Avanti Communications Share Discussion Threads

[divinausa1] 06/8/2012 11:28

it will be volatile and traders will trade it!
check back at the chart when H1 was launched and contracts were announce...

[divinausa1] 06/8/2012 11:28

it will be volatile and traders will trade it!
check back at the chart when H1 was launched and contracts were announce...

[philo124] 06/8/2012 10:14

Hylas 2 has nearly 3 times the capacity of Hylas 1 - Jeffries Note.

[2350220] 06/8/2012 09:36

Excellent & knowledgeable post hpcg - 10025

Thanks for taking the time to write.

Akk the best on a day when Space is very much in the News today too, with the Mars landing,
John

[jonnyno1] 06/8/2012 08:22

Williams is pretty cool himself, his company has pretty much delivered on all it's promises , hit it's targets and deadlines within reason...not sure whether he does his own pr but that has been pretty slick too...has had very good media coverage...if the success of this company is anything as good as the way it's being run then we should be in for a lucrative few years.

the only negative from the company's point of view was the handling of the directors' sales...you cant have everything!

j.

[jonnyno1] 06/8/2012 07:29

i love this bit in the telegraph article " isn't this the coolest thing you've ever seen?" ...it's pretty cool!

j.

[geheimnis2] 05/8/2012 20:16

Looking forward to Friday

Thanks for running the compo john

[volvo] 05/8/2012 20:11

25 pounds at least..............told you before Hylas 3 is fully supported by the military, ie government, ie European Space Agency,............buy with confidence...........and wait.

[yorgi] 05/8/2012 15:30

All good and a move to the main market will be excellent news.

[jeffian] 05/8/2012 13:55

Yep. Front page of the Business section. Can't be bad.

[paleje] 05/8/2012 10:39

Sunday telegraph article on Avanti:-

[johncsimpson] 03/8/2012 21:31

hpcg 3 Aug'12 - 21:14 - 10025 of 10026

Missed your clarifying explanation to 2350220 (John) and found it very useful. Thanks.

[hpcg] 03/8/2012 21:14

John, you are mish-mashing your terms. You are talking about backlog which is revenue times time. So for example a 6 month contract at 100,000 per month is a backlog of 600,000. If it is a fixed term contract then the backlog decreases as the revenue is taken. If it is a 6 month rolling contract then as each month passes we take a month of revenue but the backlog doesn't go down. This terminology is conventional in many business sectors.

Back haul, in Avanti terms, is a service to mobile data providers. A mobile phone company can install a transceiver in some remote place not connected to a fibre network but use a sat link instead. Avanti doesn't contract with every individual mobile phone user it contracts with the network provider to carry whatever data they send, up to the bandwidth limits they have contracted; data quantity / time, usually in Megabits per second, or Mb/s. This is simple economics; the network provider such as Vodafone or O2 wishes to extend their service footprint but cannot justify the large amount of money running fibre channel for miles based on the revenue they model. However contracting for satellite and oversubscribing the nominal bandwidth through multiple entry points will allow then to cost effectively extend their service area and secure the marginal revenue.

[2350220] 03/8/2012 18:44

Guys,
I've been thinking about the 'back haul' figures and all that stuff that they've mentioned in the various reports.

Now that Hylas 2 is right where it is intended to be, doesn't this mean that these figures will no longer be 'back haul' or whatever term they use to describe the equivalent of Letters of Intent, but that they will soon become hard payments and income? Once all the testing is out of the way, obviously.

Or am I being too simplistic and hopeful?

All the best,
John

[johncsimpson] 03/8/2012 18:06

There will be a RHPS monthly issue later this evening. There's bound to be a write-up . . . watch this space.

[geheimnis2] 03/8/2012 17:07

im pretty happy for the rise to be slow

if this were to shoot up to £7 in the next few weeks the temptation would be to get out - then one might miss the rise to £15-20 over the next five years


£4 suits me just fine for a while

the military contract seems to be the next biggie which will support a good rise to £5 or so

[jeffian] 03/8/2012 17:02

It's all about revenue-building now. Sure, getting the satellites up there removes the risk element, but now they have to show us the money, not just forecasts. Let the cashflow begin!

[yorgi] 03/8/2012 16:54

The impact of hype or impact of rubbishing ! In time it will find its fair value but in my view AVN has still not shaken off the impact of the shorters and the doubters of last year but in time it will but as you rightly say Chrissey hardly above the market rise.

[chrissey] 03/8/2012 16:45

Gain is hardly above market rise, this is certainly going to be a long haul rise until we have some significant and asset enhancing news.

It's dreadful considering where we got to after H1 launch, just shows the value and impact of hype.