Avanti Communications Share Discussion Threads

[2350220] 07/8/2012 22:06

Very nice article DantheBear.
Great that we are getting some good coverage, as in the Gardian piece highlighted the other day.

Thanks for posting it.

John

[volvo] 07/8/2012 20:52

Agree.

2015 with Hylas 3 in orbit you are looking at a substantial company, mega substantial.

2500p, 3years.

[geheimnis2] 07/8/2012 16:36

yorgi

who cares? we are in it for the 2015 share price not the august 15 sp

[2350220] 07/8/2012 16:30

No Wilksey, it needs to start going up now, or how else is it going to get to my 570p target by close of play on Friday!!!

John

[wilksey1] 07/8/2012 15:02

hopefully it will start to go up next week,if all goes well the sat will be turned on by the w/end

[yorgi] 07/8/2012 14:39

Yes disappointing to say the least Pojscott.....makes no sense.

[pojscott] 07/8/2012 14:29

I just wish the share price would go up to the price I paid, thought the recent rise would peterout and, as usual, it did. Lots of hipe and talk about this share and how its gonna go up and up BUT ?????????

[garymott] 07/8/2012 10:57

willessa, I am overweight for a 10.5 year SIPP hold! :-)

[2350220] 07/8/2012 10:50

I just plain overweight!

John

[willessa] 07/8/2012 10:39

And then add £5 - £10 for each subsequent saltelite - if not more as there shouldn't be any more dilution.

I am overweight for a 10 year SIPP hold.

[colva] 07/8/2012 09:37

Apologies if this has been posted before.

Thanks to melrosian who posted the link over on ii.




03 August 2012 Avanti Communications AVN (FTSE AIM All Share) 385p BUY (TP - 2052p)

Company: Daniel Stewart


HYLAS 2 launched successfully

Avanti Communications' second satellite, HYLAS 2, was successfully launched from the European Spaceport, Kourou, French Guiana on Ariane Flight VA208 yesterday at 9.54pm (UK time).

Avanti comments: "The Ariane 5 launch was perfect, injecting HYLAS 2 into the correct orbit precisely on schedule. HYLAS 2 separated from the Ariane 5 on time and telemetry was received at the control centre at the European Spaceport".

CEO David Williams: "I'm delighted that our second satellite, HYLAS 2, has been successfully launched and is operating under our control. It will now undertake a series of pre-planned in orbit acceptance tests over the coming three months before we commence service for customers. HYLAS 2 will provide high speed data capacity across Africa, Caucasia and the Middle East. This service changes everything in the data markets in those regions that have previously left companies, Governments and consumers poorly served. The comparatively attractive economic backdrop and huge unmet demand evident in these regions give us great confidence that our decision to move into emerging markets was the right one, and our early mover advantage should drive strong profitability."

HYLAS 2 has a capacity of 8,280MHz, compared to HYLAS 1 at 3,000 MHz, and cost £214m (HYLAS 1: £120m). We estimate initial run rate annual revenue of (95% capacity) £165m compared to £56m for HYLAS 1. Of our 2,052p DCF-based valuation, we ascribe:

o 19% of value, 400p, to HYLAS 1;

o 53% of value, 1,079p, to HYLAS 2;

o 28% of value, 574p, to HYLAS 3 (launch in 2016(E)).

Satellite capital costs are high but the HYLAS fleet is fully-funded and insured. Assembly and launch are conducted by expert technical professionals. The expected operating lifetime of each satellite is some 15 years. Demand for broadband services, notably mobile and internet in emerging markets should burgeon during the coming decade. Overall, Avanti offers a profitable and secure earnings stream that captures this demand. Buy.
-------------------------------------------------------------

[divinausa1] 07/8/2012 00:57

SHANKSAJ
6 Aug'12 - 22:42 - 10052 of 10053

So a lot of risk is removed by the successful launch and the share price goes sharply down before recovering a fair bit. Bought a few more in the trough. Gotto laugh else you'd cry. With investing in shares, expect the unexpected.
=================

it was very expected, traders will trade and they will turn to the next play thats the nature of the game. On the other hand investors will invest, with broker targets some 400% higher than current share price the investment case is compelling...more compelling to me than trying to trade it

[shanksaj] 06/8/2012 22:42

So a lot of risk is removed by the successful launch and the share price goes sharply down before recovering a fair bit. Bought a few more in the trough. Gotto laugh else you'd cry. With investing in shares, expect the unexpected.

[nightspot] 06/8/2012 19:31

I think/hope today's share price action will have flushed out most of the 'launch traders'. Now can we have a steady rise from here please Mr Market? I really really don't want any more bargains!

[yorgi] 06/8/2012 18:44

Hi Colva,

A profit is a profit as you well know and a quick profit in a day is not to be ignored :-)

With AVN we there is no telling what will happen from one day to the next as I think we all well know but as you rightly say Colva long term is where the big profit should be........but lots of little profits all add up :-)

[colva] 06/8/2012 17:30

Hi Yorgi,

Sold them at 384.24p just before the close.

Holding over the longer term is where the real money will be made here but hopefully there'll be opportunities like today to trade in and out for a quick profit.

[disc0dave] 06/8/2012 17:00

hpcg, what are you lottery numbers this weekend? :-)

[hpcg] 06/8/2012 16:47

I am smuggly looking back at my post launch prediction in post 9812. Anyway, I went to the website just to see if there was any contract news release given that they don't RNS them and it looks like H2 wasn't the only thing launched last week. Check out the new look and focus on Africa and Mid East - a service provision they could not boast about until 4 days ago.

[yorgi] 06/8/2012 16:16

I'm sure Colva and Nightspot didn't mind Jonny :-)

[jonnyno1] 06/8/2012 13:51

why why why did i open my mouth

j.

[nightspot] 06/8/2012 12:04

So did I. 369.50P

[colva] 06/8/2012 12:00

Bought some more at 369p .

[verymaryhinge] 06/8/2012 11:34

unlikely to be news for a few weeks now so s/t traders selling out I guess - if this comes back much I'm having some more, it's already my biggest SiPP position as it is.