Avanti Communications Share Discussion Threads

[yorgi] 05/12/2012 15:19

Still done seem to be able to push on up despite enough information about confirming that the selling/shorting of AVN has been way overdone and looking ahead all is going to plan.

[johncsimpson] 05/12/2012 15:12

I was (half) listening to the autumn statement on BBC2 whilst doing other things.

I cross checked what I thought I heard and found this. No doubt all will be revealed . . .

The government will attempt to boost small cap funding and liquidity by consulting on plans to allow AIM market stocks to be held directly within tax-efficient wrappers such as ISAs.

The statement, is the latest on a long list of attempts to improve smaller businesses access to funding, from incentives on bank lending, and the 2012 Budget's near-forgotten proposals on packaging small cap debt securities to meet institutional minimum investment limits.

[johncsimpson] 05/12/2012 15:11

I was (half) listening to the autumn statement on BBC2 whilst doing other things.

I cross checked what I thought I heard and found this. No doubt all will be revealed 'as the various specialist news reporting cotton on' . . .

The government will attempt to boost small cap funding and liquidity by consulting on plans to allow AIM market stocks to be held directly within tax-efficient wrappers such as ISAs.

The statement, is the latest on a long list of attempts to improve smaller businesses access to funding, from incentives on bank lending, and the 2012 Budget's near-forgotten proposals on packaging small cap debt securities to meet institutional minimum investment limits.

[woozle1] 05/12/2012 08:19

Hi Simon
We met a few years ago at your house and I was interested by your short on this stock. I agree the accounting of income is an issue and buying a client who was unable to service a debt doesn't look good either. What is not an issue is the strategic value of these assets and that the shares are trading at a substantial to net assets. Given the depressed nature of the share price and the valuation, the bet you are making is that AVN will go bust and, although this can not be discounted, it is likely that the company would be sold.

The other concern is that Williams has stuffed the business with unprofitable revenue and that this could put off potential suitors.

W

[qs9] 03/12/2012 10:51

Yup agreed... Looking strong for push to just sub £3 I reckon where it started to drift from....then await next rns from company.....IMO!

[yorgi] 03/12/2012 10:27

Looks like we will see more today Rogk........A good start to the day.

Way oversold in my view.

[gorvachof] 03/12/2012 10:24

John,
Whitespace may be very useful, but the concept of using it as rural broadband solution is inherently flawed, except maybe in a very limited niche sense.....look up the Hidden Transmitter Syndrome.
Electricity/Gas/Water Meters, this is where the big markets will be imo.

Avanti sold its Legacy business to Qsat of Ireland back in January, "removing a channel conflict with Avanti's wholesale distribution strategy".
Avanti is now is part owner of a satellite reseller Filiago, Why would Avanti take this backward step?

[waterloo01] 02/12/2012 20:16

Spread bet.

[jonnyno1] 02/12/2012 19:58

hedged it with what exactly?

[waterloo01] 02/12/2012 17:27

Because he's no fool. Watch for his next update, I bet if he's not closed the short he's hedged it.

[count chris] 02/12/2012 17:10

11432, 11433, 11434 where have you seen SK has gone long? His list on t1ps updated on Friday (8:45 am) still shows him short?

[sidam] 01/12/2012 14:08

winchcombe

Where did you get that from? I think it is very old and that DS no longer follow the company.

[winchcombe] 01/12/2012 12:10

Daniel Stewart 10/9/2012 2052p price target on Avanti.

[sg31] 01/12/2012 10:22

Phoenix is TW, rising from the ashes of his reputation.

[yorgi] 30/11/2012 22:15

You have a point Rogk......but will they that's the question.

[yorgi] 30/11/2012 19:24

Yes pretty much Waterloo.

[waterloo01] 30/11/2012 18:08

Spot on Yorgi. As he's gone long, it's nothing to do with 'accounts' or fundamentals, its just 'I say short, sheep follow, price goes down, I make money, go long, I make money again' If no one followed him, it doesn't work. A pyramid scheme of sorts.

[yorgi] 30/11/2012 17:56

Yes but he was still trying to encourage others this week to short.....while he was buying back if you are correct VeryMaryHinge......I'll refrain from stating the obvious !

My comment earlier in the week his disciples make his profits for him !