Jim Mellon was topping up his holding in the company ;-)) - 500 Beiträge pro Seite

[nekro]

One to take to the checkout
Geoff Foster, Daily Mail
17 October 2006
Considered a basket case when reporting a disastrous £312.9m loss last year, Wm Morrison is now a share that every fund manager wants to put in his or her trolley
The UK's fourth-largest supermarket jumped 7½p to a year's peak of 258½p amid vague rumours of a hungry private equity player launching an opportunistic bid.
However, dealers said the rise was much more likely to be a rosy reflection of the group's growing recovery prospects as it is expected to bounce back this year with profits in the region of £250m.
UBS stirred up interest by increasing its target price to 285p from 255p in the wake of last month's impressive interim results. The broker believes its recovery is ahead of expectations.


The trial of the profitable small stores format should drive higher sales densities and profit. It says the industry has returned to grocery price inflation and all food retailers should enjoy stronger underlying growth.


New chief executive Marc Bolland has only just got his feet under the table and will need time to conjure up higher sales and lower costs. As for a bid, Sir Ken Morrison and family own 20% of the equity and will definitely never sell on the cheap.


There was a stampede of investors departing British Energy (133½p down at 427p) after the nuclear power generator said it was shutting down two nuclear reactors after finding cracks in boiler tubes.


Many switched funds into Drax which closed 35½p higher at 813½p. International Power added 5¾p to 338 ½p and Scottish Power 10½p to 685p.


The Footsie advanced 15.1 points to a five and a half year high of 6,172.4, while a recordbreaking Wall Street moved relentlessly towards the magic 12,000 level with an early gain of 13.7 points to 11,974.


Morgan Stanley remains bullish. It is not tempted to take profits and says because of falling inflation and rates, the valuation case for European equities is still good.


A firmer platinum price and vague takeover talk lifted Lonmin 110p to 2813p.


Lloyds TSB retreated from 595½p on profittaking to finish 2p easier at 579p after the UK's fifth biggest bank said it has no intention of selling its Scottish Widows insurance and fund management arm.


Other banks closed mixed. HBOS added 6p at 1104p but Barclays lost 1p at 722½p. Dealers looked on in envy as Banca Popolare Italiana said it was climbing into bed with Banca Popolare di Verona to create Italy's third largest retail bank in terms of the number of branches.


They still await a UK banking marriage which would surely set the heavyweight sector alight.


Top FTSE 250 performer was Wolfson Microelectronics, 22½p better at 466½p. The group, whose chips go into iPods, reports third-quarter figures next Tuesday. They should please and analysts will probably have to upgrade full-year forecasts.


Keith Birch's business software solutions provider Touchstone jumped 13p to 183p after saying interim results on November 15 will show continued good growth with turnover up by more than 35% on last year and trading profits over 25%.


Buying on consideration of the profits potential of its file sharing software, OnShare, helped Z Group rise 3p to 108p.


Despite positive studies showing that its revolutionary disinfectant does kill the deadly MRSA superbug in hospital wards, Byotrol eased ½p to 71p. Charles Stanley says buy and raised its target price by 20% to 120p.


After finding zinc at its Lessard property in East Canada, Landore Resources firmed 5/8p


Rumours that Jim Mellon was topping up his holding in the company accompanied a rise of 1½p to 23¼p in Billing Services on hefty turnover of 18.1m.


Shipwreck explorer Subsea Resources sank 8p to 25½p after warning that revenue from its Celia project will be delayed. It blamed problems with the ROVs - remotely operated vehicles - used to work its recovery system.


OMG (Oxford Metrics Group), producer of image understanding technology, gained 4p to 36p following an upbeat trading statement. The company has had a strong second half, with revenues ahead of expectations.


Broker Evolution upgraded its 2006 revenues forecast to £16.2m from £15m and its profit before tax estimate to £1.8m from £1.6m.


Support services company Carter & Carter rose 8p to 733p following record annual results. to 9⅝p.


• Early stage biotech company Immupharma added 1p to 57½p amid whispers that phase II trials of its IPP-201101 treatment for Lupus, the chronic rheumatic disease which affects joints, muscles and other parts of the body, have been successful.


If true, the FDA is expected to fast-track it through final trials. Analysts believe the potential market value could be between £2bn-£3bn.

[eickhoff]

Hi nekro,

was ist das denn für ein Laden?

[nekro]

Buy Billing Services Group at 29p

Says Rob Cullum, editor of Trendwatch.co.uk

When you use your mobile telephone at a distance far from where you
live or work – in a foreign country even – the telecommunications
operators will affix you with one laconic phrase: "you're roaming".
And as your rovings (not to say, ravings) almost certainly demand the
use of a local infrastructure, the local operator wants recompense.

To do this the local operator has to bill your domestic service
provider. Not only does handling this cost money, but to allow the
consumer a seamless service, countless millions of cross-service
provision transactions have to be squared up. Enter Texas-based
Billing Services Group. The company offers outsourcing services to
the networks, acting as a clearing-house to deal with the complicated
transactions in question - which was, in Billing's case, around 20
billion of them last year.

It does not have the market to itself, but Billing believes that its
independence, its ability to aggregate foreign exchange purchases and
its technical mastery should help make it the partner of choice. The
raw sales momentum and proven software strengthened its claims when
it appeared suddenly on AIM's doorstep in June 2006.

