Avanti Communications Share Discussion Threads

[mega_trader] 18/7/2013 21:06

What's the chance of a rights issue here? Are covenants in risk of breach? If so is that why Corky has tis down for under a quid. Management change needed here IMO.

[colva] 18/7/2013 02:06

The SES Astra5b sat has 43 beams , of which only 3 are Ka band so I would have thought that any interference could be sorted without causing any serious problems for either party, but WTFDIK .

[jeffian] 17/7/2013 22:51

On that logic, why are AVN sending up theirs and why are people prepared to finance them?

You tell me.

[dunluce] 17/7/2013 08:24

Count Chris - I was referring to Rogk's comments (I agree with sg31)

[count chris] 17/7/2013 07:46

I think he probably just recognises the same old cycle of stories that re-emerge everytime the de-ramping shorters are having a go

[dunluce] 16/7/2013 21:06

sg31 - I fear hell hath no fury like an investor burned....

[sg31] 16/7/2013 18:49

Rogk, stop looking for problems where non exist



Avanti's spectrum filing for HYLAS 2 at 31.0 East has completed the final stage in the standard ITU registration process and been recorded in the ITU's Master Register. Avanti is secure in its rights to use spectrum and is protected from harmful interference from other satellites.

[mjames20] 15/7/2013 22:18

Yes, but don't they already have an investor relations manager that is supposed to be ding this?

[buywell2] 15/7/2013 14:53

So your an 'all in' kind of gambler then .... fair enough


Re AVN

I see these as a 3rd world SAT provider now

Trouble is 3rd world countries are poor and don't pay very often

"Revenue guidance for the period included the value of several major contracts in Africa that were expected to close before [June 30, 2013] but which are now expected to be completed in the next fiscal year. At the same time, since the period end, the revenue due from a contract which was signed during the financial year is no longer assured."

Wonder if AVN realized that when they signed the dotted line.

Also wonder just how easy it is to delete non payers from the SATS plus how it impacts upon signing up new 3rd world partners/hangers on/free loaders






Missed out ''after getting shafted several times backwards'' off the end of the sentence

The company said ''it has adopted a policy with prospective large, multinational companies that starts with framework agreements and only later translates to specific orders for bandwidth.





Only net debt of £167m then ..... not to bad , not as big as POG or PFD or BT

Avanti, whose final year-end results are expected to be published in October, said it had 38 million pounds in cash and a gross debt of 205 million pounds as of June 30.







Avanti use the Ka Band



What is Rain Fade?

Several frequencies are used to carry satellite transmissions. The most popular today are C-band and Kuband,with Ka-band deployments increasing. At the higher operating frequencies of Ku and Ka-band, the satellite signal strength may be affected by heavy rain conditions.Earth stations located in regions of heavy rain compensate through the use of more transmit power. Cband is almost totally immune to poor weather conditions.
A problem arises when microwave and satellite transmissions have their signals attenuated, or weakened as a result of interference caused by raindrops. The raindrops weaken the transmission by absorbing and scattering the electromagnetic signals.
How much the signal is weakened depends on many variables. Good network operators will include a rain fade margin when designing services and calculating annual uptime.

This is basically the amount of additional power added to the signal strength at the teleport and at the remote site terminal to compensate for the attenuation. A properly engineered circuit will generally have few ill effects as a result of rain.

Note that rain can be a problem at either end of the link – whether it is raining over the remote site or over the teleport – or both. In either event the signal strength can be degraded resulting in higher error rates, and slower throughput due to retransmissions – or complete loss of service in very heavy rain conditions.

Rain attenuation increases with higher signal frequencies. At the lower frequencies used by C-band, attenuation is insignificant and will require exceptional downpour conditions before the service is affected.

At higher frequencies such as Ku and Ka-band however, less severe storms will result in earlier degradation of the signal strength. This occurs because of the frequency wavelength and the size of the raindrop which the signal must pass. The longer wavelengths of C-band are less susceptible to rain attenuation than the shorter Ku and Ka wavelengths.

The amount of rainfall determines the affect of attenuation and the period of disruption or degraded service. In some tropical/equatorial regions you can expect short outages almost every day during the rainy season for Ku and Ka systems. In more temperate climates, outages may be very rare and of very short duration. The elevation of the satellite is also a factor, as the more atmosphere the signal has to traverse, the more rain it may potentially have to pass through.

