Telephonetics Share Discussion Threads

[zeel] 24/8/2007 13:09

they obliged to make a market

there is no need to keep calling me names

[lbo] 24/8/2007 13:07

Are you really that stupid? The mms don't "have to take a sell". They only take shares above the NMS at a price they know they can sell on. Please go and start another thread as you have no clue what your on about on here. Or just go back to Eck if you want to talk about them.

[zeel] 24/8/2007 13:06

I am prepared to consdier - as with ECK - that there will be a buy reported (see PO rns and the 4 million buys but large transactions reprted at 6.5 (well below the bid)

If there are any buys - why????

[zeel] 24/8/2007 13:04

rubbish the mm's have to take a sell at whatever price but can name that price.

The mm's are only obliged to buy at the bid under nms

[lbo] 24/8/2007 13:01

Utter rubbish. The mms are only obliged to take transactions under the NMS. You really have no clue mate. And we have to see an announcement if anyone is holding over 3% including a market maker. If clocktower is correct and a mm was short then surely the seller (3c ??) or his broker should have known this and held out for a higher price. Then again if it was 3c they have still made a hefty profit on the sale as they have be in since they set this up as Leptis Magna (Broker WH Ireland placed 2.5m shares at 40p on 28/05/2005, raising £1m and giving the company a price tag of £3m.) So again your wrong Zeel.

[zeel] 24/8/2007 12:58

the mm's had to buy because they are obliged to - why will we see an rns?

this can be dribbled back into the market on mini surges but the overall impact is that someone has had enough and lost a bloomin fortune especially if they bought at 40p

[lbo] 24/8/2007 12:46

Perhaps we will get an RNS on holdings but if its 3c selling their final holding then we won't as they are below 3% already. But perhaps the buyer will need to make an announcement if they have stock already.

Is it possible to short them with such a small Mkt. Cap. clocktower?

[clocktower] 24/8/2007 12:43

Maybe a rollover of types.

[clocktower] 24/8/2007 12:41

Because they were short and have just made it up LBO.

Dream on, this is another of Nevilles dogs.

[lbo] 24/8/2007 12:34

Yes interesting the mms have just taken 2m shares at 7.75p. Does that belong to 3c? Who are the mms taking the stock for?

For every seller the mms have a buyer. Why have they not narrowed the spread if they don't have a buyer?

[clocktower] 24/8/2007 12:32

2,000,000 sell says it all LBO

Sell in my book.

[lbo] 24/8/2007 12:26

I think the real point is that this company has been investing heavily but still manages to be growing its net cash. This is the one thing the business has consistently done even if you question the managment. The Speech sector is still at a very early stage in its life cycle and as the sector grows this investment should pay off. I agree its not the best leadership that I have seen but the rising tide in Speech is going to lift all the boats that manage to get to scale up in time IMHO. Tellme cost shareholders over $200m in fundrasings and sold for $800m. Telephonetics is self financing its growth now after the recent acquisitions and still growing its cash. Very interesting IMHO for a tech company.

[clocktower] 24/8/2007 12:19

Yes but a great concern if revenues do not increase at as fast a pace. It just means one going losses and you`ll see your cash going in the other direction before long I expect.Then what?

[lbo] 24/8/2007 12:10

Yes but greater investment in sales, marketing and development was up from £0.4 million to £1.9 million (£1.5m increase). It all depends if you believe Mike Nevilles comments on the "exciting opportunities already in the pipeline". I agree results to date have been poor and it would not instill confidence in their abilities but I do believe Speech is a very interesting area as evidenced by Microsoft purchase of Tellme for $800m. Perhaps someone else will see the opportunity to deliver where Mr Neville appears to be failing. This should never have been a public company and this is being reflected in the share price and some peoples anger on here.

3p would be great I agree as they have £3.3m (3p) in net cash and someone would be buying £10m in sales for nothing.

[clocktower] 24/8/2007 11:58

It not the margins it`s the P & L and that has swung by almost ONE MILLION POUNDS. Outlook poor from the statements. The only positive thing is the cash in the bank position at present.

3p before long I guess.

[lbo] 24/8/2007 11:58

Please Zeel your just making a fool of yourself. If you are making claims that I am ramping then I happy to take that claim further. I am only a registered and validated user of ADVFN. I see you are not registered nor validated! Also I do not personally own shares in Telephonetics so I don't know why I would be bothered to be ramping them. But why you are so intent on making accusations and spreading misinformation says a lot. I also don't believe that what you or I say on here will make a blind bit of difference to the value of the company which is being held by so few shareholders. Why don't you register your details and we can take this further formally.

ps stluke TPH have over £3m in Cash, bigger exposure to Speech then Eck now (£10m vs £6m revenues pa) and no risk and exposure to the premium phone line debacle so if anything Telephonetics is the better play in Speech then Eck IMHO.

[stluke] 24/8/2007 11:55

I love results time for TPH and ECK just for the banter between Zeel and LBO, for the record dont hold either but did own ECK for my sins in the past, looking forward i feel ECK are better positioned than TPH as they have cash in the bank, well whats left after the pointless share buy back, and they have finally realised where the business should be heading for the higher margins.

I think some of the tension between the companies came about due to TPH having a couple of cheap swipes at ECK in the past, but they are the ones with egg on there face now.