Surprisingly, the company experienced a bad spell, where it quickly
blotted its copybook soon after floating. Marketmakers can be quite
unforgiving when this happens, but the good news, in this case, is
that the fall has gone much too far - as usual. The strong remedial
action and excellent recent performance makes Billing a strong
recovery situation.

After the flotation, all then went well for Billing. Having scooped
up a German company engaged in the same game, the December 2005
results were duly tabled early last March, and the figures looked
impressive. However, while the company may have been well established
and the headline numbers seemed encouraging, the overall picture was
inchoate, largely because the period encompassed two public
offerings, raising a gross sum of 140 million dollars (of which only
40%, incidentally, went to the company).

But an 11% increase in turnover to a substantial total of $160m
sprung a 36% rise in EBITDA – to more than 40 million dollars. In
North America, the group was able to report that it had gained more
customers and reduced costs. The German subsidiary, later augmented
by a British one (the AIM-quoted United Clearing) had little impact
on these figures. But the European interests stood to gain from
Billing's technology, which would allow them to expand to offer such
services as wireless data clearing, a credit-card payment gateway and
an e-payment platform.

The actual profit figures were a little more sobering. Pre-tax profit
was 9 million dollars, after the net interest of 13 million dollars
and net profit 5 million dollars. The latter figure divided by the
number of shares now in issue, 277 million, worked out to 0.018c or
1.3p per share and an historic price/earnings (at the then price) of
nearly 80.

But then the hairline cracks started to appear fro Billing. An
announcement of an approach from management in May on the possibility
of a buy-out was the first leak. Bears will listen out for wrong
notes, such as this, and a note that tells them the sweet harmony
that lulled them before might soon be replaced by something more
discordant isn't a good sign. And an MBO initiative in a company that
had just come to the market is not generally the harbinger of good news.

Experienced investors were not startled to learn that the mooted MBO
soon fizzled out, and that the company's soothing reaffirmation that
it was still on course was soon replaced by something harsher - a
trading statement of the second half of the year in 2006 - threatened
lagging revenue growth expectations due to longer than anticipated
sales cycles, and slower than expected growth in credit card processing.

Adding to the dismal company portrait was the prospect of rising
costs, which were associated with the introduction of new services,
and cost items previously capitalised now had to be expensed. The 80%
decline in the share price from the company's heyday is hardly
surprising.

Now capitalised at a shade over £70m, the question is: is that good
or bad? We believe that the fall has, as usual, been overdone.
Additionally, the company has now made a candid admission of its
problems. With the compromise and subsequent fall of the old regime,
and a new chief executive officer, German-born Roland Bopp, taking
office, the company appears to moving back in the right direction.
Bopp seems to have a fine pedigree, holding past positions as
chairman, president & CEO of Deutsche Telekom Inc., the US subsidiary
of Europe's largest telecoms service company. He has also served as
managing director of Mannesmann, the German giant that was acquired
by Vodafone.

The company is now London-based, and to note, three London-based
brokers analysed Billing, and the consensus is that the 2006 figures
will deliver earnings per share of 2.5p, rising to 3.4p in 2007. So,
with the shares now standing at just over 27p, this gives a 10 times
earnings multiple in immediate prospect, falling to only 7.5 next year.

If other things are equal, these figures stand distinctly at odds
with what will be a sophisticated and growing business in full
recovery. Admittedly, a recovery boosted by a new broom intent, inter
alia, on scrubbing 5 million dollars of costs from the annual
overheads. Recent corporate footprints in Eastern Europe and
extension in Asia dilute the threat of having a just too-restricted
market to aim at, given the critical mass that the major customers
have to achieve.

There is competition, however, and customers do migrate to other
service providers. Most lay investors walk on eggshells when it comes
to advanced-technology industries, in the fear that some dazzling
technical advance will outflank established salients. But, as far we
can tell, the role of co-ordinators, such as Billing, is essential
and, subject to keeping abreast of the market, its contractual
arrangements are secure. A refinanced debt, a new 330 million dollars
multicurrency credit facility, 400 basis points under the previous
cost of borrowing, tells you that the perceived quality of its
operations does indeed, have its supporters.

Its earlier travails doesn't appeared to have dented its
competitiveness. It has recently announced a string of contracts, and
at the end of last month, it disclosed that it had wrested the
framework clearing contract for Cable & Wireless from the present
incumbent. It did not disclose the financial details, but the
contract covers more than 20 C&W subsidiaries around the world, and
more than 1,000 roaming partners.

It also won the contract to supply clearing services to the Russian
telecoms operator LLC Ekatereinburg 2000 (Motiv), with more than 1
million subscribers. The week before that, it won a contract
extension with Australia telecoms operator, Telstra. And a few days
before that, it announced contracts with Malaysia 's DiGi Telecoms
and Italy 's Elsacom. So clearly, we have a company that's made a
full-on recovery. The shares are inexpensive, the prospects are
excellent and the chart suggests the shares have firmly bottomed.
We're going a-roaming with Mr. Bopp. BUY.

Key Data
EPIC: BILL
NMS: 25,000
Spread : 27.5p – 28p
Market Cap: 70.7 million pounds

TrendWatch is unique. It is the only publication that gives you
complete listings of shares in uptrend and downtrend - vital
information for investors and traders alike. Based on this, we make
three fully researched share recommendations per fortnight. Contact
us at http://www.trendwatch.co.uk/ .