The solution is to ensure that the network operator performs an LBA or Link Budget Analysis to determine the appropriate dish size and transmitter strength to support an acceptable amount of annual uptime. An LBA is performed by entering variables such as climate data, bandwidth requirements, teleport dish and transmitter sizes, modulation, forward error correction techniques, window sizes, and other information to
come up with the required transmitter and dish size to support the remote site link. In tropical regions a Ku or Ka system can be configured to provide similar uptime as C-band systems, but that generally requires sizing the dish and transmitter equipment to be at least as large as, if not larger than C-band equipment that is not affected by rain. Often it may simply makes more sense to use C-band in tropical regions. Cost may be the deciding factor.

[blender] 15/7/2013 13:36

If you check the avanti careers section they are looking for a PR head @65k. Hopefully when this senior position is filled they will have someone to spell out where Avanti technology fits alongside alternatives... and also answer the questions of how they see data demand growing.

[jeffian] 15/7/2013 12:20

No, I don't use stoplosses. I got stopped out of James Fisher (FSJ) once.



Then look what happened.

[buywell2] 15/7/2013 12:07

Don't use 'stop losses' then

Another profit warning could now follow

Doing business in Africa is not without risk .... non payment being one

[jeffian] 15/7/2013 11:09

No, I'm still adopting my normal investing stance of staring at the headlights of the oncoming train whilst hoping I am looking at the light at the end of the tunnel!

[buywell2] 15/7/2013 10:12

Have you sold out jeffian ?

I reckon L&G will make a break first for the lifepod what say you ?

www.markets.ft.com/research/Markets/Tearsheets/Business-profile?s=AVN:LSE

[jeffian] 15/7/2013 10:11

Other than in exceptional cases (e.g. when Brian Souter bought £13m-worth of Stagecoach!) I take Directors' share purchases with a huge pinch of salt. Directors need to understand that they can't 'stage manage' the price of their shares and they need to focus solely on the things they do control directly which impact on the share price - growing revenues and profits. Missing revenue forecasts and persistently under-delivering on promises and expectations will damage shareholders' wealth however much they orchestrate their share-buying.

[anusol] 15/7/2013 09:58

The market would have reacted better if he'd have not bought any! Buying a mere 5,000 when it's supposedly 'cheap' does suggest a few jitters on their behalf. It'd need a serious a caging down by Directors to make this story seem more believable.

[buywell2] 15/7/2013 09:06

Another thumping AVN Director BUY of £8k to show faith like those that have gone before


Damage limitation in action

Why ?

Cos they are worried that one of these top 5 holders will jump from the sky ship

www.markets.ft.com/research/Markets/Tearsheets/Business-profile?s=AVN:LSE


Which will be first to go to the escape pod ?

[salpara111] 15/7/2013 09:03

You can only disappoint the market so many times!
AVN has used up its quota and as such it will not be given the benefit of the doubt.
The good news for those of us not invested but interested is that we dont need to buy before good news as the share price will not rise now until they have actually delivered.
I have put them on my monitor but I guess it will be 3 months or so before there is a need to invest.

[steveolds] 15/7/2013 07:37

In the old days the directors really did pile into the shares with their own Wonga. Not this time......... Hmmmmmmmm......

[blender] 15/7/2013 05:26

o3b is just getting a lot of media attention at the moment as their rockets just went up.

I found this comment a useful reminder of the difference in the comment section ... (in the absence of better sources of information )

"a standard O3b terminal requires two fairly large (3m) antennas (one tracking a satellite, plus one ready to pick up the next satellite when it pokes it's head above the horizon) plus all of the motors, gearing etc in order to slew them.... A "high availability" terminal requires 3 antennas, basically two working plus one in standby. You also need the concrete foundations for the antennas, support buildings, frequency converters, filters, LNAs/HPAs, etc - all this makes even a standard terminal an expensive option, and a high-availability one much more so."

hxxp://www.theregister.co.uk/2013/06/24/o3b_in_the_pad_ready_to_change_the_third_world/



I think the bbc websites has a good interview to listen to. I pretty much agree that the opportunity grows for all types of operators with a data driven society. Hence mix of technologies will prevail but I guess organisations find it hard to commit long term.