Avanti Communications Share Discussion Threads

[jeffian] 13/4/2011 16:12

soundsplausible,
What makes you think a loss-making company with a Net Asset Value of £214m is "so lowly regarded by the City" when the market currently values it at £352m?

[soundsplausible] 13/4/2011 15:41

DarrenM, one question for the board:-

Avanti has been one of the few success stories for the British Space Industry in recent years. This culminated in generating a great deal of positive media attention in the papers and on TV, which for any listed company, let alone a small one like Avanti, is no mean feat. With the HYLAS 1 satellite now in orbit and operational, and two others currently in the pipeline this success story has quite a way to run run. However this has been overshadowed post launch due to the dramatic retreat in the company's share price. What does the board think of this contradiction, how can a successful British company be so lowly regarded by the City?

[horneblower] 13/4/2011 15:00

It seems advfn want to expand their activities into Financial PR.
Good luck to them, I say.

If only they would finish off improving their charting as well I might be tempted to buy some shares.

[colva] 13/4/2011 14:48

So we,v got advfn employees posting on the board who have contacts at Avanti and a covering analyst - i hope superg isn,t looking in or we,ll be snowed under by conspiracy theories. :)

[geheimnis2] 13/4/2011 14:45

DarrenM

A couple of qs for management:

Simon Cawkwell has posted that the large contract which AVN announced in April 2009 with 3 Ireland relating to rural broadband has been cancelled.Could you please confirm the status of this contract.

Simon Cawkwell has repeatedly claimed that AVN pricing is significantly above the rest of the market and therefore unachievable. He believed that the fully loaded revenue opportunity for Hylas 1 and 2 is around half that expected by management. Could you please comment on this.

Simon Cawkwell - please correct me if I have misrepresented your posting on this board.

Best wishes

[gorvachof] 13/4/2011 13:08

DarrenM(ADVFN) I would complain to your boss!! jgpgw (ADVFN). You'd think the least they could do was give you a free Validated account. :)

[yorgi] 13/4/2011 12:23

Ah John has just confirmed it for us, thank you John.

[yorgi] 13/4/2011 12:22

Edit post removed as John from ADVFN has confirmed that Darren is genuine.

[greengiant] 13/4/2011 12:22

DarrenM,

My only question for the Board is :

Why have they not responded directly to the inaccuracies contained in the analyst report which has directly resulted in increased uncertainty and the share price fall?

Thanks

gg

[jgpgw] 13/4/2011 12:19

Afternoon all, I just want to let you all know that DarrenM is an employee here, so if you have any questions you'd like him to ask, please feel free to let him know. You can get in touch with me directly at [e-mail] if you have any questions about the site or anything like that.

Regards,

John

[sg31] 13/4/2011 12:02

When some shorters pick on a company they will try all sorts of tricks to scare holders into selling.

[geheimnis2] 13/4/2011 11:51

think you are right

darrenm unlikely to be legit

have removed my comment

[verymaryhinge] 13/4/2011 11:42

i'd assume Darren M should at least be a validated user..

[sg31] 13/4/2011 11:32

DarrenM(ADVFN).Excuse the cynisism but how do we know you are from ADVFN? We only have your word for it.

[gorvachof] 13/4/2011 11:32

Someone here once said 2 gig extra data limit was "whopping"

So how would you describe the difference between, the Consumer2000 on here,


and the SkyDSL2+ 2000UL here, (unlimited????who knows????)


Is this evidence of a pricing issue? Obviously this was all posted the other day but I didnt see any comments, so either I'm way of mark or people here got too involved ranting they forgot to do there own comparisons? Please explain.

[plasterkay] 13/4/2011 10:43

If Simon Cawkwell's informer was real then he wouldn't be on here telling us about him. Why would he tell us the info? More likely he would have just said nothing, and waited for the bad news to come out, if it was true. Shares over react more to a sudden shock of bad news, than a slow dip of the bad stuff... which he is pushing.

Polythene, I can remember about 4years ago, in a company report, the directors saying that would only sell some of their shares when the price was over a certain level, It may have been £7, I can't remember. The share price at the time was about £2. I never really believed I would see a 250% rise, so I can't really complain when they did it...

[mitchelld] 13/4/2011 10:37

hornblower -
We can but try, if they don't respond ill let you know and users can judge the response or lack of response accordingly

phoenixbird -
With Private investors buying shares at the highest since 2001, I would hope any company would welcome questions or clarification on the information companies can make available

backmarker
We will look to extend this to other boards and ill get back to you on the contract question asap

[backmarker] 13/4/2011 10:19

DarrenM,

this sounds like a very useful initiative, which I hope you will extend to other boards.

as I am sure you are aware some companies are excellent and others lousy at communicating with private investors, perhaps it depends on how much they feel they need pi support as obviously it can absorb a certain amount of a CEOs time.

however, some questions don't necessarily need the CEO himself to respond.

for example. I have a question about AVN contracts: do they have "escape" or "break" clauses ? it is important to understand when AVN announce a contract, particularly when it is for a satellite or service not yet launched or in service, whether the revenue from that contract will become enforceable or could potentially vapourise.

I wish you success in your endeavours and look forward to reading any responses to my and others' questions.

[phoenixbird] 13/4/2011 10:05

DarrenM - The board of Avanti do not engage in communications with shareholders other than through the normal statutory process such as AGM's etc.

[horneblower] 13/4/2011 10:04

Good morning DarrenM. It will be interesting to see if you have any more luck getting feedback from the company than the lowly shareholders.

[mitchelld] 13/4/2011 09:46

Morning all, an interesting and lively discussion on here. I work for ADVFN and Im looking to encourage companies to react to relevant feedback from our users. I have contacts at Avanti and with an analyst who writes on them so would be happy to put forward questions you may have and I'll respond on here with their answers or if they decline to comment

[backmarker] 13/4/2011 09:30

restassured,

your comparison of SC and Madoff renders your credibility at zero.

there is no comparison. Madoff was a scam merchant who deceived his investors and effectively stole their funds.

SC may try to influence investors to follow his advice and invest or go short in particular shares. I assume that SC makes money from the sale of that advice or from the extra movement in share prices caused by investors following his advice.

there are hundreds of "tipsters" out there doing exactly the same thing. it is because most of SC's recommendations are for going short, that he takes large positions himself, and that he is a good self-publicist that he stands from the crowd. that his analysis may be flawed is for the reader of it to decide.

most analysts tend to focus on shares with "positive" aspects that they will then recommend others to buy. (at least in most newspapers, magazines, tip-sheets or brokers' recommendations that I have seen during 40+ years of investing it is the BUY recommendations that outnumber the SELL ones by a large ratio.) but this doesn't necessarily make their analysis any more accurate or reliable than SC's.

however, because SC is now well-known, there is, I would suggest, an additional effect at work. it is quite possible that SC has managed to convince enough people to go short or sell their shares in AVN because they believe his analysis and prognostications so that it has had a downward effect on the share price however, because SC is well-known, there is, I would suggest, an additional effect at work: namely other investors/traders who have also gone short, not because they believe SC's analysis, but because they believe others will. and this action helps to exaggerate the movement. you could say it's the opposite of pump-and-dump. then, of course, the action of stop-losses kicking in help the process urther.

with hindsight, possibly the smart thing to have done on hearing that SC was shorting AVN would have been to sell one's holding in AVN - if only as a precaution - and then buy back in once the noise had died down and the share price settled or fallen sufficiently.

[greengiant] 13/4/2011 07:44

Not bad annual growth rates anticipated



gg