Ein schlafender Riese erwacht?
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Hier unten ist der Auszug aus dem Artikel:
3. We agree with consensus that the growth opportunity is attractive if the risks can be managed. SWOT ANALYSIS STRENGTHS • Ambitious management • Strong sales focus • Low-cost VoIP platform WEAKNESSES • Barely established model • High cash consumption • Unpredictable earnings OPPORTUNITIES • Industry consolidation • Slick integration process • Single platform proposition THREATS • New funding requirements • Deal integration • Stiff competition
2. By focussing largely on the SME market and public sector organisations Coms has rapidly emerged as an exciting growth business. Just last month (23 Jan) Breith told the market to expect revenues ‘significantly ahead of management expectations’ thanks to outperformance from both organic operations and the handful of acquisitions completed in 2013. Acquisitions will remains a key force for growth over the coming couple of years, and Breith has announced the purchase of managed network supplier Cloudxl in a deal that could add-up to £3.4 million, although an additional £2 million is expected to be needed to provide working capital. That led Coms to simultaneously raise £7.9 million of net new funds in an oversubscribed dealhat
priced at 6p per share conducted by broker Charles Stanley (7 Feb). That represented a near 28% discount to the 8.3p share price at the close last Thursday (6 Feb). Coms swiftly followed the transaction with news earlier this week (10 Feb) of more than £700,000-worth of new SME cloud calls contracts. Charles Stanley analyst Peter McNally estimates revenues for the year to January 2015 of £46.8 million and he expects Coms to deliver £2.4 million of taxable profit for earnings per share (EPS) of 0.25p. With the shares currently trading at 8.95p, this implies a price to earnings (PE) multiple of 35.8, although the rating will fall sharply to 15.4 the year after assuming Charles Stanley’s 0.58p estimate for fiscal 2016 proves accurate.
1. Cloud calls service supplier Coms (COMS:AIM) is set to launch a move into the direct-to-consumer multi-play market in April, where it believes it can leverage its low-cost voice-over-internet protocol (VoIP) technology platform. This would be an ambitious tactic for the £71 million cap company, effectively taking it outside of its core small and medium-sized enterprise (SME) space and pitching it against the giants of the multi-play market, including BT (BT.A), British Sky Broadcasting (BSY) and TalkTalk (TALK). If it gets it right, analysts believe the shares can hit 12p and perhaps go as high as 15p in time. Coms chief executive, and 15% shareholder, David Breith believes he has spotted niche segments in the consumer telecoms market where certain content advantages, low network latency and bespoke service could be attractive to higher value customers. Coms has earmarked around £400,000 for a sales and marketing push, including a run of high profile TV adverts. The aim is to leverage its expansion into media content following the December purchase of media, design and animation specialist companies Clicks Media Studios and Darkside Animations in a combined £342,000 cash and shares deal
+ Please see role for Billing Co-ordinator, please apply to HR Manager emma.richardson@coms.com
+ Please see role for Finance Co-ordinator, please apply to HR Manager emma.richardson@coms.com
+ Please see role for In-house legal Counsel, please apply to HR Manager emma.richardson@coms.com
Für ein Unternehmen sind das deutliche Anzeichnen dafür, dass das Unternehmen auf Expansionskurs ist und noch deutlich schneller wachsen wird und will! Die Signale gefallen mir, es zeigt recht deutlich das COMS PLC sich auf einen guten Weg befindet, höchstwahrscheinlich wird das "Trading Update" nächste Woche veröffentlicht, und dann kann alles passieren!
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Aber Vorsicht, das Marktgeschehen kann man nicht vorhersagen, es obliegt jedem selbst zu Entscheiden, ob eine Aktie für Ihn die passende ist, deshalb schau euch die Aktie immer ganz genau an!
