Avanti Communications Share Discussion Threads

[terryebby] 08/2/2008 09:07

inmarsat announcement looks interesting - strategic partnership ? whats behind that ?

[sg31] 05/2/2008 21:31

Good post Siv,Thats why i have a lot of these and will add more.

[fillipe] 05/2/2008 15:11

Well said, siv.

[sivadnoj] 05/2/2008 14:47

Equity development analysis....

Valuation anomaly. Avanti's current enterprise value is £88m, which is
roughly the equivalent to the insured value of the satellite. In other words, the
market does not believe that management's strategy of targeting data users
with Ka bandwidth has any economic value over and above the cost of building
a satellite. There are a number of reasons to be comfortable this is NOT the
case. Firstly, the company has already sold £20m of capacity and has a sales
pipeline of £236m. Secondly, Eutelsat have commissioned the construction of
aKa band satellite for Europe that is due for launch on 2011/12, with Viasat
also announcing their intention to use Ka bandwidth to target the data market
in the USA joining Wild Blue and HNS as the third competitor in that market.
These two reasons alone should assuage investors' concerns.
�� Substantial upside. We understand that the rule of thumb for the valuation
of medium sized satellites such as HYLAS is an enterprise value of £250m. This
would imply that HYLAS I alone is worth 3 times the current enterprise of the
group. However, this ignores the potential value from launching more satellites
or selling off Ku band capacity to TV Company. At current levels investors are
enjoying a substantial "margin for safety".

[terryebby] 31/1/2008 07:57

luvly jubbly, all in order, insurance nuicely tucked away. but look at how big the sales pipeline is. must suggest some good news flow on sales coming soon

[woozle1] 31/1/2008 07:53

It's official: AVN now trading at discount to insured value (market cap £54m+ debt £32m =£86m vs insured value of £89m) ! And we know rates are going. In other words, at current S/P investors are getting a free ride.

DYOR

[sivadnoj] 30/1/2008 16:22

Interims tomorrow. Perhaps an opportunity to provide an update on forecast launch and/or insurance costs?

[aa29] 21/1/2008 09:16

Today's announcement:

Avanti Communications Group plc
• Secures Government supplier agreement


Avanti Communications Group plc (AIM: AVN), the satellite operator, is delighted
to announce that it has been awarded a Telecom Networks, Catalist framework
agreement with OGCbuying.solutions, the trading arm of the Office of Government
Commerce. The framework agreement allows customers throughout the public sector
to place orders with Avanti under the standard terms and conditions of the
agreement, without the need for a tender process. Avanti is the only satellite
operator on this list.

OGCbuying.solutions' new Telecom Networks framework agreement, covering the
delivery of infrastructure and services for public sector voice, data, wireless
and IP networking requirements, was introduced on 8 January 2008. It gives
Avanti the opportunity to provide services, equipment and advice to
organisations such as emergency services, schools, hospitals and all arms of
local and central government. Avanti has been accredited to supply services
relating to wireless data infrastructure, one of ten companies in this category.

Avanti has a strong track record of working with the public sector providing
satellite broadband and other data telecoms services in the UK and abroad.
Avanti has also benefited from UK government support in the planning and
construction of its first satellite, HYLAS, due for launch in 2009. This makes
Avanti the UK's only domestic fixed services satellite operator.

Avanti works both directly with public sector organisations as well as part of
an integrated network approach working with other accredited suppliers.


David Williams, CEO Avanti Communications, said:

'We are extremely pleased to be included in the new framework agreement, which
was achieved following a competitive procurement process. We now appear on an
accredited list of ten wireless data infrastructure providers for government
bodies, with Avanti being the only satellite operator on the list. This listing
enables government organisations to sign contracts for Avanti's services without
a time-consuming tender process and will raise our profile across the public
sector. Research by Ovum has estimated that government expenditure on IT and
telecoms will reach £11.5bn by 2010.'

