Avanti Communications Share Discussion Threads

[terryebby] 19/11/2008 19:19

there's no pleasing some geezers is there piedro ! I reckon in the current climate, companies that are healthty and just trotting along nicely need to shout more loudly to get this message heard over the din of all the bad news. i reckon its nice to see a company telling shareholders "system working fine, no need to worry about us"

[piedro] 19/11/2008 12:32

In September there were 4 announcements.
In October there were 3 + the Interims.
This month there have been 3 so far on the 17th, 18th and today.

All very commendable but I ask myself....
"Why so many announcements ?"...
"Are they trying to hike up the share price ?" ...
and ... "If so. Why?".

[sivadnoj] 19/11/2008 11:51

Yes - this was Williams commenting on the Micromagic win.

The results of our recent tour of marketing launch parties at British embassies has been
strong, we expect to see significant new contract
flow soon as a result. The pace of European commission funded rural broadband projects is also
encouraging, with several large contract
decisions pending.

[terryebby] 19/11/2008 10:42

I wouldn't mind betting there are some more chunky EU funded broadband contracts out there to be grabbed - share price is very sensitive to contracts worth more than £1m or so

[sg31] 18/11/2008 18:43

Chrissey,I think you will find the BB will liven up closer to launch date.Welcome aboard.

[chrissey] 18/11/2008 13:33

this is a bloody quiet bb.

I just hope the rocket makes more noise, going up into the sky rather than falling out of it!

Even with preferential insurance cover, a knackered satellite isn't going to do anything for the business case, is it?

anyway, just bought in, I like the look of this one and in a climate of desperation all around, how brave huh.

[sivadnoj] 18/11/2008 10:08

maybe someone could answer this question
are they building 2 satillites incase the first one fails the launch or covered by insurance to build another?

Sharestriker - they have launch insurance of £89 million. In the event of a failure the proceeds could pay off the company debt and would leave £42m or £1.50 per share. In reality the proceeds would be used towards the construction of another satellite.

If you are genuinely interested, the recent equity development note is a good place to start.

[terryebby] 18/11/2008 09:42

Another piece of good news today. Government business is where all the action is right now as the European leaders have agreed to reinflate economies with government spending, and AVN is right in the middle of that flood of cash !

[sharestriker] 17/11/2008 19:56

i genuinely would like to invest in this company but getting the timing right is not so easy at the moment

[sharestriker] 17/11/2008 19:41

isn't one of the reasons to have a bulletin board to share info
i have found many times some people are very good at posting knowledge about a company others may have missed
in this case you are correct i haven't read in depth their documents but have spoken to a friend who knows about satillites and i agree with the poster on the iiiboard "next month Astrium are going to give avanti a delivery date for the satellite. avanti plan to launch sometime between march and december 09 so delivery in the first quarter would be a boost for the share price . having said that, Astrium are a part of EADS so if the A380 is anything to go by we may have a long wait. "

[sg31] 17/11/2008 18:24

But you haven't done much research on the company have you?

[sharestriker] 17/11/2008 17:17

i believe they are sensible questions sg31

[sg31] 17/11/2008 17:10

Sharestriker,Try doing some research.It is all available by reading the compay documents.When you have grasped a few facts I am sure we can answer any sensible questions you might have.

[sharestriker] 17/11/2008 17:05

post from iiiboard

"next month Astrium are going to give avanti a delivery date for the satellite. avanti plan to launch sometime between march and december 09 so delivery in the first quarter would be a boost for the share price . having said that, Astrium are a part of EADS so if the A380 is anything to go by we may have a long wait. "

[sharestriker] 17/11/2008 16:24

maybe someone could answer this question
are they building 2 satillites incase the first one fails the launch or covered by insurance to build another?

[sharestriker] 17/11/2008 16:20

its the launch i am concerned about, the window they have given us is march to november
now this is a new type of satillite and will require all parts to be well tested and if one part fails this can easily delay the launch
we need some sort of progress report on the construction
march is only 4 months away!

[terryebby] 17/11/2008 16:01

sharestriker - you could be prudent and wait for it to go to a fiver, which is where it will be after launch, or you could buy it now !

[sivadnoj] 17/11/2008 13:32

Equity development comment:

Avanti Communications: Strategic Partnership with BT
Analyst: John Walter Published: 17/11/08
Avanti Networks has today signed a deal to use BT's Goonhilly facility for uplinking services, which will link the HYLAS satellite to the terrestrial infrastructure (i.e. the Internet). This is the final operational milestone and is consistent with the company's policy of only partnering with high quality partners that includes Inmarsat for operations and Spacex at Cape Canaveral for launch services.

The company has also announced that it has received funding from the South West Regional Development Agency of £1.5m, which will go towards the construction of an uplinking facility. This represents free money that effectively reduces the cost of the HYLAS venture for shareholders.