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Quelle:
+ http://www.discussthemarket.com/coms-stream
Ich denke, in D fristet der Markt für IPTV nur deshalb (noch) ein Mauerblümchendasein, weil Kabel und Satellit Standard darstellen und die Bandbreiten vielerorts qualitativ zu schwach sind bzw. die Infrastruktur generell nicht ausreicht. Ich denke, dies wird sich in nächster Zeit nur langsam ändern, aber es wird sicherlich wachsen.
+ https://www.youtube.com/watch?v=Y0bZ3aUdJaA&feature=youtu.be
Das hier könnte aber in D eine Grundlage für deren Dienste bereiten - im besten Fall in Kooperation mit UI:
Dave Breith, Coms CEO commented “Andy is our Interim Managing Director and will be responsible for our CloudXL. Andy has a huge amount of experience, including senior roles at Daisy, and his expertise will be relied on whilst we integrate our new business with the rest of Coms. With CloudXL being based in Basildon, he will run the ship on a day-by-day basis to ensure CloudXL are performing to the expectations of Coms. By reporting directly to me, we will ensure Andy’s commercial acumen is being utilised to the benefit of the business.”
Andy Woollard commented: “I’m delighted to take on this assignment. Coms is a growing business experiencing phenomenal growth. Leading CloudXL is a challenging role and one I’m looking forward to and the opportunities this role gives the wider business.”
Quelle:
+ http://commsbusiness.co.uk/news/coms-welcome-new-interim-md/
Check out the two page article on page 54 in the February issue of Data Centre Management at:
http://www.datacentremanagement.com/emag/2013/201302-lkldjhjd/#/54/
Quelle:
+ http://www.redstone.com/news-and-events/.../20/the-smart-way-to-work/
The company is pleased to state the following:-
· Revenues for the year will be approximately £14.0 million.
· EBITDA for the year will be approximately £0.75 million
· Profit before tax for the year will be approximately £0.45 million
The company anticipates that the annual report and accounts will be audited and signed off and released in May 2014 with the AGM being held in June 2014.
Dave Breith, CEO of Coms, commented:
"The company embarked on an incredible journey 12 months ago and I cannot stress enough the hard work and determination of all the Coms group staff. They have all been instrumental in achieving such an excellent financial performance. Growing a company in the manner that we have, by efficiently acquiring and integrating numerous complementary businesses, whilst ensuring continued fast organic growth in the core business and achieving profitability is certainly the hardest task I have ever had to perform. It has been a privilege to lead the Coms team and to turn this business around and I am very much looking forward to sharing my vision for the future which will be outlined in detail in my CEO statement in the audited annual report & accounts."
Quelle:
+ http://www.londonstockexchange.com/exchange/news/...cementId=11872657
Newton upped his stake in the company from 72.5 million shares to 95.5 million. Accounting for the dilution impact of the new shares, that took his holding in the business from below 9% to 9.95%, worth £5.73 million at a placing price of 6p, or £8.59 million at the open-market price of 9p.
Newton invests in under-researched small companies where he believes the market has misunderstood the value in a business, returning 129% over three years versus an International equity index of 8.7%. Helium Special Situations is an offshore fund managed by IS Partners in Switzerland.
Shares in Coms Plc have spiked 68.3% this year versus a FTSE AIM return of -1.74%.The new issuance will fund the company’s acquisition last week of cloud and data management business Actimax.
In a trading update at the end of January Coms said that revenue for the full year would be ‘significantly ahead’ of expectations.
Quelle:
+ http://www.citywire.co.uk/wealth-manager/...ught-and-sold/a735610#i=5
Recent contract awards total in excess of £1.73m worth of revenue and include:
· Significant contract wins from a number of new channel partners worth a total of £696,000 revenue per annum. Primarily delivering hosted lines and calls, they also include the transference of IP traffic via SIP trunks.
· Through its Redstone subsidiary, the Company has been awarded a contract totalling £499,000 to supply a Cisco converged network to a large commercial property company. Through this contract award, it consolidates the Company's ICT business to support its leading position in infrastructure provision.
