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Share Name Share Symbol Market Type Share ISIN Share Description
Inmarsat Plc LSE:ISAT London Ordinary Share GB00B09LSH68 ORD EUR0.0005
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.00p +0.37% 544.40p 544.20p 544.60p 544.60p 540.20p 541.00p 587,215 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,149.0 131.7 21.2 25.7 -

Inmarsat Share Discussion Threads

Showing 3326 to 3348 of 3975 messages
Chat Pages: Latest  135  134  133  132  131  130  129  128  127  126  125  124  Older
DateSubjectAuthorDiscuss
22/5/2018
09:46
Overreaction?Maritime was 40% of first quarter revenue.
steeplejack
22/5/2018
09:28
I doubled down at 8:10 so not far from even again now... clearly an over reaction...
g2theary
22/5/2018
09:20
A lot of automatic stop /losses would have been triggered hence the fulfilling prophecy. Iridium shares have not moved on the news but still showing just under $12 a share. I would like to see the dust settle before considering the future of Inmarsat.
chancer
22/5/2018
09:07
Looks like the market has taken the opportunity to put the boot in.Sentiment is fragile and with good cause.Shipping,a tough market,is about to get competitively tougher post 2020 while there remain concerns that the capital outlays to rule the skies will deliver an inadequate return.Again,I’;m rather sceptical about the managements ability to manage expectations.Full steam ahead with dividend increases and then a sudden draconian cut comes out of the clouds.This Iridium business doesn’t appear to have been adequately ‘aired’ in public.The company continues to underwhelm.Its not well run and that’s the last thing you want to hold at the end of a bull run with markets flirting with a correction.Most holders here were initially attracted by the yield.Currently you can buy BATs on a yield of 5.8% generating strong cash flow.
steeplejack
22/5/2018
09:05
But the point is the margins will inevitably decline (considerably) over time.
the original goldbug
22/5/2018
09:02
One can see where ownership of Immarsat is headed. Into the hand of a consortium of debt holders imo.
my retirement fund
22/5/2018
08:58
I dont know much about the technology but suspect Iridium new generation of satellites will be able to offer global safety for planes rather than the limited cover granted by the aviation bodies at present.Presumably that will be another service on offer at far keener prices?
my retirement fund
22/5/2018
08:56
wskill - they do not need to get isat kit users to dent profit here. If they offer a service at a serious undercut - then the obvious and arguably more likely scenario is the ship owner goes back to ISAT and asks for a discount , and gets it or ISAT risk losing business. That is why monopolies are so valuable - you can charge what you like - until the competition comes along. I had asked back through this thread what about the competition - now we see evidence of some coming and the share price has reacted.
fenners66
22/5/2018
08:53
Hi all, The Iridium threat doesn't appear to have featured in any analyst research I've seen....yet this has apparently been a potential threat to business for a number of years.... Sheesh ! ATB
extrader
22/5/2018
08:51
The new upgraded iridium satellites are already being launched en-mass. Space X delivered a clutch end of 2017. Perhaps to roll out will be completed sooner than imagined.
my retirement fund
22/5/2018
08:38
Have had the iridium phone onboard for years just been removed as never used not ever been a great link first they will have to provide decent equipment and not the older generation stuff they have provided in the past. All the Inmarsat equipment onboard is on long term lease same for most vessels so unlikely they can take present ships from Inmarsat we are talking about the new build market iridium is after starting from 2020. They will have to undercut by very large margin to get shipowners to use their kit make more sense to buy isat.
wskill
22/5/2018
08:31
Just when it seemed the share price was recovering.... Maritime was 40% of Q1 earnings.
wad collector
22/5/2018
08:14
Just seen http://spacenews.com/iridium-breaks-inmarsat-monopoly-on-maritime-safety-communications/
gark
22/5/2018
08:14
It's the Iridium news obviously. See above.
kamitora
22/5/2018
08:10
Will be a broker note (downgrade)
g2theary
22/5/2018
08:06
No announcement and down this much?
gark
22/5/2018
08:05
whats up here today
curlly
22/5/2018
08:05
Iridium breaks Inmarsat monopoly on maritime safety communications Http://spacenews.com/iridium-breaks-inmarsat-monopoly-on-maritime-safety-communications/ "Iridium said it expects to begin GMDSS service in 2020. The International Mobile Satellite Organization will monitor Iridium’s GMDSS implementation, Iridium said."
kamitora
21/5/2018
22:33
? I had been at a spar Thursday Friday so lost track of days...
g2theary
19/5/2018
08:26
One to many sherbets jock tmmw is Sunday let’s go for 666
linton5
19/5/2018
00:37
Get ready for the 400p crossing tomorrow... absolute bargain this IMO
g2theary
14/5/2018
11:35
Tricky £4 level breached...
zcaprd7
09/5/2018
23:08
From the FT: https://www.ft.com/content/82a76784-52b7-11e8-b24e-cad6aa67e23e Farewell to the blissful solitude of the long-haul flight. "..... And now, it may be over for good. This year, Deloitte forecasts, about a quarter of the world’s aircraft will be equipped with “ in-flight connectivity ”. WiFi is coming to the skies. In much of the US, it is already there. In Europe, International Airlines Group, made up of British Airways, Iberia, Aer Lingus and Vueling, is rolling out in-flight internet. So is Qantas, and many others. Deloitte says it has so far been mostly business travellers who use onboard WiFi, passing on the expense to their companies. But ordinary flyers want it too. “Demand for connectivity is now so strong that consumers would prioritise it over most other amenities,” Deloitte says. One survey found that, offered a range of in-flight services, 54 per cent of flyers would opt for WiFi — nearly three times as many as would choose a meal." Short snippet for news access. You can read the full article as it's not paywalled. I'm hoping that by accumulating a modest amount in ISAT now, everyone else will later wake up to the potential for future earnings and push the price back up slowly.
lomcovaks
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