Inmarsat Share Discussion Threads

[w1ndjammer] 22/1/2018 12:56

looks like we are on the next leg up, needs to take out 544

WJ.

[uhound] 19/1/2018 15:38

Seems to me like it's worth a punt at this level!

Have added just below £5.00.

Seems to be bouncing of lows of the day.

[w1ndjammer] 19/1/2018 14:35

the support is at 489.5 so close to buying more.

WJ.

[zcaprd7] 19/1/2018 12:21

Never goes up in a straight-line. Down, almost always...

[zcaprd7] 17/1/2018 22:47

Https://runwaygirlnetwork.com/2018/01/17/iridium-confident-next-will-remain-on-track-but-all-eyes-are-on-falcon-heavy/Sorry, big H needed

[zcaprd7] 17/1/2018 22:46

https://runwaygirlnetwork.com/2018/01/17/iridium-confident-next-will-remain-on-track-but-all-eyes-are-on-falcon-heavy/

[kamitora] 17/1/2018 12:19

Thought this might be of interest:

"A UK company aims to give ageing communications satellites a new lease of life by launching small space vehicles to dock with the craft in orbit and control them once they have run out of fuel.

Effective Space, based in London, has signed a $100m contract to extend the life of two satellites for a large communications operator, which will be announced soon."

[w1ndjammer] 17/1/2018 09:23

News
16 January 2018
Inmarsat Fleet One brings worker voice at sea to Thai fisheries
See how Inmarsat is working with Thai Union Group to bring crew connectivity and digital traceability to fishing vessels in Thailand.

[wad collector] 16/1/2018 18:07

The header name may be a bit out of date but the sentiment is still there.

[the original goldbug] 16/1/2018 16:47

Interesting to see if trades down to £5.00 which would be a great risk reward or whether we go north sooner than people think. Given the attractive shorter term chart I favour it going up and not allowing everyone a nice easy fill at £5.00.

I guess we are going to find out in the days ahead :-).

[raffles the gentleman thug] 16/1/2018 14:14

Exactly - capex cycle soon coming to an end and cash flow exploding and with 50/50 mix between equity and debt there is huge upside in this name

[jamie62] 16/1/2018 13:19

Minor breather, one way or another, this wont be listed by the end of the year.

[jamie62] 16/1/2018 13:19

Minor breather, one way or another, this wont be listed by the end of the year.

[zcaprd7] 16/1/2018 12:34

But will they pay?Looks like a breather, we're not out of the woods just yet...

[w1ndjammer] 15/1/2018 14:21

i guess the Arabs like what they see


14 January 2018 - 16 January 2018

CABSAT
Inmarsat Enterprise will be co-exhibiting at CABSAT with leading Inmarsat Distribution Partner for the UAE region, Global Beam Telecom.

Taking place at the Dubai World Trade Centre on 14-16 January, CABSAT attracts a media audience keen to discover the latest digital and satellite technologies and startups, and hear from inspiring speakers.

We will also be joined on Global Beam’s stand ZB2-B60 in Hall ZAB2 by partner Cobham SATCOM, where we will display our latest Global Xpress terminals and unveil our new, on demand Media Link plan for more cost effective mobile journalism, news gathering and live television broadcasting in the region. Bringing the simplicity of a smart phone contract, Media Link bills in minutes used, not data.

Satellite trends
Daniel Cooper, Head of Media and Events, Inmarsat Enterprise, will be participating in a panel discussion for the GVF Satellite Hub Summit, which takes place within the satellite area at CABSAT and focuses on technical satellite trends and innovations.

On 15 January, Daniel Cooper will join the Panel Session: Innovation in MENA’s Satellite Technologies & Services Marketplace at 12:00-13:00 GST.

Providing an overview of technological advance, value-added service evolution and new markets, Daniel will explain how Inmarsat’s reliable, seamless BGAN and M2M connectivity solutions for land-based businesses are enabling digital transformation though IoT technology. You can read the full report here: The Future of IoT in Enterprise.

[zcaprd7] 15/1/2018 12:03

Same difference, no? They would have PE backing... Although might be less low ball.

[jamie62] 15/1/2018 11:49

Perhaps ripe for a management buyout?

[zcaprd7] 14/1/2018 17:46

A PE low ball bid would be galling, they would effectually buy it, load it up worry debt, take the purchase money out, and get the business for free.It's why I'd don't mind them using debt for the dividend, although some view that as a red flag, or some sort of cardinal sin (although I notice most of the shorters seemed to have disappeared lately)?

[zcaprd7] 14/1/2018 17:42

Given a bid would come from someone who didn't own any of the shares, the 6 month rule is irrelevant...

[extrader] 14/1/2018 09:19

Hi RCTurner2,

I think the only restriction on a bidder is that it cannot offer to pay less than it has paid for any shares in the target that it has bought in the last twelve months.

There have been cases (can't think of an example off the top of my head) where a bidder has made an offer LOWER than current s/p.....and been successful : the PI market hadn't priced in an issue that the IIs woke up to.

Not likely to be the case here, I hasten to add !

ATB

[rcturner2] 13/1/2018 19:56

I think there is some rule which says the offer has to be higher than any price of the last 6 months, so probably about the 900p mark I would guess?

[my retirement fund] 13/1/2018 13:49

I wonder what the offer would be pitched at if it were purchased ~ £11 ?

[steeplejack] 13/1/2018 13:01

Weekend FT carries article on Page 16 headed "satellite operator rockets amid fresh takeover talk"."RBC refreshed its longstanding theory that Inmarsat is a bid target with an argument that private equity funds could be interested."Now could be the perfect time to take Inmarsat private", the broker told clients."Our leveraged buyout model suggests an internal rate of return of around 60% on undemanding assumptions".The buyout makes sense now because Inmarsat's enterprise value is near a 10 year low versus earnings,which reflect an estimated $70m of start up losses at its inflight broadband business that will swing into a $ 44m profit after five years so the exit should be highly profitable ,RBC argued.

[rcturner2] 13/1/2018 07:15

The chart would suggest that 600p is on the way quite quickly.