Avanti Communications Share Discussion Threads

[cancun tango] 24/11/2011 12:11

Shares on loan now below 4m.

[yorgi] 24/11/2011 11:44

Very annoying to say the least Greengiant.

What is proven is the technology and we have H1 is up there working and next year we will have H2 up as well all building AVN's business and growing the company and of course adding to shareholder value.

O3b is as yet to be proven so how much of a threat it is to AVN in unclear yet.

There has been talk of 4G being a threat but that does not concern me at all. It is still some way off going live in the UK and as there are many many areas around the UK, Europe, Middle East and Africa who don't have 3G yet so I'm quite sure it is going to be some time before they will have 4G.

In the end there is plenty of business for AVN but the market needs to see the proof of this in revenues coming into AVN before we will see the highs that we were seeing a year ago, let alone beyond.

However it is good to see some blue today for a change but we now have a long long way to go.

[geheimnis2] 23/11/2011 17:11

repost from blackberrydrop:

Blender, because the 03B system is Low Earth Orbit (which means the satellites are whizzing overhead and don't remain stationary relative to the user) each end user installation needs two or three tracking antennae which constantly move so that the keep looking at satellites. Each dish needs to be about 1.8 metres in diameter and it is sensitive delicate equipment which needs maintenance and security, and costs about $25,000 per installation. So its playing in a totally different market.

[greengiant] 23/11/2011 11:43

Someuwin,

I agree that it is a threat, but as yet an unproven one. In the meantime, I stay with the directors views and maintain my holding, although it has become. Very annoying share.

Gg

[someuwin] 23/11/2011 10:57

Looks like a very real threat to AVN to me. Especially with Google backing them...

"Why O3b

O3b is all about making the internet global, this section tells you about us and our plans O3b Networks delivers broadband connectivity everywhere on earth within 45 degrees of latitude north and south of the equator.

Our vast coverage area includes emerging and insufficiently connected markets in Latin America, Africa, the Middle East, Asia and the Pacifics, with a collective population of over 3 billion people:

Middle East and Africa:

Today, approximately 20 per cent of trunking traffic across the Middle East and Africa is delivered via standard geostationary satellites at a price several times higher than that offered by O3b.

O3b's state-of-the-art services will therefore bring higher capacity, lower latency, lower cost broadband access to millions of African and Middle Eastern consumers, businesses and other organisations.

Asia Pacific

Much of this vast region continues to suffer from a fragmented fiber infrastructure and high connectivity costs.

O3b's fast, reliable, affordable satellite connectivity therefore offers substantial benefits across the region, especially in areas outside hubs such as Hong Kong, Singapore, Tokyo and Seoul, where broadband costs remain high, the fiber infrastructure remains poor and there is a need for 3G cellular backhaul across large distances.

Americas

Large areas across Latin America are characterised by low population densities, poor fiber infrastructure and high connectivity costs.

O3b's groundbreaking services will therefore enable millions of consumers and businesses to enjoy reliable, low-cost, low-latency broadband connectivity for the first time.

Even in the US, limited connectivity to cellular towers in areas such as parts of the Midwest renders O3b's services highly attractive to operators.


Global coverage
Satellite technology can deliver internet connectivity to any location on the planet.

O3b's next-generation satellite network will reach consumers, businesses and other organisations in 177 countries across Asia, Africa, Latin America and the Middle East.

Several billion people will enjoy access to broadband for the first time. If you can see the sky, the O3b network can connect you."

[peterblok] 22/11/2011 13:12

Thanks Blackberry - that's reassuring. One wonders how the 03b guys will make any money!

[cancun tango] 22/11/2011 10:07

From the Avanti website:

New Partners in UK and Italy join the Avanti network

21 November, 2011 - 08:00

Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, is pleased to welcome two new service provider customers and the expansion of an existing customer.

Antech S.p.A in Italy and BriteYellow Ltd in the UK have signed partnership agreements in order to boost their capabilities as providers of satellite broadband services to homes and businesses in underserved areas. An existing customer, NASSAT, based in Spain, has extended their committment to Avanti as their business grows and they seek to extend their geographical coverage within Iberia.

[geheimnis2] 22/11/2011 09:41

cheers BD

wonder if we will hear about hylas 3 this year?

[blackberrydrop] 22/11/2011 09:36

Blender, because the 03B system is Low Earth Orbit (which means the satellites are whizzing overhead and don't remain stationary relative to the user) each end user installation needs two or three tracking antennae which constantly move so that the keep looking at satellites. Each dish needs to be about 1.8 metres in diameter and it is sensitive delicate equipment which needs maintenance and security, and costs about $25,000 per installation. So its playing in a totally different market.

