Share Name Share Symbol Market Type Share ISIN Share Description
Inmarsat Plc LSE:ISAT London Ordinary Share GB00B09LSH68 ORD EUR0.0005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -32.90p -8.47% 355.70p 355.30p 355.70p 371.50p 335.30p 371.50p 7,105,379 12:54:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,036.7 170.1 29.6 12.0 1,631.09

Inmarsat Share Discussion Threads

Showing 3351 to 3375 of 3375 messages
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DateSubjectAuthorDiscuss
22/5/2018
13:03
Latest RNS 'Inmarsat receives IMO approval to deliver most significant advance in maritime safety in a generation' These are to cheap at this level and are prime for a takeover offer imo
seball
22/5/2018
12:17
It's becoming an asset play now:Satellites: 3x Inmarsat 4x getting near end of life, 1x Alphasat, 4x Global Express3 or 4 ground stations1x S-band satellitePlus 50% of the S-band ground network, which might be worth 3bn on its own.Versus market cap: £1.6bnLet alone all the spectrum (ligado might yet come good) staff and recruitment costs, for a Elon Musk say....
zcaprd7
22/5/2018
12:10
Yes, being the first mover / having a monopoly always ends with another company coming along and ruining it. I mean, look at Facebook and Google. Oh, hold on.......
dexdringle
22/5/2018
11:19
No one was praising the monopoly before hand? A duopoly won't impact things much... All the sailors carry an Iridium phone as back up anyway.By 2020 it will be a tiny part of the revenue, shame to see a cash cow go, but it's not really a big issue.
zcaprd7
22/5/2018
11:14
g2theary 22 May '18 - 09:28 - 3361 of 3364 I doubled down at 8:10 so not far from even again now... clearly an over reaction... I guess you did not take that opportunity to bank a profit on those ... so even weaker than 8.10?
fenners66
22/5/2018
10:17
£3 is my top up target, if we get there...
zcaprd7
22/5/2018
09:57
I would buy back in at 250p.
rcturner2
22/5/2018
09:46
Overreaction?Maritime was 40% of first quarter revenue.
steeplejack
22/5/2018
09:28
I doubled down at 8:10 so not far from even again now... clearly an over reaction...
g2theary
22/5/2018
09:20
A lot of automatic stop /losses would have been triggered hence the fulfilling prophecy. Iridium shares have not moved on the news but still showing just under $12 a share. I would like to see the dust settle before considering the future of Inmarsat.
chancer
22/5/2018
09:07
Looks like the market has taken the opportunity to put the boot in.Sentiment is fragile and with good cause.Shipping,a tough market,is about to get competitively tougher post 2020 while there remain concerns that the capital outlays to rule the skies will deliver an inadequate return.Again,I’;m rather sceptical about the managements ability to manage expectations.Full steam ahead with dividend increases and then a sudden draconian cut comes out of the clouds.This Iridium business doesn’t appear to have been adequately ‘aired’ in public.The company continues to underwhelm.Its not well run and that’s the last thing you want to hold at the end of a bull run with markets flirting with a correction.Most holders here were initially attracted by the yield.Currently you can buy BATs on a yield of 5.8% generating strong cash flow.
steeplejack
22/5/2018
09:05
But the point is the margins will inevitably decline (considerably) over time.
the original goldbug
22/5/2018
09:02
One can see where ownership of Immarsat is headed. Into the hand of a consortium of debt holders imo.
my retirement fund
22/5/2018
08:58
I dont know much about the technology but suspect Iridium new generation of satellites will be able to offer global safety for planes rather than the limited cover granted by the aviation bodies at present.Presumably that will be another service on offer at far keener prices?
my retirement fund
22/5/2018
08:56
wskill - they do not need to get isat kit users to dent profit here. If they offer a service at a serious undercut - then the obvious and arguably more likely scenario is the ship owner goes back to ISAT and asks for a discount , and gets it or ISAT risk losing business. That is why monopolies are so valuable - you can charge what you like - until the competition comes along. I had asked back through this thread what about the competition - now we see evidence of some coming and the share price has reacted.
fenners66
22/5/2018
08:53
Hi all, The Iridium threat doesn't appear to have featured in any analyst research I've seen....yet this has apparently been a potential threat to business for a number of years.... Sheesh ! ATB
extrader
22/5/2018
08:51
The new upgraded iridium satellites are already being launched en-mass. Space X delivered a clutch end of 2017. Perhaps to roll out will be completed sooner than imagined.
my retirement fund
22/5/2018
08:38
Have had the iridium phone onboard for years just been removed as never used not ever been a great link first they will have to provide decent equipment and not the older generation stuff they have provided in the past. All the Inmarsat equipment onboard is on long term lease same for most vessels so unlikely they can take present ships from Inmarsat we are talking about the new build market iridium is after starting from 2020. They will have to undercut by very large margin to get shipowners to use their kit make more sense to buy isat.
wskill
22/5/2018
08:31
Just when it seemed the share price was recovering.... Maritime was 40% of Q1 earnings.
wad collector
22/5/2018
08:14
Just seen http://spacenews.com/iridium-breaks-inmarsat-monopoly-on-maritime-safety-communications/
gark
22/5/2018
08:14
It's the Iridium news obviously. See above.
kamitora
22/5/2018
08:10
Will be a broker note (downgrade)
g2theary
22/5/2018
08:06
No announcement and down this much?
gark
22/5/2018
08:05
whats up here today
curlly
22/5/2018
08:05
Iridium breaks Inmarsat monopoly on maritime safety communications Http://spacenews.com/iridium-breaks-inmarsat-monopoly-on-maritime-safety-communications/ "Iridium said it expects to begin GMDSS service in 2020. The International Mobile Satellite Organization will monitor Iridium’s GMDSS implementation, Iridium said."
kamitora
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