[currypasty] 21/1/2008 07:57

Date: 21 January 2008
On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")
Embargoed until: 0700hrs


Avanti Communications Group plc
* Secures Government supplier agreement


Avanti Communications Group plc (AIM: AVN), the satellite operator, is delighted
to announce that it has been awarded a Telecom Networks, Catalist framework
agreement with OGCbuying.solutions, the trading arm of the Office of Government
Commerce. The framework agreement allows customers throughout the public sector
to place orders with Avanti under the standard terms and conditions of the
agreement, without the need for a tender process. Avanti is the only satellite
operator on this list.

OGCbuying.solutions' new Telecom Networks framework agreement, covering the
delivery of infrastructure and services for public sector voice, data, wireless
and IP networking requirements, was introduced on 8 January 2008. It gives
Avanti the opportunity to provide services, equipment and advice to
organisations such as emergency services, schools, hospitals and all arms of
local and central government. Avanti has been accredited to supply services
relating to wireless data infrastructure, one of ten companies in this category.

Avanti has a strong track record of working with the public sector providing
satellite broadband and other data telecoms services in the UK and abroad.
Avanti has also benefited from UK government support in the planning and
construction of its first satellite, HYLAS, due for launch in 2009. This makes
Avanti the UK's only domestic fixed services satellite operator.

Avanti works both directly with public sector organisations as well as part of
an integrated network approach working with other accredited suppliers.


David Williams, CEO Avanti Communications, said:

"We are extremely pleased to be included in the new framework agreement, which
was achieved following a competitive procurement process. We now appear on an
accredited list of ten wireless data infrastructure providers for government
bodies, with Avanti being the only satellite operator on the list. This listing
enables government organisations to sign contracts for Avanti's services without
a time-consuming tender process and will raise our profile across the public
sector. Research by Ovum has estimated that government expenditure on IT and
telecoms will reach £11.5bn by 2010."

[jelignite] 20/1/2008 22:27

Share price movement has been on low volume, then major % movements..

up or down!

[jelignite] 20/1/2008 22:20

Damn difficult to find any quantitive info atm, just the obvious options, all specualtion is on a successful launch, 11 months and counting down......

[aa29] 07/1/2008 16:31

Terry (and everyone else)

Wouldn't it be a good idea for us to post on just the one AVN thread ? Presumably this one as its the most popular.

[terryebby] 07/1/2008 15:14

Now the Herald tips it as well:

[sirlurkalot] 27/12/2007 19:31

I've just received ABN's post-results note of 2 Oct 07, and posted the first paragraph in the header here. Any of those who write on this thread are welcome to it if you post your email address here.

[terryebby] 23/12/2007 23:51

PS I saw a story about Inmarsat - its seems like they spiked because people are beginning to realise what their spectrum is worth - maybe the same is happening for AVN

[terryebby] 22/12/2007 19:20

It was bursty yesterday ... cant find any signs on BBs of any reason. I guess its just crazy illiquidity

[cestnous] 21/12/2007 15:51

Whats this? Someone 'stocking' up for Christmas?

[sg31] 10/12/2007 20:01

I get the feeling that David is putting every bit of spare cash into this at these prices.The next RNS will probably be that Rover Williams his dog has bought a few.

[currypasty] 10/12/2007 07:48

RNS Number:5007J
Avanti Communications Group Plc
10 December 2007

Date: 10 December 2007

On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")

Embargoed until: 0700hrs





Avanti Communications Group plc

- Director Dealing



Avanti Communications Group Plc (AIM: AVN), the satellite operator, was today
notified by David Williams, Chief Executive, that on 6 December 2007, his wife,
Sarah Williams, purchased 1,610 ordinary shares in the Company at a price of
191p per share. Sarah Williams now holds approximately 0.006% of the issued
ordinary share capital of Avanti Communications of 27,708,503 ordinary shares of
1p each.

[rapier686] 06/12/2007 01:40

Yes indeed the plan is birds #2-4 (yes 3 more of them) will be set in motion by the time #1 takes flight. Financing is to be done by preselling their capacity. How feasible this is, is for us all to take a view on.

So far none of #2-4's capacity has been presold, we shall have to see what happens next year.