[nekro]

Und das Beste

from yesterday's FT - 'the telecom payments specialist in which financier Jim Mellon has been building a stake, eased 0.8% to 28.75p in spite of rumours of a 35p a share bid approach

[CCLSC]

Na, von dem Kurs sind wir nach dem heutigen Tage ja nicht mehr so weit weg.

Interessant finde ich in diesem Zusammenhang die Passage aus der Newsmeldung vom Juli diesen Jahres:

"The group also revealed it had rejected a management-led approach, which valued the company at between 50p and 60p a share."

Na, wenn vor gut 3 Monaten die 50 - 60p nicht genug waren, dann bion ich mal gespannt, ob die 35p ausreichen werden, um den Laden zu übernehmen. Wohl kaum!

ODER?

CCLSC

[CCLSC]

Antwort auf Beitrag Nr.: 24.682.049 von nekro am 17.10.06 16:26:36

NEWS RELEASE

Contacts:
Julian Walker - Investor Relations
Gainsborough Communications Consultancy
[phone]
[e-mail]

Erin Brennan Gilmore
Blanc & Otus Public Relations - US Media Relations
[phone]
[e-mail]


O2 Germany Renews Agreement with BSG Clearing Solutions for
Wireless Clearing Services


Russelsheim, Germany - November 22, 2006 - BSG Clearing Solutions (BSG), a
subsidiary of Billing Services Group Limited (AIM:BILL), the telecom industry's
clearing and settlement provider, today announced that O2 Germany has renewed
its agreement with BSG for GSM wireless data and financial clearing services.
The renewed multi-year contract extends the successful business relationship
between O2 Germany and BSG.

"As a pioneer in the telecommunications marketplace, O2 continually sets new
standards," stated Atul Devani, CEO of wireless services for BSG Clearing
Solutions. "We're pleased to support them as they deliver new services and
remain at the forefront of mobile communications."

Under the agreement, BSG Clearing Solutions will continue to provide GSM
wireless data and financial clearing services for roaming. These services will
encapsulate other roaming-related projects to O2 Germany.

Dirk Schmelzer, Vice President Carrier and International Services, O2 Germany
commented, "giving our customers the highest level of products and services is
our number one priority. BSG's industry knowledge, operational expertise and
experience ensure our requirements continue to be best met. We are looking
forward to developing our long-term relationship and collaborating further with
BSG, the world's leading clearing house provider."

[CCLSC]

RNS Number:2357N
Billing Services Group Limited
05 December 2006


Billing Services Group Limited
("BSG" or "Company")

AGM Statement

Speaking at today's Annual General Meeting of the Company, BSG Chairman, Pat
Heneghan, will make the following comments about current trading:

"The July market guidance given by your Company was reinforced in September when
we announced our Interim Results and it is appropriate to give a further update
on developments as we approach the end of our financial year on 31 December
2006.

"As we said last month, we have significantly restructured the business and
created both cost savings and increased business efficiencies. We have also
implemented a marketing and sales structure which has enhanced BSG's ability to
offer its existing and new products and services in untapped markets.

"Since July, in North America, we have signed 25 LEC billing and support
contracts representing 21 customers - and extended significant LEC billing
contracts by three or more years with United American Technology, Voice Power
Telecommunications and Network Enhanced Technologies. We have completed the full
integration of VoiceLog and, since 1 July, we have signed 47 contracts
representing 39 customers. We have also made substantial progress in securing
the contractual ability to bill digital content under a unique bill page and new
rate structure.

"Additionally, we have further expanded our business into Eastern Europe with a
new contract in Belarus, and signed a new contract with Wireless Solutions
International, Inc. (WSI) to provide financial clearing and settlement services
to customers of WSI's OmniRoamer Sponsored Roaming solution. We have won new
contracts in Italy and Russia and we have achieved significant contract
extensions with Orange in the UK and Spain and O2 in Germany.

"Further afield, your Company has expanded its geographic footprint by securing
a presence in the Middle East and recently renewed its contract with Cellcom in
Israel. BSG has also extended its customer base into Asia through a new clearing
and settlement agreement with leading Thai mobile operator, True Move.

"I am pleased to report that your Company continues to trade within management
expectations for the full year."

ENDS

Enquiries:
Gainsborough Communications [phone]
Julian Walker



This information is provided by RNS
The company news service from the London Stock Exchange

END

[CCLSC]

RNS Number:6549N
Billing Services Group Limited
11 December 2006


Billing Services Group Limited ("the Company")


Holding in Company


The Company was informed on 8 December that Waveland, LLC that it no longer has
a notifiable interest in the Common Shares of the Company.


11 December 2006




This information is provided by RNS
The company news service from the London Stock Exchange

[CCLSC]

RNS Number:6538N
Billing Services Group Limited
11 December 2006


Billing Services Group Limited ("the Company")


Holding in Company


The Company was informed on 8 December that Avery Holdings, LLC that it no
longer has a notifiable interest in the Common Shares of the Company.


11 December 2006




This information is provided by RNS
The company news service from the London Stock Exchange

END

[CCLSC]

Bei der Galloway steckt Jim doch auch mit drin, oder habe ich das falsch in Erinnerung?

Billing Services Group Limited ("the Company")


Holding in Company

This announcement replaces announcement RNS 1393O released at 14.56 on 18
December 2006.

An amendment has been made to the first paragraph changing the number of Common
Shares held by Galloway Limited from "27,185,000" to "30,185,000".

