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Share Name Share Symbol Market Type Share ISIN Share Description
Avanti Comm. LSE:AVN London Ordinary Share GB00B1VCNQ84 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.75p -6.48% 25.25p 25.25p 27.75p 28.00p 25.00p 26.50p 617,981 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 54.2 -46.7 -39.2 - 37.22

Avanti Communications Share Discussion Threads

Showing 17901 to 17922 of 17925 messages
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DateSubjectAuthorDiscuss
31/7/2016
09:21
So we may see news on Monday? Possible take over at 40p ? (£50m).
weatherman
30/7/2016
10:48
http://www.shareprophets.com/views/22601/sp-as-damning-as-moody-s-on-avanti-its-implied-view-also-that-the-shares-are-worth-0p S&P said that it was "unlikely that Avanti will meet its financial obligations in 2016" "We could lower the long-term rating to 'CC' if Avanti is unable to secure meaningful additional financing, as we think this would make a short-term default inevitable."
bwakem
29/7/2016
23:46
Interesting news hxxp://news.sky.com/story/inmarsat-homes-in-on-smaller-rival-avanti-10516705 R2
roofer2
29/7/2016
23:44
interesting news ! hxxp://news.sky.com/story/inmarsat-homes-in-on-smaller-rival-avanti-10516705 R2
roofer2
29/7/2016
12:16
Avanti bonds have been downgraded: Moody's Downgrade on Avanti Communications Bonds "default inevitable" see: www.shareprophets.com/views/22600/moody-s-downgrade-on-avanti-communications-bonds-default-inevitable-tells-you-equity-is-worth-0p The report notes: As a result, Moody's sees a default by Avanti over the next 6-12 months as almost inevitable, which is consistent with a PDR of Ca-PD. However, given the tangible asset value in Avanti's comparatively young, well-invested high-throughput satellite fleet and the fact that Avanti's capital structure is dominated by its USD 645 million of senior secured notes which contain no financial covenants, Moody's deems the likely recovery rate for Avanti's senior secured notes to be in the 35%-65% range in an event of default which is consistent with a CFR of Ca and a Ca rating for the senior secured notes. JakNife
jaknife
27/7/2016
00:00
i know what it tells me weatherman. Why don't you go first and set out what it tells you?
jaknife
26/7/2016
21:29
Bonds holders are buying equity...what does that tell you ?
weatherman
25/7/2016
11:43
See Solus have gone over 15%, announced today. Not sure how long theyve been on the register but they appear to have been mopping up the loose GIC stock that came on the market this spring/summer. They are also a major bond holder I believe, along with MAST, Aberdeen and others (did I read somewhere that Michael Dell's bond fund is an investor?). Don't know what all this means but am guessing a major bondholder wouldn't be buying 'worthless' equity if it didn't think some kind of soultion was to be found. I note that Solus is also an investor in Intelsat so guess they think they know the sector.
ipsofacto1
25/7/2016
07:43
Good post Jak
gorvachof
22/7/2016
18:07
JK - is it not illegal to directly tell people to buy and sell on BBs? I object to the way you and other shorters seem so personally concerned to advise others directly on what action to take. I object to those who shout to get other's to buy, and don't appreciate shouting telling me to sell. My comment above highlights the risk. Tell me you think it is going down if you like, but it is my right to buy rubbish if I want. I've been in this game for over 20 years and had a lot of success, and I wouldn't have bought many of the ill fitting and poor quality stocks held by Rivington Street Holdings before it fell over.
