Avanti Communications Share Discussion Threads

[pojscott] 10/9/2012 13:15

Dropping back again---big jump short lived?

[yorgi] 10/9/2012 12:50

I have Colva.......I nearly sold them at 370p but didn't :-(

I want those funds for little mining/explorer that I'm expecting some action on...........we will have to see what the rest of the day week brings ;-)

[colva] 10/9/2012 12:43

Yorgi , have you still got your trading shares ? i was hovering over the sell button at 370p , should've sold but may get another chance before the weekend.

[colva] 10/9/2012 12:34

Thanks BillyTKid , much appreciated.


So this is what all the noise is about.

"Having secured ownership of 31 degrees east first, Avanti has 'superiority' rights which will require SES to ensure that Astra 5B does not cause interference."


"They don't like it up em Captain Mainwaring, they don't like it up em"

[yorgi] 10/9/2012 12:22

Bit of a shakeout there maybe !!!

Yes looking better Jonnib :-)

Glad your relieved Rathlindri :-)

The concerns being posted and discussed at the weekend were completely out of the blue to me and I admit I had some concern that the BOD had not made us aware whether or not there was anything in it. However as I commented earlier they have now "put that to bed"

As for the update I always thought we would have an update earlier than 3 months time which I posted that view on 29th August however some of our "newer" posters seemed to think we would have nothing for 3 months and the share price was going nowhere before then. I didn't share that view at all.

[nugacity] 10/9/2012 11:52

Phew! At £3.61 I took a safe T20 ,I was sure it could not go lower!
At £3.55 took another , and another at £3.50 to borrow £16k in total.

Started to worry at £3.40 with apparently no reason for it.
Then the bulletin boards came to the fore and we got a reason over the weekend.
I hoped the discussion would be enough to alleviate fears but the RNS was the icing on the cake.

Got my £16k in place on a T3 at prices from £3.69+ to £3.71+ which rendered a profit of 224 shares.

My son reckoned he prospers when unloading large amounts by selling small blocks and I was very sceptical of what he said. I experimented today and indeed to sell large numbers was going to cost 4p a share. I cannot be sure I optimised my sells but I gained 4 x £40 by doing it in small chunks and they cost me 4 x £8.95 in commission - so it was worth listening to him.

I am so pleased I targeted £3.69+ because I expected to see £4 by now.

A bird in the hand for sure. Hoping for £4+ still on my extra 224 shares to make a grand. Have not monitored buying but is it profitable to buy small chunks rather than one bulky buy? I'll take a look myself but it time to get out of bed whilst it is still morning :O)

[rathlindri] 10/9/2012 11:47

What a relief!

[jonnib] 10/9/2012 11:45

All looking good. Very positive news and now hopefully a staedy rise in share price as decent contracts drip feed in. Happy days

[yorgi] 10/9/2012 11:40

John we have seen significant upward moves in the past but not for some time and the concerns that we learnt about over the weekend were obviously known by the "big boys" for some time which now explains the weak share price over the last few weeks

This mornings RNS does seem to have put that to bed now !

Thanks for posting Billy.

[2350220] 10/9/2012 11:34

Great article.
Thanks for posting it BtKid.

Is this our single biggest move in one day?

John

[billytkid2] 10/9/2012 11:27

From jefferies:

