Member Info for comsman

http://www.nationnews.com/nationnews/news/64689/lime-flow-decision

Mick, your chart is not comparing 'eggs with eggs'. The chart tracks the old company before demerger. CWC 'as is' has only been in existence since 2010 so don't expect a 200p high. Based on current trading results and the purchase of Columbus Communications 70 to 75 pence is more realistic over the next 12 months but this would still be very welcome if you have held this stock anytime since the demerger.

Having read so much negative press today about the Premier League deal I have decided to sell all my holdings. All this talk of financial indiscipline and 'desperation' by Sky has unnerved me. It's now so obvious how dependant the company is one one product (Premier League) and given the SP is much higher now than when I bought in after the failed Murdoch takeover the time is right for me to pull out now. Best of luck to all who stick with Sky.

Decent growth figures from the IMS yesterday and promising progress on the Columbus acquisition saw the SP spike above 57p. There was also a very large after hours share purchase which all bodes well for the future. GLA

Nice rise today but the price should stabilise now until, as Barlew says, the Columbus deal has worked through. This time next year, a week before the Interim management statement, I think the sp will be about 65p. Good divi too with this stock which the management have so far committed to maintain. GLA

Last week Mario Gabelli who is the billionaire CEO of Gamco Investments, a major shareholder, tipped CWC on the Wall Street Journal. This is a good sign for future SP increases. Now I am no expert in interpreting RNS announcements but yesterday an RNS was released that I believe says one of George Soros' investment companies has now bought 4% of CWC. Hopefully my patience and belief with CWC is beginning to pay off. Just over twelve months ago the press was speculating a possible buy-out of the company with a 68 - 72 pence share price so it's still not to late to 'get in' or just 'top-up'. GLA

http://www.jamaicaobserver.com/latestnews/Gov-t-approves-LIME-Flow-merger

: http://moneyweek.com/why-john-malone-is-interested-in-cable-wireless-communications/

Worth a read if only for an explanation of 'thembegones'. http://www.ft.com/cms/s/0/5127d432-65d0-11e4-898f-00144feabdc0.html#axzz3IU88Pxi6

By my 'simple' reckoning the market capitalisation of the enlarged CWC, based on current values, will slightly exceed the bottom two FTSE100 companies. (Wood Group and Vedanta) I think entry onto the 100 register would be no bad thing for the SP if that does happen.

With JM holding about 23% of the newly enlarged company I am very happy to stick with CWC for the next couple of years. The fact that Orbis and one of the other major IIs have already committed to purchasing new stock is also very assuring. For a long time Digicel has been a 'thorn in the side' of CWC throughout the Caribean area and apparently were trying to buy Columbus themselves. Me thinks Digicel are now about to get a rocket up their a**se!

I do hope the Board now think it the right time to exercise the recent approval to buy back about 1% of the ordinary shares in circulation, they would be a snip at this price. I appreciate there are global concerns affecting shares across the board but CWC does seem to be suffereing more that most others at the moment. (There should be an RNS today or tomorrow notifying us of the half-yearly results.).

http://otp.investis.com/clients/uk/cable-and-wireless/rns/regulatory-story.aspx?cid=443&newsid=434764

Hope you bought back in during an afternoon session. Regular as clockwork these shares spike up in the morning only to fall back further in the afternoon. I can never find any market evidence to justify this movement so assume that it is deliberate manipulation by those who are skilled at this. I would welcome a 'simple' explanation of price manipulaltion and short selling etc. As you say, the fundamentals and divi of CWC are good and I am in this until the inevitable TO, however long that takes.

Barley, I feel the same way. Being Central American focused now some issue with a bank in Portugal is irrelevant and the only European issue that should affect the SP is the exchange rate. It's been more than 7 months since the TO talk lifted the SP into the fifties so I don't think the recent drop is attributable to that talk cooling. Do hope there are no bad surprises coming with the Q1 results. CWC has plenty of cash in the bank to fund their planned investments but the CEO has said that the declining revenues is a concern and that he is committed to returning growth. Hope he does, I am still in profit on this one, just!

Can anyone guess WTF is going on with the SP? I don't see any 'intelligence' across the web that explains it. I appreciate there are the Q1 results coming soon so suppose the markets may have got a sniff that they may be disappointing but apart from that I can't understand why there has been such a big fall in the past couple of months. Broker ratings including the recent ones are way up on the current SP.

With so much cash sloshing around America Movil will no doubt be looking for new investment opportunities outside of Mexico and CWC is trading at a bargain price at the moment. http://uk.reuters.com/article/2014/07/09/us-slim-americamovil-idUKKBN0FE1MB20140709

Good news like what corgis? CWC taking control of TSTT in Trinidad, revenues for Q1 shooting up or some big boy declaring they want to buyout CWC? I'd be pleased to learn about what you know. Regards, comsman

Happy now? :) After watching the Annual Results webcast yesterday I am of the opinion now that it will be another year before we see the SP established in the 60-70p range and some T/O interest emerge. Still, with a healthy divi from CWC I am happy to sit back till then.

http://www.watchlistnews.com/goldman-sachs-upgrades-cable-and-wireless-communications-plc-to-buy-cwc/10488/