Apr-2007 1.97 141,044 2,778.57 Ordinary Trade



There's been no VYKE announcement for over two weeks, so any idea of what's behind this rise, Bartyboy? Surely this thread can't be that influential?!

B.F.

[bartyboy] 25/4/2007 14:05

VYKE storming away today. Number two on the leader boards,and up 24%

[bartyboy] 23/4/2007 19:05

Thanks for the last two posts Frank.

The last VYKE RNS gave stonking sales growth, so hopefully we're looking for some steady rises in the share price

Vyke Communications Trading Statement


RNS Number:5348U
Vyke Communications PLC
10 April 2007


10 April 2007

Vyke Communications plc
("Vyke" or "the Company")

Trading update for Q1 2007 shows continued momentum and growth

Vyke is pleased to announce continued strong growth through Q1, 2007, continuing
the strong momentum gained last year. During the first quarter of the year,
sales of its Vyke product suite have continued to improve and, for the first
time, now represent the majority of the Company's total retail billing.

The total number of paid customer accounts for the Vyke product suite increased
by 76% compared to Q4 2006, with the total number of calls placed via the Vyke
product suite growing by 78% over the same period. With 534,415 paid customer
accounts in Q1 2007, this also represents an increase of 1398% over the first
quarter of 2006 and, at 12.6 million processed calls, a growth of 1857% over
Q1 2006 in the number of calls placed via the Vyke product suite.

Sales of the Vyke product suite represented 56% of the Company's total retail
billing in the first quarter of 2007, compared to 42% and 5.8% in Q4 2006 and
Q1 2006 respectively.

Kjetil Bohn, President of Vyke, commented:
"Today's announcement represents a very important milestone for Vyke and its
shareholders. For the first time, the Vyke suite of enhanced products has
generated the majority of our retail billing. Furthermore, this continued growth
within the Vyke suite shows the market's acceptance of our product strategy and,
importantly, demonstrates Vyke's ability to sustain high rates of growth over
time."

Q1 2007 - Key Statistics
Product Category: Company total Vyke Trad. Calling
Products1 Cards2
Paid Customer Accounts: 1,622,194 534,415 1,108,905
Total Calls (000's): 21,691 12,656 8,995
Total Retail Billing
(USD - 000's)3 $10,027 $5,622 $4,385

Q1 2007 percentage increase over Q4 2006

Product Category: Company total Vyke Trad. Calling
Products Cards
Unique Paid Accounts (%
increase): 11% 76% -6%
Total Calls (% increase): 27% 78% -10%
Total Retail Billing (%
increase) 28% 73% -4%

Q1 2007 percentage increase over Q1 2006

Product Category: Company total Vyke Trad. Calling
Products Cards
Unique Paid Accounts (%
increase): 3% 1398% -28%
Total Calls (% increase): 71% 1857% -25%
Total Retail Billing (%
increase) 68% 1507% -22%

1 - all Vyke enhanced products including Vyke Mobile IP, Vyke IP, Vyke PC, Vyke
Mobile, Vyke Web Call, Vyke SMS Call and Vyke Callback
2 - all traditional dial-through calling card services
3 - Total Retail Billing represents end user retail value, not all of which is
attributable to Vyke when sold through resellers


- Ends -

[blank frank] 23/4/2007 18:49

As at 23-Apr-2007 18:25:08
1.575 0.00 0.00

Bid Offer Volume High Low Last Close
1.25 1.75 14,846,701 1.70 1.41 1.58 on 23-Apr-2007

Last 5 trades
Time/Date Price Volume Trade value Type
14:45:00 23-Apr-2007 1.50 2,500,000 37,481.25 Ordinary Trade
14:24:01 23-Apr-2007 1.41 20,000 282.00 Ordinary Trade
12:51:35 23-Apr-2007 1.63 11,479 187.11 Ordinary Trade
12:20:17 23-Apr-2007 1.50 2,500,000 37,500.00 Ordinary Trade
12:18:00 23-Apr-2007 1.50 2,500,000 37,500.00 Ordinary Trade



With 610,789,559 issued voting shares, 2.43% of the company's shares have been traded today.

[bartyboy] 23/4/2007 14:20

VYKE showing some signs of life!!

11.5 million shares went through within 20 minutes two hours ago!

[blank frank] 20/4/2007 19:15

Nice to see one of the laggards recovering. ASHP are up a further 2p today, to 23p; that's nearly a 10% rise on their tip price.

ASHP 21.00 25.00 +2.00 GBX 45,147 20/04/2007 15 35


It would be great if all twenty tips in the table could be showing gains; a difficult achievement, but not impossible.

I'm looking forward to TEL's return from suspension soon. The company now seems to be on the road to recovery, so its share price should follow suit.

B.F.