Avanti Communications Share Discussion Threads

[plasterkay] 18/3/2011 15:29

I'm listening to the 1987 classic song 'Satellite' by the Hooters. It might help the price, you never know.

[yorgi] 18/3/2011 10:36

From what I can see on Datexplorers there is no reduction in shares out on loan yet so I assume the shorters are still keeping their shorts open and hoping. From that I conclude that is what is still holding us back for the time being but if we continue with around 2% a day then surely they will start to close and we should then make more progress.

The next few weeks could be interesting. I know there are several who point out that this is a long term hold and I agree but I do think we will see improvements over the next few weeks. With customers about to start using Hylas1 that should have an impact by hopefully "singing the praises" of AVN/Hylas1 and from that pulling in more customers and then more contract wins.

[geheimnis2] 18/3/2011 09:38

i personally have to thank cawky for allowing me to get into this stock (and certain others) as such attractive prices

he really should give up the horses and the footy betting tho - ouch!

[snickerdog] 18/3/2011 09:35

A little insecure to feel the need to boast about the amounts he gambles and in addition to gain satisfaction from engineering short selling of a share which to be frank does not warrant it.

[greengiant] 18/3/2011 09:33

Lavagrouch,

I doubt the man even feels those kind of emotions. To be fair to him and his analyst friend, the points raised were valid, if you did not understand the Market. In my humble opinion, the analysis SC is relying on is fundamentally flawed in the following ways:

1) the " premium" pricing Avanti are charging. It is easy to compare a package offering a 4gb per month download allowance with Avanti's package with unlimited download and say Avanti are more expensive. But it is also quite stupid, different value proposition, there will be those that find 4gb enough so will choose Tooway, others will choose Avanti.

2) Market size is the dominant factor here, Michel de Rosen has stated continuously that Market demand far exceeds current capacity and is likely to
beyond 2020, continually stating that as the mobile, home entertainment and computing markets converge, so greater pressure is applied to existing resources.
The basic theory of supply and demand states that where supply exceeds demand,
prices fall to find an equilibrium, when demand exceeds supply, prices rise to
find an equilibrium. Competitive pricing is not necessary in this Market and is
destructive to all companies, and leads to value erosion and wealth taking.

3) SC'S analyst stated that currently Eutelsat is providing ka band to it's UK
customers through hotbird6. Maybe this analyst should have spoken to Eutelsat
(Tobias Martinez is decent and an ex alumni) regarding the services offered by Hotbird 6. Here is a link which might help


All in all, the analyst that SC Is depending on changed from being very technical to pointing out a flaw being Ku instead of Ka on a table in the Cenkos note. Never a good sign to be picking up on such hugely minor points.

Gg

[pojscott] 18/3/2011 08:45

greengiant-- if we get back to £7 or above I will start sending you begging letters!!! You hold a lot of these, a few thousand more than me-thats for sure.
So good luck and look out for the first letter.

[colva] 18/3/2011 07:54

Hi Yorgi

O/T have you seen the MIN RNS - looks good

[snickerdog] 18/3/2011 07:04

You've managed to underline everything! Send me any text which you might like to put in the header and I will send it back to you in code.

[yorgi] 17/3/2011 22:41

Glad you like it Greengiant I hope we will have further improvements with Snickerdogs help :-)

I'm afraid I'm not to "hot" on the HTML !

[greengiant] 17/3/2011 22:27

Snickerdog / yorgi

Love the new layout

Gg

[greengiant] 17/3/2011 18:41

Gary, have just short of 250k. 100k bought in the 180's and nearly 150k bought between 550 and 430. Happy with my position.

Gg

[waterloo01] 17/3/2011 18:27

Reiteration by RHPS with buy to 750p

[garymott] 17/3/2011 17:39

Gg, agree completely! How many shares have you got now cause I've noticed quite alot of buys from you?

[greengiant] 17/3/2011 17:20

Happy with the movement, at some point the shorters will have to close. The fundamentals here are starting to come through, once more contracts are announced, together with Hylas 3 funding will be what gives the share price it's momentum. 12 - 18 months is what will determine this, not 12 - 18 days.

Be lucky

Gg

Ps, bought another 10k yesterday and today. The long argument gets stronger with every inane comment that SC passes on from his hugely informed analyst.

[pojscott] 17/3/2011 17:01

A bit of a struggle, down from this morning, but as you say yorgi, it is up!

[yorgi] 17/3/2011 16:41

Not a great day but up at least.

[tsmith2] 17/3/2011 14:55

hopefully a little whoosh this afternoon buying pressure building..

[malcolmmm] 17/3/2011 14:27

stevilll hope you closed that short


stevi111 - 16 Mar'11 - 20:35 - 4632 of 4646


No I didn't...

Fortunately I had a £1,000,000 pp short on the DOW tonight so I'm still well in profit...lol

[yorgi] 17/3/2011 13:27

I would imagine once the shorters realise the game is up and start having to close their shorts progress will be much more rapid.

[someuwin] 17/3/2011 13:18

Once we hold over 500p. Should be a quick move back up to 600p.