Avanti Communications Share Discussion Threads

[share_shark] 06/1/2012 07:50

morning all and especially yorgi.

Positive comments from RHPS re AVN last night.

Our other is looking brilliant now yorgi !. Hang on tight there too.

[yorgi] 05/1/2012 21:39

Good post Backmarker sums it up well.

[rathlindri] 05/1/2012 21:19

encouraging analysis,nicely put backmarker

[backmarker] 05/1/2012 19:10

one of the problems for shares at the moment is the lack of money moving around. apart from FTSE 100 - possibly - I suspect that money is still being withdrawn from the market overall. that means only a few really outstanding shares will attract significant buying interest, for most it will seem like slow death by a thousand cuts.

that said, and particularly given its savaging by the shorters last year, AVN is still a really outstanding share in prospective PE terms. while we still await the concrete proof that they are starting to build real income from HYLAS-1 which we should get from the next set set of results, if you believe the various statements from the CEO then we are still very much on track for the stars - well, geostationary orbit at least.

relative to the market as a whole the AVN share price now looks to be building strength and could start to motor upwards at any time.

CR - I think you are a bit early with the "bowl" - so far we only have a "spoon". and if as I expect AVN takes off to 400p+ in the next few weeks then we should get a "cup and handle" to dangle that spoon in ;~}

[yorgi] 05/1/2012 13:46

That's an understatement Geheimnis :-)

However I don't mind if it hangs around this level a bit longer as I would like to add when I can release some funds from something else.....but I won't complain if it takes off.

[geheimnis2] 05/1/2012 13:16

this is a funny old stock, isnt it?

wonder what the trigger for a rerating will be?

is there a tradnig update due in January?

£25 would be nice

[billytkid2] 05/1/2012 13:06

From Daniel Stewart (still BUY £25.25 target):

Contract with InSat GmbH
�� Avanti has announced the sale of capacity on HYLAS 2 to InSat GmbH in a 5-year
deal worth $7.3m.
�� Based in Saarbrücken, founded in 2000, InSat operates a combined satellite
ground station (for C, Ku and BSS bands) and international communications
centre in Frankfurt to offer ISPs, telcos and enterprises Internet access via satellite
links using DVB-S2/SCPC one- and two-way links in C, Ka and BSS bands. It
currently itemises 4 satellites employed: Yamal-202; Ekspress-A4 (launched by the
Russian State Company for Satellite Communications, RSCC); Ekspress-AM1 (RSCC,
constructed with Toshiba and JSC); and AMOS 5 (2011).
�� CEO David Williams commented: "I welcome InSat, a very well regarded service
provider, to the HYLAS fleet. We are now just a few months away from the launch
of HYLAS 2 and I am pleased to note the capacity is selling well. Several beams
are already close to full saturation and others are fully optioned. The attractive
demand growth characteristics in the Middle East and Africa in all segments
combined with a benign macro-economic environment gives us great
confidence that this satellite will sell out well within our five year target."
�� We remain confident of Avanti's ability to fill capacity on both HYLAS 1 (3,000
MHz: standalone DSCE DCF-based valuation 414p) and HYLAS 2 (8,280MHz;
1,057p), and to further expand its fleet. Our rating remains "Buy".

[jeffian] 05/1/2012 10:59

It's not that important but I think it is just a statement of the shareholding of the new NED at the time he became a Director. In the 21(!) cases where Directors bought during 2011, the RNS announcement provided the acquisition date, price paid and number of shares bought. I think this is just a matter of record.

[geheimnis2] 05/1/2012 10:35

yes that would make sense edwardt

strangely worded announcement tho

[edwardt] 05/1/2012 10:27

i suspect he would have bought them after the announcement to avoid any accusation of front running. Still a good commitment nonetheless.

[geheimnis2] 05/1/2012 09:21

i guess he could have bought them just a few days before official appointment

[jeffian] 05/1/2012 09:19

It's not a notice of Director dealing, simply statement of new NED's holding which suggests he already held them when he was appointed. Still positive, of course.

[jonnyno1] 05/1/2012 08:25

as predicted , well done, no doubt the shares will drift but....

[restassured] 05/1/2012 07:03

05 January 2012

Date: 5th January 2012
On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")
Avanti Communications Group plc

Director Shareholding

Further to the announcement made on 3 January 2012 regarding the appointment of Paul Walsh as a non-executive director, Avanti Communications Group plc (AIM: AVN), the satellite operator, confirms that Paul Walsh holds a total direct and indirect voting right interest in 38,500 ordinary shares in the Company being approximately 0.05% of the issued ordinary share capital of the Company.

---ENDS---

[rathlindri] 04/1/2012 19:00

Hey phsycho and Geheimnis2, I feel better now....patience may bring it's reward...we'll see? Thanks for the comforting comments and glad to be aboard. Good luck to us all.

[geheimnis2] 04/1/2012 17:10

i wouldnt worry rathlindri

some savvy investors think we will be at £6 by June

;-)

[phsycho] 04/1/2012 16:52

I wish my position was 307.. you are pretty much in at the bottom Rath in my humble opinion. good news should flow all year here as the contracts continue to come in..

[geheimnis2] 04/1/2012 16:48

are we due a trading update?

we should hear on hylas 3 financing soon too

[rathlindri] 04/1/2012 16:48

bought in today @ 307p.... my timing sucks!

[billytkid2] 04/1/2012 16:45

good news will break us to the upside sooner or latter.

[jonnyno1] 04/1/2012 16:29

rather typical!

[yorgi] 04/1/2012 16:15

Just crazy Big Fella just crazy but as long as the good news keeps coming in, then the share price will catch up in time.

[the big fella] 04/1/2012 16:12

Just can't seem to break the shackles.

[cockneyrebel] 04/1/2012 10:48

Chart has turned and formed a nice bowl as I pointed out here a month or so ago:



Chart now in an uptrend imo and that bowl still in play imo.

CR