weatherman
22/7/2016
14:55
weatherman From the other thread: Ideally, it would be good to see BT/EE stump up £50m, for 49.9% stake, and guarantee the loan note. They are under pressure to deliver broadband for everyone, and that would be a good sign. Otherwise, it is uncertain whether a takeover would add much to the current price based upon assets alone. But the business has growth potential and a bidder might be willing to pay a premium, but it is not clear and risky for those of us PIs who do not have inside information. This is fantasy. Why would BT/EE take on board a $700m liability in this manner? As at today they could bid for the bonds at 64% of par value and probably get all of them for $500m. They then wait for the company to fall into administration (when it fails to pay the coupon) and take all the assets. I've just saved them $200m versus your proposition. You should just face the facts and dump your shares whilst you can still get something for them. JakNife
jaknife
22/7/2016
14:43
Ideally, it would be good to see BT/EE stump up £50m, for 49.9% stake, and guarantee the loan note. They are under pressure to deliver broadband for everyone, and that would be a good sign. Otherwise, it is uncertain whether a takeover would add much to the current price based upon assets alone. But the business has growth potential and a bidder might be willing to pay a premium, but it is not clear and risky for those of us PIs who do not have inside information.
weatherman
19/7/2016
11:21
loglorry1 Look at GKP today Could have doubled your money in a matter of days.
tyranosaurus
16/7/2016
08:34
CEO David Williams continues to do well despite Avanti’s losses. In 2015, he earned (salary, bonus and ‘other benefits’ a total of $1.15 million (up from $1.04m in 2014). Overall the directors (executive and non-exec) received $4.04 million in compensation. All of the executive directors received bonus payments, in total amounting to $269,338. By way of comparison, Eutelsat’s CEO Rodolphe Belmer (revenues €1.47 billion, EBITDA profit €1.13bn) is receiving annual remuneration of €650,000 (plus eligibility to an “up to” 100 per cent of salary if key performance indicators are achieved). hxxp://advanced-television.com/2016/07/11/avanti-administration-next-step/
gorvachof
14/7/2016
22:01
Avanti Communications (LON:AVN) Total bargepole. 14th July 2016 http://bit.ly/2a1NNco I see that the company has effectively put itself up for sale. Shareholders need to be mindful that debt ranks ahead of equity. Therefore, there is only likely to be ...
dice1950
14/7/2016
22:01
Avanti Communications (LON:AVN) Total bargepole. 14th July 2016 http://bit.ly/2a1NNco I see that the company has effectively put itself up for sale. Shareholders need to be mindful that debt ranks ahead of equity. Therefore, there is only likely to be ...
dice1950
14/7/2016
22:01
Avanti Communications (LON:AVN) Total bargepole. 14th July 2016 http://bit.ly/2a1NNco I see that the company has effectively put itself up for sale. Shareholders need to be mindful that debt ranks ahead of equity. Therefore, there is only likely to be ...
dice1950
14/7/2016
20:26
Weatherman you miss the point I think. Unless they can sell helps 3/4 which they can't because the bonds are secured against them they are of no use Un helping them meet their funding shortfall and fund their business. A buyer won't pay a penny for the equity when they can deal with the bondholders.
loglorry1
14/7/2016
19:47
just wait for 0p and pick up the bonds in a fire sale
eddiegoldstein
14/7/2016
17:49
Avanti has $650m debt. They have paid out for 4 satellites, Hylas 3 and 4 are still on the ground. The cost of those satellites is nearly 2/3rds of the debt ($390m) with a full life ahead of them - i.e. no depreciation yet. On top of that we have Hylas 1 and 2, plus 2B, and ground stations. Plus geosync orbits may be worth $180m. So is AVN a bargain at $75m mkt cap if a takeover target ? or is it going to zero as the shorters wish?
weatherman
14/7/2016
14:29
Weatherman take a look at GKP today to see an example of how a debt restructuring might take place. I'm afraid this is almost certain to go the same way.
loglorry1
14/7/2016
12:26
JK - I think you are reading between the lines on the bond market. I am not in competition with you or anyone, some here feel the need to make this personal - but I have no interest in that. I may make mistakes and do not ramp stocks, just trying to search out what is going on, but then I also have seen substantial growth over my life with investments on the stock market. I know how to balance risks etc and I have seen my portfolio grow the last few weeks even while AVN has declined.
weatherman
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