Ebt Mobile China Share Discussion Threads

[rdpounder] 23/5/2007 08:33

cordwainer. yes, it was IC, I've been watching these for a while now.

[divinausa1] 23/5/2007 06:57

Sheeneqa Your FILTERED

[cordwainer] 22/5/2007 21:35

Nice little recovery, sp's back to my buying price. Noted that Shares (or was it IC) re-iterated the 'buy' advice on the back of the reduced holiday sales.

[rdpounder] 22/5/2007 19:42

I don't think that 1.7m shares is even gonna cause a ripple on 218m shares in issue somehow!

Umm, ect ect ect?

[sheeneqa] 22/5/2007 15:20

RNS Number:0400X
EBT Mobile China PLC
22 May 2007


EBT MOBILE CHINA PLC (the "Company")

Additional Listing

Application has been made for 1,715,852 new ordinary shares of 0.1p each to be
admitted to trading on the London Stock Exchange's Alternative Investment Market
"AIM" for listed securities.

The new shares, which rank pari passu with the existing shares in issue have
been issued pursuant to the exercise of options in accordance with the terms of
its covering Option Deed.

Admission is expected to become effective on 23 May 2007.


Dilution dilution dilution......

Had a chinese friend check out their chinese web site and a few of their stores!
Website quiet, total hits 70k possible 1.3 billion, stores quiet....
dyor,nag,imoh ect ect ect.

[igoe104] 22/5/2007 13:59

STARTING TO MOVE UP NICELY. hopefully in will go past 30p soon, and stay there.

[rdpounder] 22/5/2007 09:37

Dunno who Audley is, but I bought some earlier >;o)

[beaufort1] 21/5/2007 14:58

Some large transactions going through - I wonder if Audley is in the market again?

[beaufort1] 21/5/2007 14:45

SRUK - can you post the PG buy note. Ta.

[igoe104] 21/5/2007 13:52

From in experiance of spending time in china, is that the chinese people don,t trust people, (other parties) very much. so i can,t see alot of them buying phones on-line, putting the bank details in a company that they can,t see the product directly. plus alot of chinese don,t have bank accounts, thats why they buy the phones directly with cash.(from shop retailers)thats why they are nearly 4 times more prepaid subscribers, than contract ones.

As of 30 April, 2007
Contract subscriber Prepaid subscriber Total subscriber
Subscriber number 66,616 . 254,780 . 321,396 .


and with ebt having great ties, with china mobile products. they are in a great position in the market place. with china mobile having nearly 75% of the chinese mobile market.

[sheeneqa] 21/5/2007 13:23

Internet is the main rival to retail fone shops, those savvy HK chinese are catching most prospects for mobile phones in china and in other countries.....

Contracts?

No chance of a carfone warehouse here chappies, those days have gone, virtual shopping is here NOW!

[masurenguy] 21/5/2007 13:17

igoe - a GCI recommendation back in September last year stated the following:

"EBTs relationship with China Mobile is very close as EBT is one of only four companies included in a special partnership deal and the only pure phone retailer. As part of this deal EBT gets a cut of all China Mobile services they sell from their outlets and the benefit of an association with the 'king of Chinese mobiles' as Zhang Ge calls them"

Any idea who the other 3 partner companies are ?

[sruk77] 21/5/2007 13:10

Panmure Gordon has put a target price of 40p - any thoughts?

[this_is_me] 21/5/2007 12:57

Plenty of buying today on the back of the AGM statement.

[igoe104] 21/5/2007 12:26

what i,m trying to do, is find out is who.s ebt retail rivals are, and how many shops they have ?

this is interesting, more people use china mobile, than the whole of the population of the usa.

[masurenguy] 21/5/2007 12:06

igoe104 - interesting perspectives.

Given EBT's relationship with China Mobile do you know what other competition they have in retail distribution ?

[igoe104] 21/5/2007 11:48

INTERESTING SECTOR NEWS.

China's mobile communications market continues to have enormous potential, and our goal is to help our customers realize that potential and achieve their business objectives

[igoe104] 21/5/2007 11:40

A interesting article.



China Mobile (CHL) - China Mobile is the world's largest mobile-phone company by users. In April, the company added a 5.28 million users, a record number of subscribers for a ninth consecutive month. This on the tails of a record March, when they added 5.12 million users. For the fourth quarter ending March, they added over 14 million subscribers and April's number puts them at a total subscriber base of 321.4 million, more than the entire US population. With 70% market share, CHL continues to take market share from land line providers. Even with their recent aggressive push to gain market share by adding new features and low costs to their customers, CHL has margins of over 50%. I want to mention here that average monthly revenue per subscriber did fall about 13% in the most recent quarter, even as earnings grw 22% and revenues increased 19%. The drop in average revenue per customer is directly tied to the addition of low end users to China Mobile's portfolio. The one challenge that the company faces is the probably expansion of China's land line network (sponsored by the Chinese government) and the issuance of 3G licenses to land line competitors like China Telecom (CHA) and China Netcom (CN). However, this will probably not happen until sometime in 2008. I believe CHL is a strong company in a growing market.

[sheeneqa] 21/5/2007 07:37

Take those rose tinted specs orf will yah timmy boy, you will see some selling into that little bit orf strength hoy!

[this_is_me] 21/5/2007 07:25

Everything is still looking very good. I particularly liked the efforts being made to improve margins/profits. Too often rapidly growing companies come unstuck when they do not pay attention to cash and making real money as they grow.

[this_is_me] 21/5/2007 07:21

sheeneqa is well known as a plonker, best filtered.

[divinausa1] 21/5/2007 07:17

solo i think Sheen is a share short of a portfolio! if you get my drift.

[sheeneqa] 21/5/2007 07:03

We have had that statement already this month, a statement regarding the reason for Zhang ge sale would have been more interesting, rather than another sandbag...

Something smells rotten in Denmark...;-)

[igoe104] 21/5/2007 07:00

NOTHING desperate about that statement. its looks very positive going forward, this year.