[zeel] 24/8/2007 11:52

they are not your threads they are public boards - we cannot allow ramping unchallenged

I noticed that you posted that nuance were rumoured to be sniffing around on the iii bb - if that aint ramping I dont know what is.

anyone else heard that rumour? or was it made up by LBO

I will leave it to you because you obviously do not being challenged

[lbo] 24/8/2007 11:48

Ok Zeel. Whatever you say. But it seems to me your very emotional and aggressive. I suspect you have lost money some where along the line and its clouding your judgement.This was also not a new profits warning as the company warned us months ago about the increased level of investment. Also you obviously cannot read as MovieLine(R) is only accounting for 39% of sales compared with 76% last year. And MovieLine increased revenues to £1.882 million, which was in line with the Company's expectations, and is a 1% increase on last year's £1.858 million. So yet again your talking rubbish. Personally, I am very happy to see the share price fall and will continue to monitor the speech sector and Telephonetics. As to "spamming" my own thread. Might I suggest that you go and start your own thread and then you won't have to read what I post on my thread. This would also mean that we won't have to converse anymore which I am sure would be fine by both of us and many others on here. Best of luck to you.

[clocktower] 24/8/2007 11:39

Mike Neville has not delivered here yet but I expect he will indue course.

[zeel] 24/8/2007 11:34

lol your the one who is spamming the thread with every conceivable speech snippet

I am just warning investors that TPH have just issued a profits warning and this is not the best of times to be looking at the positives about speech because they just told us they do not know if any of the conntracts that tey are hoping for might not come in before the year end and that is 6 moths away.

Not emotian - Facts!

and all the time they are spending money on sales channels with no sales!

When was the last sales news?

Everyone knows that odean cinema sales are down and they rely too heavily on their revenues

get a grip LBO and starting looking at some facts - I can see by the angry way you tried to counter my arguements that you are not seeing straight here.

[lbo] 24/8/2007 11:28

Your getting very personally involved and emotional mate. Why? I don't own any Telephonetics shares but have followed them closely.I have always maintained they were overvalued but as they fall they get more interesting. I think you may be bitter about my comments on Eckoh. I did own shares in Eckoh but sold out long ago for reasons that I have said and it seems I was correct in my analysis as they have fallen significantly since. The question is why are you here being so vocal and emotional? You should never get emotional about shares mate, it clouds your judgement and this is very evident in your outburst above. Calm down and you might just see that your again wrong. Gross margins actually improved from 52% to 59% but greater investment in sales, marketing and development, up from £0.4 million to £1.9 million was the cause of the poor results. The question is what level of sales growth and profits will this lead to going forward? The other question is why are they investing so much now and what would the results have been if they were not carrying out this investment?

I would guess you have lost money and thats why your emotions are not letting you ask the appropiate questions.

[zeel] 24/8/2007 10:58

lol!


seems to me someone is heavily into TPH and is peed off that TPH isn't delivering as they promised.

"(Adds details on FY sales outlook; chairman quote)
LONDON (Thomson Financial) - Telephonetics PLC posted a 58 pct fall in its
first-half underlying pretax profit, reflecting the greater investment in
product marketing and development, and an expansion of the sales force.
The automated telephony company said its pretax profit before exceptional
items for the six months to May 31, 2007 fell to 155,000 stg, but turnover rose
97 pct to 4.8 mln stg. It also swung to a first-half pretax loss of 641,000 stg
from a profit of 303,000 stg last year.
The company, however, said it remains confident about the future, but added
the full-year results will depend on the timing of orders and implementation.
Telephonetics said the slower-than-expected full-year revenue growth will be
offset by improved margins and operational efficiencies currently being
achieved, adding its pretax profit for the period will remain unaffected.
"All indicators show that the outlook for the speech market remains positive
and we believe that the company is well positioned to benefit from the sector's
future growth," chairman Mike Neville said."

Read the bloody statement - it is a profits warning pure and simple!!!!!!!!!!!!!!!


"58 pct fall in its
first-half underlying pretax profit"


Even with a greater runover it made a bigger loss - margins are squeezed

"The automated telephony company said its pretax profit before exceptional
items for the six months to May 31, 2007 fell to 155,000 stg,"

Went from a reasonably profitable start-up to loss maker

"It also swung to a first-half pretax loss of 641,000 stg
from a profit of 303,000 stg last year."


"but added
the full-year results will depend on the timing of orders and implementation."

Hmmmmmmmmmmm looks like another profits warning to follow at full year!!!!!


"we believe that the company is well positioned to benefit from the sector's
future growth,"

Didn't we hear that a year ago?

in contrast:

Eck to raise margins from 5 to 10 % on the ivr business

Eck to sell CM and add some cash to the bank imo

speech rising at 19% a year and looks like we will spend the spare dosh on an aquisition and that will not be TPH. Probably pick up the pieces from the reciever

[lbo] 24/8/2007 10:18

Well then you should make that claim directly to managment and see what they say. I would be interested in the response too. So let us know how you get on when you put those claims to them. I think Eckoh cannot afford Telephonetics and some are bitter that they missed the opportunities that Telephonetics are taking ,albeit costly, in speech. Eckoh has major problems with the premium phone line business which is only getting worse for them and their decision to concentrate on that business at the expense of growing their speech business is now hurting them as they no longer have the neccessary firepower for investment in the speech sector. At least Telephonetics are investing in a growing sector unlike Eckoh which has wasted sharholders funds in a sector which many believe is finished.

[zeel] 24/8/2007 10:01

"The Board believes that Telephonetics is well positioned to benefit from the
sector's forecast growth by continuing to target new areas and exploit current
products, as well as look to benefit from new products coming on-line. Through
the next twelve months, we should start to see the greater investment in sales
and marketing paying-off and coming through into the top-line numbers. This is
backed up by a number of exciting opportunities already in the pipeline"

We all know this is all talk to prop the weak price LBO just accept that TPH have nothing in the way of decent contracts now or on the horizon