Avanti Communications Share Discussion Threads

[aa29] 17/3/2008 13:09

As for takeovers, David Williams (in 2006) was conscious of the risk of a hostile takeover and reassured by around half the company being in friendly hands. This still leaves the risk of the company being taken private though.

[aa29] 17/3/2008 13:05

Quote:

It was Benjamin Graham who first introduced investors to the manic-depressive Mr. Market. Warren Buffett has since taken up the cause of his late mentor and is fond of mocking - and profiting from - stock market excesses. According to Buffett, the wonderful thing about Mr. Market is that, whatever his mood, he is available every day to quote stock prices. Buffett is more than happy to take advantage of this contradictory character.

It's important to state that Mr. Market usually behaves quite rationally, buying and selling stocks at reasonable prices. Occasionally, however, his manic-depressive tendencies take over. These are the times when Mr. Market offers patient and courageous investors the best opportunities to obtain outstanding returns from the stock market.

When Mr. Market becomes unreasonably optimistic, he will buy your stocks for more than they are truly worth. You should sell your stocks to Mr. Market at these times.

When Mr. Market is unduly pessimistic, he will sell you his stocks for less than they are truly worth. You should buy stocks from Mr. Market at these times.

Full text here:

[terryebby] 17/3/2008 08:51

can you believe the share price has gone DOWN ???? I do worry this company will get taken over for less than a fiver if the valuation stays this silly

[aa29] 17/3/2008 08:50

Today's RNS has good indications for future pricing levels:

Avanti Communications Group plc
• Contract win

Avanti Communications Group plc (AIM: AVN), the satellite operator, is pleased
to announce that it has entered into a contract to sell 36 MHz of capacity on
its HYLAS satellite on a five year term to Datasat Communications Limited. The
total contract value exceeds £5m and carries pricing that dramatically exceeds
previous pricing achieved.

The contract is structured as an Advanced First Right of Refusal ('AFRR')
whereby the customer has a limited period of exclusivity prior to making a
definitive commitment to purchase the capacity at the pre-agreed price. A
significant non-refundable six figure fee has been paid to Avanti to secure this AFRR and the customer is expected to complete long form contracts within a fewweeks. This structure is typical in the satellite industry where capacity is in short supply and customers are keen to secure availability.

[bikkit] 06/3/2008 20:01

Hope this is not a false dawn , i am sure that all the rise over the past few days has been due to avn being tipped in the penny share guide for march, which dropped through the door minutes before these started to rise and who predict a 12 month high of 350p.


Lots of PI,s in at 180-210p over last week or so , hopefully though they are in for the long term!!

At least if this is being tipped things look positive.

[philjh] 04/3/2008 20:39

RNS Number:2556P
Avanti Communications Group Plc
04 March 2008

Date: 4 March 2008
On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")
For immediate release



Avanti Communications Group plc

* Holdings in Company

Avanti Communications Group Plc (AIM: AVN), the satellite operator, announces
that it received notification from Avenue Europe Management LLP on 29 February
that it increased its interest in the share capital of the Company by a further
529,412 ordinary shares on 27 February 2008. Avenue Europe Management LLP now
has an interest in 2,529,412 ordinary shares in Avanti Communications, being
approximately 9.13% of the issued ordinary share capital of the Company.

[sivadnoj] 03/3/2008 14:10

Hello SirL

As you know, the overhand is the ruthless weapon I used to deploy against you on the squash court. Good point re the initiation note. Amused to see, on rereading the above, that the SpaceX VP is rather appropriately named - Mrs Shotwell.

[sirlurkalot] 03/3/2008 14:02

What's an overhand, sivadnoj? Do you mean an overhanG? Or is an overhand something that magicians do in card tricks?

I expect today's rise is due to an initiation note from Cenkos, which I don't have but which might become available from the AVN website which seems to try quite hard on publicising related stuff.

