Avanti Communications Share Discussion Threads

[hpcg] 01/3/2016 10:25

monkeywrench - scare whom exactly? The handful of holders who read the thread? Once the market cap goes above about 10-20 million message boards and the type of private investor who could be swayed by them are an irrelevance. At the very most I would suggest there are 50 people who look in here, and that is likely generous.

[monkeywrench] 01/3/2016 09:43

There must be a hell of a lot of people? on this thread with short positions, who are trying their best to scare holders into selling. IMO.

[cocker] 29/2/2016 18:46

Two contract wins & the share price has barely moved which tells a story of its own. However, if reports are true & the CEO has registered 3 new companies then this is of concern as is the debt.

[chriscallen] 29/2/2016 17:09

Certainly one reason for calling in its stock is if it wanted to sell it. But another may be their judgement that the stock is at a low point and simply needs a bit of encouragement to rise quickly. The FCA site as I understand it lists only institutional shorters who have positions over 0.5%. Private investors are not caught. Last time I looked there was only one institutional shorter at 0.5%. So presumably the bulk of shorters are private investors. If so they had better pray that SW are intending to sell. 76.3% of the share capital are held by the top 10 investors of whom SW is not one. So 1.6M shares is at least 5% of the shares that could be actively traded and might actually be a much larger proportion. Calling shares in might well expose the shorters to a significant squeeze and fuel a price hike.

The news that there is a new customer meriting an RNS will also help as it does mean that the management think it is a material win (5% of net profits or 10% of sales) and there was a good trade news win as well. Another couple of RNS wins in March would definitely point to sales targets being hit or exceeded. If Edison are right a lack of capacity by their competitors will also help shift sales to Avanti.

[elrico] 29/2/2016 16:24

There does seem to be a growing bear case for AVN, 3 bear cases on share price today alone. If II have requested loaned stock back it it just a matter of time this stock hits the open market and the sell side slide will gather pace.

[dangersimpson2] 29/2/2016 15:12

Maybe SW/ADN want to get out before S&P downgrade AVN debt:



Some investment companies have internal rules preventing them from holding CCC rated and below 'junk' debt and obviously the equity ranks below the debt in capital hierarchy.

[weatherman] 29/2/2016 15:05

The practice of loaning out someone elses stock to unscrupulous traders is highly questionable. It is like this - a friend asks you to look after their car for a small fixed fee. So to make more money you loan it out to 18 year olds who then race it down the high street.

[dangersimpson2] 29/2/2016 13:53

I think the comment below the betaville article advertising 'love spells' is more believable than the idea of an 'organised short selling attack' ;-))

According to FCA disclosures short interest has fallen back significantly since Nov 14:



Which strongly suggests that the share price decline has been existing shareholders selling down not short sellers taking large positions.

[garymott] 29/2/2016 13:00

Not too easy replying from a phone...If Avanti was about to go bust, why would new customers be entering into contract with it?

[garymott] 29/2/2016 12:57

Figures have never been quoted in contract announcements so absolutely no change in approach there. There was criticism on this board previously when contract announcements weren't announced, so it's interesting that some now see it as a sign of desperation.Turkey is a growing and populous country. So could become a good, long term revenue stream. It's also interesting that one of the two announcements will use both H1 and H2, because some on here have stated previously that there is no market for H1.Also is Avanti was about to go bust, why would

[jordon] 29/2/2016 12:03

I guess 7 deramping posts today1

[bwakem] 29/2/2016 11:55

My guess is 0. That's the only number of relevance to Avanti shareholders now.

Per-contract announcements is a sign of desperation - especially when figures are not even hinted at.

[cocker] 29/2/2016 07:35

A rns to hope quash the share prophets story. AVN has all the hallmarks of another Globo.

[elrico] 28/2/2016 21:50

Cooking books http://www.shareprophets.com/views/19059/avanti-communications-please-explain-your-100-rum-coke-subsidiary-accounts

[weatherman] 27/2/2016 21:14

Moody's says dept situation is stable with improving revenue and higher growth. hxxps://www.moodys.com/research/Moodys-Revenue-growth-to-support-European-satellite-firms-stable-credit--PR_342766

[jeffian] 27/2/2016 19:33

I always find charts work best with the benefit of hindsight, JN!

[cocker] 26/2/2016 10:12

A sign that AVN debt is weighing on it so heavily when it signs a contract that barely moves its share price