Avanti Communications Share Discussion Threads

[divinausa1] 27/6/2012 11:13

Dolores123
27 Jun'12 - 08:55 - 9260 of 9268

RHPS has maintained its recommendation to buy up to £7.50 throughout and with the second much bigger satelite launched Avanti suddenly becomes a much more valuable company.

Will RHPS then increase its buy up to price to say £10 per share??
---------------

whatever they said in this market it would not make a blind difference, the share price will be back under 3 quid within a few days and thats a fact!

[cancun tango] 27/6/2012 10:30

Buywell

All broadcast communications can be eavesdropped. The signals are secured by encryption.

[johncsimpson] 27/6/2012 10:01

backmarker 27 Jun'12 - 09:26 - 9264 of 9267

MIND THE GAP !! . . . . etc

Yup. Just about agree with all of that - certainly the logic.

[wilksey1] 27/6/2012 09:46

27 Jun Avanti... AVN Daniel Stewart Buy 321.13 2,052.00 2,052.00 Reiterates

[johncsimpson] 27/6/2012 09:42

BPC looking like a good re-entry point.

Added 9:50 - bought some at 7.63

[yorgi] 27/6/2012 09:39

That's all clear then Backmarker :-)

Thank you Billy, now we just want to see the share price getting a bit closer to 400p than 300p.

[billytkid2] 27/6/2012 09:35

Jeffries still BUY and £6 target:

Avanti has announced an official launch date for HYLAS-2 this morning that
is broadly in line with guidance. HYLAS-2 almost quadruples Avanti's capacity
and unlocks key growth markets in Africa and the Middle East. With mid-teens
% capacity pre-sold on HYLAS-2, today's announcement is a meaningful step
forward in crystallising value.
HYLAS-2 launch date confirmed. Avanti has announced that the launch of HYLAS-2
will take place from an Ariane launch vehicle at 9.50pm UK time on 2 August 2012. We
are encouraged by this statement since it suggests that ground-testing of the satellite has
been successfully completed and that shipping to the launch site has taken place without
incident. Whilst timing fall fractionally outside the previously-guided window of 30 days
from 30 June owing to scheduling issues at the launch site, the relevant issue for investors
is that an important milestone in the launch process has been reached.
HYLAS-2 opens up attractive emerging markets. HYLAS-2 will carry a payload of
24 fixed beams and one steerable beam, and will deliver 8.3 GHz of capacity, almost
quadrupling Avanti's overall capacity. HYLAS 2 will substantially increase the company's
international coverage, unlocking new and attractive growth markets in Eastern / Southern
Africa and the Middle East. HYLAS-2 applications will include broadband access, enterprise
data networks and mobile backhaul.
Meaningful step forward in crystallising value. HYLAS-1 is currently operating at
~40% of capacity; HYLAS-2 is now at least "low teens %" pre-sold (excluding options).
Management targets selling out HYLAS-1 by April 2014 and HYLAS-2 by September 2016.
Recent contract win momentum provides confidence that these targets will be met. Our
thesis is predicated on the principle that Avanti's quality infrastructure is significantly
undervalued. Our blended asset / DCF-based fair value of 600p signals significant potential
upside (~100%): this morning's announcement is a meaningful step forward in crystallising
that value.

[backmarker] 27/6/2012 09:26

MIND THE GAP !!

useful rise this morning.....

but there was a gap-up. while I'm not a complete believer in "gap theory" (or whatever you want to call it) it does seem remarkable that so many gaps get closed.

that said, a quick pull-back to 310 then upwards would be classic: initial breakout from overhead resistance ~310 followed by retest of that level from above turning it into new support level.

what I wouldn't want to see is a continuous rise up to launch followed by post-launch fatigue taking us back to 310 a few months down the line......

.... though that would be a nice trading opportunity.

[johncsimpson] 27/6/2012 09:25

. . . and now the thirds gone neutral.

[k0108356] 27/6/2012 09:15

Morning All

Musing's on #AVN , steep rise 240>350 pullback to solid support 300, now breaking out? Close>312 start of Bull Flag. Also an update on Hylas 2 this morning providing a boost to the share price to back up technical's.



Have a Good Day All

KullyB

[k0108356] 27/6/2012 09:15

Morning All

Musing's on #AVN , steep rise 240>350 pullback to solid support 300, now breaking out? Close>312 start of Bull Flag. Also an update on Hylas 2 this morning providing a boost to the share price to back up technical's.



Have a Good Day All

KullyB

[backmarker] 27/6/2012 09:01

edale,

thx for the link. I had forgotten I had the free registration.

good article, and I'm pleased to see they already have advanced plans for Hylas 4 and 5.

I'll be interested to find out what he meant by being "creative" regards financing.

[backmarker] 27/6/2012 09:01

edale,

thx for the link. I had forgotten I had the free registration.

good article, and I'm pleased to see they already have advanced plans for Hylas 4 and 5.

I'll be interested to find out what he meant by being "creative" regards financing.

[dolores123] 27/6/2012 08:55

RHPS has maintained its recommendation to buy up to £7.50 throughout and with the second much bigger satelite launched Avanti suddenly becomes a much more valuable company.

Will RHPS then increase its buy up to price to say £10 per share??

The intention to go to a full listing in 2013 will no doubt give the share price a big boost as well.

[yorgi] 27/6/2012 08:43

We are up as we expected, nothing dramatic I don't think any of us thought we were going to "rocket" (sorry) away in this market but at least for the moment we are moving away from that 300p area which we seem to have been stuck at for so long.

I was hoping for a trading update for Hylas 1 as well as we would all like to know how well that is going I'm quite sure.

[johncsimpson] 27/6/2012 08:29

Amazingly, two of my 'day indicators' have now gone neutral . . .

[jonnyno1] 27/6/2012 08:05

it's not good news..the shares are up!

TBF it was widely known before the announcement...this just officially clarifies it, meaning everything is going to plan ish

[thescoop] 27/6/2012 08:04

Nice to see upwards momentum regained in the SP!
Aug 2nd well and truly noted in my diary! Anyone know if there's a site for watching a live-feed of the take-off?
-scoop

[jonnib] 27/6/2012 08:03

conformation is usually followed by contract announcements!

[melody9999] 27/6/2012 08:00

not being following this recently. Was 2nd August expected or is this good news?

[yorgi] 27/6/2012 07:58

I expect it will Jonny :-)

We will see in a few minutes but the market is not helping any stock at the moment sadly :-(

[jonnyno1] 27/6/2012 07:54

yorgi,this has to have been well in the price.. therefore not like usual good news...therefore i predict that this news will send the shares up!

j.

[yorgi] 27/6/2012 07:28

:-) Well we have it confirmed then August 2nd.

[blue forever] 27/6/2012 07:07

Oh no! Not more good news! Sub 300p today,I reckon......