Ein schlafender Riese erwacht?

hat heute Ihre Analyse/Interview veröffentlicht. Dieses Statement fällt überaus positiv aus, was sich heute im Kurs widerspiegeln müsste. Er geht dabei ganz genau auf die Zukunftsperspektiven des Unternehmens ein, was interessant ist, ist die Tatsache, dass er einen Termin nannte, es ist eher ein Termin Monat, und zwar der April 2014, und was passiert da? Es wird ein neues "Multiplay Service System" veröffentlicht und wäre vergleibar wenn noch nicht besser als bestehende Systeme von BT oder BSB, sein vorzeitiges Kursziel nannte er auch gleich am Ende des Jahres sollte der Kurs bei 15p oder höher liegen.

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  

neue Mitarbeiter!

+ 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!  

 

noch verkaufen kann, weil in STU quasi keine Stücke gehandelt werden... :-(

Möglichkeiten eines solchen Unternehmens, ich habe mich nun mehr in die Pläne des neuen Multiplay Systemes eingearbeitet/eingelesen, und dabei fand ich was ganz interessantes heraus, und zwar wird dieses System wie ein Fernsehsender funktionieren, d.b. die Sendungen werden dann in ganz Großbritannien zu sehen sein, jedoch sind diese Details nur aus fragwürdigen Quellen des Forums und anderen Quellen (Analysten Report) entnommen, aber diese These klingt für mich sehr plausibel, ein Cloud-Dienst wird zum Alloround Anbieter, klingt doch sehr interessant, diese Sache könnte noch großartig werden, und vielleicht werden sich dann auch die deutschen Anleger ein Herz fassen und investieren, aufjedenfall wird die nächste Woche eine der aufregendsten, das Trading Update steht vor der Tür, und viele Anleger liegen auf der Lauer, ich bin gespannt wie sie auf das Update reagieren!  

Multiplay nicht ganz. TV aus der Cloud? Eigentlich nichts anderes als IPTV, oder? Wäre dann sowas wie T-Entertain. Klingt in der Tat interessant, aber für deutsche Anleger fehlt eben leider der Markt. Wer sollte da verkaufen, wenn kaum jemand Anteile hat...

die COMS PLC im April starten wird, und wieso ist dies in Deutschland so unpopulär/unbekannt, damit ich deine Sichtweise kenne, dies würde mich sehr interessieren Thomasradamus.  

Der morgige Handelstag könnte noch richtig interessant werden, in Kombination mit den erwarteten Quartalszahlen könnte dies eine echte Rally hervorrufen und durch die Decke gehen!

***
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!
***

Quelle:

+ http://www.discussthemarket.com/coms-stream  

genug ausgedrückt. Ich bemängelte, dass der Handel mit Coms-Anteilen in D leider quasi nicht existent ist. Handelst Du in UK?
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.

handele nur auf deutschen Gebiet, und ja in Deutschland ist der Handel sozusagen tot, jedoch kann dies sich schnell veränderen, laut dem Analysten steigerte COMS PLC dem Umsatz angeblich um 3500% also von ca. 1,6 Mio. Pfund auf über + 40 Mio. Pfund, dies wird sich leider erst mit dem Trading Update bestätigen. Der Chart den ich gepostet habe, deckt sich fast hagenau mit dem in Stuttgart, das Interesse der Anleger ist momentan nicht vorhanden, dies wird sich aber vielleicht mit dem entsprechenden Zahlen verändern, auf jeden Fall wird COMS PLC ein interessantes Unternehmen bleiben, welches nur darauf wartet von der großen Masse entdeckt zu werden!  

kann er in D nichts kaufen, weil es niemanden gibt, der was verkaufen kann oder will. Stuttgart hat auch fast nur getaxte Kurse, das nützt einem genau genommen leider überhaupt nichts...wie kommen denn eigentlich neue Anteile in den Handel in ausländischen Märkten? Wie läuft so etwas und durch wen? Hast Du eine Ahnung?

wenn niemand da ist der verkaufen kann/will sieht es leider nicht gut aus für den Handel in Deutschland. Um auf deine Frage zurückzukommen, ja ich denke ich kenne kenne die Antwort, jedoch hängt dies vom jeweiligen Broker ab, also nachdem du den Verkaufen-Button betätigt hast, kommt die Platzierungsmaske mit der Auswahl der Börsenhandelsplätze, damit müsste es möglich sein, den Handelsplatz "London" auszuwählen, so ist es zumindest bei mir (S Broker), aber beachte eine Auslandsorder kostet mehr als eine inlands Order! Ich hoffe ich konnte dir eine kleine Hilfestellung liefern.  