The Company was informed on 18 December 2006 by Galloway Limited that it held a
notifiable interest of 30,185,000 Common Shares in the Company, representing
10.79 per cent of the issued common share capital.

The Common Shares are registered in the following names:

Nominee/Registered Name Number of Common Shares
Jim Mellon 7,200,000
Galloway Limited 22,135,000
Titec Ltd 850,000
Total 30,185,000


18 December 2006

[nekro]

Market report
By Yvette Essen
Last Updated: 1:l8ari GMT 20/12/2006
Traders piled into Billing Services Group as rumours circulated the support services company has received a number of approaches at a significant premium.
The Aim-listed stock has attracted attention recently, as financier .Jim Mellon has been steadily increasing his stake in the group, lifting it on Monday to 1O.Bpc through his investment vehicle Galloway.
Mr Mellon is a well-known investor in smaller shares, with interests in Aim-listed Conister Trust, betinternet.com, Speymill and Charlemagne Capital. He also has a string of property and leisure investments. According to traders, his latest venture has attracted the attention of private equity predators, which are wiiling to pay as much as 40p a share for the group. Volumes were very heavy yesterday with 1O.7m Billing shares changing hands, compared to the usual daily volume of 4.lm shares. The stock rose ¾p to 25¼p. Earlier this year, the group was trading at as high as 99p.

[CCLSC]

Der Vollständigkeit halber auch hier im BILL-Thread, wenn auch nur mit dem Eröffnungsparagrafen der heutigen Meldung:

Conister Trust PLC

10 January 2007


Conister announces the launch of two new strategic initiatives


Conister Trust PLC (AIM:CTU), an independent Bank based in the Isle of Man today
announces the launch of a new business division, TransBank, to issue prepaid
cards globally and a ground breaking Mobile-commerce initiative in partnership
with BSG Clearing Solutions (BSG), a subsidiary of Billing Services Group
Limited (AIM:BILL), a clearing and settlement provider for the telecom industry.


Gruß

CCLSC

[nekro]

Up-Date des UP-Centurion Fonds zu Conister u. BILL

[Nesselberghaus]

Antwort auf Beitrag Nr.: 26.854.878 von nekro am 12.01.07 11:05:23

Hallo nekro, gibt es irgendwelche Neuigkeiten zur Billing?

[nekro]

Antwort auf Beitrag Nr.: 26.933.431 von Nesselberghaus am 15.01.07 13:01:13

Ja,die gleichen wie zu Conister.

BILL ist m.M.nach spekulativer,hat aber auch mehr Potential.Wenn das Geschäftsmodell sich durchsetzt u.in den nächsten Jahren das überteuerte Western Union Modell ersetzen könnte,wären beide für einen Tenbagger gut.



Es gibt weltweit nur eine Handvoll Player.

Die verbliebenen Anbieter haben alle einen recht hohen Cashflow, dafuer aber kein Wachstum. Was liegt da naeher, als sich einen Konkurenten einzuverleiben? Dadurch liesse sich sowohl Wachstum erzielen als auch der Margendruck der Branche reduzieren (von Kosteneinsparungen durch zusammengelegte Sparten ganz zu schweigen).

In Amerika ist Syniverse notiert - NYSE: SVR

SVR hat 950 Mio US$ Market Cap. Fuer SVR waere die Uebernahme von
BILL relativ leicht zu stemmen, da 1) SVR eine recht hoch bewertete Aktie/Akquisitionswaehrung ist, und 2) BILL an der Boerse derzeit nur mit 140 Mio US$ bewertet wird.

Interessant ist auch der Konkurrent EDCH Emirates Data Clearing House, eine Tochter von Etisalat (Dubai - siebtgroesster Konzern des Nahen Ostens). EDCH ist stark auf den Nahen Osten abgestellt, waehrend BILL im Mobilfunkgeschaeft in Europa stark ist. Dort gaebe es also eher Ergaenzung als Ueberschneidung. Man denke mal nur an die ganzen Wanderarbeiter aus Pakistan und Indien, die sich in Dubai verdingen. Die koennten alle eine Moeglichkeit gebrauchen, um guenstig Geld in die Heimat zu schicken; um Ersparnisse zu bilden; etc.

Es gaebe eine praktisch doppelt gute Konsequenz aus einer Uebernahme von BILL durch einen Konkurrenten:

1) Wenn sich BILL mit einem geographisch anders aufgestellten Konkurrenten verbuendet, vergroessert das indirekt auch die geographische Reichweite von Conister.

2) BILL ist ein Uebernahmekandidat - ein realistischer
Uebernahmepreis waere 35 - 40p, bei einem Bietergefecht auch mehr. Die Aktionaersstruktur von BILL ist ziemlich zersplittert, es gibt keinen wirklich dominierenden Grossaktionaer. Eventuell koennte es aber auch ein Management Buy Out geben, der ja bereits im letzten Fruehjahr mal angedacht war.

Sowohl BILL als auch Conister könnten 07 der Turbo fuers Depot werden.

[newbie07]

Antwort auf Beitrag Nr.: 26.934.380 von nekro am 15.01.07 13:57:42

In der Financial Times wurde auch was geschrieben, was das von nekro unterstreicht:
http://www.ft.com/cms/s/42f9034c-a1e1-11db-8bc1-0000779e2340…

Viele Grüße!

