Avanti Communications Share Discussion Threads

[levi 2] 16/6/2011 16:28

Just added ,directors must know something surely.

[pixi] 16/6/2011 14:34

I'm going to hang on to my cash until the general market bottoms.

[tsmith2] 16/6/2011 12:42

If you reading this SC, out of interest I wonder whether you intend to close and at what point..

credit where credit's due - you've called it right so far but AVN is now capitalised at less than the break up value..

[tsmith2] 16/6/2011 12:39

I've added toooo

[pbracken] 16/6/2011 12:34

Credit where it's due; these directors put their money where their mouth is. You've gotta like that.

[greengiant] 16/6/2011 12:28

Like I have said, if it is good enough for directors, who have all the information, then it is good enough for me. Bought another 7.5k

Gg

[tsmith2] 16/6/2011 12:08

£100k or so - surely not stupid enough to keep on throwing money away

[jonnib] 16/6/2011 12:06

another director buy. thats confidance

[geheimnis2] 16/6/2011 11:56

my guess is there is now about £340 million of capex spent on this - and a market cap of £290 million - certainly sounds a cheap way of buying a fully functioning satellite

[kimball808] 16/6/2011 11:37

I wonder if the directors have set stop losses....

[superg1] 16/6/2011 10:58

Polykid is back on iii harping on about the AVN iii court case, claiming he can post the details.

I forget on here who knows that is rubbish, perhaps someone can put him/her straight in that regard.

[dodge meister] 16/6/2011 10:54

Aghh so what looked like a statement of fact was a personnel guess. Are statements like "Clearly the demand for the service is not meeting expectations" based on anything more than personal (or group) speculation, not with any grounding.

[superg1] 16/6/2011 10:39

I'm not researching avn anymore. I did my work in November 2010 and decided it was going to dive. Not a bad guess eh. Told Weildy to sell and he did in the high 700's, he did and is v happy.

As I've said before when shares crash without an apparent reason I accept that there is something I don't know going on. More often than not the reason appears.

Pure speculation but speculating is what shares are all about. If we knew all the answers the market wouldn't exist.

[someuwin] 16/6/2011 10:13

The biggest concern here for me is the roll out of new 4G services over the coming years.

Ultra high speed WI-FI networks with ranges of 10s of kilometres will render satellite broadband largely irrelevant. Imo.

[dodge meister] 16/6/2011 10:11

Superg1, looking at getting involved in Avanti but where do you get your information on delays to fill bandwidth, can you provide a reference, thanks

[brasso3] 16/6/2011 09:52

People do not seem to appreciate the value a satellite has in orbit which is fully functional. The Hylas 1 sat is a small one compared to some of the US/ European ones that are being launched but it still is worth £300 - £500m in my opinion as an asset. The risk is during launch and H1 has jumped that hurdle. They will get more than 15 years life out of the satellite and its just a matter of time until they sell all of the capacity available.

340p is madness IMO.

[malcolmmm] 16/6/2011 09:43

there is no manipulation just uncertainty on a non profit making company with debts also lots of small investors are getting fedup with the every decreasing price and selling, small caps in this position are being hit in todays climate, if you are in for the long term best tuck away and forget them for the time being,looks good for the longer term and remember there are institutions that have many millions of clients money invested here.

[superg1] 16/6/2011 09:24

People seem to forget the MC was 700 to 800m post launch with 1 satellite up.

Why it is a surprise that it has dropped back so much defeats me. The MC is still more than current assets.

[dougie471] 16/6/2011 09:24

going down on small volume. smell a very smelly rat, somethings afoot-not with the company but manipulating the price.
fundamentals are all in tact we are now closer to Hylas 2, fully funded yet we are trading at near insurance value for Hylas I. All i can say is if the company release some more positive RNS's the price could move up like a whipsaw

[tsmith2] 16/6/2011 09:22

unbelievable..fundamenatals completely out of the window, v small trades and whacked!

[dougie471] 16/6/2011 09:16

i do find it unbelievable that we are at these prices and yet hylas i is insured for £3/share and we have cash in the bank and we are operational

[dunluce] 16/6/2011 08:14

superg1

Hylas 2 expires 2017 ish - care to explain?
(or is this another instance of your excellent research....Hylas 1 delay ring any bells )