Inmarsat Live Discussion

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BritneySpuds 03 Jan 2018

Re: SP When the inevitable bid from Echostar comes in the shares will fly, but when will it be??

paul1945 03 Jan 2018

Re: SP Added + small today they will be up tomorrow !

Boyobach 03 Jan 2018

Re: SP Ha! Well today's performance certainly made a mockery of my last post! Dropping below 470, however, is not a laughing matter - all of the post December 18th gains look like they may now unravel. December 11th deja vu.

acsatix 03 Jan 2018

Re: SP well dollar appreciated today so if anything we should have got a greater share price...clearly a -5% is not ordinary... but it seems to be for this name!

sage in the hills 03 Jan 2018

Re: SP .....dont think we should blame it all on the share price action relating to company performance ALL the time, when it doesnt go like we want .........£ / $ / euro FX effects always have a daily, and often, unappreciated effect on spie, like today for instance ....SAGE

Boyobach 02 Jan 2018

Re: SP One step forward two steps back, just about sums up this share.....Actually it had been four steps forward and one back on the day of Dongo's post. close of play today the sp has put on about 44p in the three weeks since Dec 12th (I'm using the daily lows as my guide). So, no, I don't think it does sum up ISAT at the moment - time will tell, of course.

acsatix 02 Jan 2018

old article but still good to keep in mind [link]

dongo 22 Dec 2017

SP One step forward two steps back, just about sums up this share.

BassCadet 21 Dec 2017

Re: beau fort view Indeed that's true Boyabach. Although, Inmarsat has said they're not ready to book a launch on a reusable rocket yet due to the increased risk.Certainly spend so far matches ISAT's expectations. Are Beaufort misreading or trying to misread the current low margin return on the exercise from the current work schedule focusing on land based infrastructure roll out? Saying that the profit margin's not what was expected therefore the costs must have been higher? With the real profit expected once GX enabled planes are in the air of course.

Boyobach 21 Dec 2017

Re: beau fort view Not my area of expertise but I was under the impression that launch costs were coming down, SpaceX being the game changer as per this article from August:[link] the extent that the technology already exists, why would the costs go above expectations - unless it is to expand the service and consequential revenue? If the biz model requires new/unproven technology then that's a different matter.

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