Avanti Communications Share Discussion Threads

[yorgi] 07/3/2012 15:58

As long as all the analysts are right the share price is not telling us something ! :-)

[blue forever] 07/3/2012 15:31

Well,just have to sit through it I guess!

[waterloo01] 07/3/2012 15:22

Blue, no idea but as most of the buyers will be PI's with relatively small holdings, it could take a while. That could change if one of the larger holders (ie Govt Singapore) decide to add below a certain price and clear the overhang.

[blue forever] 07/3/2012 14:52

How many shares has this "forced seller" got to sell for God`s sake?

[waterloo01] 07/3/2012 10:47

Like others, I've been toppong up over the last few days at this price. Obviously we have a seller in the background, which is keeping the share price down. Why I think this is worth buying?

Director recent buys in Oct at 285 (and larger ones last year at 500ish)
Over £45m of contracts announced in the last 3 months (plus two without numbers attached but for BT (could be very valuable) and STM.
£500m in pipeline orders (6/2/12)
Funding in place
Targeting growth markets
Hylas 1 & 2 capacity sales ahead of forecast
Charts look ready to take off back towards 400p

[undertaker] 07/3/2012 10:22

As mentioned in previous posts, there was a big (forced) seller about, probably still not done

[yorgi] 07/3/2012 10:02

LOL.....so would I Wilksey :-)

[wilksey1] 07/3/2012 10:01

2350220 i.d hate to think what would happen if any bad news came out.

[blue forever] 07/3/2012 09:54

Well,the rns never appeared on advfn yesterday. Call me paranoid, but there almost seems to be a deliberate attempt to keep the price down! :-(

[2350220] 07/3/2012 09:47

Looking at how we are down again already, I reckon we must have had another contract win.

John

[wilksey1] 07/3/2012 09:43

Jefferies has a price target of £13.40 for these..




Avanti Communications Group Buy 1340 425% Jefferies

[alaneanthony] 06/3/2012 17:28

Good day today. Another contract announced and down only 1.1%

[beauf] 06/3/2012 16:54

this is my only blue today...how is that for irony.

[yorgi] 06/3/2012 14:44

As I have been saying for some time the market will need to see some numbers this time as the shorters and doubters crucified the share price last year and before we see a significant rise AVN will need to show the progress being made from their accounts in my view.

[yorgi] 06/3/2012 14:41

Yes Polythene but we are making good progress and Hylas 2 is not even up there yet !

[polythene] 06/3/2012 14:40

Many more contracts needed so.

[yorgi] 06/3/2012 14:31

Well that's two of us reading it about the same :-)

[billytkid2] 06/3/2012 14:30

low double digit = 11/12, low teen = 13/14 I would have thought.

[yorgi] 06/3/2012 14:30

Gnmartin, I have to agree it is not altogether clear but they are talking in percentage terms.....and I guess from say 10% 11% maybe 12% to 13%-16%......thats how I read it anyway.

[gnnmartin] 06/3/2012 14:25

What (in post 7844) does "we estimate that Avanti has now pre-sold a "lowteens" % of HYLAS-2 capacity (from "low double digit")" mean? Is "low double digit" different from "lowteens"? The quote from Jeffries reads as if Jeffries think "lowteens" is an improvement on "low double digit" (ie higher).
Nigel Martin

[yorgi] 06/3/2012 14:17

Thanks for posting Billy :-)

[billytkid2] 06/3/2012 14:15

From Jeffries:

Avanti has this morning announced the signing of a $23.9m five-year deal with
Commcarrier of Kenya for HYLAS-2 capacity. The contract win is significant
both in terms of deal size and marketing potential, and consolidates a recent
acceleration in commercial momentum.
Avanti to work with Commcarrier of Kenya. Avanti has announced this morning that
it has signed a contract with Commcarrier of Kenya for the provision of satellite bandwidth
over East Africa on its HYLAS-2 satellite. At a fixed $23.9m spread over five years, the contract
is amongst the largest Avanti has signed (based on publicly available commercial terms)
over the past year. We'd flag that the contract is not an option for services.
Commercial momentum is building. At the 1H12 results, Avanti reported that its
backlog of contracted sales stood at £181m. Today's win alone represents an uplift of 8% to
reported backlog. Commercial momentum is clearly building at Avanti with seven contract
wins disclosed in the past three months at a monthly average of, we estimate, ~£13m in total
capacity sales, comfortably ahead of the target £11m run-rate that management has stated
as being needed to meet guidance timing for filling HYLAS-1 and HYLAS-2 capacity and
follows management's reduction at the FY12 interims of the estimate of time to fill HYLAS-2
from five to four years. Following this deal, we estimate that Avanti has now pre-sold a "lowteens"
% of HYLAS-2 capacity (from "low double digit").
Significant marketing potential. Apart from its size, today's deal is significant for two
reasons in our view: 1. It will give Avanti crucial case studies across all its products, helpful
for future marketing

[yorgi] 06/3/2012 13:52

For anyone who missed it earlier today :

Date: 6th March 2012
On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")
Embargoed until: 0700hrs


Avanti Communications Group plc

Avanti signs contract with CommCarrier Satellite Services

Avanti Communications Group Plc (AIM: AVN), the satellite operator, is pleased to announce that it has signed a five year contract with CommCarrier Satellite Services Limited of Kenya ("CommCarrier") for the supply of satellite bandwidth over East Africa on its HYLAS 2 satellite. The contract is valued at $23.9m over five years.

Established in 1995, CommCarrier has a strong track record for providing satellite data services in the region for major customers and with other large partners. The capacity purchased will be used for a combination of cellular backhaul services, consumer and enterprise broadband and government services.

Anjum Chaudry, CommCarrier Chairman said: "The recent cable cut in Kenya shows how urgently Avanti's HYLAS 2 capacity is needed here and we are certain that demand for the entire East African HYLAS 2 capacity can be filled very quickly. The launch of Avanti's HYLAS 2 satellite will provide a major boost to the region's infrastructure development goals both in the near and medium term. Avanti has the right technology and business model for this market and we are very pleased to work with them."

David Williams, CEO of Avanti, said: "East Africa is a fantastic market for our services and I am pleased to see the demand beginning to turn into large contracts. CommCarrier is a credible and well connected partner for the region and we are working together already on additional prospective business."

---ENDS---

[yorgi] 06/3/2012 13:50

Your not the only one amazed Geheimnis :-)

I also added some today........The share price is just not reflecting the strides the company is making with the flow of contract wins and todays is a decent one to get under the belt.

Why it is not showing on ADVFN is a mystery as well.