romaron
25 Feb 2017
Inmarsat I read this in today's FT. I don't know if it has any impact on us."Inmarsat notched up its biggest daily gain in three months yesterday amid takeover hopes.The satellite operator has been in the spotlight this week after Charlie Ergen, the founder of US pay-television provider Dish Network, predicted sector consolidation.During a post-results conference call he said there was “probably going to be M&A activity out there in the future”, and a swap of assets between Dish and EchoStar, its sister company, “aligns the asset in a better way to participate”.Analysts have long identified Inmarsat as a potential target for EchoStar. The companies’ spectrum licences could dovetail to create a global hybrid mobile and satellite network.Mr Ergen told investors that, because TV viewers increasingly wanted nonlinear broadcasting, it made “logical sense” for Dish to build its own 5G wireless broadband network.“Ownership of Inmarsat would give Ergen control of European spectrum [ . . .] and simultaneously frustrate Ligado (which has just been given technical approval for its own 5G network),” said RBC.Ligado Networks, formerly known as LightSquared, has a co-operation agreement to use Inmarsat spectrum in the US.Inmarsat closed 5.4 per cent higher at 702p, taking its gain for the week to 14 per cent. Macquarie has estimated that EchoStar could pay “well above” £10 per Inmarsat share."
phez
20 Feb 2017
Re: Contract win why do any gains on such news always get wiped out by the end of the day?!
romaron
20 Feb 2017
Contract win No financial details and I suspect that there are NDA's and other contractual reasons for keeping details private so one mustn't automatically assume it is Avanti's choice. Few companies assist their competitors by baring all. DW did say that RNS's are supposed to be released when the news could affect the share price so it is probably fair to say the contract is not for pennies. The potential in Africa remains huge. I'm hoping there is still more news to come this month and wonder if we'll see anything from the inaugural board meeting.*totally random but reading a book about Italian P.O.Ws in WW2. The UK had camps in Kenya back then so UK contacts run deep.
JakNife
17 Feb 2017
Re: DW did say news picks up in February Indian dabhol,I followed the link, it gives the most recent price target by Natixis on 21 Dec 2016 as 28p. Your consensus target of 156.5p appears to be derived as the average of the 28p Natixis price and the Jefferies Group target of 285p from 8th July ( (285p + 28p ) / 2 = 156.5p ). If you want to put your faith in an "expert" then I would expect that you'd want to go for Jefferies Group with their 285p target rather than an arbitrary average. Good luck with your investments. You're going to need it.JakNife
Indian dabhol
17 Feb 2017
Re: DW did say news picks up in February Dear Friend Please check the below link to Marketbeat.com where you will see the analysts have rated the shares as hold with a 0.63 $ E/P share for 2017 and a price tag of 156P to come. As for the no of shares in issue please read the latest RNS where the company announced addition of over 14 mil new shared and total posts addition which was specified below 267 mil The company provides internet coverage for 1.7 billions people worldwideThey will increase this no by more deals being in the pipe line Sure there is debts and a large one in that but if the growth in revenue is coming then who caresLook at most companies in the index they are mostly greared this is how they can expand and pay the debts down over number of years I am sure the experts who have a hold ratings on this stock must know a one or two things about how this company will run and generate revenue [link]
JakNife
16 Feb 2017
Re: DW did say news picks up in February I've never heard of the experts at "Market best web site", I simply use my common sense. Here's some quick comments:1. Management have a demonstrable track record of over-promising and under-delivering. They deliver BS on a regular basis.I consider this to be a fact and consequently it means that I can't place any trust in what management say. 2. You refer to the "debt consolidation" as being sorted but what do you mean by that? And where do you get 300m from? I'm not sure what currency you mean but post restructure they've piled on more debt such that Avanti now has $856m of debt that's going to increase at 10% per annum every year. Just to service the interest they need to make a cash profit of $86m a year. Scroll down to "Expected debt structure at closing of the Refinancing Transaction" to find the $856 number: [link] sort of cash profit is pure fantasy, the debt will never get repaid, it must be converted to equity at some point. 3. And "over a Billiom pounds worth of assets in the sky and soon to launch a new satellite"Is this according to the experts at your website? Because if you read the accounts:[link] You'll see that AVN have $775m of "Property, plant and equipment", which is about half the number that you've quoted. Perhaps it's time to embrace the new world order and ignore the experts? JakNife
Indian dabhol
16 Feb 2017
Re: DW did say news picks up in February With debt consolidation well sorted and no of shares even after the recent dilution still under 300 million and over a Billiom pounds worth of assets in the sky and soon to launch a new satellite to boost better coverage why then the share price is in such a ridiculous level floating between 19-20 P day after day as it was predicted this was about to breakout and re-rated very soonWhat is the market reluctance I wonder?
Indian dabhol
16 Feb 2017
Re: DW did say news picks up in February I have an expert evaluation on this share prediction the SP to go as high as 156 P!!!Makes you wonder if that is the case for 2017 why then no one is rushing to fill their boots on this share at such through the floor prices?The expert prediction is via Market best web siteThe daily trades are a joke I wonder why this one has not caught the punters eye yet
Clarence Beaks
15 Feb 2017
Re: DW did say news picks up in February Well its half way through Feb and so far they've released SFA - think they were talking cobblers personally
melrosian
14 Feb 2017
Re: DW did say news picks up in February NopeQuite a lot to happen in 2017 if Turnaround to happen. They did say news picks up in Feb.AVN to more than double capacity in 2017 and you know what they say about rolling stones. They have some handy kit and valuable slot in sky with a SP totally skooshed and unfashionable .It is amazing what the top half of a breakeven chart can do to an SP where most costs are fixed. Sometimes management can guide. You never know.Mel
Clarence Beaks
13 Feb 2017
Re: DW did say news picks up in February Think everyone is asleep
melrosian
09 Feb 2017
DW did say news picks up in February Mel
melrosian
30 Jan 2017
€10.7M form ESA to help deploy ECO [link] European Space Agency (ESA) has already contributed €10.7M to help deploy ECO across Sub-Saharan Africa.Mel ( in not sneezing mode)
melrosian
30 Jan 2017
ECO from Avanti ECO has been successfully piloted in several projects and is now ready for scale.I like that.Mel
romaron
30 Jan 2017
New Board No surprises. One each from Solus, Mast & Tennenbaum. Looks like Andy Green and Paul Johnson stay whilst Nigel Fox stands down to make room for Mastoloni.The new blood will be more pragmatic and far less sentimental imo. Their contacts, youth and experience should hopefully bring a new vigour to the company.DW did say February for their arrival but that might have meant the first [new] Board meeting.