[CCLSC]

Hoffen wir, dass Swen erneut einen guten Riecher hatte und BILL mit der Aufnahme in seinen Centurion-Fonds sich auf den Weg gen Norden macht.

CCLSC

[CCLSC]

Wir kommen der Sache wohl offensichtlich immer näher. Nur merkwürdig, dass der Kurs nach VÖ der unten stehenden News leicht rückläufig ist.

RNS Number:8538P
Billing Services Group Limited
19 January 2007


Billing Services Group Limited
("BSG" or "Company")

Statement Regarding Press Speculation

BSG notes recent press speculation and states that it is in preliminary,
early-stage discussions concerning numerous potential strategic options
available to the Company. A further update on these developments will be made
if and as applicable.

Enquiries:
Julian Walker
Gainsborough Communications [phone]

[nekro]

Date : 31/01/2007 @ 14:01

BSG Clearing Solutions Dobson Communications Renews its Agreement with BSG for Financial Clearing Services


BSG Clearing Solutions, a subsidiary of Billing Services Group Limited (AIM:BILL), the telecom industry’s clearing and settlement provider, today announced Dobson Communications Corporation (Nasdaq: DCEL), the third largest GSM wireless provider in the U.S., has renewed its agreement with BSG for financial clearing services.

Under the agreement, BSG will continue to provide GSM financial clearing to Dobson Communications related to its 1.6 million customers and markets located in 17 states.

“Offering wireless operators like Dobson a convenient, single source for all their clearing needs gives them the ability to more quickly grow their services and capture new sources of revenue,” commented David Wasserman, General Manager, N.A. wireless for BSG. “Dobson is a superb, forward-thinking customer, and we’re delighted to continue working with them.” BSG will automate Dobson financial clearing, providing a dedicated debt collection team for improved revenue assurance, as well as customized financial reporting in real-time for its 50 roaming partners in the domestic United States, Canada, and Mexico.

About Dobson Communications Corporation Dobson Communications is a leading provider of wireless phone services to rural markets in the United States. Headquartered in Oklahoma City, the Company owns wireless operations in 17 states, with markets covering a population of approximately 12.4 million. The Company serves approximately 1.6 million customers. For additional information on the Company and its operations, please visit its Web site at http://www.dobson.net.

About BSG Clearing Solutions BSG Clearing Solutions is a leading global provider of clearing and settlement, payment services, and financial risk management solutions for communications service providers. The company processes over 20 billion transactions annually for 750 of the world’s largest communications companies throughout North America, Europe and Asia. With a ubiquitous, scalable platform and an extensive portfolio of clearinghouse services for fixed-line, wireless, Wi-Fi, and broadband networks, BSG monetizes network transactions by facilitating the financial exchange of its customers’ services. BSG meets the needs of today’s complex network interconnections and anticipates the requirements of converging technologies, allowing for rapid and reliable deployment. BSG Clearing Solutions is an operating subsidiary of Billing Services Group Limited, which is publicly traded on the London Stock Exchange (AIM) under the ticker symbol BILL. For more information, visit www.bsgclearing.com.

All company or product names are trademarks and/or registered trademarks.

[nekro]

FT von heute

"Billing Services Group slipped 0.9 percent to 29p in spite of
rumours that the payment and clearing services company had received a
bid approach at a significant premium to its current share price.
Billing Services last month indicated it was in talks about its
strategic options."

[nekro]

Bei URAMIN,einem an der LSE gelisteten Titel war JM Mitgründer.

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…

Bleibt zu hoffen dass er bei BILL u. CONISTER das gleiche glückliche Händchen beweist.

[nekro]

LONDON (AFX) - Billing Services Group Ltd said its unit BSG Clearing Solutions (BSG) has signed a multi-year renewal agreement with Hong Kong CSL and a new contract with New World Mobility to deliver international roaming data and financial clearing services.
Under the deal, BSG will manage data and financial clearing and settlement for the company's combined 339 international roaming partners covering 256 countries.
BSG will also determine operators' net cash positions and transact the foreign exchange of funds across various currencies, Billing Services added.
Hong Kong CSL purchased New World Mobility in April 2006 and chose to migrate New World Mobility's clearing requirements to BSG from an incumbent supplier.
[e-mail]
tsm/nes

[nekro]

Wohl der Grund für BILLs Anstieg

http://www.prweb.com/releases/2007/3/prweb509695.htm

Cibernet Signs Merger Agreement with MACH to Create the World's
Leading Clearing and Settlement Company for the Wireless Industry

Cibernet Corporation has announced that it has signed a merger
agreement with MACH for the global mobile and cellular clearing
industry. The transaction is expected to close in approximately 60 days.
Bethesda, MD (PRWEB) March 8, 2007 -- Cibernet Corporation, the
Bethesda, MD-based wireless telecommunications financial services
company, announced today that it has signed a definitive merger
agreement with Luxembourg-based, MACH. The combined company will
serve over 650 wireless operators, creating the world's leading
wireless clearing and settlement services company. The transaction is
expected to close in approximately 60 days.

The new company intends to focus its extensive resources towards
investment on forward-looking mission critical areas for its
customers. Piyush Sodha, Chairman and CEO of Cibernet commented,
"Together, the combined strengths of these two companies will benefit
our customers by providing a broader portfolio of products and
superior customer service that will allow us to deliver unparalleled
solutions."

