Inmarsat Share Discussion Threads

[zcaprd7] 25/2/2018 14:50

Focusing on the yield is silly. Its like saying "the yield is unsustainable at 10%, therefore the share price needs to double"...

[wad collector] 23/2/2018 11:49

We will find out on 9th March. If the dividend was sustained then the current yield is an implausible 10%.

[the original goldbug] 23/2/2018 11:09

I was reviewing the Goldman note and they were saying capex would remain elevated until 2020.

I will be amazed if the dividend is not halved at results time. I think the more interesting question is whether it is priced in already. I would say it is and unless the top line numbers are weak I think we are putting in a bottom.

[zcaprd7] 23/2/2018 10:00

Bit different to be fair... But highlights the problem of the sectoral analysis.

[zcaprd7] 22/2/2018 14:18

That's my end game, happy to take musks paper as well...

[w1ndjammer] 22/2/2018 09:22

would be cheaper for spaceX to just buy Inmarsat

WJ.

[kamitora] 22/2/2018 07:45

Inmarsat PLC ISAT Morgan Stanley Equal weight 459.00 459.00 620.00 550.00 Reiterates

[kamitora] 21/2/2018 19:23

How SpaceX plans to bring speedy broadband to the whole world


"All this means you won't be jacking into SpaceX's network anytime soon. In fact, Musk says the full service probably won't be up and running until the middle of the next decade"

[redips2] 21/2/2018 13:58

...... now that would be nice!

[losos] 21/2/2018 13:12

The Original Goldbug - "as most people are still very underwater on this one."

Yep, 'fraid so, just checked CEO and other directors buying a month ago, just hope they know something we don't. Maybe the results (when they come out) will give some good news.

[the original goldbug] 20/2/2018 18:44

You should count yourself lucky Stun as most people are still very underwater on this one.

[w1ndjammer] 20/2/2018 15:48

488.5 is the trigger watch this baby fly once through that resistance.

WJ.

[stun12] 20/2/2018 11:42

As usual, I started buying several days before I should have. Nice to get back to breakeven finally. Nice recovery even in a flattish market.

[w1ndjammer] 19/2/2018 16:54

decent day, steady as she goes......

WJ.

[wskill] 16/2/2018 18:51

Now out of isat that is the reason for the fall then since mid January good news for us shareholders we know already results will be in line with forecasts.

[zcaprd7] 16/2/2018 17:52

Looks like DB offloading...

[redchef] 15/2/2018 16:52

What was that sale all about? Strings of trades of 1000 shares and less then a whopping 355,000 sale?

[wskill] 15/2/2018 09:41

ISAT has always been best in class I have used their kit for many years, now it will be integrated with GMDSS ,which will mean a whole bank of receiving/transmitting equipment from other suppliers can be replaced savings for ship owners will be huge no other supplier can match this excellent news windjammer.

[w1ndjammer] 15/2/2018 09:11

Inmarsat and Intellian embark on next-generation FleetBroadband development

[cashandcard] 14/2/2018 08:51

dex,


Thats hype/hope value, the markets preferred valuation method when there is no divi. But once you start paying a divi, the hype/hope premium disappears and you get ruled with the same ruler as every other divi paying concern.


Cash

[dexdringle] 14/2/2018 08:46

Why do people assume there is a direct correlation between dividend and share price here ?

Maybe in a mature, predictable (boring ?) business which exists to pay dividends (eg Marks & Spencer, National Grid, GSK) and where people buy them for the dividend yield. But Inmarsat ?

What is the dividend yield on Tesla ? Or Netflix ?

Just Eat has a market cap over £5bn and no yield whatsoever.

[rcturner2] 14/2/2018 08:35

Either the dividend will be cut or the price will rise from here.

You pays your money and takes your choice.

[dexdringle] 14/2/2018 08:11

"andyj 13 Feb '18 - 14:00 - 3012 of 3027

A 10.41% yield? Seriously?"

What should it be then ? And on what basis ?