Avanti Communications Share Discussion Threads

[deadsceptical] 13/12/2010 18:57

I am grateful to superg1. I got my last 2000 at 30p cheaper after these negative comments. We are fortunate that his comments are so transparent. Read the Avanti statements that Hylas 2 is fully funded.

Re the comments:

The fact that other companies are starting to come in to such a large market is simple the affirmation that there is a huge opportunity.

There is an education opportunity being missed by the company. It is clear that many people are not aware of the enormous difference in coverage of remote areas by having a satellite which will reach everyone as opposed to towers which miss most in mountainous areas. There was an article in the Weekend section of the Daily Telegraph page 13 that mentioned Hylas but was questioning whether it was only going to be good reception on hills. If anyone has contacts in the company they need to make sure general public are aware of benefits of satellite connection.

[dylanl] 13/12/2010 18:35

Superg1 - thanks for your contribution, points taken and considered. Hopefully you'll do as you've promised and observe from the sidelines, if it all goes wrong then I'm sure you'll let us know! I sense a fair amount of insincerity with your posts, there are a couple of valid points but they're swamped by the unsubstantiated rubbish (and, no, I don't want to hear it all again).

[superg1] 13/12/2010 18:22

Look guys I understand your concerns as such rampers and derampers exist. But you misuse the word ramp, that relates to false information.

Traders make money all of the time by doing exactly the opposite of what PI's do. PI's see a carrot and chase it. Shares go up and down.

What I see re Avanti is evrything is being turned positive, I was just trying to add balance. I've even seen one post where the director sales were explained by the fact that if the shares went up sharply, then they sold they could be accused of insider dealing, what???.

They call £25 and then sold some. The EBT is a large chunk of the share holding and benefits just the chosen few. Who are the ones that are going to be rich out of this.
I worry when a broker who tips it like mad sits on the board. I came here to invest and researched the BB's to get info. Avanti could be a huge company but for now I for one am avoiding the obvious risk. Profit is a way off yet and there is a lot of water to go under the bridge.

I've never shorted and have never done spread bets, I achieve nothing here other than adding balance. Avanti are not the only one's doing this, and if it is so great why haven't the big companies being firing up satellites. Some are in the pipeline, agreed.

If you look at the post launch hype (£10) the share will rocket too. It hasn't happened. Avanti have always claimed the capacity will be taken up quickly and the price reflects that. A big contract with BT would be promising but £1m is pocket money or in real terms 11 days repayment on the loan of 7 years.


Don't take this as a challenge, but how are they going to fund Hylas 3, is that known. How are they going to pay £33m a year starting 2012. From what revenues as it will take a while for Hylas 2 to fill up. What about delays.

The same as every share as you say, each carries risk, there are too many unknowns for me here. I'll follow Mr Buffets rules not to invest in a company when everyone else is.

Good for you guys who have been in for years, a nice reward for doing your research.

URVNME

I'm afraid this is what they do on iii and here. They try to hound off anyone that gives a view opposed to theirs. It's been going on for a long time, having discussed it with iii. They do their best, apparently complaints have been made before.

The moment I mentioned company insiders posting hype iii went a little quiet.

To answer why I'm here, as I said on iii keep sniping and I'll keep responding, oh I know all the banning tricks too, but might I remind some they have breached the terms and conditions, so leave me be and I'll do the honour of returning the favour.

I'll sit on the sidelines watching the fun. Will it be big contracts next, director sales, sat problems, fund raising, who knows.

[smarm] 13/12/2010 17:55

peter - this is par for the course on ADVFN; just ignore it. If you have done your research then you will know that there are risks associated with AVN but if it all comes to pass then this is the start of a very exciting phase for the company. It is very difficult for me because I've been in it a long time, so my criteria for holding are perhaps different from someone who has just arrived. I nevertheless believe that this is an exciting company, which will probably be bought out around the £25 per share Williams mentioned during his short 'victory' speech on launch day. Nevertheless, if you are new in the share, do make sure you have an exit in mind if things don't go to plan.