Avanti has completed another important step towards getting revenue
generation from HYLAS-2 underway. This morning it reports successful
completion of in-orbit testing. We believe this puts HYLAS-2 on track to begin
commercial service within a couple of months. In addition, Avanti states that
operating lifetime is likely to be longer than planned. An extra 1 year would
add c.30p to our AVN price target.
HYLAS-2 successful completion of in-orbit testing, operational life extended.
Avanti has issued an RNS this morning confirming that it has now successfully completed
the in-orbit testing of HYLAS-2. It has now received confirmation from the ITU that its filing
for use of spectrum at 31 degrees east has been accepted in accordance with ITU rules,
giving Avanti rights of use of that orbital slot. The company will now begin commissioning
each of 41 beams, interfacing them with ground infrastructure. Full commercial service
(and revenue generation) will begin progressively as beams are brought into commission.
We expect the process to be complete in the next couple of months, in-line with previous
guidance. Last June, Avanti disclosed that a "low-teens %" of HYLAS-2 capacity had been
pre-sold (excluding options).
We estimate operational life extended by one year. Further positive news from
today's announcement is that because HYLAS-2 had a perfect launch and subsequent postlaunch
manoeuvring, it has managed to save fuel, which in turn has extended HYLAS-2's
operational life by, we estimate, 1 year to ~16 years. An additional year of EBITDA in our DCF
for HYLAS-2 is worth c30p per share (8.5% of closing price).
Luxembourg challenge to HYLAS-2 has been refuted by Ofcom. On Friday, industry
trade journal 'Space News' carried an article which says the Luxembourg government has
asked the board of the ITU (International Telecommunication Union) to deny HYLAS-2's
licence to operate in its orbital slot at 31 degrees east. Speaking to Avanti, we understand
that is not an accurate description. In fact, Luxembourg has asked the board of the ITU to
overturn and delay completion of Avanti's regulatory process. Avanti brought 31 degrees
east into use when HYLAS-1 occupied it for 16 days in 2011 (before moving to its allocated
slot at 33.5 degrees west). Accordingly, Avanti fulfilled its ownership rights to 31 degrees
east under the ITU's "use it or lose it" principle, and the slot was reactivated when HYLAS-2
re-occupied it after last month's launch. Avanti says it has received written confirmation via
Ofcom from the ITU's Radiocommunication Bureau ('RB') that obligations had been met and
ownership rights awarded. It seems that Luxembourg is now arguing that the RB's review
was not carried out in accordance with the rules. The context to this is that Luxembourgbased
SES is due to launch Astra 5B in 2013. This will be a predominantly Ku satellite with a
smaller Ka-band payload, and it operate very close to HYLAS-2 at 31.5 degrees east. Having
secured ownership of 31 degrees east first, Avanti has 'superiority' rights which will require
SES to ensure that Astra 5B does not cause interference.

[yorgi] 10/9/2012 11:10

Very fair comment 2vdm :-)

There is no doubt this mornings RNS was "just what the doctor ordered" !

[2vdm] 10/9/2012 10:58

good news reastassured. I'm averaged in here at £6.52,from pre Hylas 1 launch, but have always taken the long term view with AVN even though Evil K and others wobbled it. Only wish I had had the funds then for a major top up. I think in 12 months time the reality of what's happening here will put me back in profit and then the fun will begin.

[divinausa1] 10/9/2012 10:20

Contracts should start flying in now....
check back after H1 launch, back over £4 in short order

[restassured] 10/9/2012 10:16

10 Sep

Avanti...

Daniel Stewart

Buy

369.63 current price

2,052.00 price target


Reiterates

[colva] 10/9/2012 09:34

Resistance at about 372p , if it can close above that we'll be looking good to move higher.

[pojscott] 10/9/2012 09:27

Somethings very wrong--good news and the S/P going up!!!
Could this just be the start--could it--could it???????

[verymaryhinge] 10/9/2012 09:24

I think you can assume they're lined up.

[sg31] 10/9/2012 09:22

Next thing we need is a few contract wins

[thescoop] 10/9/2012 09:07

Great RNS - this is a stupid-easy entry level for anyone wanting some quick returns. A derisking milestone such as this will get us through £4 with ease this week... IMO!

[restassured] 10/9/2012 08:34

Shhhhhh!


Don't attract Tommy ten pounds a point.

[backmarker] 10/9/2012 08:22

like we're stealthily climbing up the %-gainers, 24th already and going higher

[restassured] 10/9/2012 08:21

Luxemwho?


Sour grapes?

[backmarker] 10/9/2012 08:16

lol, stealth rallies ! nice one.