Thomson Intermedia Share Discussion Threads

[wjccghcc] 19/1/2005 11:50

Well that's who they got the shares from. Looks like they struck a hard bargain though to sell in the 220's. I wonder who the buyer was?

[m.t.glass] 19/1/2005 11:40

Just out - 11:37am

RNS Number:5434H
Thomson Intermedia PLC
19 January 2005


Thomson Intermedia Plc
Holdings in Company

Schedule 10 - Notification of Major Interests in Shares

1. Name of company
Thomson Intermedia Plc

2. Name of shareholder having a major interest
Eaglet Investment Trust plc


3. Please state whether notification indicates that it is in respect of holding
of the shareholder named in 2 above or in respect of a non-beneficial interest
or in the case of an individual holder if it is a holding of that person's
spouse or children under the age of 18

As above


4. Name of the registered holder(s) and, if more than one holder, the number of
shares held by each of them
HSBC Global Custody Nominees Ltd, account designation EAGLET - 866379

5. Number of shares/amount of stock acquired
N/A

6. Percentage of issued class
N/A

7. Number of shares/amount of stock disposed
351,602

8. Percentage of issued class
1.223%

9. Class of security
Ordinary shares of 25p each

10. Date of transaction
17 January 2005

11. Date company informed
18 January 2005

12. Total holding following this notification
2,701,398

13. Total percentage holding of issued class following this notification
9.398%

14. Any additional information
N/A

15. Name of contact and telephone number for queries
David Trendle - (0) 20 8466 2903

16. Name and signature of authorised company official responsible for making
this notification
David Trendle - (0) 20 8466 2903


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

HOLEAFFNFDKSEFE

[wjccghcc] 18/1/2005 15:00

About time we had a dip. MM's need to get stock and this has gone up a lot recently. Then it can form a base for the next move. Wouldn't want to be out of it for long though as the year end (31st Jan) is approaching with the potential for a positive trading statement.

[green sand] 17/1/2005 19:39

Nicely put WJCCGHCC,

The trades today look like the culmination of a repositioning. Broker to broker deals, somebody wanted in, we should see an RNS.

GS

[wjccghcc] 17/1/2005 14:15

Latest earnings forecasts are 1.6p for y/e Jan 05, rising to 6p and then 10.7p in Jan 06 and 07 respectively. H1 was 0.86p (an improvement of 2.3p on the previous year) so they should easily beat this years forecast. The thing with THN is it's mainly fixed costs so once they reach critical mass (which they appear to be doing), most of the sales drop through to the bottom line. Up to now, they focussed more on getting the technology in place than getting new clients - they didn't even have a sales director until autumn 2004. Add into that the Tesco clubcard info product going live in 05 plus the jv in Germany where they receive half of the revenues as pure profit and you can see why people are getting excited. They were originally floated at 150p (I think) five years ago so it's not as if they've gone up a lot from then. They only have one major competitor and there is scope now for jv's in other countries on the same basis as Germany. Valuation could be cheap or expensive - it's hard to tell if and when they'll achieve their potential but that potential is significant.

[hartleyjr] 17/1/2005 12:16

It's not aegis, btw.

[hartleyjr] 17/1/2005 12:15

I understand there is a large FM buying into THN - hence high volume over the past week or so. Given the amount they've picked up, they might have to put out a RNS soon disclosing their interest, which could push the stock higher. V. worried about the valuation though, and can't get the consensus forecasts to square - how can the stock be on 60x 2006 sales and yet a PE of 21x (according to Comdirect forecasts). That must be some income coming through at the associate line / tax credits, no? Anyone some plan earnings numbers they could quickly post here?

[wjccghcc] 17/1/2005 12:01

200k buy at 221p. Well that explains it. Add in the buys from last week - someone's accumulating a stake here. Wonder if it's someone like Aegis wanting to do a jv?

[blackbear] 17/1/2005 11:49

M.T you know valuation !! damn this is too hot!

[wjccghcc] 17/1/2005 11:47

Not sure GS but I'm not complaining :)

Looks like only the three of us on this board which is nice. I hate busy BB's.

[m.t.glass] 17/1/2005 10:29

Looking good. Added some.

[green sand] 14/1/2005 14:37

WJCCGHCC,

Wonder who looks after the USA market? Don't Baird operate stateside?

How about that for 2+2 = 5?

Regards

GS

[wjccghcc] 14/1/2005 14:29

Totally agree GS. Operational gearing in the UK + 50% revenues from German jv going directly to the bottom line. If they can replicate that in the other major European countries, then the potential is huge.

[green sand] 14/1/2005 13:45

Looks like the last hike got the MMs what they wanted, but it does not seem a lot, as WJCCGHCC said earlier, this seems to move on very small volume.

GS

[green sand] 14/1/2005 13:38

WJCCGHCC,

Yes, only know of it being tipped in the Sunday Torygraph and then they recommended taking profits, which in fairness they have admitted was a mistake.

I keep seeing their name quoted as the industry standard, examples like Morgan Stanley using THN their feedback to target their direct mail etc.

The sums that I have done (imho) make the grearing of the model look as advantageous as they come. The last time I saw anything like it was the CHEP pallet business. The fact that they employ IT gurus to ensure that their clients get the best out of the data, i.e. help your client earn is not only a good work ethic that secures repeat business it also keeps the competition at bay.

For the time being I am just sitting back and enjoying the ride, when the news comes, whatever it is, my money is on stonking good numbers, plus Germany and maybe another launch? I am sure it will make good reading.

Just wish I ahd got in when you did, well done.

GS

[wjccghcc] 14/1/2005 13:23

Well I bought at 55p through 90p so I'm happy. It's strange how it keeps going up - there's not a lot of BB interest, it's only been tipped once (as far as I know) a month ago. Someone must know something.

[green sand] 14/1/2005 13:21

Nice steady buying pressure, last two at 200p+, the 5k was a late buy.

Now 2 MMs at 212p to buy!

Can't help feeling that there is news on the way, it just gets stronger.

GS

[green sand] 14/1/2005 12:38

Well done DJ! Good call

We could just have seen the last 200p buy!

Have Fun

GS

[diogenesj] 14/1/2005 12:29

Er, no: I'm afraid I went for Asia Energy instead, GS.

[green sand] 14/1/2005 11:42

Can't see that a 700 buy has caused the last nice little hike.

Baird have been leading the way but now 2 asking 202, will the round number factor come into play?

There is something in the wind. Maybe THN should check out their own NNI - would get quite a high rating from me!

GS

[green sand] 14/1/2005 11:27

Now whats on the way? Trust you did the right thing with the wife's Sipp DJ :-)

Have Fun

GS

[green sand] 12/1/2005 15:53

All three MMs firmed up, is there some more late in the day buying on the way?

Good Luck

GS

[green sand] 11/1/2005 08:28

DJ: O ye of little faith, you could end up being a kept man:-)

Nice idea though, gone into the little black book.

Regards

GS

[diogenesj] 10/1/2005 23:08

GS: might buy some for the wife's Sipp. If it all goes badly wrong, she won't know until she retires. :-)