Avanti Communications Share Discussion Threads

[argy2] 12/8/2014 10:07

"Hell hath No Fury Like a Tipster Scorned"

Looking more like a personal vendetta by the day.Did Williams stop paying?

[jeffian] 12/8/2014 09:59

No it doesn't. There's only one way to read it.

[revoman] 12/8/2014 08:43

"It will almost double the total fleet capacity".

Am I missing something? Capacity was 18 GHz before so I'd expect the new total fleet capacity to be around 36 GHz. The new total fleet capacity after Hylas 4 will be 18 GHz + the new 28 GHz = 46 GHz. I believe 46 GHz is way above 36 GHz, i.e. the new total fleet capacity will be "well over double the current total fleet capacity".

[buywell2] 11/8/2014 13:17

Have you been in both AVN and RKH for a while ?

[wilksey11] 11/8/2014 12:13

i see cantor has raised there price target up from 360p to now 410p

11 Aug 2014 Avanti... AVN Cantor Fitzgerald Buy 177.50 171.00 360.00 410.00 Reiterates

[sg31] 11/8/2014 09:52

It's a very positive move. Why invest in another satellite if you aren't confident of the future.

[akajimmy9] 11/8/2014 09:52

Yup, a rise in interest rates will have no bearning on the compnay's fixed debt.

An increase in interest rates will only cause the price of the bond to decrease, which is the risk of the holders.

[j777j] 11/8/2014 09:32

Cantor ups price target to 410p

[mjcferguson] 11/8/2014 09:21

Are not interest rates for all present borrowing not fixed?

[anusol] 11/8/2014 08:56

yes, but with $195m in cash at the moment, they'll still need to raise approx $100m to complete Hylas 4, and that assumes they will be cash flow positive over the next year or two.
Main concern (and an ongoing one looking forward) is the gearing and how they've accumulated a large amount of debt as we move to a period where interest rates will probably start rising.
Ive been in and out twice in AVN, but at the moment Im staying out and keeping an eye open to see if they can ever actually deliver what they promise - not their strong point to date!

[mjcferguson] 11/8/2014 08:29

$70million saving on Hylas4 will certainly help the projections and mean a lot less finance to be raised!

[arlington chetwynd talbot] 08/8/2014 00:51

o/t

Cherry, you doing FF this year? Think thistle's up for it, not sure about jings? Drop us a mail bud, hope all's okay ;)

[2350220] 07/8/2014 11:15

Absolutely jadeticl3.
Only sadly, on this ONE occasion, he does seem to have called it right, unfortunately.
Wish I hadn't followed TW's every word and got into this stock.
But no point looking back and wishing 'if only' I suppose.

John

[jadeticl3] 07/8/2014 08:58

Tom Belford was not the only Tom (I cannot bring myself to mention the name of the second Tom)who boosted AVN and criticised EK for his doom casting, only to do U turns later.

[nugacity] 06/8/2014 19:57

Estienne , they were fairly minor sales if I remember right. Having ploughed most of their fortunes into the start-up business, the sellers needed some living expenses (and perhaps paid off second mortgages etc). But in those days their press releases were quite cringe-worthy.

I agree with your sentiment. But having been boosted by Tom Bulford in those days, he did a few u-turns in quick succession ..... cannot think why ... cough!

[buywell2] 06/8/2014 19:15

Good for them


Chartwise 140 to 145p looks about it , a few pence lower than the 150p last low

[estienne] 06/8/2014 18:37

Nugacity, The reason why the price halved to £3.5 was the fact that the directors sold their shares and undermined confidence.

Avanti have a good product and I think it will eventually speak for itself but it hasn't been helped by the management team.