Share Name Share Symbol Market Type Share ISIN Share Description
Inmarsat Plc LSE:ISAT London Ordinary Share GB00B09LSH68 ORD EUR0.0005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +10.00p +1.27% 797.50p 795.50p 796.00p 797.50p 783.50p 792.50p 1,688,697.00 16:35:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,076.2 242.3 43.7 18.4 3,605.20

Inmarsat Share Discussion Threads

Showing 2176 to 2198 of 2200 messages
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DateSubjectAuthorDiscuss
23/3/2017
09:42
johnpolonius - "there is wisdom sometimes" Yes, it's not often, but over many years I've come to recognise those with knowledge and the good will to pass on such knowledge when appropriate. Since they are inherently modest folk I'll not name names. You just have to skip over all the dross and posturing haha.
losos
22/3/2017
18:07
Thanks Losos.... much appreciated. NT also said pay no attention to BBs but I find (esp with the boohoo board among others) that there is wisdom sometimes. The lack of remarks does surprise me as its a huge and popular niche company, selling reasonably high volumes. Fingers crossed, I still feel this has loads more to go b4 ex-div. but as I said, I am a beginner.
johnpolonius
22/3/2017
17:51
johnpolonius - "what are the range of possible scenarios with this" You sound a tad underwhelmed by the respose :-) You shouldn't be since this is one question with so many answers that most (if not all) people reading this board simply haven't time to answer. Will the dividend be paid ? Well for as long as I can remember if the dividend has been declared then it is paid. Don't even try to outguess the MM's (They have their own agenda) but you will see a SP drop after the ex date that is only natural. My rule of thumb (Which isnot advice and should not be followed by anyone haha) is that by the time the dividend is actually paid the share price should be back to where it was on day before ex div day. All things being equal (Which they never are in this game haha) Like I say that is a NOT a given just my personal thoughts.
losos
22/3/2017
13:11
is anyone out there? might as well put my feet up and raid the fridge..... look ! tumbleweed!.... suddenly, nothing happened.... ok, will keep taking the tablets... :)
johnpolonius
19/3/2017
19:57
As a beginner I would find it really helpful if someone out there (smarter than me) could tell me what are the range of possible scenarios with this as it approaches ex dividend.. my guess..that MM will hold it down until a few days before... but will the payment even happen? And secondly, I liked all the basics with this, even with the amount of debt (going by NT's book for guidance) I am already well into profit... it just seems too easy? The website is incredibly impressive. Takeover talks? Any comments helpful appreciated. JP :)
johnpolonius
08/3/2017
17:44
JP Morgan raising 2017 revenues by 1% and EBITDA by 4% nut leaving 2018 estimates unchanged. They raise their price target by 2% from 830p to 850p a share. Commentary as follows: Today’s Q4 results are materially ahead. Whilst a sizeable proportion of the beat is attributable to a one-off government contract contribution, underlying revenues and EBITDA are nevertheless 2% and 11% ahead. Moreover with IFC and the US Navy CSSC set to offer tailwinds, the 2017 revenue guidance (in-line with consensus) seems a little prudent. Expect Q&A on the conference call to focus on (i) the swing factors that will determine where revenues come out against a wider than usual range, and (ii) the shape of 2017E EBITDA as IFC costs scale. Finally Inmarsat has confirmed the long-awaited IAG contract win, lifting the total number of mandated aircraft by ~350 to a healthy 950. Strong Q4 revenue beat (2/3rd one-off, 1/3rd underlying): Revenues $358m are 7.2% ($24m) above consensus1 $334m. We estimate that two-thirds ($16m) of the beat is attributable to a short-term government bandwidth contract that rolled off during the quarter. The underlying >2% ($8m) beat reflects an $11m (14%) beat in Government (full quarter impact of the Boeing contract) and a $4m (10%) beat in Aviation partially offset by a $5m (12%) miss in Enterprise (BGAN pressures). Substantial EBITDA beat: EBITDA $222m is $35m (18.5%) ahead of consensus. We estimate 40% ($14m) is due to the above government contract. The remaining $21m (11%) beat reflects a $13m (24%) beat in government, a $6m (29%) beat in Aviation and a $5m (4%) beat in Maritime, all slightly diluted by a $3m (11%) miss in Enterprise. Rebased outlook in-line with consensus: 2017 revenue (ex Ligado) expected at $1.2-1.3bn (cons $1.26bn). With 2016 revenues $1.21bn already slightly above the bottom end, and 2017 set to benefit from (i) the US Navy CSSC and (ii) the IFC Aviation tailwind, this range would seem potentially prudent. 2018 guidance (ex Ligado) expected at $1.3-1.5bn (cons $1.37bn, old guidance $1.45-1.60bn). Capex guidance ($0.5-0.6bn pa 2017 and 2018) and leverage <3.5x each year are all unchanged.