[levi 2] 22/11/2011 09:15

You know full well what it means.lol

[sg31] 22/11/2011 09:11

Define "rampers". Does it mean "shareholder"

[levi 2] 22/11/2011 08:56

All the rampers have suddenly gone very quiet.

[yorgi] 18/11/2011 07:19

Both interesting articles.

[colva] 18/11/2011 04:37

While checking out Blender's links (thanks) i came accross another interesting piece on the BBC site .

[blender] 17/11/2011 19:40

Avonline satellite broadband praised by Welsh tourism firms





Question regarding o3b. Because these are not stationary orbits, is more complicated ground equipment needed to use the satellite constallation? Also looking at their website, do you think they are targeting different areas for coverage? They also seem to be emphasing trunking and backhaul solutions rather than end-user stuff as with avanti? o3b latency is lower but I am not sure it is significantly lower that would make it better for applications Avanti does not handle e.g. gaming etc? Anyway, still waiting for the expert insight.

[yorgi] 17/11/2011 11:51

I've just had a quick look at the o3b website and it would appear from that we should all sell up and try and put some money in them.........or maybe as Colva says "a very rose tinted view"............somehow I don't expect it is that easy, good and better value. Time will tell.

For the time being I'm still happy to be in AVN only wishing I had bought in all at todays price :-(

[colva] 17/11/2011 05:20

Had a quick look at the 03b site , a very rose tinted view of their prospects, they'v obviously had the PR guys working overtime , id like to see an analyst's research note on them so we could see the pros and cons of their business rather than the PR hype. From what i can make out the sats will be in a lower orbit and are not geostationary so they need several sats to maintain continuity , im sure there are pros and cons involved with that but we won't see the cons on their website .
Perhaps someone a bit more savvy would take a look.

[peterblok] 16/11/2011 23:19

Thanks for your responses sg31 & Yorgi. No - I'm not short, have been holding 18k shares for some time, happy to hold - I think - and hoping to make money from AVN. Can't help wondering why, if there's all this demand, it's taking up to 3 years to sell the capacity of one little satellite, Hylas 1, when there's little or no competition?

[yorgi] 16/11/2011 20:33

Well we hope we are not still at this level Blue :-)

The next lot of results will give a good idea as to what the rate of growth for business is and that should set the trend then.....up I hope. Some good news of contracts may of course help but it does look like the market needs more concrete proof than that. The market in general is not helping stocks like this and this time last year the market was in a different mood that's for sure.

[blue forever] 16/11/2011 20:16

yorgi-not at all,still holding,just asking questions. I`m in it for the long(ish) term and by that I mean 2-3 years. If we`re still around this share price by 2014 then we`ve all got it wrong however I don`t think that will be the case.

[yorgi] 16/11/2011 18:54

That sums it up perfectly Sg31 says it all :-)

Blue forever

Then again it may achieve the analysts projected price quite rapidly next year with some good results shown. I assume your not holding nowadays ?

Peterblock :-)

[blue forever] 16/11/2011 18:09

sg31-well,you had a lot to say!:-)
Not suggesting Avanti will fail,just that maybe the projected share price by some analysts may take some time to achieve,if ever!

[sg31] 16/11/2011 18:03

What is there to say.

Ka band is the coming technology. Avanti are at the forefront. There is loads of demand so other companies are planning to launch their own satellite.

If you are short you can argue that Avanti will fail because there is competing ground based technology. You can also argue that there are lots of other Ka band satellites going up so there will be lots of competition.

Hang on a minute...why are there other satellites going up? Because all the big players see plenty of demand . So that defeats the ground based competition arguement.

Are Avanti worried about competition?...probably not.

Competition among suppliers creates demand. Ever wondered why all the Estate Agents in a town are close together. All the tailors in London are on Saville Row. All the doctors are on Harley Street. It's not because they are frightened of competition.

The easier and cheaper using satellite becomes the more demand there will be. There are high barriers to entry in the satellite business. Not everyone can put one up even supposing they can afford to. There are limited slots. Avanti own some.

Some companies will fail,some will get taken over, some will make loads of money. That's life

[peterblok] 16/11/2011 17:01

No one responding to Blue Forever's 7162 post? Would have thought that Yorgi would have had something to say! Head in the sand perhaps?