Avanti Communications Share Discussion Threads

[someuwin] 31/3/2010 13:01

Its a steal at this price.

Should easily double in 6 months time imo.

[tritan] 31/3/2010 12:56

Gee on up there. Now we're talking...... Higher lows and a possible higher high to come!

[tritan] 31/3/2010 11:51

Still going down!!!!!

[terryebby] 29/3/2010 14:45

I think its just repeating the previous statements which say they have a contract right to use either rocket - which is one of the advantages of Arianespace - their fleet gives you options (I used to say the same thing about BA ....). Right, off for a much deserved game of golf now Spring has Sprung and FTSE is safely nestled above 5600 am going to stop thinking about portfoio for a while.......

[jimbo55] 29/3/2010 13:48

This small fall may be due to uncertainty caused by a shift to Q3 for launch. I did like this part of the RNS though:

"With the launch of HYLAS 1 scheduled for the third quarter of this year with Arianespace on Soyuz (or the alternative Ariane 5) we look forward to upgrading our valued customers in Northern Ireland to higher service levels."

Notice they've specifically mentioned an Ariane 5 rocket as an alternative to Soyuz. That may be tied in to the bulletin board comments, referenced by that earlier post last week, suggesting the Soyuz rocket may not be ready by September.

Looks like Williams is seriously gunning for September; no matter which launch vehicle happens to be available at the time.

Personally, I find this encouraging. ;)

[yorgi] 29/3/2010 13:19

That little lift was short lived :-(

[terryebby] 29/3/2010 13:10

1261 was the cut'n'past of the email about RHPS ? dont follow your Q ?
Terry

[trexpert] 29/3/2010 12:42

Terryebby - puzzled by your 1261 quoted comment as current capcity is rented see below. Hylas I is their first satellite? Te quote below is form their interims TR

About Avanti Communications
* Avanti sells satellite broadband services to telecoms companies which use them
to supply homes and businesses.
* Avanti's first satellite, called HYLAS1 is under construction for launch in Q2
2010 and will be the first superfast broadband satellite launched in Europe.
* Avanti's second satellite, HYLAS 2 will launch in 2012 to provide similar
services in EMEA
* The market for 2Mb satellite broadband products in the Europe, Middle East and
Africa markets Avanti serves is estimated at more than 100 million homes and
businesses.
* Avanti currently provides satellite broadband services to customers in Europe
using leased satellite capacity which it will transfer to HYLAS 1 on launch.

[trexpert] 29/3/2010 12:41

Terryebby - puzzled by your 1261 quoted comment as current capcity is rented see below. Hylas I is their first satellite?

About Avanti Communications
* Avanti sells satellite broadband services to telecoms companies which use them
to supply homes and businesses.
* Avanti's first satellite, called HYLAS1 is under construction for launch in Q2
2010 and will be the first superfast broadband satellite launched in Europe.
* Avanti's second satellite, HYLAS 2 will launch in 2012 to provide similar
services in EMEA
* The market for 2Mb satellite broadband products in the Europe, Middle East and
Africa markets Avanti serves is estimated at more than 100 million homes and
businesses.
* Avanti currently provides satellite broadband services to customers in Europe
using leased satellite capacity which it will transfer to HYLAS 1 on launch.

[terryebby] 29/3/2010 09:30

nice to see some Ordinary course of business stuff going on here. and an "unforseen increase in demand" by the customer says good things

[someuwin] 29/3/2010 07:17

RNS Number : 2903J
Avanti Communications Group Plc
29 March 2010

Date:
29 March 2010

On behalf of:
Avanti Communications Group plc ("Avanti" or "the Company")

Embargoed for release:
0700hrs

Avanti Communications Group plc

Contract Extension

Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, is pleased to announce that it has received a contract extension from the Department of Enterprise, Trade and Investment in Northern Ireland, which will increase the budget available for the provision of satellite broadband services across the region to those who cannot currently access broadband services by other means.

The boost in available budget has been agreed due to an unforeseen increase in demand for satellite broadband services in the region and will ensure that those living and working in areas where the market has not yet made landline broadband connectivity widely available will continue to have access to broadband services at reasonable cost.

