Inmarsat Share Discussion Threads

[chrisdgb] 29/11/2017 10:34

With shorts over 10% now, we could do with some nice contract/industry news to give us a double whammy rise...........or a takeover!

[bluemango] 29/11/2017 10:17

And they were significant director buys, by a range of directors, not just the CEO. Serious money staked by them.

One could perhaps set too much store by this, but certainly far better to see than its absence.

[rcturner2] 29/11/2017 10:10

Although the negative momentum and the shorting are very bad signals, we have two positive signals: director buys and a sensible thread.

[bluemango] 29/11/2017 10:04

"It has fallen fast".

Yes, but arguably that's simply an observation of the herd mentality in action. And historic rather than predictive. If you check the individual short positions, there are already signs that some players are beginning to break ranks and buy back.

[wallywoo] 29/11/2017 09:50

Hi RC, braver than me! Is it a value trap, (probably not IMO hence my interest). Will it turn soon (maybe, but personally would want to see more evidence of buying and a good bounce). It has fallen fast, especially over the last month.

[essentialinvestor] 29/11/2017 09:44

Luck with that. Nerves of steel.

[rcturner2] 29/11/2017 09:43

Indeed it is. I have loaded up here in the belief that the market has got this wrong. Time will tell if I have made a mistake or not.

[essentialinvestor] 29/11/2017 09:31

Your largest holding??

[rcturner2] 29/11/2017 09:29

Hi wallywoo, I am long here, my biggest holding in fact.

[wallywoo] 29/11/2017 09:27

Trouble you have with these situations is working out when it is likely to turn. Other wise you are just buying and hoping (dangerous strategy). No signs it has finished its downward trend yet (£4 looks like the next resistance point). This one does not tempt me yet

[wskill] 28/11/2017 22:02

The bears have made their money with the fall from 11 pounds they will turn bullish very quickly the next news will be enough to turn them

[steeplejack] 28/11/2017 09:01

The short position continues to climb and now stands at 7.87%Fund % short change Date changedPaloma Partners Management Company 0.59% -0.01% 2 Nov 2017OLD MUTUAL GLOBAL INVESTORS (UK) LTD 1.00% 0.10% 21 Nov 2017Millennium International Management LP 1.10% 0.06% 22 Nov 2017Marshall Wace LLP 1.36% -0.04% 22 Nov 2017BlackRock Investment Management (UK) Limited 0.79% -0.02% 21 Nov 2017AQR Capital Management, LLC 2.40% 0.01% 1 Nov 2017AHL Partners LLP 0.63% 0.08% 22 Nov 2017Total 7.87%

[steeplejack] 28/11/2017 08:57

The fall in the shares is unrelenting and would normally indicate that something wasn't quite right.There doesn't appear to be enough in the figures or industry developments to justify a slide in the shares of near two thirds in the last couple of years.It's difficult for management since they've pinned their colours to the mast and bought stock p.a.,but the shares have continued to fall,what else can they do.There are easier ways to make money than catch falling knives and I won't be buying here.

[wskill] 27/11/2017 13:41

We have to go back to 2012 to see the share price at today's level .

[zcaprd7] 23/11/2017 16:00

And it looks like a NED spent his annual salary on shares yesterday?

[zcaprd7] 23/11/2017 12:21

Shoob, CEO and chairman bought a hefty chunk of shares last week?

[bluemango] 23/11/2017 10:32

Reappearance of Jane Street Group and AHL Partners above 0.50% short position threshold takes aggregate shorting total now above 8%. Will be interesting to see if around this shorting level represents the peak.

As someone pointed out, they will be buying back at some point and they've certainly had a good run.

14 day RSI is in clear oversold territory, around 10.

[wskill] 23/11/2017 09:45

A sensible idea Lomcovaks we seem to be in a bear market for many stocks not only ISAT I have been buying a good few of the high yielders for my SIPP BP.,BT.A on 6% and PNN ,UU.,ITV,LLOY,AV.,SBRY,BLND around 5% yield and little chance they will reduce the dividend .I have ben sitting in cash in my SIPP since transfer early this year and have just started investing now as prices seem to have fallen too far.

ISAT have a good monthly revenue on the rental from the KIT they supply so doubt they will have little trouble servicing debt for investment in infrastructure.

[lomcovaks] 23/11/2017 09:06

The danger is that isat spend the money on the infrastructure, goes bust and another predator picks up the pieces for cents in the dollar, rather like Cable & Wireless's assets being bought by Vodafone. My technique is slow accumulation of the shares over the next year or two in my ISA then sit back and take the income without worrying about what the share price does. You've only got to be right 51% of the time to get rich.

[undervaluedassets] 22/11/2017 20:13

This company is twice/three times the company it was in 2007 but languishes at 2007 price.

the coming opportunities esp in aviation in inflight connectivity are immense.

Buy and forget at around these levels.

[wskill] 22/11/2017 18:22

I see the teenage scribblers are putting this fall in ISAT shareprice down to maritime units concerns I have used Inmarsat internet and sat phones on the vessels in our fleetfor many years they are good kit,Do they think that they can be replaced by other providers the units are on long term lease to replace the sat domes and hardware and cables would require a large investment which shipowners are never keen on .

[shoobmeister] 22/11/2017 15:29

Such a bargain but CFO, COO etc. keeping their dosh firmly in their wallets... hmmm...

[w1ndjammer] 22/11/2017 14:49

so we have Numis on 400p and Jefferies on 1100p

i will settle for somewhere in between 750P

WJ.

[steeplejack] 22/11/2017 14:27

Fund % short change Date changedAQR Capital Management, LLC 2.40% 0.01% 1 Nov 2017BlackRock Investment Management (UK) Limited 0.81% 0.13% 9 Nov 2017Marshall Wace LLP 1.37% -0.04% 15 Nov 2017Millennium International Management LP 0.94% 0.14% 17 Nov 2017OLD MUTUAL GLOBAL INVESTORS (UK) LTD 0.90% 0.08% 15 Nov 2017Paloma Partners Management Company 0.59% -0.01% 2 Nov 2017Total 7.01% Numis cut in target price is necessary to drum up further selling business but after the magnitude of fall,they might have been better advised to stick with their previous 480p.Meanwhile,shorts top 7% fir the first time.

[philanderer] 22/11/2017 12:38

Numis 'sell' tp 400p