Sat Sol Share Discussion Threads

[dirty75] 03/2/2016 09:54

i went along yesterday, for a bit of a nose around and sensed the SAT display was one of the better ones. Now I've been invested from the start, like what i see and hear more and more.

Looking at the UK SAT is in the top two operators. Ireland top one, though dont know the others users numbers. Poland, with recent acquisitions pretty much the only provider. France we've a good base, but will never be as big as France Telcom who will always have more users. Other Euros we've small presence which no doubt is building and looking at furthers acquisitions.

I dont think there is a danager, we're well ahead of the game for new entrants. And best way of buidling user base is acqustions and we could be one to be acquired !!!

Tech wise, well the goverment here are never laying cable to everyone, so no fears on that front. Same can be said for most EU counties of a decent size, the costs are way to much when there is an easy answer in SAT. Same for Africa or anywhere SAT decides to go.

I suppose far down the line 5G might have an impact, but that really doesnt concern me. We'll be so dominat by then, or brought out.

Its a straight forward company, doing something that everyone requires. Easy.

thats my tuppence worth. Good luck, D

[tightfist] 03/2/2016 09:39

SAT had a booth and also presented at the Cenkos/Shares show in Islington yesterday. Of all the "stories" I listened to during the day, SAT was by far the most compelling. Ingredients such as a substantial frustrated, poorly served and growing market, political Tailwinds, governments backing, blue-chip partner in UK, consolidator role, highly scalable and presumably very attractive Gross Margins, high profile anchor investor. What is there not to like?

Only misgiving I have is that it all seems too good to be true? At least in the medium term. That must mean vulnerability to competition looking enviously at what SAT will be picking up. OK, I understand that the dishes/modems/billing systems are captive to SAT (and a nominated satellite provider) but could someone more knowledgable than I give this BB the low-down on competitive positioning and threats?

Many thanks, tightfist
PS: There were doubtless many active and well-heeled investors present yesterday which probably accounts for today's price action

[iainbarclay] 01/2/2016 16:44

If you look at the price and the trend of the trades through the day, you can see that buys were often being shown in red - eg. that bunch of 5.09s at the end were all buys. Its been very common in SAT for the published spread to be wide and the actual buy price to be much lower than published.

[varies] 01/2/2016 16:35

Since the rise was less than I expected, I have bought a few more at 5.14p.
I cannot help feeling that there is a large supply of shares available and expect the shares to drift lower unless we get a good report tomorrow.

[sabre6] 01/2/2016 16:09

More shares sold than brought. That bodes well for SP

[iainbarclay] 31/1/2016 22:37

Probably worth a repost of this interview from a few weeks ago, hopefully helpful for people researching this opportunity...---Here's a nice audio interview which includes an update/intro to the Company from CEO Andrew Walwyn, posted a few days after the BT RNS... (be careful - audio may start straight away!)HTTP://brrmedia.co.uk/event/141169/andrew-walwyn

[varies] 31/1/2016 19:06

blah blah
I value your comments; please continue to let us have them.
For myself I do not regard the Mail as irresponsible for tipping a thinly traded share if they warned readers of this disadvantage. Whether they will remind us of this tip in a few months time depends obviously on how it looks then !
It may be that they expect SAT's appearance at Tuesday's investors conference to make a good impression.

[dirty75] 31/1/2016 19:02

Its not the first time the Mail have tipped a small cap which doesn't have enormous volumes, want to talk about the rights and wrongs of the Mail go to their page. Ok, let's get back to chat about the company here please.

[hydrus] 31/1/2016 18:44

As I said at the start you raised some fair points - I'm afraid you are the defensive one chap as the one thing i questioned in your post you jumped on and reacted poorly.Anyway, the tip and you have no relevance to whether the company succeeds or not.

[blah blah] 31/1/2016 18:35

There seems to be a lot of defensive types on here. For the last time, my comment was about the inappropriateness of the Daily Mail tipping a company of this size to its hundreds of thousands of readers, I don't know or care anything much about the company. Good luck with your investment here.

[blah blah] 31/1/2016 18:31

Nothing convenient about it, I just couldn't be bothered to look back more than a week. You are the one asserting it is not illiquid - how about you come up with something to back up your argument?

I'd expect a small cap to turn over about half its market cap in a year - that means about £100,000 a week for this one. Last week was only one twentieth of what I'd expect to see. So I think I'm being very fair in describing it as illiquid. That, again, is no criticism of the company, it just reflects that small caps are often illiquid.

