Avanti Communications Share Discussion Threads

[zcaprd7] 29/3/2018 16:54

Are you sure?http://space.skyrocket.de/doc_sdat/hylas-4.htm

[badger60] 28/3/2018 08:50

Very little stock about going by the dealing spread. Hopefully we will get more interest in the run up to the satellite launch......even though the markets are in turmoil ATM.

[terryebby] 27/3/2018 10:16

yes fair point. BUT, the Inmarsat share price WILL rise in my opinion because of their high exposure to the IFC market. Also I hear that their difficulties in the USA over the spectrum conflict with GPS signals is close to getting resolved.

In any case I would expect them to buy the equity and keep the Avanti debt facilities running. The Avanti bond holders like Solas are mainly satellite experts so they would ewan yto hold more Inmarsat paper and now the Avanti debt burden is sustainable, Inmarsat could manage that debt efficiently over time

[badger60] 26/3/2018 15:54

I would not want a share exchange buyout with Inmarsat, given their current dire financial state. If they can borrow the money and pay cash....all well and good....

[badger60] 22/3/2018 16:05

Take no notice of the share price here. I'm getting 12.05p-12.57p to deal in 25k. There's obviously an agenda here not to encourage much dealing activity.

[diamondsp] 21/3/2018 09:00

Cryptotrade - yes we have market cap £18 million, but it's potentially misleading to suggest that a value of £300 million would then make us a multibagger. If we had no debt then yes that would be absolutely correct. But we have around £750 million of debt. And do at market cap £18 million, even if the debt was given say a 50% write down, we are still currently valued at almost £400 million.

I say this as an optimistic holder by the way. Just very important not to neglect the debt issue when working out the potential (or not) here.

[cryptotrade] 20/3/2018 19:28

todays news confirms some positive progress.

I know they keep saying the below, which means little as they have a mcap of 18m, however, the real question is this. If someone wanted to start today, from scratch and build the same thing, how much would it cost and how long? £200 million? £300 million.. Whatever it is, that's there worth if a bidder came along. They are peanuts, honestly, it could become a 10 bagger if they show they can finally make some money. Surely 10 years from now their services will be needed.

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Avanti connects people wherever they are - in their homes, businesses, in government and on mobiles. Through the HYLAS satellite fleet and more than 180 partners in 118 countries, the network provides ubiquitous internet service to a quarter of the world's population. Avanti delivers the level of quality and flexibility that the most demanding telecoms customers in the world seek.

Avanti is the first mover in high throughput satellite data communications in EMEA. It has rights to orbital slots and Ka band spectrum in perpetuity that covers an end market of over 1.7bn people.

The Group has invested $1.2bn in a network that incorporates satellites, gateway earth stations, datacentres and a fibre ring.

[badger60] 19/3/2018 17:27

Hmm....they still haven't logged my 25k purchase @12.35p today at 8.09am.....

[badger60] 14/3/2018 16:24

From LSE bbToday 15:44Price: 12.13cassiusBusiness WireDisruptive terminal technology and pricing will support faster deployment Avanti Communications Group plc (?Avanti?), a leading satellite operator, providing Ka-band satellite data communications services across the UK, Europe, the Middle East and Africa, has formed a partnership Isotropic Systems, the next-generation satellite terminal provider, with to develop self-installing, all electronic scanning terminals. The partnership signals Avanti?s confidence that the transformational optical technology will open new addressable markets with disruptive pricing and enhance a range of mobility applications that service providers can flexibly deliver to consumer, government and enterprise users. Isotropic Systems will customise the terminals specifically to Avanti?s requirements with a special focus on seamless multi-beam tracking, market-leading instantaneous bandwidth as well as significantly lower pricing. The innovative technology will also provide Avanti with the capability to deliver fixed broadband services that consume 90 percent less power with extremely high performance and reliability. A working prototype is expected in early 2019 and full scale production by mid 2020. Graham Peters, Managing Director of Government Solutions, Avanti Communications, said: ?We are pleased to partner with Isotropic Systems to lead our industry in creating and addressing new market opportunities based on this disruptive and innovative technology. Avanti is focused on delivering cost-effective high-throughput connectivity to serve our customers across EMEA.? ?Demand for broadband increases each day worldwide, and satellite operators such as Avanti, continue to build out their ecosystem to provide HTS services to underserved markets,? said John Finney, founder and CEO of Isotropic Systems. ?Our unique technical capabilities and disruptive pricing enable Avanti to unlock the latent demand for HTS capacity by segments that require a significantly lower barrier to entry in terms of the CAPEX but without compromising on expected performance. Having gained the confidence of a long-standing satellite operator reinforces our vision of satisfying the demand for satellite data, mobility and broadband services by significantly minimizing the cost compared to existing ground terminals and making them much simpler to deploy.?

[badger60] 13/3/2018 17:47

terryebbyErr...are you replying to someone posting on this thread?......

[terryebby] 13/3/2018 12:59

I am afraid thats not correct. In the 1990s, Cable businesses were acquired despite having negative EBITDA. Inmarsat has sold a ton of spectrum to Ligado - $150m per annum for the last four years despite there being no cashflow attached. Companies buy land for future construction use.

If one man knows he can generate more cash from an asset than another man can, he will value it differently

[terryebby] 13/3/2018 11:38

I JUST read an interesting report about Echostar in which its management was talking about the HUGE cash pile the company has (it has Ka band broadband satellites in America just like Avanti's). Its management is quoted saying "there will be a need for ubiquity ... the opportunity to consolidate the industry and the capabilities and the role of the satellite in a converged terrestrial network is very exciting". This convergence is exactly what Avanti did with the EE contract. Echostar had not got any sats in EMEA so given that it is talking about consolidation maybe it would be the perfect partner.

[terryebby] 13/3/2018 10:36

RNS:

Globecomm are a big new customer but MORE interestingly are owned by Tennenbaum who are one of the owners of Avanti and on the Avanti Board. Vertical integration might make sense

[terryebby] 13/3/2018 10:34

ITS ODD THAT YOU KEEP REPEATING THE SAME LINE !

Assets have different values to different people. A company with a need for capacity to augment, say its Inflight Broadband network might actually want Avanti to have no customer commitments at all if it wants to migrate all the capacity to the air, as Inmarsat did last year with the deal it struck with Avanti for capacity on the steerable beam over the Atlantic.

EBITDA does not affect what a person who wants to buy spectrum and assets that otherwise are hard to get or take three years to build would pay