Inmarsat Share Discussion Threads

[penycae] 16/12/2017 17:09

"The big boys are shorting for a reason unknown to us."

No, they're shorting to make money. That's the nature of the beast. Pretty soon there'll be an undignified rush for the exit - unless you believe this company is finished, in which case anyone holding long will lose their investment.

[badger60] 16/12/2017 11:28

Windy.....a very nice bunch over on the IMM bb......one of them even mention you by name! They did get a bit touchy when I expressed my contrarian view point......... but one of them is interested in buying OPHR, so at least some good came out of it.Anyway the last bb count was $45bn revenues (or was it £45bn?) on the lupus jollop. So that makes up a bit for the disappointing ISAT performance of late.Ttfn.

[zcaprd7] 15/12/2017 13:48

And £9k for a NED isn't bad, coming after the other chunkier buys - I suggest you study the director buys of your other satellite "investment" lol...

[zcaprd7] 15/12/2017 13:46

Not sure why you keep banging on about the dividend out of debt, they are merely bringing forward the payouts from (expected) future earnings and (I suspect) warding off any unscrupulous PE firms...

[ddubzy] 15/12/2017 12:48

Nice to see Directors continuing to add on weakness.

[badger60] 15/12/2017 12:46

Windy...Ophir now up nearly 5% ......Mongo won't be buying any because he hates making money

[badger60] 15/12/2017 12:43

......a huge vote of confidence then.......

[bluemango] 15/12/2017 12:36

Director buy.

Relatively modest, just shy of £9k worth.

[wskill] 15/12/2017 11:42

Not at all surprised at the fall in AVN share price with only $62m annual revenue it was unable to support its huge borrowings. Not the same situation at ISAT with $1275m revenue ,also excellent technology to support its satellite systems do not see any similarities at all badger.

[badger60] 15/12/2017 11:18

Windy.......I think that OPHR is worth taking a look at. Up 3% and that's just the start imo......

[badger60] 15/12/2017 11:07

I can't see 440p holding for much longer Windy......Numis is beckoning.......

[w1ndjammer] 15/12/2017 08:55

GX Aviation
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GX Aviation offers uninterrupted high-speed Wi-Fi worldwide – powered by Global Xpress, the world’s only global Ka-band satellite network owned and operated exclusively by Inmarsat. Global Xpress replaces the makeshift patchwork of Ku-band services that have not met the high standard of reliability for passengers and the aviation industry needs. Consistent performance, with no drop-outs between satellite beams, means broadband in the air works as well as it does on the ground.

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With confirmed investment in future satellite launches, innovative new networks and advanced onboard terminals, this is technology you can rely on now, and in the futur

WJ.

[w1ndjammer] 15/12/2017 08:55

OOOooooops

[w1ndjammer] 15/12/2017 08:51

Thanks Nocton for your most informative ISAT posts over the months you will
be sorely missed....

WJ.

[badger60] 15/12/2017 08:49

I warned you about upsetting others on this bb, Windy, now look what you've done!! ps....he may filter us.....but he'll tune in once in a while for a sneaky peek.....they all do......

[nocton] 15/12/2017 08:32

Windjammer and badger, would you kindly start a new thread or email privately to each other. The rest of us on this thread are not interested in your continual arguments with each other. I'm just going to filter you both out.

[w1ndjammer] 15/12/2017 08:28

badger

on my live price monitor sitting directly above ISAT is IMM i bought most at 48p
ans some on the way up most i paid was 99p and the holding is twice the size of ISAT enough said.

Before you comment on ISAT you need to understand the model, know the length of
contracts and understand what the future holds with GX Aviation. Good quality
companies plan on 5 years ahead ISAT is front loaded with capex.

Just look at shell they have been borrowing to maintain its dividend just look
at some of the brokers notes from the dark days. they come and go the company carries on doing its thing, longterm hold is the key,

WJ.

[badger60] 15/12/2017 08:13

Windy......£2 bn is alot of mkt cap for a company that has to borrow money to pay a divi to shareholders.

[badger60] 15/12/2017 08:03

Windy.... your "guesses" to date have been dire...........you have far more credibility when you c&p copious amounts of tedium from the ISAT web site. Anyroadup... I'm sure Numis will continue to oblige us with more unerringly accurate ISAT forecasts.......and just to give you a clue.....the next one ain't going to be a tenner ps..........

[w1ndjammer] 15/12/2017 07:53

badger

besides doing the debt for equity avn are going to raise money from its shareholders
i would guess at sub 5p they will then do a consolidation which will cause
a further sell off. if i decide to buy any it will be at this point.

WJ.