Avanti Communications Share Discussion Threads

[value viper] 17/5/2016 21:38

very poor show from ceo williams really......he almost shouldn't have bothered (genuinely from a guy who has historically bought loads); maybe his savings account is empty. nonetheless hope these can recover but the mkt seemingly has remaining doubts......

[roofer2] 17/5/2016 20:27

Took a few of the books today, 30k had to pay over the odds, it's a start as I believe the recovery could start from these lows
GLA

R2

[bookbroker] 17/5/2016 18:57

I think you will find that revenue from sales will be more than enough, Hylas 4 programme already accounted for pretty much, too much negative sentiment here!

[gekks] 17/5/2016 18:50

Jaknife , do you have a life ?

[bs76] 17/5/2016 16:40

Bit confused on cash burn issue - AVN raised money from high yield bonds to spend on HYLAS 3 and 4 satellite's. They are spending money on what they are suppose to spend. I don't see that as a cash burn.

What is the actual cash burn per quarter? not $40m

How much is the amount spent per quarter on operations and interest?

and how much out of $122m will be left after HYLAS 3/ 4 satellite's completion? and will that be enough for the time period before they start getting revenue from HYLAS 3/ 4 ?

[seball] 17/5/2016 15:40

Agreed at this price risk reward is in our favour. I'm a buyer at this price. Good luck

[estienne] 17/5/2016 13:33

Everything share prophets have written about Avanti demonstrates complete ignorance of the satellite industry. I feel very sorry for anyone mug enough to listen to them

[thomasthetank1] 17/5/2016 13:17

Read Beaufort Securities's note on AVANTI COMMUNICATIONS GROUP (AVN), out this morning, by visiting hxxps://www.research-tree.com/company/GB00B1VCNQ84

"Avanti saw a strong order wins in the Q3, with first pre-sales on HYLAS 4 achieved with existing customers. Its revenue expanded by +14.7% quarter-on-quarter to US$19.5m, and EBITDA turned to positive during the period. Recent profit warning from the satellite giants, Eutelsat, who witnessed reduced TV Broadcasting demand and high competition, and Inmarsat, who cut 2016 guidance due to lower demand from Maritime and Enterprise sector has impacted Avanti's share prices. Avanti, however, continued to see strong market demand for high throughput Ka band satellite capacity across EMEA and it continued to secure new high quality customers, such as large telco and government sectors with high contract value. The Group accelerated sales discussions for HYLAS 4 during the period with key target customers in new markets, both with existing customers expanding into new markets and new customers buying for the first time..."

[estienne] 17/5/2016 11:56

Risk is a factor in making big gains. And this is bang on target.

[hpcg] 17/5/2016 08:36

Seball, what do you think of the EBITA progress over the last 3 years? What do you estimate the EBITA to be end FY 2016 and end FY 2017 assuming whatever growth rate you think is feasible (for example 10% sequential quarterly revenue growth?

[michaelmouse] 17/5/2016 08:31

High risk of course, but I hope you're right seball and that they are at an inflection point. Given their starting point I'd love to see them achieve their goals in the end. Mixed messages with share purchases yesterday. Williams appears to have made a token gesture whilst Walsh bought a more substantial £22,375 worth.

[muffster] 17/5/2016 08:03

Directors seem to be there for the taking. Casino management, stack the odds high, take all the money you can get

[seball] 17/5/2016 08:00

Its there in black and white. The results we're excellent considering what was expected. Shows that Avanti are are right path. It has taken longer than expected and some investors have thrown in the towel however Avanti are at an inflection point now with fixed costs and state of the art tech compared to rivals. There is a real chance of share price being multiples of today's. Yes there is a risk but rewards now outweigh risks at current share price. I'm a buyer at this price. Good luck

[nw99] 17/5/2016 07:44

Would have rallied on the results of they were good no one believes it

[seball] 17/5/2016 07:44

Excellent progress looking at latest results. Drop here overdone. Thanks for the Cenkos broker note.

[nw99] 16/5/2016 19:24

Bonds are telling us something here ...

[nw99] 16/5/2016 19:23

bonds now yielding (20%+) not looking good

[estienne] 16/5/2016 19:10

You lot obviously don't get many subscribers to Share Prophets otherwise you wouldn't keep posting the same repetitive nonsense on here

If you don't like what the company are doing then stay away from it!

[accrillium] 16/5/2016 16:02

Q4 avn need to ramp up revenues to $40m when its averages is near $17m.

[elrico] 16/5/2016 15:10

To prove that I am a forgive man, If you're still watching Mr Williams. I know a US firm that you can sell all your shares to, with the option to buy back if you want, then you will have more funds to buy new shares, look like you have real confidence in your business model. Of course, the likelihood is the US firm will sell your stock in to the market if you don't meet the margin requirements, but by then, investors will have been suckered for a few more shares.

[elrico] 16/5/2016 14:59

You know the answer to that JK.