As importantly, we believe that the deal opens the way for collaboration on future projects, in particular rural satellite. BT has a universal service obligation, which means that is it legally obliged to provide broadband services to every household in the UK.

Broadband satellite is now the most cost effective option for reaching the 250,000 homes and offices in the UK that are too far from the telephone exchanges for DSL. This is because (i) satellite construction of HYLAS are low (i.e. lower costs for AVN to recover) and (ii) building infrastructure (i.e. digging up roads and laying cables) is much more expensive than installing satellite dishes. We expect that AVN will become BT's partner of choice for rural broadband.

(a full analysis on Avanti Communications was released on 3rd November)

[sharestriker] 17/11/2008 11:30

I think it would prudent to wait till next year to take a position in this company.

[sivadnoj] 17/11/2008 11:14

Yes I think you are right. Some of the press cuttings suggest that Falcon 9 won't launch for the first time until around mid 2009. I must admit that I had missed the news of the successful launch of Falcon 1 (finally!). I guess that this derisks Falcon 9 which, if I understand correctly, is basically a bigger version of the same technology?

Private Company Launches Its Rocket Into Orbit
By JOHN SCHWARTZ
596 words
29 September 2008
The New York Times
Late Edition - Final
18
English
Copyright 2008 The New York Times Company. All Rights Reserved.

A privately financed company launched a rocket of its own design successfully into orbit on Sunday night, ushering in what the company's founders hope will be a new era of spaceflight.

It was the fourth launching attempt by the company, Space Exploration Technologies Corporation, which was founded by Elon Musk, an Internet entrepreneur born in South Africa.

''We've made orbit!'' Mr. Musk exclaimed to his employees at the company's headquarters in Hawthorne, Calif., proclaiming the moment ''awesome.''

''There were a lot of people who thought we couldn't do it -- a lot, actually,'' he said after thanking his employees. ''But, you know, the saying goes, fourth time's the charm.''

Mr. Musk, 37, founded SpaceX in 2002 after selling the online payment company he helped found, PayPal, to eBay for $1.5 billion.

SpaceX, which has more than 500 employees, captured one of the most coveted prizes of the new space industry: a commercial orbital transportation services contract worth as much as $100 million. Known by its acronym, Cots, the program encourages private-sector alternatives to the space shuttle.

The company is developing a larger rocket, the Falcon 9, to provide cargo services to the International Space Station for NASA after the shuttle program winds down in 2010. The company also hopes to adapt its technology to carry people to the station, which could help bridge the gap until the debut of the next generation of NASA spacecraft, planned for 2015.

''This is just the first step in many,'' Mr. Musk told his team.

His relief was obvious. The first three efforts by SpaceX had ended in failure. The first, in March 2006, failed about a minute into the ascent because of a fuel line leak. A second rocket, launched in March 2007, made it to space but was lost about five minutes after launching.

In the most recent flight, on Aug. 2, mission control lost contact with the craft shortly after the separation of the first stage. That third flight carried three small satellites for NASA and the Defense Department, as well as small amounts of the cremated remains of 200 people, including Gordon Cooper, one of the original seven Mercury astronauts, and James Doohan, who played the character Montgomery Scott on the original ''Star Trek'' television series.

Engineers identified the problem as a small amount of residual thrust from the first stage after the engine was cut off; the first stage rear-ended the second after separation. Mr. Musk said the company had fixed the problem by telling the rocket to wait a few more seconds after cut-off before jettisoning the first stage, a change that required rewriting a single line of computer code.

This time around, SpaceX took no chances with a customer's payload and instead launched what it called a payload mass simulator -- a 364-pound weight -- from the Kwajalein Atoll in the central Pacific Ocean at 7:16 p.m., Eastern time.

Those at headquarters cheered lustily at the launching, and even more so when the first and second stages separated successfully on live video that was also shown on the company's Web site, spacex.com. There was a long moment of concern as mission control lost contact with the craft as it neared orbital velocity, its engine nozzle glowing bright red. But the image reappeared, and the cheers resumed.

In a news conference after the launching, Mr. Musk told reporters, ''It's great to have this giant monkey off my back.''

[sharestriker] 17/11/2008 11:01

as the end of this year is approaching i would think the second half of next year is more likely only because we have heard no news of how the building is going

[sg31] 17/11/2008 10:54

Launch could be any time between 3/2009 & 12/2009 they never give an exact date until much closer to the time.

[sharestriker] 17/11/2008 10:53

I believe this is a new type of satillite and will require all parts to be well tested and this can lead to delays which in this market with little confidence could result in the share price dropping.

[sivadnoj] 17/11/2008 10:45

I though the launch date was scheduled for mid to end March 2009? I recall seeing a launch timetable a while ago but have searched again for the reference without success.