Avanti Communications Share Discussion Threads

[colva] 07/10/2011 09:51

cue superg !

[2vdm] 07/10/2011 09:27

RHPS put issues another "Buy" recommendation today. Here's part of it "The reason is simple: the numbers are great. For the year to June 2014 broker Cenkos is forecasting that Avanti will make a pre-tax profit of £111.7m for earnings per share of 111.3p. The following year Cenkos believes that Avanti will make earnings per share of 202.3p and the year after that 273.5p. If Cenkos is anywhere close to accurate, the share price should rise dramatically."

[yorgi] 07/10/2011 08:14

I was going to post yesterday that another 9 days of rises of around 10% would do nicely......and we are having a good start to the second :-)

[greengiant] 07/10/2011 07:44

Nice to see the rise yesterday, but still a long way to go so not getting too excited. I am a patient person, I can wait.

Gorv, Thanks for the link

gg

[colva] 07/10/2011 05:44

re. AVN having 3 satellite slots....

As i understand it each slot can accomodate 3 or 4 satellites and AVN have a lot of spectrum so the potential is huge .

[geheimnis2] 06/10/2011 20:55

seems to me as though there is ample opportunity to fill 3 satellites at attractive prices

hopefully hylas 3 news soon will drive the share price further up

[backmarker] 06/10/2011 20:53

re. AVN having 3 satellite slots....

I thought they had a dozen slots up there in the heavens ?

[estienne] 06/10/2011 20:49

I had to laugh at this:

"the short position was an interesting topic when we got to it... they met one of the managers who apparently wasnt aware that his treasury dept were loaning the stock and was pretty astounded."

[backmarker] 06/10/2011 20:46

agreed, broadcast seems to be the latest "big thing"

[gorvachof] 06/10/2011 20:40

Just a quick one. Greengiant/hpcg/yorgi thanks for the posts.
On the subject backhaul, doubt anyone has seen this. Information regarding Avanti and their progress on Next-Gen Mobile backhaul devolopment including timescales.


Backmarker, this doomsayer says you missed the most robust growth driver in the industry - Broadcast.

[backmarker] 06/10/2011 20:23

adamnw,

if the profit numbers over the next few years turn out as predicted then:

yes, £15 and then some.

[adamnw] 06/10/2011 19:27

Is £15 a share realistic?

[geheimnis2] 06/10/2011 19:06

i thought the annual results update was excellent - couldnt have been more positive and thoroughly refuted the sort of nonsense cawky was peddling.

this will come good.

that said, thanks to cawky and the greeks, i have been able to buy some big chunks of stock in the 250-270p range.

[cancun tango] 06/10/2011 19:00

Worth registering to download......

Avanti Communications(AVN):
Research Email Alert New report just published:
Still on course
Analyst:Denis Gross Published on 06/10/11
Website -
www.equitydevelopment.co.uk


Here is our latest analyst report on Avanti Communications:
Avanti Communications is the only licensed Fixed Satellite Services operator headquartered in the UK. Avanti sells satellite broadband services to telecoms companies which use them to supply residential, enterprise and institutional users

Full year results were in line with expectations, with revenues of £5.5m, reflecting the decline in legacy business prior to the launch of HYLAS 1, and a post tax loss of £9.7m. Cash at year end stood at £38.8m, and net assets at £207m

HYLAS 1 has 75 customers, with a number of these reordering already. HYLAS 2 remains on schedule for launch in Q2 2012. This satellite is fully funded with US EXIM and COFACE funds at 5.5%. HYLAS 3 construction will be funded by an advantageous debt package currently under preparation.

We believe Avanti remains on course and maintain our DCF-based share price target of 1,319p: valuing the company at £1,059m
Download full report click here
Symbol/Epic AVN
Listing AIM
Sector TMT
Price 302p
Market Capitalisation £257m


If you would like any further information either on this company or any other companies we cover please contact us on:
Tel - 020 7065 2690
Email - [e-mail].
Website -
www.equitydevelopment.co.uk

[cancun tango] 06/10/2011 19:00

Worth registering to download......

