Spectrum Interactive Share Discussion Threads

[liarspoker] 07/10/2006 11:24

Yep - charts & news would be handy......

[outsider] 07/10/2006 11:21

Looks like I may have to do a new thread :-(

[outsider] 06/10/2006 16:39

A lot of buys I wonder what the 175,000 T trade @ 28.5p is?

[outsider] 06/10/2006 14:23

Oh thx for that good news.

[spaceparallax] 06/10/2006 13:56

BUY rec in IC today - highlighting the modest PER and attractive Divi.

[outsider] 06/10/2006 11:44

Well I think we have 4 regulars, myself, space, Wigan & ten-a-pen, unless anyone else would like to post, positive or negative all views welcome!

[wiganer] 06/10/2006 11:12

I'm still here too. I sold a few last month as part of a portfolio-tidying exercise, but am holding onto the remainder for the long-haul. I would be amazed if the price isn't 40p+ this time next year.

[outsider] 06/10/2006 11:06

Space

Thx for the company, It does get lonely on here, sometimes I think I'm the only shareholder!

Agree with your comments, I really hand on heart think 39p+ is nailed on, providing the forecasts are reasonably accurate & there is everything to suggest that everything is going well, since they bought out the RSS feed, the newsflow has been superb, deal after deal & they really seem to have the ambition to make the interactive side grow significantly...whilst still getting deals such as advertising & ATM's for the payphone side.

Plus 6 buys today if you include the late trade from last night @ 30p....show's how a reduced spread attracts trades.

[spaceparallax] 06/10/2006 10:51

Outs,

Hi, thought I'd chip in to support your lonely vigil. Although the share price retraced to 27p prior to results, I'm impressed to see this level holding firm - looking at their figures, the current lowly rating and Spectrum's incessant desire to acquire, expand, form alliances etc.. we should now have a stable platform upon which to build. Only another 39p to go until I regain my purchase price!

[outsider] 05/10/2006 16:28

2 vs 1 L2 WINS & KBC bidding 28 SEYP on offer at 29.

[outsider] 05/10/2006 16:21

1p spread best for a long time

[outsider] 05/10/2006 15:29

nice rise today :)

Might be able to switch on the heating & have sauce on my chips ;-)

[outsider] 05/10/2006 15:21

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[outsider] 05/10/2006 13:28

I presume Spectrum must already have planning permission for a further 16 sites, which is excellent news in itself, not onl;y that I can see the logic here, HSBC get there own mini estate of payphones with all year round unique adverstising & brand awareness, saves Spectrum having to do deals with advertisers which can never be for 365 days. Also the potential to steadly grow the estate & of course a blue chip name of the highest order.

[tenapen] 05/10/2006 11:13

good news.

[outsider] 05/10/2006 10:06

Missed this one, because it didn't appear on the RNS newsfeed.





29th-September-2006

PRESS RELEASE

Spectrum Interactive ATM Payphone Kiosks in partnership with HSBC



Spectrum Interactive have recently signed an agreement with HSBC to trial up to 16 ATM / Payphones Kiosks. Standard street telephone kiosks will be converted to a new, modern design which houses both a cash machine and a payphone.



Once installed these kiosks will have HSBC branding and will advertise the bank's telephone banking service and free cash withdrawals. The units will be installed in visible public places and will be available 24 hours a day, 365 days a year.



Spectrum Interactive PLC Chief Executive, Mark Lewarne, commented, "This is another exciting development to street payphones, the provision of free cash services, following on from chargeable cash machines installed in the last 18 months. These units will be a service to the local community and both consumers and retailers will benefit from improved access to cash. Our asset base offers an ideal platform for a pilot of this nature, and we are pleased to be working with a worldwide brand in HSBC, a partner that has recognised this value."

[outsider] 30/9/2006 13:30

Forecast for current year is 5.9p eps & 1.77p dividend.

[outsider] 28/9/2006 13:04

28th-September-2006

PRESS RELEASE



Street Media success for Spectrum Interactive


Spectrum Interactive plc have secured its largest coverage street media deal, untilising over 85% of its street payphone kiosks.

Spectrum rolled out a nationwide eye catching campaign, promoting 'Yazoo' the great tasting milkshake from Campina. The widest coverage of its estate to-date, with 1650 telephone kiosks being selected to cover all England and Scotland TV regions providing maximum coverage and awareness.

Gen Outdoor selected Spectrum Interactive's sites as part of their national broadcast campaign to promote Yazoo due to the excellent locations and flexible commercial approach.

The Yazoo advertising campaign took place during September as part of Spectrum's 'Short Burst' Advertising initiative, allowing media agencies access to 1,850 outdoor sites in high profile locations for high impact, short burst campaigns.

With over 1,800 phone boxes across the UK, Spectrum Interactive's Media Team are able to ensure high profile and high frequency promotion in a cost effective way, offering a variety of packages nationwide.

Daniel Gray, Spectrum's Head of Marketing and Product Innovation said, "this contract reflects Spectrum's strategy that there are additional revenues to be gained from our street payphones as well as traditional phone usage. Further new street media initiatives are in development, and will be launched shortly!"

For more details on Spectrum Interactive Media Packages [e-mail]

[outsider] 28/9/2006 07:32

I presume that's a 175,000 bought at 27p, T trade as well ?

[outsider] 27/9/2006 14:48

Market maker(s) seem happy to buy large quantities @ 26p 1p over the odds?

Big buy order in waiting?

[wiganer] 27/9/2006 10:18

The funny thing is, if SIN didn't have the payphones business people would probably be rushing to buy it as a tech growth stock. Unfortunately "micro-conglomerates" tend to be undervalued, but I do feel there is value here for the patient. I will continue to hold.

[outsider] 27/9/2006 10:14

Well Payphone turnover should be around £12.8m next year, but I think margins should improve, because they have reduced costs in that sector, plus I suspect Germany will turnaround.

Dividend payments are being cut from 40% of profits to 30% of which I approve of, because I'd like to see debt being paid down further, £888,000 paid off this year.

The interactive side, on it's own with the growth it's had & is capable of should be on a p/e of about 20 in my view. Even on a full tax charge that makes it worth £7m...on a historic basis ...but a prospective p/e of 20 on say a 50% increase in profits makes the interactive side worth £10.5m, less than today's market cap.

The conservative (historic) valuation values the payphone side at about £1.9m generating £12.8m turnover & I would suggest if Germany recovers maybe £800,000 profit next year.

I think WI-FI will have it's own division too & I suspect is very profitable & again may be worth an increasing amount.


When you split it all down, it looks pretty attractive, remember the hotels are going to significantly increase WI-FI & internet access as per statement, Also we will have at least 1800 Internet terminals on stream for a full year, The interactive business is surely going to progress strongly, The payphone business should decline turnover, but profits look set to steady or even icrease, as London Office is now closed & further overheads are reduced.

All my opinion, DYOR.

[spaceparallax] 27/9/2006 09:56

I feel that it remains in the balance right now. Dividend good, but will money invested now grow, stagnate or shrink? It probably depends on whether the interactive growth can outstrip the payphone decline. I'll sit tight for now but wont be adding unless we drop to 20p again.

[outsider] 27/9/2006 08:04

Looks like Germany has been responsible for the fall in Pre-tax & the one-off costs of £250,000, which should save money.


Look pretty cheap to me.