Avanti Communications Share Discussion Threads

[sg31] 12/12/2012 10:15

BM,I made the same point a few days ago. Winni is losing the plot.

[2350220] 12/12/2012 09:40

Yep Backmarker, AFAIK you are correct.
H3 is smaller than H2.
This same point was picked up by another poster, after TW issued that write-up.

All the best,
John

[backmarker] 12/12/2012 08:59

I was just re-reading TW's article "Avanti Communications – A Day to Buy as Results Go Down Badly" dated 10 Oct 2012 -



in it TW states "By the end of 2014 HYLAS 1 will be almost sold out but it is tiny compared to HYLAS 2 which in turn is tiny when compared to HYLAS 3."

I thought H-3 was smaller (= has less capacity) than H-2, not the other way round as TW states. [also that H-3 is going to be smaller than originally planned because of the switch to piggyback an ESA launch.]

can anyone clarify who is right ?

[buywell2] 11/12/2012 11:43

buywell2
17 Oct'12 - 12:00 - 11107 of 11475 0 0


I think not .... the recent news has been received by the market in a negative way as can be seen by the fall in SP

On no positive news the share could drift lower and another H&S pattern set up take shape as it did at the time of the first red circle

If it does .... then the RHS will be in the 250p area

[yorgi] 11/12/2012 11:42

Agreed Gary.

[garymott] 11/12/2012 11:41

pojscott, I'm afraid only you can decide. Mine are in a SIPP with a 10 year time horizon and so although I'd prefer the share price to be increasing, the short term movement is not critical to me. Note there should be an update before the end of the year. I hope it will be positive and I hope the BOD has come to its senses but only time will tell.

[pojscott] 11/12/2012 11:24

This is the third worst stock I ever bought and not much sign of improvement.
Should I take a big loss and get out now???

[glyndwr2] 09/12/2012 17:10

Hi guys,Just thought I would take a look to see how you are doing.Sorry to see that you have not made a fortune yet.I got out this time last year at £311.59.Decided to stick to my footsie 100 mining and oil shares which are doing OK.Good luck to all you holders.

[martincoops] 08/12/2012 08:13

The rest of it says

a 'buy' remains your decision

The rest is promotion for Motley Fool

[jeffian] 08/12/2012 01:09

Would have been nice to see the end of it, though!

[yorgi] 07/12/2012 17:23

Good find Wilksey :-)

[wilksey1] 07/12/2012 17:17

Diageo (LSE: DGE) boss Paul Walsh is backing a blue-sky AIM share.
Paul Walsh must be one of the most accomplished chief executives presently serving within the FTSE 100 (UKX).
Appointed to the top job at Diageo (LSE: DGE) (NYSE: DEO.US) back in September 2000, Mr Walsh has since delivered wonderful returns to loyal shareholders.
During the last 12 years or so, earnings at the drinks group have risen from 37p to 78p per share while the dividend has advanced from 21p to 43.5p per share.
The progress has helped push Diageo's share price from 588p to a recent high of 1,878p. During the same time, the FTSE 100 has slumped from 6,673 to around 5,900.
When you consider most blue-chip leaders last about five years in their jobs before they retire, move on or get sacked, Mr Walsh's tenure and results mark him out as somebody who knows a thing or two about business.

So where is Mr Walsh investing today?
Well, it's not Diageo.
In fact, a recent statement revealed Mr Walsh had sold 20,000 Diageo shares at 1,850p and raised £370,000.
Furthermore, statements earlier in the year showed him giving away 15,000 shares, selling a further 50,000 shares for £768,500, and exercising 90,000 options to raise more than £1m.
Instead, it is the shares of Avanti Communications (LSE: AVN) that have attracted Mr Walsh's attention. He joined the company's board as a non-executive at the start of the year and has since spent about £180,000 buying the shares at an average price of roughly 262p.
Avanti doesn't exactly offer the track record of Diageo. This AIM-traded satellite operator joined the stock market during 2007, has reported operating losses ever since, while the recent 230p share price is a fraction below the flotation price and well below the 735p all-time high.
Nonetheless, Avanti may offer rich growth possibilities -- the £260m market cap is supported by the expansion potential of the group's high-speed broadband satellites. One currently serves Europe, a second was recently launched over the Middle East and a third, due for 2015, will serve Africa.

Blue-sky story
The investment theory is simple. Covering areas with little or no fixed-line telecom services, Avanti's satellites may become real money-spinners in the years to come. Indeed, results during October showed the firm's contracted future revenues had already reached £268m, although reported sales were just £15m.
The figures also revealed net debt of £100m.
All told, it seems Mr Walsh sees Avanti as a good high-risk, high-reward gamble. In fact, he already owned Avanti shares before his appointment to the group's board.
Do note, however, that Mr Walsh's pay and bonuses from Diageo last year came to £3m, so his £180,000 investment should be seen in that context.

Should you follow Mr Walsh?
Of course, whether Mr Walsh's business record, his investment in Avanti and the prospect for broadband satellites in general make Avanti a 'buy' rema

[nugacity] 07/12/2012 10:43

Not my Tom ..... do the Toms often merge on the same stock?

[yorgi] 07/12/2012 10:12

Come on Tom that was weeks ago now..........:-)

[nugacity] 07/12/2012 09:16

All this talk of shorting BUT it remains below 5% at around 5M loaned.

I look at my portfolio and there is a common element to everything that is in limbo or dropping. RHPS and TB ......

It was always on the cards that his tips would self fulfill rises due to his presumably big following (aka Simon t'other way) so you can make money day trading but do any of his hot shots every reach maturity?

He dumped SRT out of the blue , USOP have dived dramatically and his sell flag was far too late , SXX look as promising as SRT and USOP once did .... and then there is AVN!

I cannot help but wonder what effect TB has on his companies .... are they scared to be positive for fear of TB ramping the news to high heaven? This is hell!

[2350220] 06/12/2012 22:24

Nope, not then Jeffian.
I'm afraid I'm holding you all back guys.

The answer as to when these fellers bounce is . . . .


A couple of days after I close out of my various holdings!!!
At least, that seems to be par for the course on previous dealings.

John

[jeffian] 06/12/2012 19:29

When they show us the money?

[yorgi] 06/12/2012 18:25

Afraid not John :-(

[2350220] 06/12/2012 18:22

Oh well, no change then.
Oh dear.

John

[jennis2002] 06/12/2012 12:02

Not a good day for AVN but off the bottom in my view and I still see the rise continuing.

Think it will fall further untill the shorting stops or untill there is an RNS to stimulate a spike. Am looking to add if it goes lower and the opportunity presents itself.

[johncsimpson] 06/12/2012 07:51

re above (453 )- It seems that Aim stocks becoming Isable will not happen this side of 2014.

[yorgi] 06/12/2012 00:46

Not a good day for AVN but off the bottom in my view and I still see the rise continuing.

I wonder if some still have this idea that 4G is a threat to AVN, well it clearly isn't in my view as the places where 4G will be of benefit will not be in remote areas where AVN will be winning a fair amount of their business.