Avanti Communications Share Discussion Threads

[yorgi] 18/4/2011 11:49

You will Blue.......makes a pleasant change having something to smile about when one is wrong :-)

[blue forever] 18/4/2011 11:35

Don`t understand it,I was sure the share price would go DOWN with the news this morning but instead it`s gone UP ! Guess I`ll just have to live with it! :-)

[yorgi] 18/4/2011 11:18

Could well be Hywell :-)

I'm never happy to hear when people are losing money when a company has released bad news but a risk we all have to take on board. The one exception to this is anyone shorting, i'm afraid them losing money always gives me a smile on any company.

[hywel] 18/4/2011 11:06

What's that smell?..... Shorts getting burnt.

[yorgi] 18/4/2011 10:51

The extra $7.5million plus interest back in our bank will be welcomed as well :-)

[yorgi] 18/4/2011 10:48

Quite likely Restassured. As long as DW and his team keep up the good work we will see the fruits of it in the share price in time. SC's disinformation won't work forever. As Backmarker commented earlier and I do agree "rumour is as hard to unspread as butter"

[bonty] 18/4/2011 10:34

I would have thought that for any nervous investors who sold in the 600s, looking at the chart and todays RNS, now would be the perfect time to buy back in.

[restassured] 18/4/2011 10:31

I would imagine that any "nervous" investors fled ages ago.

[aishah] 18/4/2011 10:00

Jefferies maintain Buy rating with 194.5% upside. target=1340p

[backmarker] 18/4/2011 09:40

I suspect SC's comments last week were a smokescreen to keep the share price low while he closed out, taking a nice profit. In fact, if he has any sense he'll now go long !!!

[tsmith2] 18/4/2011 09:37

anyone seen any early broker comments..TIA

[kirkuk] 18/4/2011 08:03

Run Simon Run.

[geheimnis2] 18/4/2011 07:51

pack ya bags, cawky

if you can get out in time

;-)

[cestnous] 18/4/2011 07:48

Oooh! I do like this announcement!

You've been caught well Calkwell you devious bast@rd!

[restassured] 18/4/2011 07:48

Logic dictates the ferocity of director buying means they have access to far more information than the rest of us.
Out of all the indicators director buying is one of the most consistently reliable.

The various pieces of the puzzle are starting to fit.

[geheimnis2] 18/4/2011 07:44

fantastic news!

cawky - you still short on this?

;-)

[restassured] 18/4/2011 07:27

Ts I think you are spot on and the point has been completely overlooked as everyone only talks about consumers.

[tsmith2] 18/4/2011 07:25

EK..thoughts welcome!

wonder what EK's analyst's thoughts are now!

[tsmith2] 18/4/2011 07:24

"Avanti expects backhaul business to soon become a significant percentage of backlog."

Does this mean that the focus has been really the E&M but now with things settling down they will ramp up the business/consumer side of things to..if it does doesn't it mean that they've added as GG points out, £40mn on the this side without really breaking sweat at all!

[yorgi] 18/4/2011 07:23

Blue, I have just be corrected, it's not good news but great or even brilliant so be warned the share price could dive then :-) but somehow I don't think so :-))

[blue forever] 18/4/2011 07:16

Expect the share price will go down today! Usually does with good news on this share.:-)

[greengiant] 18/4/2011 07:13

So we have gone from £389m to £427m backlog in 2 months. Fantastic results, also noted the split between Enterprise & military and effectively consumer broadband. Can't say anymore except BRILLIANT.

gg

[restassured] 18/4/2011 07:12

INCREDIBLE!!

[tsmith2] 18/4/2011 07:11

Avanti is pleased to confirm that at service launch, having confirmed contracts and orders, the peak utilisation rate under HYLAS 1 aggregate contracts is 35.1% which comfortably exceeding the 25% target set pre-launch. Henceforth, Avanti will regularly report the industry standard backlog metric.

The backlog statistics are now GBP139.0m for HYLAS 1, GBP28.4m for HYLAS 2. Avanti also notes a GBP113.4m option for HYLAS 2 capacity which is subject to a significant option fee.

Approximately 52% of backlog revenues relates to Enterprise and Military applications and customers (not including the HYLAS 2 option), with the balance relating to SME and Consumer broadband. Avanti expects backhaul business to soon become a significant percentage of backlog.

Avanti is also pleased to report that the increased credibility generated from successful service launch has resulted in an increase to the pipeline. The pipeline now stands at GBP427.2m.