Avanti Communications Share Discussion Threads

[julcester] 10/7/2013 07:24

Some people have expected this news for a very long time I suspect. Hence the continual hammering of the share price for a good couple of years. This will be an excellent 3-year buy, just not today!

[anusol] 10/7/2013 07:23

This explains why the share price drifted down from £3 during last couple of months. Thought I'd smelt a rat. Yep share price is going down today, and its going to be a slower recovery than hoped for.Still at least they became cash flow positive (to a degree!) but clearly the contracting process is not as quick and easy as they were hoping for

[philo124] 10/7/2013 07:20

Par for the course. The written style is as bad as the news. They need Sales people running this Biz not techies. I think to some extent it is in the price.
Jam tomorrow, but jam nevertheless.

[nw99] 10/7/2013 07:17

Shocker these numbers not good

[steveolds] 10/7/2013 07:14

The market will not like "....revenues below market consensus...." and references to contracts being signed later than expected. Perhaps they will not be signed at all.....

I agree with QS99.

[bulltradept] 10/7/2013 07:14

Oh dear....

[qs99] 10/7/2013 07:10

This IMO may get hammered....

[jeffian] 09/7/2013 14:06

"Analysts' estimates" seem to be around £31.5m revenues for the year (source: Yahoo) with about £60m next year. AVN themselves said at the Interims that they expected to be "cashflow positive" in H2 (although I expect that means on a running average, rather than absolute, basis). This, therefore, is the very least we can expect if disappointment is to be avoided. I'm wary because you may remember the disaster last year when they followed a year-end Trading Update guiding us to revenues of £17.8m and then reported £15m following a 'change of accounting procedures'. I hope they've learned from that presentational disaster.

[lazyj] 09/7/2013 12:04

steveolds.

"probably" and "perhaps".
Not much guts in that knocking shot!

[steveolds] 09/7/2013 10:39

Techinvest does not have a stop loss on all its tips. They often introduce one to protect profits when a tip rises considerably. They introduced one re Avanti to protect massive losses? No, added a stop loss probably because they did not want the already massive losses to get massively worse....... Perhaps this is what they expect....

[colva] 09/7/2013 02:24

AA29 ,

Thanks.

[count chris] 08/7/2013 22:17

It may just be miss info from the celebrity shorters again - or people just getting bored with zero news flow. We'll find out soon anyway.

[aa29] 08/7/2013 20:41

colva,

Sold from Techinvest's model portfolio because it went through their stop loss

[jeffian] 08/7/2013 15:59

Yes, which is why the recent share price action is not encouraging. You would think that confirmation of sales on schedule and cash beginning to flow into the coffers would lead to some strength but here we are bumping along the bottom. I'm hoping for the best while bracing myself for the worst!

[mjames20] 08/7/2013 15:24

Jeffian,

Yes, a massive amount hanging on Thursday's update. If expectations are met and there is no revision to forward forecasts then the shares could easily add 50% or more. If there is a miss then the £170m debt will loom large and even today's price will look high. Little scope for middle ground either. Just wish I knew which way it is going to go

[colva] 08/7/2013 13:51

steveolds ,

Did they give any reason for the sale ?

[philo124] 08/7/2013 12:42

Must be some sells we can't see; Buy:Sale trades 2:1.

[jeffian] 08/7/2013 10:10

Quite a lot hanging on Thursday's Trading Update/IMS. The graph isn't signalling much excitement but hope there are no nasties.

[philo124] 08/7/2013 09:47

Topped up for SIPP this a.m. fwiw.

[peterwaller395] 06/7/2013 18:43

Whatever ...... Those with extreme patience will .........

[steveolds] 06/7/2013 11:52

Had a look at a pals June 13 edition of Techinvest and it seems that they sold AVN at a massive loss that month. There were two purchases in the portfolio and both went in June. Not one of their better picks.