Seht es euch an...

+ https://www.youtube.com/watch?v=Y0bZ3aUdJaA&feature=youtu.be  

Wenn ich Coms überhaupt nicht kennen würde, wüsste ich noch viel weniger, was mir das nun sagen soll...

Das hier könnte aber in D eine Grundlage für deren Dienste bereiten - im besten Fall in Kooperation mit UI:

durchstarten würde, aber dieses Video soll die Expertise des Unternehmens aufzeigen und dies soll der erste Auftakt für Ihr IPTV/TV Programm sein. Die ISP's planen sowieso die Einführung von DSL-Vectoring, damit dürfe das Bandbreiten Problem vorläufig gelöst sein.  

Coms Plc have recently announced the appointment of Andy Wollard as the new Interim Managing Director. Having already had a fruitful start to 2014 Coms are now looking to build on their success with their CloudXL proposition.
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/
 

I recently spoke to Data Centre Management magazine about various IP technologies that can deliver improved ways of working. From security to lighting, the network can be used to host a wealth of technologies that improve offices and data centres.

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/  

Coms plc (AIM: COMS) is pleased to issue the following trading update ahead of the Company's final 2013/14 annual report and accounts.

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  

oder? Gibt es eine Trennung, welche die Zahlen vergleichbar hält?

wurde, und am Mittwoch gibt es weitere Nachrichten, die einen weiteren Einblick in die Zukunftspläne des CEO gewähren, ich freue mich schon darauf!  

Small company hedge fund manager David Newton, of the sector-beating Helium Special Situations fund, has exploited a share placing to up his stake in business telecoms provider Coms Plc (AMAN.L).

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  

Coms plc (AIM: COMS) is delighted to announce further business wins across the Company.  These will contribute to the revenue targets for the Company's financial year ending January 2015 and complement the recently published Trading Statement.

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/  

For the purposes of the Financial Conduct Authority's Disclosure and Transparency Rules, the total number of ordinary shares of 0.1p each of Coms ("Ordinary Shares") in issue as at 28 February 2014 is 960,123,210.

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  

"The further contract wins is continuing to demonstrate confidence in our service offering, what is particularly pleasing for me is the wins across the various aspects of the business demonstrating that revenues are being driven across the board in all dept’s. Our wholesale channel has made a number of significant wins as well as the Redstone business continuing to perform beyond expectations. What is also nice to see are the 2 additions to the company with Coms Media and CloudXL also starting to perform under the Coms brand which gives me great assurance that these business will no doubt continue to perform well and beyond our expectations. The further contract wins is continuing to demonstrate confidence in our service offerings, what is particularly pleasing for me is the wins across the various aspects of the business showing that revenues are being driven across the board in all dept’s. Our wholesale channel has made a number of significant wins as well as the Redstone business continuing to perform beyond expectations. What is also nice to see are the 2 additions to the company and Coms Media and CloudXL starting to perform under the Coms brand which gives me great assurance that these business will no doubt continue to perform well and beyond expectations. Over the past year it has been an incredible change for the company and I can noticeably see the business evolving and maturing on a day to day basis. With this change the business becomes more and more attractive to customers that want to do business with us. I see the future with very much more of the same, and as we evolve we will attract larger enterprise businesses to engage with us which will hopefully attract larger and larger contracts in the future. This business is now ready to scale up fast and I intend to make full advantage of it. Green Wednesday, I am afraid stays a close guarded secret, sorry"

Quelle:

+ http://www.directorstalk.com/...branding-and-talk-of-green-wednesday/

Da kommt was ganz großes!  

Coms survey shows around three-quarters of UK companies will let staff watch matches in the office

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...  

Der neue Webauftritt sieht meines Erachtens sehr gut aus, und als Anhang wird eine Grafik hinzugefügt, der illustriert, welche Umfrageergebnisse dabei zustande kamen, jetzt stellt man sich die Frage, was hat das nun mit einem Cloud Unternehmen zu tun? Ich vermute dies hängt mit der kommenden TV-Auftritt zusammen, nun ja dies wird sich in den nächsten Tagen klären, so langsam wird es hier richtig heiß!

Quelle:

+ http://www.coms.com/watching-the-world-cup-at-work/#more-3348
+ http://www.coms.com/