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Share Name Share Symbol Market Type Share ISIN Share Description
Global Invacom Group Limited LSE:GINV London Ordinary Share SG2E91982768 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 7.00 6.00 8.00 7.00 7.00 7.00 14,492 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 61.0 -0.0 0.0 - 18

Global Invacom Share Discussion Threads

Showing 51 to 75 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
25/2/2022
07:23
Finals out. It takes "one" about two minutes to realise they're worth around twice as much; plus ca change...
value hound
21/12/2021
07:08
Amidst all the crazy daily clamour on this BB, Align Research publish a note saying what we already know... ---- Global Invacom - Initiation of Coverage Highly undervalued and cash generative provider of satellite ground equipment set for sharp recovery over the medium-term Global Invacom is a fully integrated satellite equipment business which provides a complete range of satellite ground equipment and electronics to a blue-chip customer base. Its products include antennas, LNB receivers, transceivers, fibre distribution equipment, transmitters, switches and video distribution components, along with manufacturing services for the defence and healthcare sectors. The group is the world's only full‐service outdoor unit supplier, focused on the high growth Data Over Satellite market. Globally diversified and full service satellite ground equipment specialist Following a number of acquisitions and mergers over the years, the Global Invacom Group is now made up of a number of companies that together provide a complete solution for satellite communications, making it the world's only full‐service outdoor unit supplier. The company carries out activities from R&D through to design, manufacture and distribution of its products, with its main operations in the US, UK and Asia. Positioned for growth in the booming Data Over Satellite/satellite internet market The investment case is driven by the opportunity to meet an increasing global demand for data and connectivity using satellite solutions. In 2020 Global Invacom made the strategic decision to take advantage of this by focussing its product set on the Data Over Satellite market, one which is seeing significant investment from companies including Amazon and Elon Musk’s SpaceX which are launching Low Earth Orbit (LEO) satellites. In a July 2021 report, Allied Market Research valued the global satellite internet market at $2.93 billion in 2020, expecting it to reach $18.59 billion by 2030, growing at a CAGR of 20.4%. The rapid increase of LEO satellites bodes well for Global Invacom, helped by the June 2019 acquisition of Apexsat, a company which specialises in steerable earth station solutions and motorised & transportable antenna systems. EV/EBITDA and net asset based valuations suggest significant upside We base our valuation on the average EV/EBITDA multiple of the company’s profit-making, London-listed Telecoms Equipment sector peers. Conservatively discounting the multiple by 30%, we derive a fair value target price of 17.25p per share, suggesting 165% upside from current levels. Providing significant backing to the valuation are tangible net assets totaling 9.03p per share as at 30th June 2021, 39% higher than the current share price. We initiate coverage of Global Invacom with a target price of 17.25p and stance of Conviction Buy.
value hound
30/4/2021
11:08
So much potential here - The company need to bang the drum a bit louder and do more self promotion. Something needs to drive this share price up to where it should be.
billybunter1970
30/4/2021
09:17
So much potential here - The company need to bang the drum a bit louder and do more self promotion. Something needs to drive this share price up to where it should be.
billybunter1970
27/4/2021
17:17
Interesting response to shareholder question re potential growth areas... "There is so much going on in Space industry-related technology at the moment. As a result, we find ourselves constantly appraising new opportunities that build on our core competencies."
value hound
25/4/2021
20:45
interesting tiddler but just a little too illiquid for me...
scepticalinvestor
18/3/2021
16:43
https://www.investegate.co.uk/global-invacom-group--ginv-/rns/response-to-queries-from-sgx-st/202103120700020275S/ The Singapore Exchange interrogates the Company. AIM and LSE could learn from this. I'm still holding; still under-valued.
cjohn
01/3/2021
13:03
Hi value hound I thought the results were pretty robust too and these remain way too cheap imv. They have a super strong balance sheet, low psr and all round look good value.
arthur_lame_stocks
01/3/2021
08:45
No comments on today's results? They looked excellent under the circumstances; worth easily into double figures anyway IMO (i.e. mkt cap of >£27m). Concentration on DOS tech due to increased demand "service providers will continue to adopt satellite solutions to meet the significant growth in demand". Manufacturing move to Philippines from Shanghai complete. No hint at future divis though.
value hound
07/1/2021
09:28
I've joined the (un)happy throng here, FWIW. The spread (5-7p currently) is a bit off-putting, but it's worth 10p (i.e. to sell) IMO, though it may take some time. Mind you, if they'd just change their name to Invacom Blockchain, it would get there today. As Arthur says, a dividend would help.
value hound
03/1/2021
12:42
I've just come across this company and it certainly looks interesting. Trading at a discount to TNAV, NCA and profitable and on a low psr. I just wish they paid a dividend occasionally.
arthur_lame_stocks
06/10/2020
08:43
Indeed, I much agree regarding the positive aspect of their dual listing. A little more current activity in the stock with the full ask of 10p being paid. It's worth noting that for the bid/ask the 35k totals on show at each side, has the lowest ask at 10p, with the highest ask at 16p. A somewhat indication of the likely early uptick as the stock attracts further interest. f
fillipe
05/10/2020
12:00
Yes, you're right. There's very poor awareness of this stock, which offers very good value. The Singapore listing probably puts many off, when in reality it provides better protection for PIs than an AIM listing on its own. There's no doubt that the difficult questions the Singapore market authorities posed to the company before the insane potential Tactilis takeover helped to scotch that disastrous idea.
cjohn
05/10/2020
09:40
Slowly but steadily rising. Likely to continue making a good recovery, is my opinion. So very few peeps aware of this one. f
fillipe
24/9/2020
08:28
And above. Restructuring over. Still trading at a fraction of tangible asset value.
cjohn
29/6/2020
14:47
Back to where we were before COVID.
cjohn
27/6/2020
11:44
An interesting uptick here, yesterday. f
fillipe
19/2/2020
12:15
Another £10,000 worth lump, taken this morning. f
fillipe
18/2/2020
17:25
Yes, it's an eye-watering loss on shutting the Shanghai operations. But even after that loss, they are trading at around half tangible book value.
cjohn
18/2/2020
12:50
A good solid lump taken mid-morning, today. f
fillipe
21/1/2020
14:44
Somewhat "au contraire", I've taken a few GINV, following their today's RNS. If they do set the business on the right track then the current low share price will quickly be history. f
fillipe
21/10/2019
08:15
Tidying up the corporate structure with the dissolution of a couple of non-active subsidiaries.
cjohn
09/10/2019
09:34
Continuing to rally. Unbelievable value. On mere tangible asset grounds it's worth 12p per share. And it's a profitable and well-run company with minimal debt and decent cash-flow characteristics. Possibly, being based in Singapore puts some investors off. But my experience is that Singapore has higher corporate standards than London.
cjohn
03/10/2019
09:56
Outstanding value here. Profitable (forward PE of around 7), well-run, trading at less than two thirds tangible book. The main drawbacks: -possible de-listing in Singapore (but not UK). But this can be dealt with by a share consolidation. -the possibility that the management comes up with another insane takeover proposal. (The previous one was scotched by the independent advisor. I would have scotched it for free.)
cjohn
08/8/2019
11:26
Good first half results. Hopefully they have put the madness of the reverse takeover behind them and there will be no repeat.
cjohn
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