Spectrum Interactive Share Discussion Threads

[outsider] 06/11/2006 15:26

I think the director buys should underpin it guys at 39p & 44p.

[spaceparallax] 06/11/2006 15:25

Hedge,

It's doing pretty well to retain so much of the gain since last results. So many shares suffer retracement.

[hedgehunter] 06/11/2006 14:00

Taking some moving this one up today. Buyers have it so far.

[hedgehunter] 06/11/2006 09:47

Topped up here this morning, not a lot.

Still way too cheap.

[spaceparallax] 06/11/2006 09:41

Battle,

Have watched this one down from over a 100p, eventually buying in at mid 60s. It's been a frustrating share to hold, especially when dipping down below 20p - nevertheless, I kept faith and we do seem to be heading the right way. For those reasons I've tended to hold and monitor, rather than add (although with hindsight, I should have been braver). I eagerly await the next results because I feel that they will be crucial in indicating whether SIN have cracked the Internet growth vs Telephone decline balance.

That said, if nothing else, the phone booths do make very attractive multi-sided advertising boards.

Agree with your feelings re greater short-term potential here, but for me AVG contributes a different aspect to my portfolio. If you're looking for good risk/return options, I'd suggest that you look at two European property investors that promise good growth : SYG (mainly Germany) and EEE (East Europe).

Regards

[battlebus] 03/11/2006 19:03

Spaceparallax have you invested in SIN,some of my profits from AVG have gone to this as returns here are likely to be better and sooner.

[spaceparallax] 03/11/2006 15:25

Hedge,

Please excuse my ignorance - thanks for that!

[hedgehunter] 03/11/2006 11:55

A loan to CEOs who are pensioners?.

[spaceparallax] 03/11/2006 11:54

What is a 'senior loan'?

[battlebus] 03/11/2006 08:41

Very good news a vote of confidence by BOS means the business plan is starting to reap dividends.

[outsider] 03/11/2006 07:14

PRESS RELEASE

Spectrum's new banking agreement enables further investment in company's Internet Business



Spectrum Interactive plc (AIM:SIN), the public internet and payphone operator, is pleased to announce that it has agreed a new five-year banking agreement with Bank of Scotland Corporate which extends Spectrum"s existing £5.4m of senior loans to 2011. Bank of Scotland has been the company's senior debt provider since 2002.

Mark Lewarne, Spectrum's CEO said today, "This is an excellent development for the company. It strengthens our long-term relationship with the Bank of Scotland and enables us to invest more in our growing interactive business and target additional acquisitions. It is also a significant vote of confidence by the Bank in our long-term strategy."

Daryll Windsor, Director of Relationship Banking at Bank of Scotland also commented, "We are very pleased to be extending our agreement with Spectrum. We have a successful, long-standing relationship with the Company, and we are confident this new deal will assist the company in continuing to develop its growing interactive business."