S

[peterblok] 13/12/2010 17:48

Well, as a new investor of less than a week, I am somewhat bemused by the recent posts. Whilst superg1 makes some seemingly logical posts, I have to be swayed by his alleged history on other bulletin boards. Also, I have to wonder why, as a non holder, he spends so much of his valuable? time posting on the AVN board?

He may or may not have had some effect on today's s.p., but I am still happy to hold till close to or post launch of HYLAS 2, and then make an informed decision.

[smarm] 13/12/2010 17:32

sg31 - this is quite clearly an organised shorting attack, they will get bored and move on. Seen same on VGM but they soon had to give up. The only puzzle is why they don't pick on stocks worth shorting.

S

[smarm] 13/12/2010 17:21

URVNME

My dear fellow, I have been in this stock since 2008, if you regard that as short-term then so be it. Unless my trailing stop is hit, or something changes, I will still be in it at £10 and £20. Where will you be then I wonder.

S

[sg31] 13/12/2010 16:58

The satellite isn't yet open for business so it is a bit premature to say the service is not as good or dearer than any other service.

Give them time to find out the operating parameters and transfer across the existing clients before making comparisons.

I've held for about 4 years and have every confidence in the company.

[jeffian] 13/12/2010 16:58

URVNME,

That doesn't quite answer my question. You say "they are far dearer, the set up is dearer, the speed is lower and there are usage limitations", on which basis I agree that customers would be unlikely to sign up if there is a better alternative. So I repeat my question; why are so many ISP's signing up for AVN's service if it is worse than others and they will not be able to sell it on to their customers?

[urvnme] 13/12/2010 16:46

jeffian ... its great that BT are signing up and I'm ready to admit that I will sign up to BT if they can give me a better deal than VFast. At the moment they can't.

MTGlass .... I don't have to hold hands with anyone. I posted on here simply highlight that there are alternative rural suppliers who can provide an excellent service at a very competitive price. I happen to have one with VFast who are far better than BT in every respect. They may or may not impact on AVN, I really don't know. Its just that if I hadn't posted, how many on here would even know VFast exist? If the other 'Deramper' hadn't posted about Cambridge Consultants who on here would have known about it. If I am deramping hand in hand with superg1 then you are ramping hand in hand with Smarm. You are both obviously short term traders intent on ramping the momentum and leaving as soon as the trend shows the first sign of letting up. Seen you both do it before.

[jeffian] 13/12/2010 15:54

URVNME,
As I said, I'm a technophobe; I wouldn't know how my ISP is providing the service and I wouldn't care, as long as it worked. As you say, if there is a cheaper, better service available, then people will obviously go for it. So why are so many ISPs, including BT, signing up for it?

[m.t.glass] 13/12/2010 15:48

URVNME "..but looking at the link to their current providers they are far dearer, the set up is dearer, the speed is lower and there are usage limitations..."


You are presumably referring to the very providers that Avanti are moving away from by launching their own KA satellite in place of renting in from an older generation KU satellite service, and for which they stopped seeking customers last year (it's all in their recent Results statement. Do keep up ;o)


PS: Your thinly veiled good-cop/bad-cop double act with supergi is a little too transparent to fool experienced viewers here.


PPS: To save you the bother of simply reading this month's Results statement, here is the paragraph explaining why your observations are already out of date:

"..Our result for the year produced lower turnover of GBP5.82m (2009: GBP8.04m)
resulting from our decision to stop selling our interim service on rented
satellite capacity. The service sold in 2006-9 on old fashioned Ku band
television satellite capacity is comparatively slow and expensive, and it makes
a loss. It has however been invaluable in helping us to validate market
assumptions and more importantly to develop and test in a live environment the
control and management software which will deliver high quality customer
experience and enable us to maximise the yield of our HYLAS satellites. The
customers on this system will be migrated to HYLAS 1 in the next few months, and during 2010 we decided that there was no merit in installing systems which would be replaced within a few months. The financially unproductive nature of this
activity is demonstrated in the gross profit line which showed only a marginal
reduction to GBP2.68m (2009: GBP2.97m).

