||EPS - Basic
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Inmarsat Share Discussion Threads
Showing 2176 to 2200 of 2200 messages
|XD 33.37 cents today equivalent to about 26p at current xrate.|
|Bought a few more today...|
|Results in 2 weeks; something to say then.|
|No-one seems to have anything to say about this share!
Leeds United for the Premiership!
Have Happy Easter ! ;)|
|Thanks Jim... also, ex div date appears to be 20th this month. Hoping launch goes well end of month..|
|John. 2016 full year results were out beginning of March. Results for 2017 first quarter due 5 May. Sorry do not know about the MM issue or if it is relevant here. More significantly I think satellite launch is due end April.|
|On another site, there was discussion about how the MMs have been 'buying up after the bell'.... can anyone explain to me how this happens, and why it doesn't drive the share price up?
Surely all 'buys' push the price up? And are results due soon? (and are these 2 things related?) As you may have gathered, I am new to this game. Thanks in advance!|
|thank redips2, appreciate that. The turning point in my research was a combination of the brilliance of the website coupled with a story in the FT about a probable takeover. Article said that if this does happen, share price prob go over £10. Any advice/thoughts gratefully received. ps.. I also bought some boo shares back when they were 57p. But not enough sadly! :)|
|Well done john, but do not take too much notice of the upgrade/downgrade stuff.... "they" all have their own agenda .|
|RBC Capital upgrades the stock to "outperform" and sets new target: 1000p. Launch of 4th GX satellite on April 27th offers 'catalyst'.... (plus some more jargon about more rockets...basically rockets going off soon and maybe share price will do likewise!) Happy Days.. think I am having beginner's luck. :)|
|Oops lost another month ; perhaps I was subconsciously selling in May to go away?|
|The market's looking pricey perhaps but I'm not sure that ISAT are expensive especially when you consider that dollar denominated dividend.
PS.....the figures are due in 5 weeks time in early May.|
|I just sold some at 819 ; the share price is at an 8 month high and I think the market has been too high for too long.
Maybe a mistake and next weeks results will be above expectation but....|
|johnpolonius - "there is wisdom sometimes"
Yes, it's not often, but over many years I've come to recognise those with knowledge and the good will to pass on such knowledge when appropriate. Since they are inherently modest folk I'll not name names.
You just have to skip over all the dross and posturing haha.|
|Thanks Losos.... much appreciated. NT also said pay no attention to BBs but I find (esp with the boohoo board among others) that there is wisdom sometimes. The lack of remarks does surprise me as its a huge and popular niche company, selling reasonably high volumes.
Fingers crossed, I still feel this has loads more to go b4 ex-div. but as I said, I am a beginner.|
|johnpolonius - "what are the range of possible scenarios with this"
You sound a tad underwhelmed by the respose :-) You shouldn't be since this is one question with so many answers that most (if not all) people reading this board simply haven't time to answer.
Will the dividend be paid ? Well for as long as I can remember if the dividend has been declared then it is paid. Don't even try to outguess the MM's (They have their own agenda) but you will see a SP drop after the ex date that is only natural. My rule of thumb (Which isnot advice and should not be followed by anyone haha) is that by the time the dividend is actually paid the share price should be back to where it was on day before ex div day. All things being equal (Which they never are in this game haha) Like I say that is a NOT a given just my personal thoughts.|
|is anyone out there? might as well put my feet up and raid the fridge.....
look ! tumbleweed!....
suddenly, nothing happened....
ok, will keep taking the tablets... :)|
|As a beginner I would find it really helpful if someone out there (smarter than me) could tell me what are the range of possible scenarios with this as it approaches ex dividend.. my guess..that MM will hold it down until a few days before... but will the payment even happen?
And secondly, I liked all the basics with this, even with the amount of debt (going by NT's book for guidance) I am already well into profit... it just seems too easy? The website is incredibly impressive.
Takeover talks? Any comments helpful appreciated. JP :)|
|JP Morgan raising 2017 revenues by 1% and EBITDA by 4% nut leaving 2018 estimates unchanged. They raise their price target by 2% from 830p to 850p a share. Commentary as follows:
Today’s Q4 results are materially ahead. Whilst a sizeable proportion of the beat is attributable to a one-off government contract contribution, underlying revenues and EBITDA are nevertheless 2% and 11% ahead. Moreover with IFC and the US Navy CSSC set to offer tailwinds, the 2017 revenue guidance (in-line with consensus) seems a little prudent. Expect Q&A on the conference call to focus on (i) the swing factors that will determine where revenues come out against a wider than usual range, and (ii) the shape of 2017E EBITDA as IFC costs scale. Finally Inmarsat has confirmed the long-awaited IAG contract win, lifting the total number of mandated aircraft by ~350 to a healthy 950.
Strong Q4 revenue beat (2/3rd one-off, 1/3rd underlying): Revenues $358m are 7.2% ($24m) above consensus1 $334m. We estimate that two-thirds ($16m) of the beat is attributable to a short-term government bandwidth contract that rolled off during the quarter. The underlying >2% ($8m) beat reflects an $11m (14%) beat in Government (full quarter impact
of the Boeing contract) and a $4m (10%) beat in Aviation partially offset by a $5m (12%) miss in Enterprise (BGAN pressures).
Substantial EBITDA beat: EBITDA $222m is $35m (18.5%) ahead of consensus. We estimate 40% ($14m) is due to the above government contract. The remaining $21m (11%) beat reflects a $13m (24%) beat in government, a $6m (29%) beat in Aviation and a $5m (4%) beat in Maritime, all slightly diluted by a $3m (11%) miss in Enterprise.
Rebased outlook in-line with consensus: 2017 revenue (ex Ligado) expected at $1.2-1.3bn (cons $1.26bn). With 2016 revenues $1.21bn already slightly above the bottom end, and 2017 set to benefit from (i) the US Navy CSSC and (ii) the IFC Aviation tailwind, this range would seem potentially prudent. 2018 guidance (ex Ligado) expected at $1.3-1.5bn (cons $1.37bn, old guidance $1.45-1.60bn). Capex guidance ($0.5-0.6bn pa 2017 and 2018) and leverage <3.5x each year are all unchanged.|
raffles the gentleman thug
|Look at the CAPEX increase in Aero!! Holy moly!|
|Wish I'd bought a few more at the lows, will monitor and maybe add later...|
|Notice that genius needs to use!! following every post, gobsh1te indeed.|
|Loses, very astute call here, congrats.|
|I don't have much stomach for risk at the moment, just trying to scalp a few points here and there, maybe not the right stock!!!|
|Net curtains - its going to blow, a case in point, he was what you call premature, I follow the chart Wad, daily pointing up, but timing is everything, seeing how this can easy move 50pts in a day, their visibility is poor, but it's a good co. with good product!|