Avanti Communications Share Discussion Threads

[jamj4r] 27/2/2012 11:23

Peterwaller395: I remember reading in some brokers note that bids are what happened to the two companies in the US. They showed rural satellite worked and thengot bid for. Wild Blue and Hughes I think.

[peterwaller395] 27/2/2012 11:00

This is a waiting game and there is perhaps plenty of time to keep averaging down the prices that many of us paid in 2010. Here's hoping the wait is worthwhile. I believe it will be and a move to the main market in 2013 will help. Though I started buying at 470p I see the current position a chance to keep averaging down when I can, given I have paid as much as £7 per share. Still 38% down but will use the time I believe there is to keep getting that average cost down. Fearful of a bid but suggest it is too early for that. Rather a bid if it has to come will be 2015. Has to be a strong Buy doesn't it?

[level 2 ate my hamster] 27/2/2012 10:59

sorry chaps, just looked at it again, my speed-reading let me down this morning.

[geheimnis2] 27/2/2012 10:56

LOL

looks like you called it completely wrong, Volvo

[volvo] 27/2/2012 10:52

Caledonia eh from 16.2pc to 13.7pc.

VOLVO - 17 Feb'12 - 14:52 - 7637 of 7712 edit


News for anyone interested we have a seller clearing a position. The price is being dropped to accomodate, hence the larger volumes.

WILL CONTINUE UNTIL ITS CLEARED.

Great buying opp for someone.......yes me, bought another 15k for the SIPP.

rimmy2000 - 17 Feb'12 - 16:53 - 7638 of 7712


VOLVO, how do you know this? L2?



VOLVO - 17 Feb'12 - 17:05 - 7639 of 7712 edit


No. The house broker Cenkos is aware.

[jeffian] 27/2/2012 10:50

I was about to say the same thing, waterloo. The reason for the announcement is presumably that although their shareholding has increased by numberm it has decreased by % as a result of the Placing increasing total shares in issue.

(Edit: Ooops! didn't see yours, colva. Sorry to repeat!)

[waterloo01] 27/2/2012 10:48

Hamster, Caladonia have increased holding by £2m not sold, so not sure where you get the 'we know the seller'? Had two buyer RNS's which looks bullish to me.

[colva] 27/2/2012 10:46

Caledonia have increased their holding but their holding as a % of the company has gone down due to the increased number of shares in issue.

[jeffian] 27/2/2012 10:45

#7701,

Is it seriously being suggested that AVN have financed, built, insured and are about to launch Hylas2 at a cost of £m00's with pre-booked sales.....and have 'lost' their slot? I don't think so.

[superg1] 27/2/2012 10:40

For Yorgi.

I got out of FUM Yorgi as I expect delay news shortly, it's on an all time highs at the mo due to an underlying buyer.

I went over to IOF which I consider short term has very big prospects

[level 2 ate my hamster] 27/2/2012 10:33

So now we know who the seller was/is. The next couple of days will tell us if they are finished I guess.

I suspect many like me will be waiting for an indication of positive share price movement before committing more cash. Could see a quick turnaround when it actually happens.

[1356] 27/2/2012 09:46

someuwin,

I read that article over the weekend too - and as an investor averaging 440p a share, I'm very keen to see Avanti do well. I'm certainly long on a 2-4 year view.

However, that article did concern me, and I'll like to see some clarification to investors on what implications this may have for the business.

[colva] 27/2/2012 09:20

someuwin,

I thought that one of the reasons for H1 taking so long to come online after launch was because it had to visit and transmit from (and so reserving) the H2 and H3 slots

[jamj4r] 27/2/2012 09:18

B'Berry drop; Lets hope so. I picked up a few on Friday to pick up on some momentum re it going up (share price and satellite that is).

[blackberrydrop] 27/2/2012 09:14

It's nearly the end of Feb and only four months to launch so I'd expect the price to start moving soon.

[terryebby] 27/2/2012 09:05

Only a few months to launch, quite exciting !