[hydrus] 31/1/2016 18:28

Ps liquidity isn't just related to volume - it's related to the amount of shares one can sell or buy and that is reasonable here compared to many microcaps

[matis0906] 31/1/2016 18:24

It seems quite a nieve to comment about it being a minor company that's illiquid.

For a small cap it has just signed a deal with BT, for a government backed scheme. Has a multi millionaire investor in Nick Candy. Has purchased 5 companies since May using cash from the bank.

Doesn't sound to bad, and now it is doing everything it can to create some awareness about the company and create value for its investors. There are certainly a lot worse companies on aim...?

[hydrus] 31/1/2016 18:19

I'm not suggesting it is Vodafone - I said for a microcap its quite liquid. You conveniently looked at only the last week to support your comment. If you look at the last month or two you will see the average volume is considerably higher.

[blah blah] 31/1/2016 18:08

Not that illiquid? I make it about 125,000 shares traded in the whole of last week. That is about £5,500. In a week. So about £1,000 a day. Not exactly Vodafone is it?

[hydrus] 31/1/2016 17:51

Fair points blah blah but I wouldn't describe it as particularly illiquid tbh. In fact for a microcap its really quite liquid. Let's see what happens but either way it has no impact on long term returns or future prospects of the company, which I happen to believe are quite promising.

[blah blah] 31/1/2016 17:39

Varies - nothing against the company or its customers or investors. I just find it ludicrous that a national newspaper with as many readers as the mail can tip a company this small and illiquid. You could argue it is buyer beware in terms of new investors suckered in, but I don't agree. It will no doubt fall back before the end of the week, maybe even by the end of tomorrow.

[varies] 31/1/2016 17:13

For what this is worth, I find the TOOWAY service very satisfactory in rural Shropshire. Although not much given to watching films on my PC, I tried Netflix for the first time on Friday; the film came through perfectly.
It will certainly be interesting to see how the market reacts tomorrow. I suspect that after an initial flare, the shares will still be available at about 5p by the end of the week and am minded to buy some more in this event.
Blah Blah and Sabre6. You may well prove right but I am glad that you will be helping to restrain any euphoria.

[blah blah] 31/1/2016 15:41

Exactly sabre6. I would confidently predict there will be a false market in this tomorrow. If you hold them, congratulations, the Mail has handed you both a nice rise and the opportunity to realise it.

[sabre6] 31/1/2016 15:26

watch out for all the stale old bulls from previous company to sell into that rise!

[blah blah] 31/1/2016 10:41

It's a disgrace that the daily mail is tipping a company with a £13m market cap. Watch this rise 30% at the open on Monday to sucker in the Mails readers who will then be stuck in an illiquid stock for years before they are likely to see a profit.

[matis0906] 30/1/2016 12:40

Satellite Solutions Worldwide to present at the at the techinvest focussed Innovators & Investors Forum 2016

Source: SMW

Satellite Solutions Worldwide (SAT) [SAT] a global communications company, is to present at the Innovators & Investors Forum 2016 in London on Tuesday 2nd February 2016.

The Innovators & Investors Forum is organised in partnership with Cenkos Securities and SHARES, it is in its 4th year and is the UK's only technology investment show.

Thousands of investors have attended our previous shows, attendees this year will :

Learn from industry experts and influencers about the markets, the technology sector and individual companies

Find out from fund managers how they view the future in 2016

Meet the directors of up to 30 listed technology focused companies

Listen to our expert team of SHARES journalists

The event is supported with an extensive conference program



Keynote Speakers: Daniel Coatsworth, Editor - Shares

Mark Dunne, Growth Companies Reporter - SHARES

Steven Frazer, Online Editor - SHARES

Russ Mould, Investment Director - AJ Bell

Richard Penny, Senior Fund Manager - Legal & General UK Alpha Trust

Simon Strong, Head of Research, Growth Companies - Cenkos Securities

Gervais Williams, MD - Miton Group

Meet the teams and talk directly to CEOs and Directors from over 30 comapnies:

[dirty75] 17/1/2016 06:55

Thought we would have seen a few articles here and there on SAT on the back of the BT deal, with broadband such a hot topic and the GOV have a pro-active solution (which is rare) for all those that don't have or have poor broadband.

[hydrus] 14/1/2016 13:52

Thanks for posting it