Avanti Communications Share Discussion Threads

[ttny2004] 13/8/2012 17:22

Maybe director buys or order updates or BOTH of course ;-)

[rathlindri] 13/8/2012 17:05

Good news on the technology, share price dissappointing. I'm guessing we need some news now to get this moving?

[garymott] 13/8/2012 16:37

Hey guys, where are all of you? Asleep, on holiday?

Another update stating that "All systems are working normally" :-))))

[garymott] 13/8/2012 15:59

There is a new progress report:-



So far so good :-)

[2350220] 13/8/2012 13:09

At least this Satellite looks much more like a proper Satellite, as opposed to Hylas 1 which looked like a Blue Peter BacoFoil job IMHO.

Here's Post 539 in which SomeYouWin posted a picture:


All the best,
John

[rathlindri] 13/8/2012 12:47

News expected soon re Hylas 2 functionality?

[2350220] 13/8/2012 09:37

Nice find Nightspot.
Funny enough, I checked out the excellent Satellite tracking site the other day, and it showed Hylas 2 over the mid Atlantic!
Anyway, it now looks like it's back where it belongs, above Uganda.



John

[count chris] 12/8/2012 19:18

We are now below the price where the 'flash crash' stopped me out so I'm more than likely going to buy them back tomorrow price permitting.

[jonnib] 12/8/2012 18:26

Good article in todays times about Africa and telecommunications. Economies growing at 6%, Mobile phone internet usage up 20% year on year. Huge silicon valley in nigeria and the opportunities available. Doesnt mention Avanti but all good news and reasuring none the less

[lazyj] 12/8/2012 09:35

Nightspot,

Thanks. Now showing on my screen.(Don't understand why no sign earlier!)
Hylas2 now in place above the equator at 30.25E.

[wilksey1] 12/8/2012 08:30

looks like its just the switch on now

[nightspot] 12/8/2012 00:04

LazyJ,

Scroll down and you should see 'News updates' just under 'Satellite launch timeline'. Update currently showing is dated 10/08/12.

[divinausa1] 11/8/2012 23:13

backmarker
10 Aug'12 - 10:17 - 10135 of 10148

.

what I want to see - and I guess the market does, too - is the sales revenue going up but the cost of sales remaining stable, leading to increasing CASH in, and hence profit. all the utterances of the directors that AVN is "on target" for sales gives me great confidence, but it has said little about cost of sales.
---------------------------

I dont think the directors would of bought stock(big money buys) when they did if they did not think that they can reach targets, the share price is down at these levels for 1 reason and that's the general market maliaze...when that clears we will see the stock over £10 leading into H3

[lazyj] 11/8/2012 08:44

Nightspot,

Thanks for your reply.
I am only able to find the helpful explanation of the process and steps that are needed to set Hylas2 to its correct position.
Last Hylas2 update I can find is 6th August.

[nightspot] 10/8/2012 23:53

LazyJ,

check out news updates on the link below.

[lazyj] 10/8/2012 19:32

Nightspot, thats good news.
Can you share your source for this.
I have been monitoring the AVN updates but nothing showing there yet.

[nightspot] 10/8/2012 18:34

Everything going to plan :

'LAE 4 burn is complete and the solar arrays have been deployed. The team will now slew the arrays, then deploy the reflectors
10/08/12'

[johncsimpson] 10/8/2012 16:46

Re my little competition.

In my 'rules' I said the price as shown at 17:00 GMT would be used to judge the winner but it's not going to 'settle' that much to change things. So well done to divanausa1 who is the outright 'winner' and also to hpcg who was a very, very close second.

Brownie point to you both.

That said, even these predictions were 5% above the actual price and the rest of us were all at least 10% out.

But I hope it added a bit of interest to the events of the past 10 days or so and I still think AVN will be a good investment over the next few years though clearly it will be prone to price swings as contracts etc. are announced.

[restassured] 10/8/2012 16:16

By this time next year,possibly.

[2350220] 10/8/2012 16:15

Well, I must have come last in the compo, with a prediction of 570p!!!

John

[restassured] 10/8/2012 16:12

Healthy few days of consolidation,before the shares head towards 500p

[yorgi] 10/8/2012 12:49

I agree that all the comments about revenues are pretty much the key. The market needs to see some more evidence that AVN's technology can deliver on its business plan.

The doubters and shorters sowed seeds of doubt last year and it seems it is going to take clear evidence to reverse that. Providing all does go as expected and the revenues rise and accordingly profits then this price will have been a bargain looking back.

At the moment Kimball would appear to have been right yesterday :-)

[garymott] 10/8/2012 12:44

Perhaps then consider AV at over 8% dividend yield which I also hold in my SIPP :-)

[jeff87] 10/8/2012 11:18

I think investors are confusing November 2010 (the first sat launch) with today. Back then it was a dash for trash which included a lot of loss making, small hot potential growth stocks and emerging markets. Mainly because the Fed unleashed another round of QE. Today everybody's chasing the big, old, dinosaur, dividend paying shares. Perhaps QE3 and a few good earnings reports would give the share price a massive boost.

[nightspot] 10/8/2012 11:06

hpcg/backmarker,

I did speak to Sean Watherston in IR a little while back asking for more clarity on costs and backlog split between HY1 and HY2. He indicated that future updates would carry more information but I did not see this in the July update.

I expect that sales costs to date re HY2 are stored up in the balance sheet and have not yet been expensed to P&L, and, quite correctly will not be, until HY2 is operational. Therefore I do expect cost of sales to grow, but very quickly be outstripped by revenue growth. So I am expecting cash flow to be positive in 2013 athough we may show a small loss as depreciation of HY2 kicks in even though we will be operating at only a fraction of full capacity in yr1 of operation.

I believe the cashflow turnaround will be a game changer as that will make a hugh difference to perception in the market. If the directors come out in the next few weeks forcasting this, I think we'll all be wearing big smiles!