Avanti Communications Share Discussion Threads

[seball] 14/6/2016 12:37

Equity research analysts
Cenkos: Simon Strong (Buy, target price 700p)
Jefferies: Giles Thorne (Buy, target price 285p)
Natixis: Eric Beaudet (Buy, target price 370p)
Royal Bank of Canada: Jon Dann (Outperform, target price 200p)

[dice1950] 14/6/2016 11:07

AVN CENKOS CRACKER big rise coming

[seball] 14/6/2016 11:03

Forced seller now cleared, this is free to move back above 100p. All the news from Avanti has been positive and that includes the last results. Dyor

[seball] 14/6/2016 10:55

Buying here now really picking up. This is still extremely oversold and will gap upto 70p quickly then rise to 100p over coming sessions imo.Im holding mine until Q4 results and hopefully 200p. Good luck all

[dice1950] 14/6/2016 10:53

Runaway train choo choo

[dice1950] 14/6/2016 10:36

AVANTI COMMUNIC BUY

Target price
237.92
Potential
+296.5%

[hpcg] 14/6/2016 10:34

Yep, I try to run a relatively balanced long - short. On the short side mostly US mid-caps, i.e. 1-10 billion market cap. Companies heading to bk are a gift though.

[dice1950] 14/6/2016 10:30

Avanti Communications (AVN) a Step Ahead by Providing Internet From Space
14th June 2016


Avanti Communications (AVN) Jefferies and Cenkos significant breakthrough


Avanti Communications (AVN) Investec Wealth & Investment



Avanti Communications (AVN) SA opens giant solar plant
12th June 2016


Avanti Communications (AVN) successful trials in the maritime, aviation and agricultural sectors
12th June 2016


Natixis Gives Avanti Communications Group PLC Price Target With Potential NEAR 600% Upside
13th June 2016

Natixis gave the share price of Avanti Communications Group PLC a price target of 300 meaning the broker expects a potential upside of Nearly 600% from Avanti Communications Group ...

[dice1950] 14/6/2016 10:28

you short everything lol hard luck




I've closed my short. The extreme and coordinated ramping may well help the share price, and there is no point giving back my gains. There are plenty more fish in the sea. It is all fluff and no substance; Both the "solar power" and "successful trials" are risible and financially either non-existent or peanuts.

[dice1950] 14/6/2016 10:26

YOUR hurting badly admitted shorter ready 2 pop

[hpcg] 14/6/2016 10:18

It looks like dice is a promoter for Directors Talk rather than a promoter of Avanti judging on the post history.

[dice1950] 14/6/2016 10:13

70p gap up and free ride through 100p

[seball] 14/6/2016 09:47

Buy Signal has been generated
For those of you that follow the BB website. It has now generated a buy signal. Should see this start to move now.

[dice1950] 14/6/2016 09:24

buy



AVN.L has closed above bottom band by 26.3%. Bollinger Bands are 80% wider than normal. The large width of the bands suggest high volatility as compared to AVN.L's normal range. The bands have been in this wide range for 6 bars. This is a sign that the current trend might continue.

[dangersimpson2] 14/6/2016 09:04

Strange how Director's Talk suddenly started producing 3-6 bullish articles on Avanti a day from 6th June having previously mentioned them very infrequently prior to that date.

I personally think that shareholders money would be better spent marketing satellite capacity to broadband providers rather than shares to PI's.

[elrico] 14/6/2016 08:57

Odd, it was missing from my list, now yorgi is not on my list. Perhaps my cache is playing games or there is a greater conspiracy....lol

[elrico] 14/6/2016 08:40

edit - cache cookies games

[dice1950] 14/6/2016 08:24

Avanti Communications (#AVN) The market is telling you about a possible new profit BUY - 14th June 2016

[dice1950] 14/6/2016 06:22

Avanti Communications (AVN) a Step Ahead by Providing Internet From Space
14th June 2016

[wiseacre] 13/6/2016 21:41

Any ideas on the placing price? 46p is my guess. Price activity today lookss like a push up ahead of the issue of new equity. Hello suckers!

[dice1950] 13/6/2016 21:35

Avanti Communications (AVN) believed to be the largest of its kind in the world
13th June 2016

[seball] 13/6/2016 19:30

"SES has announced its intention to buy the outstanding 49.5% minority in O3b, the medium earth orbit (MEO) Ka-band high throughput satellite (HTS) constellation. SES is paying $2.6bn in EV (including $1.2bn of 9.5% coupon debt) and is to complete the outstanding $600m capex programme to deploy the fleet. The purchase represents an EV/sales multiple of 26x expected FY16 revenues. The valuation has interesting read across to Avanti as it reflects the value the industry is placing on the newer HTS players. The FY16e Avanti EV/sales multiple is just 6x. Our view remains that as the market recognises the ability of Avanti to execute its plan to reach a highly cash generative phase from mid-2018, this value gap should close. That implies substantial upside for Avanti shares."

"The O3b network is a MEO constellation of Ka-band satellites that is being deployed to provide HTS connectivity. SES has announced the deal in the teeth of market concerns over satellite capacity pricing, which we feel relate to the more expensive established Ku-band capacities being disrupted by the new HTS Ka-band entrants such as Avanti. This has led to recent profit warnings and share price weakness for some of the more mature FSS providers. While the ability to more attractively refinance the business is clear, it also suggests SES may regard the timing as a value opportunity following recent sector turbulence and having marginally increased its stake to a majority only in late April. Avanti has established a leading position as the only listed pure Ka-band HTS player with a geostationary earth orbits (GEO) satellite network, with $1.2bn of assets already deployed. A large capacity satellite (HYLAS4) is on track for launch in 2017 completing Avanti’s capex, tripling revenue potential and significantly strengthening cash flow."

[seball] 13/6/2016 19:29

427p price target
Avanti has reported Q3 trading that not only allows it to maintain its guidance for revenue growth, delivering a positive EBITDA in Q3, but clearly indicates a path towards free cash generation. With contract momentum building with high quality customers, recurring revenues are growing, satellite capex is almost complete and the financing facilities nearing finalisation appear more than sufficient to execute the plan. As this progress becomes more widely appreciated, we expect the share price to be released from its shackles and start to trend towards cash-based fair values. Our own capped DCF still returns a fair value of 427p per share.

[hpcg] 13/6/2016 16:46

I've closed my short. The extreme and coordinated ramping may well help the share price, and there is no point giving back my gains. There are plenty more fish in the sea. It is all fluff and no substance; Both the "solar power" and "successful trials" are risible and financially either non-existent or peanuts.