Cibernet was spun out from the CTIA in 2003 by an investor group led
by Washington DC-based Venturehouse Group and Liberty Associated
Partners. "We have grown this company tremendously in just four
years, which is a tribute to the entire management team and
particularly Piyush Sodha," stated Mark Ein, CEO of Venturehouse
Group and Vice-Chairman of Cibernet, who will join the Board of MACH
after closing. He added, "As we looked to take Cibernet to the next
level ,we couldn't have found a better merger partner than MACH with
its complementary geographic focus, products and services."

"The transaction will enable both companies to capitalize on a wide
range of new opportunities and drive continued strong growth into the
future. On behalf of the Cibernet investor group, we are excited to
be investors in and active supporters of the combined company,"
stated David J. Berkman, Managing Partner of Liberty Associated
Partners.

About Cibernet

Cibernet, founded in 1988, provides clearing and settlement services
globally to more then 250 operators, through its state-of-the-art
One1Clear™ platform, assuring mobile operators roaming revenues with
an integrated end-to-end service. One1Clear™ performs the process of
clearing and settlement with the highest level of automation and
accuracy, providing unrivalled visibility to roaming data in
intelligent insightful formats. Its industry-leading Fast Forward
service is a set of tools and services providing operators with the
people, tools, strategies and coverage targeted towards building and
assuring roaming revenue profitability. Cibernet is headquartered in
Bethesda, Maryland, in the US with locations in London, and
Hyderabad, India, serving clients in more than 70 countries.

About Venturehouse Group

Venturehouse Group (www.venturehousegroup.com) is a holding company
that acquires, creates, invests in, grows and builds technology and
telecommunications companies in partnership with management. Its
prior investments include the initial seed investment in Matrics
Technology which was sold to Symbol Technologies, the acquisition of
VSGi and an early investment in XM Satellite Radio.

About Liberty Associated Partners, LP

Liberty Associated Partners is a private investment fund focusing on
investments in communications, media, Internet and related technology
companies. Liberty Associated is managed by Associated Group, LLC,
whose principals have extensive experience investing in, advising and
operating emerging and established companies in numerous industries,
including cable, local telecommunications, power line communications,
Internet, radio and wireless communications and wireless location
systems.

[Handicap13]

Antwort auf Beitrag Nr.: 28.228.085 von nekro am 11.03.07 06:18:37

Und was heisst das für 'unsere' Conister?

andreas

[CCLSC]

Moin!

Artemis Investment Management Limited hat heute in einer Pflichtmitteilung bekannt gegeben, über 10% der Aktien an BILL zu halten.

Na, hoffentlich wisssen die auch, was sie da tun.

So ne kleine Übernahmemitteilung würde dem Kurs langsam aber sicher mal gut tun. Shit, dass ich aber auch immer so ungeduldig sein muss.

In diesem Sinne,

CCLSC

[CCLSC]

Über 30 Mio gehandelte Stück am Freitag!

Na, wenn da mal diese Woche kene News kommt.

CCLSC

[nekro]

Antwort auf Beitrag Nr.: 28.606.735 von CCLSC am 01.04.07 12:49:53

Auch in Swens UP Centurion Fonds ist BILL mit 7,14% gewichtet u. mittlerweile die 5 grösste Position (rd.130000€)

http://www.hauck-aufhaeuser.lu/haig/pdf/fonds/fctsht_LU02070…

[CCLSC]

Vielleicht kommt es ja diese Woche nun zu dem in der Presse schon öfters erwähntem Übernahmeangebot zu 35p!?

CCLSC

[CCLSC]

Na, nicht 1, nein 2 Press Releases heute morgen....

Billing Services Group Limited ("BSG")

Results for the year ended 31 December 2006



BSG, one of the world's leading providers of clearing, settlement, payment and
financial risk management solutions to the telecommunications industry, today
announces its audited results for the twelve months ended 31 December 2006.



Financial Highlights

• Turnover increased by 14% to $179.4 million (2005: $157.3 million).

• EBITDA increased by 19% to $49.4 million (2005: $41.3 million) which is
set against previous expectations of $44.5 million to $47.5 million.

• Pro forma EBITDA of $51.4 million above previous guidance of $47.0
million to $49.0 million.

• Refinanced the company's debt with a new $330 million multicurrency
credit facility.

• Implemented an $8.0 million annualised global cost savings initiative
during the third quarter.

• Repaid in full all outstanding borrowings ($12.5 million) under the
revolving credit facility.


Das war der erste......

CCLSC

[CCLSC]

Und hier der zweite (in Auszügen). Bin sehr gespannt, wie der Markt diesen Verkauf heute einpreisen wird.

CCLSC

2 April 2007

Billing Services Group Limited
("BSG" or the "Company")

Proposed: Disposal of Wireless Business for $290m in cash; $105m underwritten
Refinancing of continuing Wireline Business; and one-time cash payment to
Shareholders

BSG, one of the telecommunications industry's leading clearing and settlement,
payment and financial risk management solutions groups, today announces:

• the proposed sale of its European Wireless Business to Syniverse
Technologies, Inc. ("Syniverse") for $290 million in cash;
• a $105m refinancing of its continuing Wireline Business resulting in a
lower debt-to-EBITDA ratio than that of the current BSG Group, with an
underwritten facility through Morgan Stanley Senior Funding, Inc.;
• upon Completion the Company will repay its existing debt facilities of
approximately $250m;
• Shareholders to receive a one-time cash payment of between 20 to 22
pence per Common Share, subject to completion of the transactions;
• future strategic focus to be on its cash-generative, market-dominant
North American Wireline Business, which accounted for approximately 60% of
the group's 2006 pro-forma EBITDA;
• the intention to initiate regular payments of dividends from the highly
profitable Wireline Business;
• the ongoing business will also continue -
o the current expansion into financial payment services; and
o to benefit from already established, increasing cost efficiencies; and
• the Board has received financial advice in relation to the Disposal from
Morgan Stanley.