Avanti Communications(AVN):
Research Email Alert New report just published:
Still on course
Analyst:Denis Gross Published on 06/10/11
Website -
www.equitydevelopment.co.uk


Here is our latest analyst report on Avanti Communications:
Avanti Communications is the only licensed Fixed Satellite Services operator headquartered in the UK. Avanti sells satellite broadband services to telecoms companies which use them to supply residential, enterprise and institutional users

Full year results were in line with expectations, with revenues of £5.5m, reflecting the decline in legacy business prior to the launch of HYLAS 1, and a post tax loss of £9.7m. Cash at year end stood at £38.8m, and net assets at £207m

HYLAS 1 has 75 customers, with a number of these reordering already. HYLAS 2 remains on schedule for launch in Q2 2012. This satellite is fully funded with US EXIM and COFACE funds at 5.5%. HYLAS 3 construction will be funded by an advantageous debt package currently under preparation.

We believe Avanti remains on course and maintain our DCF-based share price target of 1,319p: valuing the company at £1,059m
Download full report click here
Symbol/Epic AVN
Listing AIM
Sector TMT
Price 302p
Market Capitalisation £257m


If you would like any further information either on this company or any other companies we cover please contact us on:
Tel - 020 7065 2690
Email - [e-mail].
Website -
www.equitydevelopment.co.uk

[share_shark] 06/10/2011 18:49

Hi Yorgi from tonight's RHPS .Good luck friend and everyone. Not still in but watching.

"Buy more Avanti!




After Monday's results announcement I am very happy to re-iterate my £15 share price target for AVANTI COMMUNICATIONS (AVN).

[backmarker] 06/10/2011 16:45

a nice rebound today. while it would be unreasonable to expect this to continue at the same pace - but who knows ? - I would hope that we have at last seen an end to the long slide and can start to maintain a steady climb as we look forward to HYLAS 2 and some profitable business during the rest of this financial year.

[backmarker] 06/10/2011 16:39

the doomsayers on this board keep pointing up risks associated with prices obtainable from retail broadband users, particularly in the UK.

leave aside that AVN doesn't sell directly to the retail market, I don't believe that retail is where its main and more valuable markets are. surely backhaul and military are what are going to provide the best returns.

so the issue of whether not-spots in UK/Europe will gradually be replaced by alternative technologies is a bit of a red herring. some not-spots will always remain, and anyway there are a lot more of them in Africa and the mid-East where AVN is focusing most of its future coverage.

unfortunately red herrings are an obfuscator's best friend - and probably EK's favourite for breakfast, topped with a little crumbled boiled egg.

[liquid millionaire] 06/10/2011 16:28

TOM

TomCo Energy plc (AIM: TOM), the AIM listed company with oil shale assets in the State of Utah, USA, has been informed that Douglas Wright holds, directly and indirectly, an aggregate of 56,692,382 ordinary shares in the Company representing 4.32% in the share capital of the Company.



Take a look at the main TOM thread but there are rumours of a deal between TOM's US partners Red Leaf Resources and a French Super Major reckoned to be TOTAL

[yorgi] 06/10/2011 16:13

Very interesting Cancun

[cancun tango] 06/10/2011 16:11

This from chickenlicken1 on iii board:

having come away from the Avanti presentation feeling spectacularly bullish about the company's prospects......

the short position was an interesting topic when we got to it. Apparently 80% of the shares on loan originate from 2 institutions. they met one of the managers who apparently wasnt aware that his treasury dept were loaning the stock and was pretty astounded. I'm astounded he wasnt aware what stock in his portfolio is out on loan. Anyway, the upshot seems to be that there should be less stock available going forward.

[standish11] 06/10/2011 15:28

The shorters must be feeling the upward pressure on the share price now.Perhaps EK will update us on his position in his diary update tomorrow if not before.

[pappupops] 06/10/2011 15:20

still another 3.70p to go to breakeven,hoping this is the beginning of rises to start.

[cancun tango] 06/10/2011 15:14

WOW 25% up since yesterday's low.

[yorgi] 06/10/2011 14:44

It does appear that way.......but a long way to go Pojscott :-)