Inmarsat Share Discussion Threads

[chancer] 21/11/2017 10:49

And down it goes again.

[shroder] 17/11/2017 11:47

Interesting CNBC interview, is there a full length version?

Shorts, most of my holdings have some level of short exposure, that said I ma never sure if these are hedged in some way - if you look at the last holdings RNS at the bottom it mentioned swaps or something, so i guess possible.

SSE is the exception, doesn't seem to attract any short positions at all.

[w1ndjammer] 17/11/2017 11:27

its an easy stock for the shorters to play because the volume is low by comparison,
but the more i read inmarsat are looking into the future, and it looks rosy to me.
They are best in class and if you are an airline and your passengers require seamless broadband, then you need to hook up with inmarsat.

WJ.

i have been looking for somewhere to shift some of my huge positions in Shell and BP.
this maybe the one. already got a few.

[w1ndjammer] 17/11/2017 10:35

SITTING DUCK AT THESE LEVELS..........


Inmarsat SB-Safety enters service evaluation on United Airlines
16 November 2017: Inmarsat SB-Safety (SB-S) has entered service evaluation on the first United Airlines Boeing B767 aircraft.

The important milestone was achieved as part of a technology evaluation of Inmarsat’s next generation SB-S flight deck communications platform, which has been installed on United Airlines’ Boeing 767 aircraft with Cobham SATCOM’s AVIATOR 300D satcom system.

SB-S offers global, high-speed, secure connectivity for the flight deck, enabling powerful and flexible communications in real-time, enhancing airline safety, asset utilisation, security, and operation.

Captain Chuck Stewart, United Airlines Chief Technical Pilot for Communications, said: “United is excited to have this powerful new capability in flight today. We look forward to seeing improved operational efficiencies with a fully connected flight deck, using the platform for improved communications and real-time updates that previously had to be done on the ground.”

[ddubzy] 17/11/2017 10:23

Time for some takeover chatter to screw the shorters!

[essentialinvestor] 17/11/2017 10:12

Back in for a small amount, tracker funds may be selling on the MSCI index deletion,
30/11 from memory.

[chrisdgb] 17/11/2017 07:49

Upgraded by Barclays today, 600p target.....

[chancer] 16/11/2017 20:26

Competition from Chinese could result in a T/O

[shroder] 16/11/2017 13:12

Is the GX system integrated into the new European Aviation Network (EAN), or are they both complementary technologies?

[losos] 16/11/2017 13:01

RCTurner2 - "This is either an unbelievable bargain or there is something wrong that we are missing."

I agree, I have been in ISAT for some time and first bought when one of their customers who was renting their spare frequencies got into difficulties.

I have had (in a past life) some involvement in telecommunications and their GX Aviation product has to be a winner in my view.

I don't know why they are being hammered by the hedgies but long term I still have faith.

[shroder] 16/11/2017 12:56

Spent some time researching the GX IFC, pretty cool really -

[zcaprd7] 16/11/2017 12:48

I heard rumours they've off-loaded their CTO...

[kamitora] 16/11/2017 08:19

CS outperform rating reiterated (a bit of a given with the 810 target at this point)

[aleman] 16/11/2017 08:02

Credit Suisse target reduced to 810p from 890p.

[essentialinvestor] 15/11/2017 13:16

Overvalued by some margin trading in excess of £10, now it looks interesting imv.
Traded a few twice today, just added them back again.

[zcaprd7] 15/11/2017 12:00

Topped up again, will keep adding on weakness...

[rcturner2] 15/11/2017 09:24

This is either an unbelievable bargain or there is something wrong that we are missing.

[w1ndjammer] 15/11/2017 09:21

5/11/2017 9:17am
UK Regulatory (RNS & others)

Inmarsat (LSE:ISAT)
Intraday Stock Chart
Today : Wednesday 15 November 2017

Click Here for more Inmarsat Charts.
TIDMISAT

RNS Number : 5518W

Inmarsat PLC

15 November 2017

Emirates commits to Inmarsat's GX Aviation inflight broadband for Boeing 777X fleet

15 November 2017: Inmarsat (LON: ISAT), the world's leading provider of global mobile satellite communications, is pleased to note an announcement made by its partner Thales today, confirming that Emirates intends to install Inmarsat's GX Aviation high-speed inflight broadband service on its Boeing 777X aircraft fleet.

The new agreement is part of Emirates and Thales' plans to develop state-of-the-art inflight entertainment and connectivity (IFEC) on the airline's new Boeing 777X fleet. Emirates has 150 Boeing 777X aircraft on firm order, with deliveries currently scheduled from 2020.

GX Aviation is the world's first in-flight connectivity solution with seamless, reliable high-speed global coverage provided through a single operator. It is the only service in the market that guarantees minimum data rates, ensuring that airline passengers can browse the internet, stream videos, check social media and more during flights, with an onboard connectivity experience comparable to the mobile broadband services they may receive on the groun

[essentialinvestor] 15/11/2017 09:13

Out at 508.21, half of those back at 4.96

Wider markets looking toppy here imv.

[dexdringle] 15/11/2017 09:02

March 2017 HSBC target £8.50
July 2017 HSBC target £8.20
14 November 2017 HSBC target £7.20
15 November 2017 HSBC target £5.70

Basically, they are saying they have no idea really so will keep changing their 'view' to match the share price.

Idiots

[kamitora] 15/11/2017 08:11

ISAT Inmarsat Plc HSBC Hold reiterated target 720 to 570