Avanti Communications Share Discussion Threads

[someuwin] 31/8/2011 14:07

Hi yorgi.

I sold out some time ago. But have been buying back in recently. Way overdue a move back up surely.

[yorgi] 31/8/2011 14:00

Are you still in Someuwin ?

Yes looking much better today :-)

[someuwin] 31/8/2011 13:53

Expect to see significant buying here as we move towards results/business update in 4 weeks time.

[blackberrydrop] 31/8/2011 13:29

AVN's share price is back to where it was in August 2009. At that time AVN:

1. Was over a year away from launching HYLAS 1 and had not even insured it
2. Had not raised the £200m of cheap 6% debt to buy HYLAS 2

There are an awful lot of achievements since then which are not currently priced in.

[cockneyrebel] 31/8/2011 13:28

Chart on the turn imo.

Should be one heck of a bounce when it comes - all that director buying.

CR

[yorgi] 31/8/2011 13:09

Gorvachof,

It is quite clear you have no interest in AVN other than trying to find reasons why AVN will fail and on that basis it would obviously make no sense to invest. So I will leave it there other than to say that I'm very happy that I am in and added recently. I will leave it for time to show you the flaws in your argument.

[jonnyno1] 31/8/2011 06:12

forget britain, we might have some rural parts esp in scotland but in general our infrasrtucture is realtively comprehensive in realtion to the vast areas in the rest of europe and north africa where broadband supply is very low. Avanti only want a share of the exponential demand for high speed data.

j.

[yorgi] 30/8/2011 22:21

Yes I know what you mean Buck. I agree I wouldn't exactly call St Albans or Hertfordshire remote :-)

[buck581] 30/8/2011 22:11

Yorgi,
Well said.
I live in St Albans. 27 miles from London. I have a smart phone. Mobile broadband; 3g.
Deadspots are numerous.
Calls drop regularly when travelling in the car around Hertfordshire. Not exactly remote !
I can't make or receive a call from the house.I have to walk outside and face South to get a decent signal.
This is 02 and an i-phone 4.
I regularly get "no service".
The phone's not faulty. The masts just can't reach the dips and hollows.
Buck.

[jonnib] 30/8/2011 21:44

whichever way you look at it there are millions of people across Britain, europe and north africa who cannot get access to broadband and the only proven way to get it is through satellites. For christ sake you cant even get broadband in many parts of yorkshire where i live. As for mobile broadband that might do for quick internet search but you certainly cannot download or run a business from it. If you do download from mobile broadband it costs a fortune and as stated is not very reliable

[yorgi] 30/8/2011 21:09

We all know satellite is never going to come near to competing with fibre optic cable or copper wires for that matter but no matter what is being said nobody is going to pay to have fibre optic cables installed to the remote parts of this country, Europe and beyond this is where satellite is the only technology that can fill this gap.

[yorgi] 30/8/2011 21:00

Gorvachof,

The reason I dismiss mobile broadband is just does not have the coverage. Yes if in city centres and other built up areas 3G is fine and works well but in remote areas there are plenty where there is simply no 3G and I don't see 4G being any different for a long time to come. I'm sure you know as well as I do that the problems the mob companies have trying to have a mast erected so as I say this technology is not going to fill the bill. Price is always a consideration but price does not come into it if their is no service.

I have been travelling around a lot away from London and other built up areas over the last year and have found that the 3G network is sadly lacking. I had previously been impressed but this was often in built up areas, in London and around area where one would expect the mobile networks to be strong and they are. Of course this is not where AVN is looking to sell their service.

As for CRT that is definitely not going to threaten the satellite technology.

So as I say AVN's only competition is from other satellite service providers and that does not concern me.

EDITED

I have looked into this carefully and there is just not the competition out there other than other satellite services otherwise I would not have been buying more AVN recently.

[gorvachof] 30/8/2011 20:35

I believe Cognitive radio networks themselves have questions over their viability as a broadband solution.
((superg1 - 30 Aug'11 - 15:43 - 6580 of 6582
Cognitive radio technology.))

Yorgi
Where available, satellite is underpressure from mobile broadband pricing, which do you think people would choose, all things considered?
Also other technologies should surely be seen as a threat considering the investment case for Avanti looks years into the future?

(yorgi - 30 Aug'11 - 15:50 - 6582 of 6582
Exactly, as I say Jeffian there is NO alternative in remote areas, we have had people sprouting rubbish about this and that all of this year but it is rubbish and anyone who understands anything about it knows that is the case.

The only competition AVN has is other satellites.)

[yorgi] 30/8/2011 15:50

Exactly, as I say Jeffian there is NO alternative in remote areas, we have had people sprouting rubbish about this and that all of this year but it is rubbish and anyone who understands anything about it knows that is the case.

The only competition AVN has is other satellites.

[jeffian] 30/8/2011 15:46

"What we need to see is in confirmation that AVN is selling it's service....."

Haven't we had that already?

"Avanti Communications Group plc (AIM: AVN), is delighted to announce that it has signed a 5 year agreement with BT for the provision of satellite broadband services via its HYLAS 1 satellite, successfully launched into orbit on November 26th 2010.

Under this agreement, Avanti will supply satellite broadband services as required by BT as part of a recently announced £132 million next generation access project in Cornwall and the Isles of Scilly, of which BT is a major partner. The agreement is not limited to Cornwall, however, and will allow BT to provide satellite broadband services to other parts of the UK. The estimated contract value is £1.2m."

[superg1] 30/8/2011 15:43

Cognitive radio technology.

3 little words look them up

[yorgi] 30/8/2011 15:34

For a lot of properties across the UK and beyond in remote areas satellite is the only economic way of a broadband service....... What we need to see is in confirmation that AVN is selling it's service and then the share price reflecting this.

[dunluce] 30/8/2011 15:11

Article in the Times today about the difficulty for rural communities re Broadband and the expense entailed for the likes of BT to try to resolve. Interesting article and although it does not mention AVN/ satellite Broadband it reminded why I initially invested here.

[jeffian] 29/8/2011 22:26

Why are we spending so much time talking about FUM on an AVN thread?

[jonnyno1] 28/8/2011 18:30

gary, fum is a very solid investment case, i recommend you dyor, i think you will be heavily rewarded. I also think AVN has a very solid investment case, however there is no question the shareprice got carried away. I am not as skeptical as Sg and i think the interims will answer the many skeptics. they look very cheap but not as much as FUM do.

J.

[garymott] 26/8/2011 18:07

sugerg1,

Regarding 'alarm bells' and 'strange things to say', consider these:-

FUM is about 20% lower than when you recommended strongly to PI's on this BB to sell AVN and buy FUM instead because it was about to take off. Why should we trust you? My understanding is that granted patents run for 21 years in the UK (slightly different in the USA) but are not extendable (if someone knows better then please correct me). What is the source of your research regarding patent extension and the 'inevitable' Pfizer deal?

Also, you have stated many times on this BB that you have never shorted a stock. Moreover you have stated that you disagree strongly with the practice and yet you now disclose that you have made your first short. That is highly hypocrytical!

Lastly, regarding AVN, the share price has gone in the direction you stated. However, one of your main arguments to support this was that you believed the BOD to be corrupt and that there is 'no smoke without fire' regarding a heavily falling share price. Do you still believe the BOD is corrupt and where is the evidence to support your claim that there was something fundamentally flawed with the company?

[yorgi] 26/8/2011 16:33

We have a long way back to go and when the trend is going to change is difficult to call but good to see finishing on a rise.

Once we have an update of how sales are going that should give us the overdue boost.