[CCLSC]

Fast 80 Mio gehandelte Aktien an den beiden letzten Tagen und "nix" passiert im Kurs. Da muss ich mir aber schon vor lauter Enttäuschung mal selbst einen gepflegten reichen.



Na, hoffen wir mal, dass die News über den geplanten Teilverkauf im Wochenverlauf noch einmal für steigende Kurse sorgt. Ich selbst finde es aus vereinfachter Anlegersicht schon überraschend, dass das europäische Business mit 22p bewertet wird und somit der verbleibende Rest des Unternehmens nur noch mit 9p auf Basis des heutigen Schlusskurses. Wenn man dann bedenkt, dass der zum Verkauf gestellte Bereich (nur) 40% zum letztjährigen Ergebnis beitrug, dann erscheint mir die Bewertung von aktuell 31p für das Gesamtunternehmen viel zu niedrig. Aber offensichtlich sieht der Markt das momentan ganz anders. Schnief!

In diesem Sinne....

CCLSC

[CCLSC]

Marcel, willst du nicht für uns zur HV fahren? ;-)

CCLSC



Further to the announcement made on 2 April 2007 the Company is pleased to
announce that it has posted a circular to Shareholders convening a Special
General Meeting ("SGM") at 09.30 a.m. on 23 April 2007 at the offices of Reed
Smith Richards Butler LLP, Minerva House, 5 Montague Close London SE1 9BB.


Subject to the approval of the resolutions at the SGM, the timetable for the
proposed cash distribution to Shareholders, to be made by way of the proposed
reduction of capital, will be set and announced following the completion of the
Disposal and Refinancing.

[CCLSC]

RNS Number:3336V
Billing Services Group Limited
23 April 2007


Billing Services Group Limited
Result of Special General Meeting ("SGM")


The Directors are pleased to announce that both of the resolutions proposed at
this morning's SGM were unanimously passed.


23 April 2007




Wann erfahren wir denn, wieviel Pence wir für den abgespaltenen Teil bekommen werden?

CCLSC

[CCLSC]

Hatte mich heute mal an die IR mit der Frage gewandt, wann der Preis für das Europa-Business der Gesellschaft gefixt würde (20 - 22p) und wann dieser Betrag je Aktie entsprechend an uns Anteilseigner ausgezahlt würde.

Gab leider keine inhaltlich klärende Antwort heute. Nur:

"I regret that I am not in a position to give you that information right now as the proposed transation is still subject to regulatory approval.

If I may, I will keep your details on file and keep you abreast of developments as they occur."

Da werden wir uns also auch noch etwas in Geduld üben müssen.

CCLSC

[CCLSC]

Und Jim hat weitere 4 Mio Stück gekauft. Hat nun über 13% der Aktien.

CCLSC

[Plutokrat]

Die EU-Untersuchung des Verkaufs zieht sich noch etwas hin:

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

RNS Number:9989Z
Billing Services Group Limited
10 July 2007


BILLING SERVICES GROUP LIMITED (\"BSG\" or the \"Company\")
Statement Regarding July 10, 2007 European Commission Announcement

The company notes that the European Commission has extended its review of the
proposed sale of BSG\'s wireless business to Syniverse Technologies. The company
will continue to work closely with the Commission through this process and
believes that the proposed merger will benefit the customers of both BSG and
Syniverse.

[CCLSC]

Und Jim kauft weiter zu. Hat jetzt mehr al 15%. Vielleicht sollte man wieder einsteigen!?

CCLSC



(...)

3. Full name of person(s) subject to the notification obligation (iii):

Jim Mellon

4. Full name of shareholder(s) (if different from 3.) (iv):

Jim Mellon
Galloway Limited
Titec Limited
Regent Pacific Group Ltd
Conister Trust plc

5. Date of the transaction (and date on which the threshold is crossed or
reached if different) (v):

17th September 2007

6. Date on which issuer notified:

20th September 2007

7. Threshold(s) that is/are crossed or reached:

15%

8. Notified details:


A: Voting rights attached to shares

Class/type of shares Situation previous to the Triggering transaction (vi)
if possible using
the ISIN CODE
Number of shares Number of voting Rights (viii)
BMG110261044 41,135,000 41,135,000


Resulting situation after the triggering transaction (vii)
Class/type of shares Number of shares Number of voting % of voting
if possible using rights (ix) rights
the ISIN CODE
Direct Direct (x) Indirect Direct Indirect
(xi)
BMG110261044 42,135,000 42,135,000 15.06%


B: Financial Instruments

Resulting situation after the triggering transaction (xii)
Type of Expiration Date Exercise/Conversion Number of voting % of voting
financial (xiii) Period/Date (xiv) rights that may be rights
instrument acquired if the
instrument is
exercised/
converted.