· Through its Redstone subsidiary, Coms was also awarded further infrastructure installations for:
o two leading financial services client with a combined contract value of £128,000;
o an energy company with a contract value of £55,000;
o leading retailer. Contract worth £51,000;
o a healthcare provider with a contract value of £39,000.
· Coms' recent acquisition of CloudXL is already delivering additional revenue; the Company has secured a three month implementation of a new telephone system for a leading housing trust. With over 15,000 tenants and 8,100 homes, the diverse nature of the environment required the Company's specialist implementation programme. This contract is worth £111,000 in revenue and covers hardware provision and managed service support for the period.
· Additionally, CloudXL has secured additional contract wins worth £25,000 with many recognisable high street names through the implementation of hardware and telephony services.
· Coms Media has recently been awarded a contract to deliver a new season of 11 episodes of a documentary to an engaging, vivid and interesting satellite television channel. This award win is worth over £50,000, and puts the Company's creativity in front of a dedicated audience.
· Additional contract wins including providing Computer Generated imagery (CGi) to a world renowned innovator in the field of home electronics, providing filming expertise to an unrivalled accountancy and consultancy firm and highly specialised Augmented Reality (AR) expertise and innovation to a global corporation who specialise in the provision of home security. Collectively, these contracts are worth £85,000
Dave Breith, CEO of Coms, commented: "Across our Company, we are being recognised in our abilities in delivering a range of services which are being utilised by a range of businesses across the world - from SME to multinational blue chip. The revenue these contracts give us maintains the momentum we've developed. What is also extremely encouraging is the speed at which our new acquisitions have settled into our structure and the opportunities they are presenting to teams across the Company."
Quelle:
+ http://www.investegate.co.uk/coms-plc--coms-/rns/...402270700550376B/
The above figure of 960,123,210 may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest, or a change to their interest, in the Company under the Disclosure and Transparency Rules.
Quelle:
+ http://www.londonstockexchange.com/exchange/news/...cementId=11879395
Quelle:
+ http://www.directorstalk.com/...branding-and-talk-of-green-wednesday/
Da kommt was ganz großes!
During the eight weeks of the World Cup, starting in June (100 days from today), nearly three-quarters of UK businesses will provide a communal area for staff to watch matches played during working hours. According to a survey by telecoms and IT services provider Coms plc, involving 100 UK business leaders, this could result in a loss to British business of 250,000,000 working hours.
Says Coms CEO Dave Breith: 'In addition to the companies providing communal viewing areas, a further 19% of businesses said they will allow staff to watch the games at their desks. In 2010 the mainstream TV companies reported that 20 million UK people watched the World Cup final. If even half this number watch this year's matches - and with the increased popularity of screening this could well be higher - that is a quarter of a million working hours lost.
'Kick off times vary from 5pm, 9pm and 11pm. With some games finishing after midnight this could also affect late- and night-shift efficiency and also result in staff arriving late for work.'
On a more positive side, 41% of respondents said they would require staff to make up the lost time, a grumpy 8% said they wouldn't allow their staff to watch any matches at all in work time, and 32% haven't yet made up their minds.
A striking 73% of respondents felt that their broadband will be adequate to cope with the increased demand. However, with reports that this year's competition could be the most popular for streaming, broadband systems could be put under an unprecedented strain. Business now relies on broadband for day-to-day operations, so it could be more than just football that could be turned off come June.
On the plus side, 50% of respondents said that the tournament gives the nation a 'feel-good factor' and will actually aid performance. This compares with 19% complaining that it will be a hindrance to performance, 18% saying they are 'worried' about performance and 13% counting the days until the tournament closes.
Says Breith: 'With the economy growing at the fastest rate since the pre-credit crisis, these survey results beg the question: have the effects of the World Cup been seriously factored into UK-wide business plans?'
Quelle:
+ http://de.advfn.com/p.php?pid=nmona&article=61302582
Das muss irgendwas mit der kommenden Weltmeisterschaft zu tun haben...
Quelle:
+ http://www.coms.com/watching-the-world-cup-at-work/#more-3348
+ http://www.coms.com/