Thanks for the launch schedule. I hadn't realised that commercial flights were launched from Cape Canaveral. When I went there a few months ago it seemed to be all space shuttle-orientated. Kwajalein is I think a Pacific atoll. I'm currently planning to swing by Florida again in mid-Feb 09, so maybe I can see the Avanti launch up close!

[sivadnoj] 03/3/2008 12:30

First SpaceX Falcon 9 Launch Vehicle Remains on Schedule for Delivery to Cape Canaveral
428 words
3 March 2008
12:00
Business Wire
English
(c) 2008 Business Wire. All Rights Reserved.

HAWTHORNE, Calif. - (BUSINESS WIRE) - Space Exploration Technologies Corp. (SpaceX) today announced its newly revised mission manifest listing twelve flights of its Falcon 1 and Falcon 9 launch vehicles.

"We are on track to deliver our first Falcon 9 vehicle to Cape Canaveral by the end of 2008," said Gwynne Shotwell, Vice President of Business Development for SpaceX. "In addition, we're very pleased to have signed a significant new US government customer for our next Falcon 1 flight, and will be releasing details shortly."

The full SpaceX mission manifest extends into 2011 and lists nine customers on twelve flights, including three demonstration flights of SpaceX's new Dragon spacecraft for NASA, as part of the Commercial Orbital Transportation Services (COTS) competition.


CUSTOMER TARGET DATE VEHICLE LAUNCH SITE
US Government & ATSB Q2 2008 Falcon 1 Kwajalein
ATSB (Malaysia) Q3 2008 Falcon 1 Kwajalein
US Government Q4 2008 Falcon 9 Cape Canaveral
MDA Corp. (Canada) 2009 Falcon 9 Cape Canaveral
Avanti Communications (UK) 2009 Falcon 9 Cape Canaveral
NASA COTS - Demo 1 2009 Falcon 9 Cape Canaveral
NASA COTS - Demo 2 2009 Falcon 9 Cape Canaveral
SpaceDev 2009 Falcon 1 Kwajalein
NASA COTS - Demo 3 2010 Falcon 9 Cape Canaveral
MDA Corp. (Canada) 2010 Falcon 1 Kwajalein
Swedish Space Corp. (Sweden) 2010 Falcon 1 Kwajalein
Bigelow Aerospace 2011 Falcon 9 Cape Canaveral

Target date refers to delivery of the flight vehicle to the launch site. The actual launch date is dependent on a variety of factors, which may include regulatory approvals, launch range scheduling, weather, customer payload readiness and vehicle to launch pad integration.

[carterdl] 03/3/2008 10:03

I think you are right sivadnoj. AVN are a thin market and it doesn't take much buying to move the price, especially when a big buyer has mopped up a lot of shares recently.
There should be a lot of positive news to come which will propel the price a lot higher than this. The next 12 months should be a great period to be in AVN.

[sivadnoj] 03/3/2008 09:41

Cenkos Securities must be one hell of an adviser if this rise is attributable to their appointment. More likely. I suppose, to be a result of the removal of an overhand following the increase in the Caledonia position. Very welcome, whatever the reason.

[terryebby] 01/3/2008 08:49

its certainly a sign of condfidence in the growth strategy

[sg31] 29/2/2008 20:16

jeli,Thats more or less my strategy,as i sell other shares the proceeds will be reinvested in increasing my holding here.The last thing i want is a takeover

[jelignite] 29/2/2008 19:16

agreed sg31, i dont want a take over, my other stock is ticking happily along just want to sell at a nice profit and buy more this one before summer, if possible?

[sg31] 28/2/2008 20:19

Terryebby,I really hope that there is no takeover and i don't think there is. DW has been planning this development for a long time,he has stated in the past that he intends to see this thing through.I can't see him wanting a T/O when he is so close to achieving his aim.Of course if someone made a really good offer he might be forced into it.Personally in view of the potential here it would have to be a very large sum for me to accept.I get the feeling that most PIs invested here have the same view.

[terryebby] 28/2/2008 12:37

CI bought again today - getting close to 25%. Is there a takeover in the air ?

