Avanti Communications Group Live Discussion

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terryebby 05 Apr 2018

Re: ready to launch check out the last Trading Update. The preferred to a $40m order which is conditional. I PRESUME its conditional on the launch. If that comes through it will be their biggest order ever, and I am guessing its for Broadband on planes

Clarence Beaks 04 Apr 2018

Re: ready to launch A queue of orders? lol - unlikely! they cant even fill current capacity!

terryebby 04 Apr 2018

Re: ready to launch a successful launch returns launch risk and manufacturing risk and schedule delays. So a fully operational bird is an attractive assets for someone who decides, say, that he needs capacity for Wifi on planes over the atlantic and canto wait three years

the real stan 04 Apr 2018

Re: ready to launch I can't make SP predictions but I'm guessing there is a queue of orders waiting on successful launch and HYLAS 4 being ready for service. I think it might take a couple of months before the satellite is fully operational so the reaction might also take a while.

terryebby 04 Apr 2018

Re: ready to launch Yee-hah !11 10.34pm tomorrow night, and Friday for a share price tick up. With this bird in the sky and the balance sheet sorted there is going to be a takeover and fair value is 32p

the real stan 04 Apr 2018

ready to laubch [link]

the real stan 04 Apr 2018

ready to launch [link]

terryebby 03 Apr 2018

Re: Capacity of current Satellite Fleet i think the big issue has been the global recession in telecoms which have hurt a bunch of my other projects. What Avanti needs is some big demand catalyst in its custom base. I don't think the consumer is feeling richer so I doubt telco capex will be going up much this year. But a war in the Middle East is on the cards, which could hoover up vast Avanti capacity fast. I also think the In flight Communication market is going to boom. lots of planes are currently in the process of getting fitted out with satellite kit and I think as soon as 10Gb wi-fi is available on poplins, the capacity will get saturated very fast. Avanti already made one 44m sales to serve provider ion that market and I think there will be more

Accypete 03 Apr 2018

Re: Capacity of current Satellite Fleet Thanks Terryebby,that's exactly the information I wanted, maybe the new Hylas 4 is offering extra bandwidth in the right area and can make some gains for future profits.As only 35% of the fleets capacity is taken up, that explains the cash problem.All the best.

terryebby 03 Apr 2018

Re: Capacity of current Satellite Fleet last thing I saw it was something like 35%. BUT Western Europe is full, there is a lot unsold in Southern and Eastern Africa.Hylas 4 puts a lot of new capacity into Western Europe and in a bridge of steerable over the Atlantic so we have to imagine that this will sell well in existing markets also potentially in the In Flight Connectivity Market.The rest is opening up new market ins north and West Africa - we have to hope that Nigeria, Morocco etc show some good demand. There is a LOT of military activity in Nigeria at the moment so fingers crossed

Accypete 03 Apr 2018

Re: Capacity of current Satellite Fleet Thanks,anyone know what capacity of the current fleet is in use and contracted out?Must be well below the 100% or we would be making good profits.

terryebby 03 Apr 2018

Re: Capacity of current Satellite Fleet H1 + H2 is 18GHz H4 is 28Ghz. so its a massive increase in saleable capacity. The aggregate GHz of 46GHz produces up to about 200GbThe total asset value of sats, spectrum, ground earth stations etc is by my reckoning 32p per share so we should nice a nice pop once the eU rocket gets us up safely on Thursday

peddlar 01 Apr 2018

possibly more than 20p.Rescue from US. US hedge fund rescue stops Avanti from
 crash landing.report from Sunday Telegraph.They are reducing 900m debt to 400m.Fingers crossed on Tuesday....

SinginTheBlues 28 Mar 2018

Re: Capacity of current Satellite Fleet My understanding is that it's not so much the absolute capacity as where you are delivering it. Going back a few years Avanti were always talking up the African market. I guess the next few months will show whether there was anything behind the claims.

Accypete 28 Mar 2018

Capacity of current Satellite Fleet Hi,what is the current capacity of bandwidth used in the current Avanti fleet?What will be the capacity once the new satellite is up and running?I always felt the issue with Avanti was getting enough paying contracted users, not lack of capacity?Will the new satellite improve profitability or just add to the debt?

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