Avanti Communications Share Discussion Threads

[terryebby] 17/6/2008 10:53

i cant find anything bad about him on the internet - what are you referring to ?

[jimbo55] 17/6/2008 09:37

> terryebby - 17 Jun'08 - 09:24 - 272 of 272
>
> What the heck does anyone's view of politics have to do with AVN's share price
> anyway ? I've never voted in an election in my life because they are all the
> same as each other.
>

Given that it seems to have fallen on the news, you could say quite a lot!

I'm staying in, but in my view, I'm not as keen on a company having such a lowlife on the board. I can see why he's been taken on, but it would have been nicer if it hadn't been him!

I definitely don't agree that all politicians are the same. There are varying degrees of scumbags out there. This guy is one of the worst kind in my view. Also, not wanting to get political but if the majority don't bother voting in elections, how can you expect things to ever change for the better? You're just granting a green light to taxpayer-milking in my opinion.

Personally, I reckon sticking a few selective heads up on spikes would send a far clearer message. I'll leave it there anyway...............

[terryebby] 17/6/2008 09:24

If I was selling space stuff to governments I think I would like to have a former space minister on my side ! What the heck does anyone's view of politics have to do with AVN's share price anyway ? I've never voted in an election in my life because they are all the same as each other. But given the imminence of another decade of Tory government, this timing all looks quite tasty to me.

[jimbo55] 17/6/2008 01:19

The bloke appears to have the moral integrity of a rat IMO. Still, I guess Avanti have taken him on for his political connections rather than personal charm/likeability, as they seem to be chasing government contracts at this point in time.

[piedro] 16/6/2008 14:29

Ooops!!!!

That new Director looks a bit political..... and with two black crosses to his name.

A warning combination - IMHO

[sirlurkalot] 16/6/2008 14:19

New non-exec appointed, but whether our first bird makes it to geostationary next spring successfully in one piece is much more important to the share price in the next year than the "geo-politics of the global space industry".

[steveofsw19] 06/6/2008 12:00

Director Dealing, Contract Win, Contract Win.

Who says investing is difficult?

This share price is heading the same way as those satellites.

[sivadnoj] 06/6/2008 11:39

Small, but perfectly formed. Seems to have passed by unremarked...

RNS Number : 0174W
Avanti Communications Group Plc
05 June 2008


Date: 5 June 2008
On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")
Embargoed until: 0700hrs



Avanti Communications Group plc

Contract Win


Avanti Communications Group Plc (AIM: AVN), the satellite operator, has been selected by
the European Space Agency (ESA) to perform a
EUR200,000 project to develop concepts for a European wide satellite based alerting system.

The proposed system will make use of satellite communications solutions to alert and
instruct European citizens in times of natural or
man made crises and disasters such as floods, fires, industrial incidents or acts of
terrorism. The project is part of preparatory
activities for a new programme initiated by the ESA jointly with the European Commission,
which aims to promote satellite based telecom
services for the benefit of European Civil Protection.

David Williams, Chief Executive of Avanti, said:
"Satellite communication has a key role to play in the area of crisis management and
business continuity. Satellite based solutions have
the ability to serve wide areas, including users in remote and rural areas and have the
ability to remain operational when other terrestrial
networks fail. We have a strong record of working with ESA to develop and commercialise
satellite services. This project has identified a
very compelling niche service which is nonetheless global and could consume significant
satellite resources."

[currypasty] 30/5/2008 12:37

well, if your all going, id better start selling....

[aa29] 29/5/2008 23:07

SG - You may find that management have some very favourable views as to the company value so they might not be looking up the funny farm address for you !

I spoke to David Williams in 2006 and afterwards was able to come up with a valuation of £8-£10 per share on HYLAS 1. Since then pricing has increased and the revenues are nearer but their cost of capital must be higher too. Even with that, I think the potential value could still be valid.

Then (obviously pre credit crunch) the thought was that HYLAS 2 would be financed against the contractual revenues of HYLAS 1 and I'm sure that financing route will still exist even if the cost is now higher. David Williams then and almost certainly now, was not looking to have any more significant dilution - remember he's looking to make a bigger fortune from Avanti than we are.

[sg31] 29/5/2008 18:49

Terry,I'm not daft enough to believe the logic that led to that figure,The original post was Steve,255,I was pointing out the theory was defective.
If i put the point to management i think they would send for a straight jacket and have me sectioned.:-)

[terryebby] 29/5/2008 15:50

SG have you looked management in the eyeball and asked the $45 a share question ?

[sg31] 28/5/2008 21:23

SirL,I have a lot of these already,far more than i would normally,Every time i think i have enough the share price goes down a bit and i get tempted again.I have had a long position here since before the split.I know you shouldn't fall in love with a stock....its just a platonic relationship....honest.

[sirlurkalot] 28/5/2008 20:29

sg,

Well if it makes you want to buy more of the shares, who am I to stop you!

[sg31] 28/5/2008 20:27

SirLurkalot,you are of course right but i like steves logic,If HYLAS 2 triples our post HYLAS 1 market cap to £15 per share then HYLAS 3 should triple it again to £45 per share......By the same logic HYLAS 4 should triple it again to £135.Now your talking Steve..............oh well back to reality.Sir L brings us back to earth.....just don't do the same for the satellite.:-)

[sirlurkalot] 28/5/2008 20:25

I've updated the header with the summary of all the recent broker's notes I have. If anyone out there has any other broker's notes, please let me know.

[sirlurkalot] 28/5/2008 20:15

The link to the other (more popular) Avanti Comms thread is


Everyone is obviously most welcome to join in over there, including of course Currypasty.

[currypasty] 28/5/2008 15:11

As ive been in Avanti for 4 years, and before the split, ill probably hang arround here a while longer, if you dont mind

[sirlurkalot] 28/5/2008 15:07

Steady on Steve! Hylas 2 and 3 need to be financed, which would either be via placing/rights (= dilution of current shareholders) or vendor financing (the user of the bandwidth puts up the cash to build, so in effect Avanti would basically just gets something like a royalty for use of their geostationary position)

[steveofsw19] 28/5/2008 11:26

If HYLAS 2 is likely to triple our post HYLAS 1 mkt cap to around 15 pounds per share

Could HYLAS 3 triple our mkt cap again?

It would value us at 1.5 billion and £45 per share.

Not obscene if we were making profits of 100 million or so, which in itself is not too unrealistic with three satellites covering most of the globe.