Avanti Communications Share Discussion Threads

[pojscott] 27/6/2011 13:29

BlackberryDrop--thanks for the above, I missed this.

[blackberrydrop] 27/6/2011 11:59

More service providers announced on AVNs website today (Czech, Spain and Poland).

[phoenixbird] 27/6/2011 09:33

Re: Post 6145

" I wonder if illiterate people get the full effect of alphabet soup" - Jerry Seinfeld

[jonnyno1] 27/6/2011 08:46

been here before though...

[christianf12] 27/6/2011 08:36

Level 2 looking good here today.

[chrissey] 26/6/2011 23:08

so elegantly put, it has to be 'Goldman' as in Goldman Sacks!

[jonnyno1] 26/6/2011 17:30

debtartment of dept restructuring, stupid!

[restassured] 26/6/2011 10:34

Which dept are you talking about?

[goldman] 26/6/2011 10:00

The directors obviously have faith in the company just as many of us do, the trouble is not what the companies is or isn't doing, it's the market's reaction to Greece's dept and in turn the effect that may have on other Euro countries. Then there's the American dept pile that is a great concern to all markets, they need a plan to reduce that dept, instead of just keep printing more money, Obama seems reluctant to increase taxes at the moment so what happens next, more QE. I never figured that creating more dept was a great way to dig one's self out of a hole thats been created by dept in the first place, but then who am I to say, the politicians know best, or do they!!!!!!!!!!!! While all this is weighing on the markets I don't see anything very exiting happening.

[jonnib] 26/6/2011 09:25

1st time in a while rest. Lets hope its bottomed. Its also important to remember that nothing has changed except plenty of director buys

[restassured] 25/6/2011 20:00

Was that three days in a row, up?

[geheimnis2] 24/6/2011 15:03

topped up

great buying opportunity

[sg31] 24/6/2011 13:28

I believe directors can buy in this situation unless it becomes an official approach.

Not if it is price sensitive and hasn't been released to the market.

I don't think David Williams would be interested in selling at this stage, certainly not at anywhere near even double the current price. They did have an approach sometime ago and turned it down without much interest. I can't remember when without checking back but probably 2-3 years ago.

[restassured] 24/6/2011 12:27

I think that it is clear that Jefferies is likely to have mentioned the takeover likelihood if the price remains so depressed.
That does not preclude the directors buying shares.



"Given
the search for acquisitions from the large players, we do not see the current low valuation
of Avanti as being sustainable."


Jefferies are telling us that there is M&A activity out there.


Surely the question is, when would the right time to pounce on Avanti be?

Whilst the share price is very depressed?

Or after they have launched Hylas 2?

I know what I would do


"Jefferies was recently ranked #1 in U.S. Stock Picking in the 2011 Financial Times / StarMine equity research analysis for the calendar year 2010."


"Jefferies' Telecommunications Investment Banking Group provides a full suite of capital markets and advisory services to a wide array of telecommunications service providers. Our experience spans all sectors of emerging communications and recent experience includes providing growth capital and strategic M&A advice for competitive carriers, incumbent carriers, wireless service providers, wireless backhaul providers, satellite companies, WiMax companies, wholesale and alternative carriers, tower companies, colocation and interconnection providers, managed services providers, content delivery networks and others. Our deep industry-wide client relationships and transaction experience coupled with a superior understanding of a rapidly changing technological and regulatory environment make us the advisor of choice for growing Telecommunications companies."

[waterloo01] 24/6/2011 12:24

Directors wouldn't be buying shares unless they had confidence that the future was bright. Companies regularly get approaches, or indications of such. I believe directors can buy in this situation unless it becomes an official approach. However, I'm not suggesting a buyer is stalking, just think the business case and near term prospects are good. If directors thought otherwise, they would wait to buy (continue to buy in AVN case)

[jeffian] 24/6/2011 12:13

"They certainly wouldn;t be buying unless they knew good number/takeover was on it's way."

Quite the opposite, I'm afraid. The rules on Directors' dealing would preclude them buying if they were aware of a takeover approach or the numbers were coming in substantially higher than the market had already been advised.

[blackberrydrop] 24/6/2011 11:23

This looks like the beginning of a bear squeeze coming up to Avanti's year end.

[restassured] 24/6/2011 10:32

Technically for shorts, the upside is an unlimited liability.

At least when you are long, it is limited.

I like to sleep well at night.

Who remembers the hedge fund carnage over the Porsche/ Volkswagen saga?

I saw many grown men crying hysterically like children, that they had been ruined.

Then, they wanted compensation for been outmaneuvered.

Lol,they were laughed out of the courts.

[dougie471] 24/6/2011 10:31

i just wish i had more funds to buy more. ive been crucified on AIM stocks of late. I like whats happening here , good solid business plan, trading at just over 1 times asset value. shorters could get seriously burnt here (although they are probably in a lot more profit than i am at the moment).
Talk of takeover always scares them as the upside it huge

[waterloo01] 24/6/2011 10:22

I've rarely seen such consistant director buying (mainly at 4.50 level) and am very happy to follow as they know the business. They certainly wouldn;t be buying unless they knew good number/takeover was on it's way.

[dougie471] 24/6/2011 10:21

RNS Number : 0620J
Avanti Communications Group Plc
24 June 2011




Avanti Communications Group plc

("the Company")



Directors Shareholdings



Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was today notified by David Bestwick, Director, that he had purchased 10,000 ordinary shares in the Company at a price of 359 pence per ordinary share. David Bestwick now holds a total direct and indirect voting right interest in 1,211,648 ordinary shares in the Company, being approximately 1.51% of the issued ordinary share capital of the Company. Mr Bestwick has a further revocable and indirect interest in 430,202 shares under the Company's Long Term Incentive Plan which are subject to certain criteria.

[restassured] 24/6/2011 10:19

I am wondering whether the directors are going to have the last laugh.


What happens to the shorts if we hear "bid approach?"

The risk/reward has shifted to the upside.

[dougie471] 24/6/2011 10:18

another director buy RNS just through
confident boys!

[restassured] 24/6/2011 09:41

I remain comforted by the strong hint from Jefferies, that this is now a bid target.

[phoenixbird] 24/6/2011 09:36

Backmarker re: 6122

Yes thanks for that. We mustn't forget the little contribution that the Irish have made to the debacle in the markets...