Avanti Communications Share Discussion Threads

[impey] 15/4/2010 20:11

Hi everyone
Why is it assumed that only rural communities would be interested in satellite broadband ?
I live in Manchester and i am paying for "upto 8 MBS" but as i live approx 3 miles from the telephone exchange the best i can receive is 1.6 mbs.
If the price is £20 per month for 10 mbs then a lot of city dwellers would be interested.
Suppose it depends on setup costs.
If anybody wants to check their own speed there are lots to choose from.
Take a look at WWW.SPEEDTEST.NET

[yorgi] 13/4/2010 13:06

Patience...LOL....yes I have them I can assure you as i'm holding EMED and MIN one needs plenty of them

[dil] 13/4/2010 08:35

Patience dear.

[yorgi] 13/4/2010 05:03

The share price still disappointing, AVN continues to win contracts for both Hylas1 and 2 but I don't think the share price is reflecting this. Yes we have seemed to have broken the downtrend now but I did expect we would have made more progress than we have

[jonnyno1] 12/4/2010 15:14

chart now looking very good!

[terryebby] 12/4/2010 09:03

aha.. then I saw the contraCT WIN ! nICE WAY TO START THE DAY !

[terryebby] 12/4/2010 09:00

I read about this last year when some stuff appeared in the FT on it. When o3b launches in 2012 it will only do ip transit for cable headends - they cant do direct to end user broadband because its a low earth orbit system and yo uwould need two 1.8m dished to use it. Bit like Iridium and globalstar.

[someuwin] 12/4/2010 07:31

Contract Win


TIDMAVN

RNS Number : 0018K
Avanti Communications Group Plc
12 April 2010

?
+--------------------+-------------------------------------------------+
| Date: | 12 April 2010 |
+--------------------+-------------------------------------------------+
| On behalf of: | Avanti Communications Group plc ("Avanti" or |
| | "the Company") |
+--------------------+-------------------------------------------------+
| Embargoed for | 0700hrs |
| release: | |
+--------------------+-------------------------------------------------+

Avanti Communications Group plc
Contract Win

Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, is
pleased to announce that it has sold new capacity and services on its first
satellite, HYLAS 1, to MPB, a longstanding partner in Eastern Europe on an
initial three year contract valued at EUR443k.

MPB and Avanti collaborated in 2009 with the Hungarian Ministry of Education and
Culture to provide broadband to Hungarian schools under a project supported by
the EC's Sixth Framework Research Programme. This pilot project has resulted in
a commercial deployment for a 550 site network.

Commenting on the contract, David Williams, Avanti Chief Executive, said:
"I am pleased that our process for filling up HYLAS 1 continues to work well.
We now have a strong direct sales force in place. We provide deep technical and
marketing support to our 59 customers around Europe who are, as a result,
succeeding in winning large and complex project which require them to buy more
bandwidth from us. This shows that we are managing the sales process properly,
in addition to completing pioneering and large scale transactions, like the $17m
HYLAS 2 sale announced last week."

---ENDS---

[jimbo55] 11/4/2010 10:37

I took a look at the O3B website earlier hclbristol, and they don't yet appear to have gone public. It looks like a private consortium of different multinational partners. I suspect Avanti will be your best near-term option for the time being.

[hclbristol] 11/4/2010 10:32

O3B.
They seem to be another Ka-Band startup. SES CFO recently joined as CEO and they have credit via Coface (as do AVN). Launch in 2012 I believe.

Anybody know if there will be an opportunity to invest here soon (or should I just continue buying AVN then use profits to invest in O3B later)?

[dil] 10/4/2010 09:36

Recent short term down trend broken , onwards and upwards.

[yorgi] 09/4/2010 11:46

Yes looking that way Terryebby. AVN led by David Williams has kept a pretty good flow of news...the contract wins keep coming and the only disappoint has been the slippage of the launch but it's not that far away now and if it's space is sold out sooner than later then we will have something to smile about

[terryebby] 09/4/2010 11:40

Yorgi if there was caution looks like its gone now - if there were short and distort types around maybe they have now been squeezed out by good newsflow

[yorgi] 09/4/2010 11:18

Making progress at last. Knowing AVN I'm quite sure we will be seeing some more contract wins in the next few weeks

[yorgi] 09/4/2010 10:41

Yes.....early part of last month

----------------------------------------------------------------------------

Avanti Communications Group plc
Appointment of Joint Broker

Avanti (AIM: AVN), the broadband satellite operator, is pleased to announce that
Jefferies International Limited has been appointed as Joint Broker to the
Company alongside Cenkos Securities. The appointment is with immediate effect.

Commenting, David Williams, Avanti Chief Executive, said:

"Jefferies has a strong satellite finance practice in the USA, and gives us
access to new equity markets as well as advice across the balance sheet. Given
Avanti's increase in scale and international reach, this is important in
pursuing the next stage of growth."

