Spectrum Interactive Share Discussion Threads

[outsider] 13/3/2008 08:15

I expect your a long term holder BB, with the contracts they have, the ever increasing presence in Germany, T5 with 30m passengers expected by 2010 opening this month & the Olympics will bring focus in 2009 onwards, great for travelodge & airports & indeed travelodge themselves expanding to 500 hotels from 300+ it does look a great long term bet.

[battlebus] 12/3/2008 20:23

Yep definitely agree and if the results are as good as we believe these are very cheap.Might try to buy more at 15 or less in the morning but then again 132000 is already quite a risk.

[outsider] 12/3/2008 19:03

Always going to be sellers in these types of market, the trend is clearly upwards.

[battlebus] 12/3/2008 17:50

Price still slipping and someone has sold quite a few over the last month and there seems to be more stock about.

[outsider] 12/3/2008 09:56

added 40k this morning ahead of results in 2 weeks time.

[outsider] 05/3/2008 18:35

At least the bumps are coming from higher & higher prices ;-)

[battlebus] 05/3/2008 18:16

Well back down with a bump, bring on the results.

[outsider] 26/2/2008 18:49

26th-February-2008

PRESS RELEASE

Travelodge WiFi now sold online, with the room!

No image No image
The Travelodge website now offers guests the opportunity to purchase WiFi time, at the same time as booking their hotel room.

Spectrum Interactive plc (the exclusive provider of WiFi services at UK Travelodge sites) and Travelodge have worked closely on integration work to enable Spectrum's WiFiSpectrum vouchers to be sold online through the Travelodge website. The development prompts the guest to add additional purchases including WiFi vouchers during the online booking process. Once bought, it makes the connection process easier on the day of the stay, and guests still have the option to pay by credit card on the day if they wish.

Daniel Gray, Spectrum's Head of Marketing & Product said, "We're excited by this development, and have successfully integrated with one of the UK's busiest websites. We believe this adds choice for the hotel guest, and we have already seen a notable percentage of total purchases being sold via the Travelodge website. This innovation will help further improve the awareness of WiFiSpectrum availability across the Travelodge estate, and we expect it to increase overall Travelodge WiFi revenues."

[outsider] 22/2/2008 09:45

thanks tryinghard2.

[eggbird] 22/2/2008 09:39

Not me sorry.

[outsider] 22/2/2008 09:13

Ah limits have changed now, you can buy 10,000 and sell 25000 at 0.5p above bid.


anyone have level 2?

[outsider] 22/2/2008 09:08

Oh earlier it was 5000 on selftrade, I use them too, so I guess maybe an order in?


25,000 since your post, so maybe limits changed again I'll check.

[eggbird] 22/2/2008 08:50

Outsider, with selftrade the current limits are:

Buy 1000 at 17.5 sell 25,000 at 16.5

Not much stock around by the looks of things.

[outsider] 22/2/2008 08:30

Online you can buy 5000 & sell 25000.

[outsider] 22/2/2008 08:22

Thanks Eggbird, I guess I should add their may be some one-off costs, due to Germany or removing loss making payphones this year, but that shouldn't detract us from looking at the underlying trend, which does seem very positive.

[eggbird] 22/2/2008 08:07

Great post Outsider.
It seems I have not only stumbled upon a gem of a share here, but also on a very good thread with decent posters....this is a rarity!!!

[outsider] 22/2/2008 02:02

Eiffel, honest answer is, I would have sold or top sliced if I thought fully or fair value for now.

The stock does seem genuinely short for mm's, no one appears to be selling in quantity.....why?

Well I guess most of us now, can see a long long long recovery, I say that because they have the security of many long term deals, in some cases upto 2014.


The snag is the share will hibernate at times & then just spring to life at times, it's just how the more illiquid small caps go, but at the end of the day small companies are proven over time to be better performers than their larger counterparts and furthermore very much under researched.


Not really a stock for trading, but if you have patience, then could be an excellent LTBH, they have made 15% of turnover pre-tax in the past with heavy interest payments, which co-incidently have fallen sharply due to rapid debt payback (from 1m to 400k) and state publicly that the interactive side is a "consistently growing business is demonstrating healthy gross margins and profitability."

The results are in March and T5 is opening in March, if they could get to 30m turnover (in the not too distant future) and make 15% still, that would be 4.5m pre-tax and 11.0p eps (20% tax charge).....go for a more conservative say 2.8m and your looking at 4 times the expected profit this year of 2p eps. Should be on a p/e of about 12....so even on this years profit the share price should be 24p.....(96p if they make 2.8m in near future) .and with new contracts & services that (the 2p eps) may well be beaten, we know for fact the first 4 months have been trading above expectation, since that statement, we had had nothing but contract wins & good news.....so it's fair to say we have a good chance of further gains.


Of course things can go wrong, Spectrum has debt as mentioned, and of course like all companies carries some risk, but to my mind, long contracts, high profitablity, and finally sorting out the loss making payphones, suggests Spectrum has much further to run.


All my own opinion DYOR and don't invest more than you can afford to lose!!

[eiffel] 21/2/2008 20:13

Guys,

You are to be applauded!

I got out around christmas, did not make any profit and it seemed to take ages - thought it had been a wasted opp!

Ah well!

I saw this yesterday - and did not think anything of it.

Outsider - you reckon it's too late

:0(

[battlebus] 21/2/2008 19:13

Further to go here and with stock so short if results are showing a glimpse of profitabily twenty pence could be long behind us.

[rochdale] 21/2/2008 16:04

will take a look at WALP have heard it mentioned plenty on unquoted but never taken a look

[outsider] 21/2/2008 15:49

Have to remember you had to be patient with Spectrum before it sprung to life, same with Ashpool roch....dont give up, it will get there.

other than ASHP & SIN my other rec is WALP (waltech) 1m to 7.8m organic growth in year, been rising steadily, against market trend....results in March or before.

[rochdale] 21/2/2008 15:41

been sitting around watching this one - should have got in earlier - more action here than ASHP outsider - that's for sure - you got any more small caps it might be worth having a look at?

been looking at LNR - think they are undervalued but only hold a few

[outsider] 21/2/2008 15:04

Challenging for top riser of the day.

[outsider] 21/2/2008 14:49

Well done Eggbird, I wasn't so lucky, but still hold a good number.


Thx Jim!