[outsider] 02/11/2006 04:59

The airport market is the largest market sector for Spectrum, after
it's street phone base. Total revenues generated in this sector in
the last financial year were over £3m, of which roughly half came
from the interactive side of the business.
The Company is the clear market leader in the UK in the provision
of public Internet access within airports with contracts with 21 top
airports. 90% of passengers travelling by air to or from the UK
have access to Spectrum's services. The Company also provides
services in several medium-sized German airports.
Within the year, the number of interactive desks installed in UK
airports rose from 388 to 461 whilst the average revenue per unit
continued to grow. Further airports have been added since the year
end and additional units have also been installed into existing airports.
Spectrum has benefited from the growth in worldwide Internet
usage which has coincided with an explosion of low cost air travel.
Many airport users wish to access email and Internet whilst on
the move and this, together with the increasing dwell time caused
by heightened security requirements, has meant that Spectrum
services have been in high demand.
A major new development this year has been the installation
of retail units at airports, complementing the freestanding desks
already deployed. These retail sites are in prominent locations, are
eye-catching and offer the user a choice of three payment methods.
So far the results from these units has been very encouraging.
Further growth is expected in this sector, as there is scope to add
still more units in existing airports without diluting the average
revenues. There is also the potential to increase revenues through
new services.
Going forward, Spectrum's strategy is to maintain its excellent
relationships with its existing airport partners, while constantly
seeking to grow business in this sector by winning new partners in
the UK and across Europe.
CASE STUDY/ BAA INTERNET RETAIL UNITS
Internet access demand has grown across all
airports, and to such an extent that during
2006 BAA awarded substantial prime retail
spaces to Spectrum as unmanned Internet
Shops, in addition to Spectrum's existing
onsite Internet Desks.
Spectrum has invested significantly in
developing its close working relationship
with BAA over the past 15 years, and this year
developed the new Internet Shops venture
at five brand new retail units at Heathrow,
Gatwick and Stansted London Airports.
This new initiative, in co-ordination with
BAA, provides passengers with distinctively
branded Internet Shops for easy to use, high
quality services. As part of this initiative,
Spectrum is developing the functionality
on selected Internet desks to provide USB
connectivity, Microsoft Office functions and
printing. The retail sites offer a number of
payment options for passengers including
on-screen credit cards, coins (both GBP and
Euros), and vouchers which are available
from vending machines.
Each retail unit has its own unique
style with customised graphics and
modern seating, whilst the high impact
branding is instantly recognisable as that
of Spectrum.
Spectrum however is already looking to
the future and currently developing further
technological additions to its site services
including MP3 downloads, laser keyboard
projection, Bluetooth connectivity and
much, much more...
OVERVIEW/ AIRPORT SERVICES
Spectrum Interactive plc
ANNUAL REPORT AND ACCOUNTS 2006
02
Spectrum terminals found at UK airports:
London Heathrow Airport (BAA)
London Gatwick Airport (BAA)
London Stansted Airport (BAA)
Birmingham International Airport
Glasgow Airport (BAA)
Edinburgh Airport (BAA)
London Luton Airport
Bristol International Airport
Newcastle International Airport
Nottingham East Midlands Airport
Liverpool John Lennon Airport
Aberdeen Airport (BAA)
London City Airport
Leeds-Bradford International Airport
Glasgow Prestwick Airport
Southampton Airport (BAA)
Exeter International Airport
Doncaster Robin Hood International Airport
Durham Tees Valley Airport
Blackpool International Airport
Newquay Cornwall International Airport

[hedgehunter] 01/11/2006 12:39

Good news Peter.

[outsider] 31/10/2006 07:03

No expert in graphs & not really a fan of them as a one stop investment tool, but just have a feeling that these may go to about 55p before they settle soon.

[battlebus] 30/10/2006 17:29

Exactly outsider, no one even a lord invests £500000 in a company that he has all the insider info on to lose money on. Anyway if the co is going badly the market will mark it down LORDY OR NOT.

[outsider] 30/10/2006 10:33

"and did Lord Young buy the shares to stop the share price falling further ?"


I'll answer that question Kenny.

The share price was rising when he bought, the CEO paid 24p in June for 100,000 (cost £24,000) & Lord Young paid £500,000 for his 1.1 million shares. I can't imagine he'd pay £500,000 to stop the price from falling. I think rather he hopes to tuen his £500,000 into two or three million pounds with a few years.

[tenapen] 30/10/2006 08:35

I agree 76ton, that in the long term 46p may prove to be a very good price to have paid But i do think (as with all shares) there will be a pull back in the share price after such a strong rise. Nothing wrong with that as people take the profit and move to the next one.
A lot as been made of the Director buys But i would wonder why the investor Sold his large %holding ! and did Lord Young buy the shares to stop the share price falling further ?. I do not know either way but i am happy to sit and wait to find out and if i miss any further share price rise so be it.

'ho hum' is like saying 'or well never mind'.

guys, please do not come back saying i am trying to de-ramp SIN.
kenny.

[76tom] 29/10/2006 23:43

kenny, what is ho hum?

[76tom] 29/10/2006 20:29

kenny,
you are not totally missed SIN rise, in a long term, 46p is still very good price. It may be drop back a bit (not sure), but will see on monday. :-> tom

[tenapen] 29/10/2006 20:19

I sold these at 32p so i could get a quick in-out of mmg at the recient results. I hoped for good news and a nice profit and buy back into SIN :-(. sold MMG to another lose and missed the SIN rise. ho hum.
good luck tom.
kenny

[76tom] 29/10/2006 19:53

yes, in MMG and lost half on paper, just have no idea the time it would go up again.
hey, guys very very helpful, keep fingers cross for blue sky tomorrow!
tom

[tenapen] 29/10/2006 17:59

Hi Outsider,
76tom may know a bit about Ashpool as i have posted about it more than few times on the MMG board of which tom visits. (i own 1.4% so im am also biased in favour of ASHP).
kenny.