[someuwin] 27/2/2012 08:28

Perhaps this explains the share price weakness - talk of AVN losing the slots for Hylas 2 & 3...


"...Both these slots have been reserved by Avanti for follow-on satellites. Avanti has several reservations at both positions, but the ones presumed to be most advantageous to the company in terms of frequency assignments expire in May.

Avanti's Hylas 2 is scheduled for launch in July. Hylas 3, which is a Ka-band payload aboard a satellite to be built for the European Space Agency by Astrium Services and used for a novel commercial data-relay business, is scheduled for launch in 2015. Avanti on Feb. 6 announced it had raised 73.8 million British pounds ($114 million) on the London stock market to cover the costs of Hylas 3.

Both satellites will arrive too late to use the Avanti ITU reservations expiring in May - unless the ITU makes an exception to the 90-day rule.
"Under the current ITU procedures, and given its denial of other systems that tried the same maneuver, the [Radiocommunication Bureau] would have no choice but to declare as invalid an attempt to preserve the reservations" that expire this May, an ITU expert said.

Avanti Investor Relations Director Sean Watherston said Feb. 10 that Avanti's Hylas 2 and Hylas 3 satellites' business plans are not threatened by the reservations expiring in May. He declined to disclose the intended orbital slots for the satellites. One official unaffiliated with Avanti said Hylas 3 was to be stationed at the 31 degrees east position.

If Avanti loses its May 2012 reservations, other satellite operators will move ahead of Avanti in the queue for access to the position. At or near 31 degrees east, these operators include SES and Eutelsat. In the 61.5 degrees neighborhood, Yahsat of the United Arab Emirates has reservations..."

[deltar] 27/2/2012 08:25

The price is now more realistic though. Your stake could have been double had you listened to common sense instead of banning it!

[backmarker] 26/2/2012 17:41

colva/yorgi,

thx for your comments re T1ps.

[theuniversal] 26/2/2012 11:32

i put this chart up for you to gander at, make of it what you will as it is only a guide at the end of the day and should be used with other factors and fundamentals. any charting feed back is welcome. hope it helps T.U.

as in figure fig.1 below. i feel that the £2.60 mark is a crucial support floor if it holds up i recon it might consolidat sideways and create a channel that may go £2.60 to £3.40, oyu could swing on these if it holds with in the channel but and this is a But, it could break out either way depending on volume, rns and fudamentals.

[yorgi] 26/2/2012 10:45

Colva

Yes you are quite right I am recent subscriber, starting from April last year and I shall renew this April. I agree with what you say that his tips are a good starting point but one should only use it as a starting point and ones own research as well and then make a judgement on whether to follow or not.

Backmarker

I have have just posted I shall be renewing my subscription to T1ps this year so I quite convinced of the value in it. One aspect that has not been mentioned is the discount one gets if one also uses JPJ to trade, the maths then can add up to making it very good value.

[colva] 26/2/2012 09:51

Waterloo,
I don't know how long ago you were a RHPS subscriber but for the last 8 - 10 years it's been run by Tom Bullford .



Backmarker,
Iv been a subscriber for many years and im happy with what i get out of it , as Jimbo has said EK's contribution alone could be worth the subs. I use TW's tips as a starting point for DMOR rather than following him blindly and have got used to making allowances for his over optimistic earnings forecasts. He seems to spend a lot of time talking with the management of the stocks that he follows and comes up with some interesting info that would be difficult to find elswhere.
I can only give my own view and i know others have a very negative opinion of TW so perhaps they would like to comment. I think Yorgi is a fairly recent subscriber .

[backmarker] 25/2/2012 19:16

colva,

would you recommend T1ps as worth subscribing to ?

I haven't tried them yet, nor have I tracked many of the recommendations they make on sharecrazy.

so a view from a user would be interesting and useful. tia.

p.s. obviously I'm completely in agreement with their views on AVN !

[jimbo55] 25/2/2012 12:25

The T1ps subscription is worth it for one very good reason: EK's thrice-weekly diary.