[carterdl] 28/2/2008 09:25

Right on, Honiton. I would be very surprised if it drifts back to the closing price yesterday at any time in the future. The value here is tremendous and with the expected value creating newsflow this year and into next year, this tick up should be just the start.

[honiton] 28/2/2008 09:11

drifting upwards...

[honiton] 27/2/2008 12:14

drifting....

[sivadnoj] 27/2/2008 12:13

From today's Standard.

City
TRADER TALK; STANDARD REPORTER
163 words
27 February 2008
The Evening Standard
37
English
(c) 2008 Associated Newspapers. All rights reserved

Investment trust outfit Caledonia Investments has lifted its stake in Avanti Communications, acquiring another 325,133 shares in the satellite operator to increase its holding to 6.5 million shares, or 23.4%. Avanti, which has more than 10 years' experience in the satellite industry, has entered its final year before launching its first satellite, Hylas. It has recently entered into a long-term strategic partnership for the management of Hylas and future satellites with Inmarsat. Last month the group reported a 61% jump in revenue to £2.5 million for the six months to 31 December. The group is looking forward to building on this business with a pipeline of potential revenue of around £236 million. 'Our confidence in the future prospects of our business has grown strongly during the period, and we expect to report significant value-creating news flow during the current financial year,' said Avanti chairman John Brackenbury.

[jelignite] 26/2/2008 19:07

In Dec 07 at the lowest point I think daily buys between 19k -35k took the price up, not sure, now I think those guys are collecting profits on the drop, ready to re-enter again at a nice price, just guessing
jelly

[cestnous] 26/2/2008 16:57

23.42% total. So why the drop?


Avanti Communications Group Plc
26 February 2008


Date: 26 February 2008

On behalf of: Avanti Communications Group plc ('Avanti' or 'the Company')
For immediate release


Avanti Communications Group plc

• Holdings in Company

Avanti Communications Group Plc (AIM: AVN), the satellite operator, announces
that it has today received notification from Caledonia Investments plc that it
purchased a further 325,133 ordinary shares in the Company on 25 February 2008.
Caledonia Investment plc now holds 6,488,434 ordinary shares in Avanti
Communications, being approximately 23.42% of the issued ordinary share capital
of the Company.

- Ends -


Enquiries to:

Avanti Communications Group plc
David Williams 020 7749 1600

Redleaf Communications Ltd
Emma Kane/ Samantha Robbins 020 7822 0200
[e-mail]

Hoare Govett
Justin Jones/ Hugo Fisher 020 7678 8000


Notes to Editors:


About Avanti Communications

- Avanti Communications Group's shares were admitted to AIM on 16 April 2007;

- Avanti Communications Group is the only licensed Fixed Satellite Services
operator headquartered in the UK (and one of only eight such groups
operating in Europe);

- Avanti is licensed to provide satellite services spectrum which provides
coverage of Europe, India, The Middle East, Central Asia, Africa and Latin
America.

- Avanti's first satellite, called HYLAS is under construction and due for
launch in March 2009; the company plans further satellite projects;

- Avanti, which has over 10 years' experience in the satellite industry,
currently provides satellite data communications services to customers in
Europe using leased satellite capacity which it will transfer to HYLAS on
launch;

- Its customers include broadband service providers, businesses of all sizes,
the British and foreign governments, the European Union and the European
Space Agency;

- The core applications for which Avanti expects HYLAS capacity to be used
are broadband, corporate data networks, video distribution and military/
security;

- Avanti recently signed a debt facility agreement to borrow £32m. The debt
facility provides sufficient capital for Avanti to complete the financing
of its satellite construction, launch, insurance and operation together
with ample working capital headroom. No further funding is required for
the HYLAS project.


This information is provided by RNS
The company news service from the London Stock Exchange

[jelignite] 25/2/2008 19:19

thanks for the info siv, waiting till summer - autumn for the big interest

[sivadnoj] 25/2/2008 11:04

Significant volumes today (975k out of 27.7m in issue). I wonder if this is related to the Inmarsat alliance?