[Plutokrat]

Die ordentliche HV 2007 findet am 15.11.07 in London statt.

http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNew…

[CCLSC]

Antwort auf Beitrag Nr.: 28.628.739 von CCLSC am 02.04.07 20:12:27

Billing Services Group Limited
21 November 2007


BILLING SERVICES GROUP LIMITED (the "Company")

Update on Disposal and Reduction of Capital

Further to the shareholder meeting held on 23 April 2007 concerning the disposal
of Billing Services Group Luxembourg Sarl and BSG Clearing Solutions Asia
Limited by the Company to Syniverse Technologies, Inc. (the "Disposal") and the
resolution to reduce the Company's share capital, the board wishes to update the
shareholders.

The Disposal remains only conditional on European Commission approval, which is
expected by mid-December. The proposed reduction of capital was conditional on
an underwritten facility being provided by Morgan Stanley Senior Funding, Inc.
("Morgan Stanley"), which subsequently expired according to its terms. Morgan
Stanley has and continues to work with the Company to syndicate a replacement
facility to enable the reduction of capital to be completed.

The Company will make further announcements when appropriate.

21 November 2007

[CCLSC]

Billing Services Group Limited (the "Company" or "BSG")
Transaction Update


BSG, one of the telecommunications industry's leading clearing and settlement,
payment and financial risk management solutions groups is delighted to note that
it has received regulatory approval from the European Commission for the
proposed sale of its Wireless Business to Syniverse Technologies, Inc. for $290
million in cash (announced on 2 April 2007).

The Company continues to work with Morgan Stanley Senior Funding Inc. to
syndicate a facility to facilitate a capital reduction and a further
announcement will be made in due course.

4 December 2007

[CCLSC]

Moin!

Da viele ja aufgrund der Studie von Swen Lorenz in BILL investiert sein dürften, hier kurz der Link zu seinem neuesten Update:

Lieber Leser,


ab sofort können Sie auf meiner Internetseite eine umfangreiche Studie über eines der ungewöhnlichsten Substanzinvestments der Welt abrufen.

Ich hatte bereits im Dezember 2004 ausführlich über diese Sondersituation berichtet. Der Aktienkurs ist seither um rund 200% gestiegen.

Die neue Studie liefert eine Fülle an neuen Fakten und Hintergründen. Auch wer bislang dachte, eigentlich schon alles über dieses Unternehmen zu wissen, wird aus dem vorliegenden Dokument etliche überraschende neue Erkenntnisse gewinnen.

Wie üblich, ist diese Studie sowohl auf Deutsch als auch auf Englisch abrufbar.

Wichtiger Hinweis: Die PDF-Datei ist mit 16 Megabyte recht umfangreich. Sie sollten diese Datei auf ihren Rechner herunterladen, anstatt sie in einem Fenster zu öffnen.

Mit freundlichen Grüßen

Swen Lorenz

http://www.undervalued-shares.com/de/

[CCLSC]

Company Refinancing and Transaction Update
BSG, one of the telecommunications industry's leading clearing and settlement, payment
and financial risk management solutions groups, is pleased to announce the successful
refinancing of its continuing wireline business. The refinancing, in the form of a USD112.5
million loan, will become effective on 19 December 2007 on the completion of the disposal
of the wireless business ("the Disposal") as previously announced.
Following completion of the Disposal and refinancing, BSG is pleased to confirm a one-time
cash payment of 20 pence per common share (or per depositary interest in the case of
uncertificated common shares) to shareholders on the company’s share register at close of
business on 19 December 2007 to be effected by means of the capital reduction which was
approved by shareholders on 23 April 2007.
On 21 December 2007, payment will be made by way of cheque to holders of common
shares in certificated form. Holders of depositary interests (i.e. uncertificated common
shares held in CREST) will receive payment through their CREST accounts. BSG reserves
the right to make payment to holders of depositary interests by way of cheque, if, for any
reason, it wishes to do so.
Commenting on developments, Randall Brouckman, Chief Executive Officer of BSG, said:
"This marks a watershed in realising the true investment potential of BSG as we continue to
seek ways to further enhance shareholder value."
If shareholders have any questions as to payment they should contact Capita Registrars on
087 0162 3121, if calling from within the United Kingdom, or, if calling from outside the
United Kingdom, [phone].
18 December 2007
Enquiries:
Evolution Securities Limited [phone]
Stuart Andrews
Fergus Marcroft
The Hogarth Partnership [phone]
Julian Walker

[MaatMod]

Antwort auf Beitrag Nr.: 32.788.805 von CCLSC am 17.12.07 10:49:58

Enthistorísiert für aktuelle Diskussion

[CCLSC]

Die Umsätze sind in den vergangenen Tagen deutlich angezogen. gab es irgendwo Gerüchte (News?), die diese plötzlich anziehenden Umsätze und Kurse erklären könnten?

Gibt es Neues zur immer wieder mal diskutierten Übernahme von BILL?

Nun, nach langer Zeit ohne Bill im Depot, habe ich mir zu 12 eine schöne Posi eingebucht. Ich spekuliere mal auf einen Verkauf des Unternehmens. Ziel: mind. 18p.

Schaun mer mal...........

CCLSC

[Handicap13]

Antwort auf Beitrag Nr.: 35.101.146 von CCLSC am 14.09.08 17:23:46

Hallo,

was mich mal interessieren würde:

Was ist der Durchschnittseinstiegskurs von Jim Mellons Anteil?

Kann das grob kalkuliert werden?

Handicap13