raffles the gentleman thug
08/3/2017
11:15
Look at the CAPEX increase in Aero!! Holy moly!
shoobmeister
08/3/2017
10:52
Wish I'd bought a few more at the lows, will monitor and maybe add later...
zcaprd7
08/3/2017
10:31
Notice that genius needs to use!! following every post, gobsh1te indeed.
essentialinvestor
08/3/2017
09:17
Loses, very astute call here, congrats.
essentialinvestor
08/3/2017
09:16
I don't have much stomach for risk at the moment, just trying to scalp a few points here and there, maybe not the right stock!!!
bookbroker
08/3/2017
09:15
Net curtains - its going to blow, a case in point, he was what you call premature, I follow the chart Wad, daily pointing up, but timing is everything, seeing how this can easy move 50pts in a day, their visibility is poor, but it's a good co. with good product!
bookbroker
08/3/2017
09:12
It is, like all threads, everyone stating buy/sell/buy/sell, these threads are just for gossip, very little real analysis, just all of our small-minded opinions, as though we move markets!
bookbroker
08/3/2017
08:33
I took on a few a week or two back, got out this morning for a few quid loss, this can move hard and fast, should have held for a few minutes longer, and I'd have had a profit, i like the company, got great technology, but margins under pressure, and looking at the report guidance remains the same with the caveat of material uncertainty!
bookbroker
08/3/2017
08:33
I took on a few a week or two back, got out this morning for a few quid loss, this can move hard and fast, should have held for a few minutes longer, and I'd have had a profit, i like the company, got great technology, but margins under pressure, and looking at the report guidance remains the same with the caveat of material uncertainty!
bookbroker
08/3/2017
08:27
The full yr results look slight better than expected , esp encouraging is the Q4 growth. Ten quid on the horizon again ?
wad collector
07/3/2017
15:50
can't find it online but big article about isat competetion in todays Telegraph BS
eipgam
06/3/2017
09:29
You starting a bid rumour? Excellent ; spread the word....
wad collector
06/3/2017
06:29
From IG Inmarsat (full-year earnings 8 March) Inmarsat’s future depends either on a takeover or success with its in-flight WiFi technology. The firm has been identified as a possible target for EchoStar, a major player in the satellite market, while its push into in-flight WiFi could yield great success, with IAG and Lufthansa both potential customers. A 4,9% year-on-year fall in revenue from the key maritime segment has put investors on watch for further problems, while the ostensibly attractive yield of around 6% is diminished by the fact earnings may not cover the payout this year. In addition, it still carries around $1.9 billion in net debt that needs clearing. The firm will need to spin a good tale on the coming year if the shares are not to suffer. At the beginning of 2016 the shares were over the £11 mark. Since then the downtrend has been relentless; rallies have been furiously sold, with the latest push to £7.20 bringing out more bears. If the weekly pivot at £6.74 is lost then £6.06 and £5.90 come into play.
nick100
06/3/2017
02:57
Full Year earnings out 8 March. GL
soi
05/3/2017
14:31
when are results due?
johspr
03/3/2017
14:24
Welcome to the thread Wise One.
wad collector
01/3/2017
09:23
But I will state that the management need to get a grip here, and Lansdowne should be putting pressure on them to improve the performance, otherwise it should be looking to dramatically improve shareholder returns, the market in the arena has a few players that are quite heavily indebted, consolidation needs to occur, irrespective of the relative strengths of the individual companies in terms of their specific markets!
bookbroker
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P:35 V: D:20170325 09:51:48