Avanti Communications Share Discussion Threads

[volvo] 14/3/2011 10:44

Just how many stop loses went then. Its a scam boys.

[rkhl] 14/3/2011 10:39

There could be a sudden rise here soon but not good when a share starts behaving like DES, it was a decent share before where it rose steadily but everyone should accept that AIM is a very fickle marketplace best to take some profits when you can IMO.

[ukinvestor220] 14/3/2011 10:36

maybe mad, but why the sudden fall. You could be a genius !

[rkhl] 14/3/2011 10:35

Really dropping hard now, anyone would think Tom had issued a sell over the weekend. Let the trend be your friend here as they say. Now in auction at 419p

[pojscott] 14/3/2011 10:30

Am I mad??? Just bought some more!!!

[yorgi] 14/3/2011 09:39

I think you have summed things up pretty well Backmarker. I'm would think you are quite right about investors expectation of Hylas1 coming into service in January and not March. I was surprised by it but I could understand it so I was and I'm still not concerned about it. Providing we do hear very soon that it is service then I'm confident that will trigger the start of the recovery in the share price

[backmarker] 14/3/2011 09:25

I have been away in Australia for a few weeks while this has tanked 25%.

It's unclear why, but like recent posters I suspect it's a combination of SC, profittakers, and those who use stoplosses. Personally I don't use stoplosses, but this is certainly a good example to remind me how effective they can be as profit-preservers.

So where now ? All the news on AVN has been positive. However the global news is not so good and stock markets are faltering again. But surely not enough to threaten AVN's prospects. If anything, Japan's recent catastrophe should underpin the need for satellite-based broadband as a backup if nothing else.

So the upside potential hasn't really altered. If you believed in AVN last month at 620p, then, you should now be a bigger believer at 465p. Which doesn't mean that the share price cannot fall from here, but the risk-return has gotten better, all other things being equal.

The next key event is the announcement of the start of HYLAS-1 services. Provided this goes well I am sure we will see a return of confidence in the share price

With hindsight I wonder if it was the case that like me many other investors had formed the impression pre-launch that the start-up was going to be in January, not March, and that this caused disappointment which spilled over into anxiety ? Your guess, as they say.....

[colva] 14/3/2011 03:57

Totally agree Malcolm - so many PI buy stocks when market sentiment is good and everything is going up - only to sell when sentiment turns and everything is going down - a few weeks later they buy back in at a higher price . If the fundamentals havn,t changed ( as in AVN,s case ) then a drop in share price is a buying opportunity.

[malcolmmm] 14/3/2011 00:15

I am not bothered about short term share prices in good growth companies like Avanti, if the company is sound the share price will bounce back.
Selling when the share price drops and then buying back as the share price recovers is a mugs game imo

[codhead1] 13/3/2011 12:44

I am sure he would have made a comment in the past 2 weeks stating he had closed his short too quickly looking at the closing price on friday. Still suspect he has it open but whatever position he has he is coining it in.

[volvo] 13/3/2011 12:01

Told you all before about 2 weeks ago. The football pundit is no longer short. You will not find any recent reference to Avanti in any communication from Footbal Pudit Towers. He did ok though, fair play.

[greyseal] 13/3/2011 08:04

I'm not sure about this "3 million shares on loan" business (is it an official record?), but I suppose that the drop in share price could be just down to PIs panicking. A lot of PIs would have come on board during last year following strong tipping by TW, TB and Broker Reports and would have enjoyed the ride from 180p to 600p. Now they have seen that the launch didn't have much impact on the SP, followed by Investecs SELL recommendation and SC shorting and I guess they could easily say "I'm not so sure about this now. I want to cash in my profit". If my theory is correct, then some good positive news and preferably a BUY rec from SC and Investec (now that they have reached their targets) will see them come flooding back to have another bite of the cherry.

Just need to sit it out a little longer and we will hopefully get some positive movement. Afterall 2012 and Hylas 2 is getting closer everyday ;o). AIMHO

[druinsky] 13/3/2011 00:33

investors have lost faith looking at the chart
Have forecasts been cut?