[jonnib] 13/12/2010 15:45

certain people have been on this board for a long time and have in no way attempted to ramp this share as anyone interested in buying can look back and find out. In fact only 6 months ago there was only 10 posts a week!! most of these by the same few who are still here now and all informative and in no way can be pointed out as ramping.... go back and check..
This is the first time in 4 years that someone like you has turned up throwing figures around and as others have stated you stand out like a sore thumb!!!
Yes some of which you state is true but the same can be said of 99% of the companies on AIM...This one however is based on fact and is very well run.

[m.t.glass] 13/12/2010 15:44

supergl - had you been following this thread for more than a few days, you would know that your latest scareword attempt (latency) has been addressed here at length already, and comfortably dealt with.

[urvnme] 13/12/2010 15:40

Jeffian .... I'm the bloke in Kent you were refering to. Please read my posts again. I said that I WOULD swap to anv if they could supply 10mbps fpr under £30. That is what I pay for VFast which uses ex MOD transmission sites. I also said I don't care who provides my internet so long as its cheap fast, unlimited and reliable. VFast does all four. If an avn provider can do it cheaper I will sign up, but looking at the link to their current providers they are far dearer, the set up is dearer, the speed is lower and there are usage limitations.

I would also point out that having just caught up on todays posts I just don't understand why so many of you are knocking Superg1. His links are very valid and so are his negative views. I don't consider his posts as deramping any more the avn CEO saying the share price will be over £20 as positive ramping.

My personal view on the share price is that it is about fair value until we get some trading updates next year that indicate if growth looks above or below our current expectations. As a non holder I have no interest in ramping the price up which I'm afraid can't be said for most of you or the anv CEO.

[restassured] 13/12/2010 15:40

This Superg has posted nearly 50 times in a week and yet claims no financial interest.



ROFL!!

[jonnib] 13/12/2010 15:38

Like I said before...I dont know a lot about the market but I do know that after 4 years of following this share and owning 5000 of em that its a very sound company which is only going one way.....up. Thats not a ramp its 4 years of watching the company grow and seeing what they can achieve.
As for Superg1...even a novice like me can spot him/her as a serious ramper. Lets also remember that our sattelite/s are highly adaptable so should the market change in the future we can change with it which most existing satellites cannot do.
Superg1.....this is a good board and open to debate of all types but please spend your time in stocks you are actually invested in and stop wasting our time.....

[superg1] 13/12/2010 15:33

Yorgi You've shown your true colours, exactly like you preached against the other day.

Has nobody noticed the tipsters have holdings in AVN.

What name are you on iii. Why the disguises, be open and up front like me, not cowards.

[colva] 13/12/2010 15:18

superg1

As usual you chose to miss the point, those familiar with your posting history have come to expect it.

[superg1] 13/12/2010 14:14

Good of you to point out the big companies competing with Avanti you forgot Eutel too.

[colva] 13/12/2010 13:55

In August Inmarsat announced a $1.2b investment
in a "next generation Ka-band satellite network" .


superg1

you,d better get on over to the ISAT board an tell them what a big mistake they,r making.



For the record - the first of the 3 sats they,v ordered will go up in 2014

[smarm] 13/12/2010 13:52

Superg1 - 13 Dec'10 - 09:40 - 2260 of 2274

You are clearly totally unaware how to value a company and are trying to deramp the price, for whatever purpose, presumably your own gain of some kind.

Go look at ISAT, who is broadly in the same field and go look at their history and how they grew into a £3bn company.

AVN is at the start of that journey and regardless of who 'wins' 5-10 years down the road, today the satellite coverage is all there will be for huge numbers of people.

AVN are not alone in this area, they will have competition. What do we have, two idiot companies? Come off it mate.

Funding for Hylas 2 came about before Hylas 1 was launched...on what basis do you suppose funding for Hylas 3 will be a problem?

As one who has sat here since below £2 your posts are hilarious...please don't stop.

S

[jeffian] 13/12/2010 13:33

So what have all these ISP's signed up to?