Commenting, David Williams, Avanti Chief Executive, said:

"We are always delighted to see contracts increased or extended as it is an expression of satisfaction on the part of our customer with the technology and service we offer, as well as an indication of the expansion of our market. With the launch of HYLAS 1 scheduled for the third quarter of this year with Arianespace on Soyuz (or the alternative Ariane 5) we look forward to upgrading our valued customers in Northern Ireland to higher service levels."

---ENDS---

[terryebby] 26/3/2010 10:14

Why a huge jump in Avanti's share price is imminent

BY TOM BULFORD

Dear Reader,

Yesterday I had lunch with AVANTI COMMUNICATIONS (AVN) CEO, David Williams. He let me in on a little detail about his company that you're really going to want to know about.

Avanti is in my Red Hot portfolio with good reason. It dominates a niche sector. It is selling in a huge and expanding market. And it has projects in the pipeline that can only strengthen its position.

At the moment, its shares are an absolute steal. And what I heard over lunch made that all the more obvious.

In the near term I have strong hopes that Avanti will report more progress in forward sales of its satellite transmission capacity.

There is a huge demand for services that can transmit digital data. Whether it's telecom companies struggling to provide online videos on phones. Or TV networks looking to broadcast this summer's World Cup across the globe.

Avanti is in pole position to answer this demand. It already has the satellite in place to deliver broadband services to customers. Its competitors have not. And since it takes three years to build a satellite and get it up in the sky, this is a competitive advantage that Avanti is going to have for quite a while.
Why investors could pile into Avanti in September
So the company is sitting pretty. But things should really get moving in September. This is when we should see the launch of Avanti's Hylas-1 satellite. This was what David was so excited about when I spoke to him. Here's why...

The launch of Hylas-1 is a big step forward for Avanti. David knows that, if successful, it could mean a new level of profitability for the company. In fact, investors already have their hands in their pockets...

David told me that several City investors were poised to inject serious money into the company, but were waiting for the launch of Hylas-1 before they did so. All they are waiting for is news that the launch has been successful.

I know from talking to people like David that the risk of a botched launch is minimal, so what we're looking at is a strong likelihood that a glut of investor cash is set to come Avanti's way around September time.

Quite how much this will boost the share price is anyone's guess. But suffice to say for now that the current weakness in the share price represents an irresistible investment opportunity, so BUY UP TO 550p.

[dil] 26/3/2010 10:10

Says CEO confirms launch by September , institutions ready to pile in on completion of successful launch and a buy up to 550p.

[tritan] 26/3/2010 09:56

can someone post a link please? Good news.

[someuwin] 26/3/2010 09:55

...ok, read it now - cheers.

[simon gordon] 26/3/2010 09:46

Some,

It has been posted on the AVN thread at iii.

[someuwin] 26/3/2010 09:40

What's the gist of it terry?

[terryebby] 26/3/2010 09:05

chaps have you seen the RHPS update ? Looks like we have seen an end to the shorting

[someuwin] 26/3/2010 08:08

Good start.

[tritan] 26/3/2010 08:07

Gee on up there!!!!

[arai] 26/3/2010 07:08

Very much like a small oil share. They have just started drilling, might be a duster but might be shed loads.

A.

[dil] 26/3/2010 01:22

It'll double from here til launch date imo so those with a nervous disposition could sell half week before launch and still be in for free.

Will add another 50% in weeks after a successful launch (again imo) but if it blows up on the pad we may have a problem :-)

Good luck guys.

[smarm] 26/3/2010 00:00

darl - yes, that's true...if the satellite fails then the price fall will be ugly but more get into space than don't...although I'm sure the recent failure of the global warming satellite will be still be raw in some quarters. Not a share without risk but if it does get into space, and they do sell the space, then this will be much higher come this time next year.

S

[par555] 25/3/2010 22:19

everlastin ,

As I understand it if you sell shares and buy the same shares again within 30 days the repurchased shares are counted for CGT purposes as the first element of the shares sold previously in the 30 day period . The idea being to prevent you from doing what you are attempting to do i.e minimise the CGT liability .

I am no tax expert so others on here may know better ! As always no advice intended and DYOR !!