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Thus - The New Ashtead?
harrycash - Fri, 30 Dec 05 :
article by John Bowker (I think he is assistant editor of The Scotsman) on prospects for SPW and Thus in 2006, did not make pleasant reading. SPW too expensive for possible takeover, and Thus appears to be going nowhere fast, their lack of comment on likely takeover of YC is mystifying; he 'flagged up' the likely loss of two major customers, Tele2 and BSB, that account for 20% of Thus revenue, although he did accept this was 'low margin' but obviously earning dilutive; his comment as to how Bill allan was going to 'claw back' this loss of revenue was worrying, without a deal with the likes of YC it could be a difficult year; have to say most of what he said has already been 'aired' here on this 'thread', likely he reads this and plagerises it for his newspaper column, although he's likely closer to the Thus situation than most who post here.
Pretty simple really, for us to have a good year with Thus SP we need good news, the risk (high) is we only get bad news that negates any possible good news if Thus do in fact do a deal with some other telco; we will see??????
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