Avanti Communications Share Discussion Threads

[yorgi] 30/1/2012 17:57

Good to see your still here John, I'm sure it's not your fault.....more likely mine I bought a few more on Friday with a "gut feeling" it was about to turn.....however !

Surely 2012 has got to be better than 2011 and not just for AVN. Apart from AVN this year has is not looking to bad for me but 2011 was horrendous.

Regards

David

[2350220] 30/1/2012 17:44

Hi Yorgi,
I'm still here . . . that might be the problem!

I lost a packet on my S/Bs but still have a core holding in my SIPP.
So that must be what's holding the price down, judging by my share picking abilities, or lack of.

Let's hope for a better 2012.

John

[yorgi] 30/1/2012 15:22

Needs something to get it heading in the right direction......keep thinking this is the bottom.....and then :-(

[jeffian] 30/1/2012 15:19

Aye, but it's not done 'em much good so far! I'm certainly looking forward to getting a firm date for Hylas2 launch. Countdown to take-off should provide a bit of impetus to the share price.

[rimmy2000] 30/1/2012 13:53

Director purchases from 2011


date name qty price (pence) Value of purchase
23-Feb-11 John Brackenbury, Chairman 8,998 549.75 £9,547.75
23-Feb-11 David Williams, CEO 17,997 549.75 £18,546.75
25-Feb-11 David Bestwick, Director, 30,000 504.00 £30,504.00
25-Feb-11 David Williams, Chief Executive 20,000 504.00 £20,504.00
28-Feb-11 Alan Foster, Director 10,610 500.00 £11,110.00
28-Feb-11 Alan Foster, Director 10,610 500.00 £11,110.00
01-Mar-11 William Wyatt, Director 7,000 501.00 £7,501.00
02-Mar-11 Nigel Fox, Finance Director 9,780 506.00 £10,286.00
16-Mar-11 David Williams, Chief Executive 11,895 416.00 £12,311.00
31-Mar-11 Alan Foster, Director 7,001 459.00 £7,460.00
05-Apr-11 John Brackenbury, Chairman 6,000 436.00 £6,436.00
05-Apr-11 David Williams, Chief Executive 11,423 433.00 £11,856.00

16-May-11 John Brackenbury, Chairman 13,111 420.00 £13,531.00
16-Jun-11 David Williams, Chief Executive 28,200 350.00 £28,550.00
17-Jun-11 Alan Foster, non-executive director 4,000 346.50 £4,346.50
17-Jun-11 William Wyatt, Director 7,142 350.00 £7,492.00
23-Jun-11 David Williams, Chief Executive 6,458 341.00 £6,799.00
24-Jun-11 David Bestwick, Director 10,000 359.00 £10,359.00
£228,250.00

[volvo] 28/1/2012 17:27

Whats 2/3 satellites in orbit worth, with the reach to serve servicing millions of people, who desperatly need affordable/dependable fast internet?

If you think its 245m........then you need a check up.

This company is the ideal addition to a mid/large telecom play who are all dripping in cash right now. DYOR.

November 2011

Avanti's accounts showed that net tangible assets at the year end were £225.7 million, which at 283.375p, capitalising the company at £240.9 million, means the shares currently trade at a crazy price given Avanti's obvious growth prospects. It is not difficult to explain then why, following the results, the key management stepped in and snapped up a bunch of stock (again!) given that the five year business plan is poised to deliver as forecast. Our view is that, as a result of the speed of growth in the global telecoms market, demand for the company's products is only set to grow. With a valuation of 420p attributable to just the value locked within HYLAS 1, the company is evidently undervalued. Looking at all 3 satellites we remain of the view that 1400p (at the very minimum) is a fair price.

[levi 2] 28/1/2012 15:33

Still glad to have sold at 311.Good luck to all holders.

[blue forever] 27/1/2012 20:46

Well,at £15,you`re looking at a bid of 1.25 BILLION pounds. Not exactly loose change,highly unlikely but would certainly be welcome!

[gekks] 27/1/2012 18:32

Risk / reward between now and when 3 satellites are in operation generating revenue

[sg31] 27/1/2012 18:22

Why would someone pay £15 for a company who's shares are sub £3. Nice thought though.

[volvo] 27/1/2012 17:36

Bought 20k shares today at 291p. There was a seller, otherwise would normally struggle.

Each and every fund rebalances its funds according to redemptions etc, or maybe something else!!!!!!.

Well chuffed. The word is the launch in May/June will be transformational.................if it gets the chance to happen in Avanti colors!!!!!!!#

Yes word is AVN is on the radar and being looked at right now, that might explain why the shares were available as the stock is being held sub 300p.

Why wouldn't it be bought out, satelites are the future, not the past. DS says £23, would settle for £15 lol.

[aa29] 27/1/2012 16:55

IG Index now has a section called Insight.

Avanti is in the top 5 for open orders of the 16 UK companies in the Telecom services sector. Each has a sort of pie chart indicating IG clients' positions with Avanti currently in as 100% long. Inmarsat by comparison is 81% long.

With the history of shorting over the last year, 100% long is a bit of a surprise - there are no details however how they get to their figures.

[yorgi] 27/1/2012 14:45

I've added today which is the first time for a long time......results quite soon, looking at share price movement today and gut feeling were the factors added together that helped me decide.

[geheimnis2] 27/1/2012 11:40

interims were on feb 14th last year so prob in a couple of weeks time we will get an update

maybe the confirmed hylas 2 slot as well and completion of financing for hylas 3?

[rathlindri] 27/1/2012 11:37

Big Fella, any reason for your expectation? News of some kind?

[the big fella] 27/1/2012 07:50

I expect something next week.

[geheimnis2] 26/1/2012 19:03

Are e expecting a trading update?

[cancun tango] 26/1/2012 15:52

290P appears to have been providing some resistance for a few days, good to see it broken and some hefty purchases going through. I've got the opposite feeling to da big fella.

[the big fella] 25/1/2012 12:17

I just have a feeling things may not all be what they seem, but WTFDIK, but I will review and would not drop from my watchlist.

[aa29] 25/1/2012 12:00

BIGFELLA

David Williams' confidence in his business plan shone through at the AGM in November.

His latest quote (4 Jan) is (IIRC) the most bullish I've seen announced :

"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."

Another snippet from the AGM was that business was being concluded at Avanti pricing, they don't need to offer discounts.

For me, all this outweighs a drifting share price.

[yorgi] 25/1/2012 11:50

I have to be honest I have not been watching closely recently Waterloo so I wouldn't like to say. What I have observed which I have found a little hard to understand is how it seems so rudderless at the moment. However at saying that as long as our expectations are shown in the results when released we should see a big improvement then. I don't see them going any lower but I have thought that before. I was hoping they stay here a bit longer to be honest as I am looking to try and find funds from elsewhere to add when I can.

[waterloo01] 25/1/2012 11:38

Yorgi, I don;t watch it that closely but what's the normal trading volume as it 'seems' busy?