[terryebby] 09/4/2010 10:36

didnt they appoint a new broker recently ? I would have thought that would make a positive impact if good research was coming out

[yorgi] 09/4/2010 10:12

Well we are heading in the right direction today :-)

[someuwin] 09/4/2010 09:58

I fully expect us to be back over £5 soon, then the rising channel will keep us moving up towards launch date.

[yorgi] 09/4/2010 09:13

For some reason there still seems some caution with AVN but I'm sure this will change in time

[terryebby] 09/4/2010 09:00

looks like people are coming back to their desks after Easter and reading about the $17 million HYLAS 2 contract win. Up another 7p today

[terryebby] 08/4/2010 10:05

great. And this from T1ps:


Avanti Communications* - First Significant Sale of Hylas 2 Capacity
2 Days ago (2010-04-06 11:31:32)
Avanti Communications* - First Significant Sale of Hylas 2 Capacity
Avanti Communications* (AVN) has announced that, having already purchased capacity on Avanti's Hylas 1 satellite, Hughes Network Systems has now also added 5 - 10 years of capacity, with a total value of up to $17.4 million, on Hylas 2. Avanti adds that it has also "purchased equipment from Hughes for use at the HYLAS 2 network control centre, which is in line with capital budgets".

With Hughes a US market leader, the move looks to be a strong representation of confidence in Avanti and with the company also noting the strength of demand already being seen for its services in the Middle East and that its partnership with Hughes is "expected to generate significant additional business opportunities in the region", it remains my view that Avanti shares should currently be trading at 850p+. Tweaks – which I consider more realistic - to valuation models suggest a much higher (£13+) should be achievable going forward and thus although we continue to be significantly ahead on this 2004 t1p, the stance at 435p and below 500p is "buy".

[yorgi] 07/4/2010 23:35

Well if the launch now goes to plan then I'm sure TW's bullish outlook on AVN will be shown to be well directed

[someuwin] 07/4/2010 21:12

...terry - it came from an unsolicited email received today...

"Four tech stocks for the future

A special report by James Faulkner of WatsHot.com

One decade ago - 10 March, 2000 to be precise - the dot.com bubble reached its apex. In the following months, the sector unravelled faster than you can say "the emperor's new clothes", destroying people's finances in the process. Even now, ten years after the crash, an investment of GBP1,000 in the worst performing fund just before the crash would still only be worth a measly GBP244.

The dot.com bubble of the turn of the 21st Century is one of those frenzied periods of euphoria that crop up in human history from time to time. Bubble's of this kind are always predicated on one great fallacy: the assumption that "this time it's different". However, the tech boom stands out because the principle behind it - namely that the proliferation of new technologies would transform our lives and the productivity of our economies - stands true to this day. It's just that this process of transformation has been much less rapid than was originally envisaged.

The psychological impact of the dot.com collapse on investors should not be underestimated, as it left sector ratings in the doldrums for years as investors - once burnt, twice shy, as the saying goes. However, the next decade could prove to be something of a renaissance for the technology sector. Over the past few years, the sector has been steadily rearing its head, having beaten off the worst of the financial crisis with surprising ease. During the past three years - a period of negative returns for the FTSE 100 - all but one technology fund posted gains.

In the words of one fund manager, "the problem with technology is everything that is predicted happens, but always five years later than promised". The 3G phone is an excellent example in this regard. Five years ago, mobile phone operators were lauding the wonders of the next generation of handsets in a relatively ineffective bid to reinject growth into a saturated market. Five years on, Apple has revolutionised the mobile phone market through its ingenious iPhone, which utilises 3G technology. The problems with the original technology - too expensive, and too unwieldy - are repeated time and again. It takes time before the industry can develop economies of scale to bring down the cost and produce a product that is sufficiently fine-tuned to grasp the attention of the consumer. The story is much the same for other must-haves such as Blue-Ray players and HD TVs.

With so many new technologies coming into commercial fruition, now could be a good time for investors to reconsider their exposure (or indeed lack of) to the technology sector. On the business side, the financial crisis and ensuing recession led to a squeeze in corporate budgets which in turn led to significant underspending in terms of ICT infrastructure. This under investment is now beginning to be addressed by companies, and it is widely anticipated that many will undergo aggressive hardware modernisation programmes in the next couple of years. On the consumer side, the ever-increasing functionality of devices such as Apple's iPhone is reaching an inflexion point, providing a massive impetus for growth, both in terms of the software and the hardware needed to perform all these new applications. Meanwhile, economies of scale in the manufacturing of consumer electronics devices such as DVD players and LCD TVs are bringing these products within the reach of a whole new swathe of consumers in developing countries. Consumer PC unit sales in 2009 were the strongest since 2000, while sales of LCD TVs grew a massive 40% globally.

The stage is set for technology stocks to outperform during the economic recovery."


...The 4 companies were - AVN, ARM, SIN and KBT.

[terryebby] 07/4/2010 21:00

someuwin where is this from ??