Member Info for the_kelster

Mmmmm... not so good for Mr Morph then! Think I picked the right horse here. I am already in TEG - think it will be a great one for the pension pot what with the landfill tax to rise steadily over the next few years plus council recycling targets going up, massive investment required from anyone else trying to get in on the business etc. Great RNS out today as you say - plus loads of research from some of this boards 'heavyweights' on there too if you go back over it. Good price at the moment imo, plus a recommended buy in IFG magazine for aggressive growth in the next few years. As always, dyor etc. bal de blah.

I'm sure most people here will have researched this already, but here are just some of the advantages of Bill2Phone (no credit card required...!) http://www.bsgclearing.com/bill2phone/bill2phonedigital/

Er, are you sure they're still trading (ticker QTI?) or have they changed name?

If you like the look of BGBL have a look at SNT... you might have to wait a while to get in at a decent price because of all the recent RNS's but they are a very green/eco tech stock and their M2G product could prove to be quite a winner.

http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10225601

Er... do you have a source for that info?

I'm currently out of this at present so no hidden agenda, but Graham's share sale wasn't huge and he got most of those for 'free' back in December anyway. It only amounts to £150K - he's still holding 2,000,000! Maybe he's having an extension done...?

I think is probably this: http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10210442

From the trading update: Bglobal has commenced manufacture of the Smart1, a revolutionary new design of smart meter built specifically for UK SME and residential customers. The Smart1 will be sold exclusively by Bglobal in the UK and we aim to begin installing the Smart1 meter early next year. Bglobal has selected manufacturing partners in China and South East Asia to exclusively produce the product to the Company's own design. The Company has received the first finished batch of the new meters which are currently going through formal industry compliance testing. Bglobal believes that the innovative features of the Smart1 will be a source of competitive advantage for our customers and ourselves as the SME and mass residential smart meter markets open up. That's great - and there's obviously a colossal potential market for residential meters - but there's still a big question mark about who's going to pay for them because there's a long payback time for customers. Perhaps the government will step in here and force some legislation through?

Cheers - will do.

http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10223530 Great results - they've basically done what they said would in the interims, and the significant increase in both rate of installation and installed meters should mean a relatively rapid rise in recurring revenues from data services too. I see the market is responding well to this to boot.

I'm meant to be trying to build up a holding here...!!! I thought I'd already bought in too high and was hoping (sorry people) for this to continue to slide for a bit....

Don't know if you've seen this, moosh. http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10221713 "Sabien, the manufacturer and supplier of M2G, an energy efficiency technology, is pleased to announce it has been awarded an initial order from the UK's leading fixed line telecoms operator for £118,950. The order represents the first phase of M2G installations for this client." Note: 'UK's leading fixed line telecoms operator' and "the first phase of M2G installations for this client". Shouldn't be too difficult to suss out who that client is.

Just read the pdf you posted a link to below. Whilst I thought BSG looked good on its own I must admit I hadn't realised quite how big bill2phone could potentially be. To summarise, in BSG you've got the advantage of a highly cash generative business with almost total market monopoly, good growth potential (even though the no. of landlines in the states is decreasing) PLUS the potential for another 'paypal'... May just have to buy some more before Mellon gets his hands on it. Thanks again.

Not quite the only ones... think the product looks great. Just hope it doesn't take off too quick before I've built up a decent stake.

I know this stuff isn't knew but it's been a pretty quiet board and what with the recent surge in share price... thought any newbies might be interested. There's plenty of reasons to hold this for the long term. I suppose you could call that a ramp.

Read the articles - strange no rns, and weird placings as people say at what appear to be a silly premium to the share price. Silly that is unless something concrete was in the offing. Just don't really have any spare funds...

Ok, IMO the company has done pretty well considering they had the rug pulled out from under their feet in October last year when their main source of meter funding was pulled. They now have a strong source of funding in place and are pursuing an 'aggressive' rollout plan, with installation revenues increasing (The results to 31 March 2009 show revenue increased by 48% to £6.64 million - 2008: £4.50 million) and recurring reveune increased too (Data Services and other recurring revenue streams increased to £0.97 million - 2008: £0.55 million, which is an increase of 77%). "Recurring revenue accounted for 15% of revenue and continues to increase monthly in line with installations both from new installations and data services" Due to the governments CER plans, "DEFRA believe that some 20,000 organisations will be affected and all will be required to have smart meters if they are to avoid penalties. We estimate that some 1,000,000 meter points will need to be replaced over the next five years." "The Group has also made good progress with respect to establishing a strong forward order position with in excess of 120,000 meters in the installation hopper. This represents a solid pipeline of work on which the Group can expand its activities." Although the loss per share was up from last year I think 09-10 - and beyond - will prove to be a very good year for BGBL indeed.

Tony Barnes (CEO) buying 22K at 44p - only £10K but can't be a bad sign.

http://www.bglobalmetering.com/annual-reports-and-statements.aspx