[ib1905] 12/3/2011 18:56

Hi all - a quick o/t if you don't mind - starting small investment club with some chums here in Edinburgh but getting stuck on bank account - we will use share centre for broker but they need a feeder bank and the club accounts which banks offer are all for non-profit orgs. any help appreciated re type of account to go for??

[yorgi] 12/3/2011 18:50

I wouldn't underestimate SC part in the fall but the momentum started with not unexpected profit taking straight after the launch, director sells and shorting. Then SC coming out and stating he was shorting in February clearly had an affect in my opinion, he had the momentum with him and I would say quite a few followers which follow his every shorting tip.

[greengiant] 12/3/2011 18:02

Again, I would question what effect SC has had on the share price in ACTUAL terms. Even the iii afternoon with DW he admitted that 3m shares on loan is not a great deal. So why has the share price dropped so much. For me it is more longs realising gains from pre launch days. I think we place too much influence on SC, but just my views.

Gg

[jimbo55] 12/3/2011 17:50

Sometimes it's explicitly mentioned on t1ps Greyseal. Sometimes it's not, and the position list is bought up to date a number of months after the event.

[greyseal] 12/3/2011 17:38

Does anybody know how SC normally works? When he decides to close his short, does he basically issue a BUY recommendation or does he just quietly say that he's closed his short?

[yorgi] 12/3/2011 12:13

Whether Monday or not it will be soon and I would say a bargain not to be missed at this price. I'm afraid with world events helping to push most stocks down last week there is nothing I want to sell to add....but we will see on Monday.

[codhead1] 12/3/2011 12:10

Surely the information crucial to the share price is if and when E.K. closes his short position. It is clear what his position has had on the share price and even clearer the lack of positive response no matter what is said re decimal points or share price targets by tipsters.Doesn't really fill you with confidence in the t1ps funds when one of their own clients has so much negative influence in their fund stocks. He's only saying it as it is I know but something the fund guys must have dreaded.I suppose in a way he is to be congratulated for , after all , he has been the first all the way along the AVN story to question the impressive promisses made by ALL the tipsters.Yes going live next week but not expecting massive reactions. Be lucky guys

[blue forever] 12/3/2011 09:06

Wouldn`t surprise me to see an rns first thing Monday morning about Hylas 1 following the news from the iii bb.

[volvo] 12/3/2011 07:58

In the press today.

Red Hot Penny Shares has steadfastly re-iterated its buy recommendation for satellite broadband firm Avanti Communications today, after profit-taking presented Avanti shares as an opportunity for new investors.

Despite a niche position in the market, numerous tips in mainstream press most recently in Daily Telegraph in February the shares have fallen to unexpected profit taking and Tom Bulford, Editor of long running investment tipsheet maintains his 'Buy up to 750p' rating after booking a face to face session with Chief Executive David Williams who was critical of a research note by Investec.

David Williams reiterated the companies contract backlog and pipeline 'gives high confidence that we can achieve the three and five year sell out targets we set ourselves' while Avanti directors were busily buying the shares over last two weeks. Tom Bulford points out the Avanti's niche offering remains in demand for those who live in remote locations, where high-speed cable broadband is simply not an option.

Writes Tom, 'The advantage of satellites is that they carry vast amounts of data at high, if not the very highest speed. Thanks to the data explosion, this transmission capacity is clearly in demand. The story is still very much intact and I see no reason to change my view'. Buy up to 750p wrote Red Hot Penny Shares.

Avanti has been in good company for profit taking. Gold and leading gold fund Smith & Williamson Global Gold & Resources backed off straight after Christmas. Domino's Pizza also fell despite being heavily tipped at Christmas, Arm Holdings eventually succumbed to profit taking and Associated British Foods, Investors Chronicle 'Reliable tip of the Year' has lost over 20% since the IC Christmas tips issue.

[buck581] 11/3/2011 21:37

I agree with JIMBO55, alot of hot air.
I bought as many more as I could afford today.
I believe in the management. That's why I'm investing long term.

[tsmith2] 11/3/2011 16:38

because we'll be able to say, "beam me up Avanti" and be transported to a different world