Avanti Communications Share Discussion Threads

[strollingmolby] 15/3/2011 17:40

AVN involvement in a UK National Flooding exercise last week:

[tsmith2] 15/3/2011 17:28

Hopefully, nuclear sites under control now, NIkkei big relief rally and FTSE and DJ follow tomorrow..

DS/Cenkos/jefferies all with £20 plus targets. The company has delievered and exceeded operationally on expectations so far. A whiff of the promised large contracts..whoosh!

[backmarker] 15/3/2011 16:58

another positive and confident RNS today, confirming the go-live for services and the earning of dosh. plus another good contract win. just what the moaners and groaners - as well as the faithful - wanted to hear.

AVN looks to be in pole position to get premium pricing. and it would appear that even if competitors have got more capacity than AVN, demand is likely to be greater than the total available, so no worries on that score for some time.

if the share price looked frothy to some at 700p+, and if the forecasts of 2500p+ appeared too optimistically based for others, then at 450p they must look much more solid value now.

so far AVN hasn't missed a beat. you can argue about how good their PR is wrt PIs, and personally I think it's not exceptional but still slightly above average for an AIM co, but you cannot argue with actual delivery.

assuming no major hiccups post go-live (and despite all the testing it sounds like they've been doing, not to mention any spooky stuff, there's usually something that gets overlooked) then I fully expect them to continue to deliver more contracts at top prices and get the best financing terms as promised for future satellites.

any betting on how soon we'll hear an announcement for HYLAS-4 ? within 4-6 months I reckon. if the service is demonstrably good then I expect demand to grow rapidly. to meet which they may need to be sending up satellites every 6 months. and remember, other competitors don't have the "slots" that AVN has !

[tsmith2] 15/3/2011 16:39

rwilliams - good find

[rwilliams57] 15/3/2011 16:16

Interesting BBC article gives some insight to Hylas vs Eutelsat capacity; that's what will underpin the share price at the end of the day

[ibrahim1962] 15/3/2011 16:14

Story on Avanti with a rerating of the shares

[jimbo55] 15/3/2011 15:53

> montypunisher - 15 Mar'11 - 14:06 - 4490 of 4510
>
> flaky RNS
>
> shorts can just reload at higher levels

LOL! Like heck it was. Good luck with closing Matey.......

[yorgi] 15/3/2011 15:40

I reckon we'll get 460p today Tommy but we have a way to go yet.

[yorgi] 15/3/2011 15:35

Welcome back Ib you made the right call selling when you did buying back today :-)

Well done Colva :-)

[ib1905] 15/3/2011 15:22

Hi all and Yorgi particularly - I gradually left this share at between 721 and 653 December and January but managed to get back in at 420 this morning (was offered 405 at 08.02am but too cowardly after the recent upsets here) Anyway I suspect the past is well behind this share and a steady rise once the market settles down will do nicely. It has been plaqued by shorters and good luck to them but I think the proof of the pudding will be contracts and these will continue to roll in as confidence is re-established. anyway good luck to us all once more after what has been a really rotten turn of events.

[restassured] 15/3/2011 15:20

Extremely encouraged to hear "commands pricing which exceeds expectations."

[tsmith2] 15/3/2011 15:15

hopefully a good final hour today. 460p plus finish..

[tsmith2] 15/3/2011 15:12

Last updated: Tue Mar 15 11:01:47 GMT 2011

15 MARCH 2011 Avanti Communications AVN (FTSE AIM All Share) 424p BUY ( TP- 2,525p )

Company: Daniel Stewart

Initiation of HYLAS 1 commercial service, contract win

Avanti Communications reports that it completed in-orbit testing of its HYLAS 1 satellite yesterday and that HYLAS 1 is working in conformance with specification and, in some areas, delivering higher performance than originally specified. Avanti will now start services on HYLAS 1.

It reports that the first live customer service in the UK will be installed next week.

Avanti has a test customer base of 5,000 end users whose service is delivered with leased Ku band capacity.

The migration of these customers to HYLAS 1 will begin on April 4th.

Avanti has over 60 Virtual Network Operator customers in 16 countries in Europe who have bought capacity.

Many of them are also migrating existing end user customers from leased Ku band capacity on other satellites and this migration also begins on April 4th.

Avanti also announces that yesterday it signed a 7-year contract with a new Virtual Network Operator Customer for the sale of 80 Mb of capacity (with volume beginning at a lower level in year one and rising to 80Mb to match expected expansion in end-users).

The contract, which Avanti notes "commands pricing which exceeds market expectations", is worth €7.1m over the 7-year term.

The customer has approximately 3,000 satellite broadband end user installations in Europe (i.e. equivalent to 1% of HYALS 1 capacity) which currently use Ku band capacity on a competitors' satellite and will migrate that existing client base to HYLAS 1. Avanti adds: "for reasons of commercial sensitivity during this migration period the customer is not named".

Our "Buy" rating and valuation, based on the outlook for the HYLAS fleet, remains.

[dougie471] 15/3/2011 15:05

Avanti exhibiting in washington at satellite 2011 from yesterday, good timing for them to be operational and sign up a few more contracts

[restassured] 15/3/2011 14:56

Should get some press comment overnight.

[colva] 15/3/2011 14:54

pixi

A poster on ii said that Cenkos had released a note this morning - but i havn,t seen it - im sure it,l find its way onto the board later.

yorgi

I picked up another 500 at 425.95p this morning - so far so good

[pojscott] 15/3/2011 14:38

Has my computer gone wrong or is the share price really going up?

[pixi] 15/3/2011 14:35

colva - 15 Mar'11 - 11:59 - 4474 of 4494



Has anyone seen the latest note from Cenkos released today ?


What did they say, can you please post it?

[restassured] 15/3/2011 14:31

Not over yet :-)

[yorgi] 15/3/2011 14:30

It only goes to show what would most likely of happened had it not been for the market sell off today !

[tsmith2] 15/3/2011 14:29

suddenly the commas and decimals are falling into the right place!

[yorgi] 15/3/2011 14:28

Mind you not difficult today Restassured :-)

[restassured] 15/3/2011 14:26

Top ten in the leaderboard.

[yorgi] 15/3/2011 14:25

Great timing Nadamson well done :-)