Avanti Communications Share Discussion Threads

[knowsleyman] 13/6/2011 14:55

I would have expected more than 2208 shareholders!!

[restassured] 13/6/2011 14:25

Interesting shareholder base.....I don't recall many of them ever being RNS'ed

[yorgi] 13/6/2011 10:34

I was going to ask you the same question Knowsleyman......? Remember you brought the complaint to this BB

[knowsleyman] 13/6/2011 10:30

Colva

Read the WSAG page. All is detailed there.

[restassured] 13/6/2011 09:28

TW talking about Avanti.

[restassured] 13/6/2011 09:25

Nice to see he thinks AVN are worth £25 a share.That ties in with many of the other analysts.


Shares look deeply oversold.

[colva] 13/6/2011 09:23

knowsleyman,

If you don,t mind me asking - what is it that you,r complaining about.

[hpcg] 12/6/2011 23:24

There's not still people banging on about domestic broadband in the UK are they; or the end of satellite? They clearly have no conception of the cost of fibre, nor about the needs of enterprise customers, nor about the just how atypical the geography of the UK is.
The amount of bandwidth in space is a fraction of that needed with the vast and expanding amount of data being created in any number of industries but especially oil and gas. The north sea alone could easily use the entirety of the bandwidth which Avanti, Eutelsat and Inmarsat will have in the sky in the next few years.
Long distance fibre cost about 1USD per metre (for a 300m length), a cost completely insignificant in comparison to the associated civil works, planning permission and land rent or equivalent. Or at considerable extra cost one could buy ruggedised cable and get permission from a utility to string up on existing poles (at a rental cost), and employ the repair crews for the inevitable breakages. These are just a few of the cost justifications for mobile phone companies to use satellite for backhaul for any station even a moderate distance away from a fibre trunk.
And thats in the UK where the population density is 380 per sqkm for England, 140 for Wales and 65 for Scotland - for the whole of Europe the average is 120. 40% of that is urban where the density is around 4000. Or in other words most of Europe is miles from anywhere as are the majority of people. Which is a problem for the mobile operators when those citizens and their visitors have a brand new smart phone they want to play with.
Of great concern to the enterprise user is relaibility of connection, more so than the domestic user who suffers inconvenience rather than cost. It helps to understand that if you've recently had a data centre cut off when some ne'er-do-wells looking to thieve copper drag the fibre channel out of the ground instead. Or have the government turn off the country (Egypt), or if another country takes that action (Baltic states), or whole regions cut off when an undersea cable gets cut (not uncommon in the Med). As none of these things can happen to a sat link it really is a trivial cost to justify as a primary or backup.
I could go on and on, not that it will make the slightest difference to the share price, which like half of AIM is completely out of favour. Nor is it relevant to any individual decision about what price to buy or sell the shares at, that's up to their own valuation and return metrics but anyone who thinks that satellite is going to be redundant any time soon is living in a fantasy world.

[knowsleyman] 12/6/2011 22:12

yorgi

My formal complaint to the Stock Exchange regarding WSAG was made last Friday. Clearly, my full details are known to those that matter. That does not include you.

[yorgi] 12/6/2011 17:01

And he has quite obviously got it right with RIVP

[yorgi] 12/6/2011 16:57

Interesting you don't mention CEY or AVAP to mention two.

Are you man enough to put your name anything knowsleyman ?

Easy to criticise hidden behind a pseudonym

[plasybryn] 12/6/2011 13:18

Tom Winnofrith's Tip of the month! Still says his target is £25

[yorgi] 12/6/2011 12:58

Only time will tell if that is the case or not. But AVN's costs are up front and once the sat/sats are up and running as sales are made and contracts are signed the revenue flows. I still believe that demand will outsrip supply and AVN will continue to grow and it will be a profitable business and a very good investment.

I remember the early days of satellite TV when many thought they had no future.

[par555] 11/6/2011 20:20

Dodge Meister,

Nice spot. Though how someone lives on 22K pa commuting in to central London is beyond me !

[dodge meister] 11/6/2011 16:07

Three job applications, always a good sign:

[coops7] 11/6/2011 11:05

The thing is then why do we keep getting contract wins if nobody needs satellite broadband.Plus we are putting more into the sky over the next few years. Remember this from 15th March

Commenting on the contract win, David Williams, Chief Executive of Avanti Communications, said:

"The signing of this contract is significant since it further demonstrates that expert customers in Europe choose to work with Avanti. We offer a flexible, service oriented approach and reliable and well regarded technology. Avanti has announced a steady flow of contract wins in the last two years which underpins our confidence in fully utilising our satellites at attractive prices."

[dunluce] 10/6/2011 21:31

rwilliams,

Had a look at the site - no doubt Skye has broadband suppliers but to be honest the costs quoted do not look significantly cheaper than costs associated with Avanti's basic offering. Also although there are suppliers I have to check thier coverage/download /upload speeds as the quoted figures are always 'up to' which in reality in many rural areas are well off the mark.

[yorgi] 10/6/2011 20:58

And he is not the only one :-)

[rwilliams57] 10/6/2011 18:28

well........

Most of the scottish islands have BB today see link below for skye



I believe the military have their own arrangements for security purposes.

As far as enterprise use is concerned, I think the same issues apply, satellite BB is the last resort.

I have heard DR as a use, well rerouting of land based BB seems a better bet.

That leaves cellular backhaul, well I suppose so, but lots of providers already offer it, might have a job getting the cost right

[lavagrouch] 10/6/2011 17:42

and if it is so low cost why does it need government funding

[blackberrydrop] 10/6/2011 17:19

More importantly this article is dated 2009! Where did this "magical" technology go in the intervening 2 years? Answer: nowhere!

Rwilliams, your clearly a shorter!