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
  0.00 0.0% 544.40 544.40 545.00 0.00 0.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,149.0 131.7 21.2 26.5 2,524

Inmarsat Share Discussion Threads

Showing 3351 to 3375 of 4000 messages
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DateSubjectAuthorDiscuss
23/5/2018
10:08
The key words that are being used in the "know" do not favour Inmarsat hence the current high levels of continued short positions. No matter what is being said, it boils down to the readers digest version as follows: Struggling, loss of monopoly, 10 year low, complacent, old technology, high debt, overtaken by newer rivals, takeover rumours (but no offers) and Ligado future. These are not my words and although it is easy to cut and run at a loss, surely EAN could be a future positive and maybe more secretive Government contracts in the waiting. Who knows ?
chancer
23/5/2018
08:38
The below is from Jan 2018. Inmarsat share price was 528p. Private equity funds must certainly have Inmarsat in their sights now. Just a matter of time before an offer comes imo 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 per cent 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 in-flight broadband business that will swing into a $44m profit after five years, so the exit should be highly profitable, RBC argued. Its team also highlighted a long history of private equity involvement in the satellite industry, whose high barriers to entry and strong cash generation appeals to buyout funds, as well as recent share purchases by Inmarsat management. RBC last year championed the idea that Inmarsat would be a good fit for Dish Network, the US pay-TV broadcaster, or its sister company EchoStar. The shares, which are down 25 per cent over the past 12 months, bounced 4.9 per cent to 528.8p.
seball
23/5/2018
07:54
Telegraph article today.Fairly damning.It concludes"Ultimately operators like Inmarsat may be picked up by international telecoms operators. There could be a long way to fall first."
steeplejack
22/5/2018
22:15
Inmarsat (LON:ISAT)‘s stock had its “outperform221; rating reissued by analysts at Royal Bank of Canada in a research note issued to investors on Tuesday. They presently have a GBX 725 ($9.73) price objective on the stock. Royal Bank of Canada’s target price would indicate a potential upside of 100.78% from the stock’s current price.
seball
22/5/2018
15:25
I like how they congratulate Iridium in the press release!
zcaprd7
22/5/2018
14:45
seball falling on deaf ears I am afraid this new service from ISAT will remove the need for a bank of screens and receivers + transmitters from ships ,all they will need is a self contained unit from Inmarsat this is a game changer but only for us who use the kit every day isat have the best kit available on the market today and it just got even better .
wskill
22/5/2018
14:38
That new purpose built building has brought them nothing but bad luck. About time they brought in a Feng shui practitioner. Please find the link to the interview in October 2015 to remind ourselves what Inmarsat is all about. hxxp://gcaptain.com/inmarsat-interview/
chancer
22/5/2018
14:23
Debt 2.5bn... Net assets 5nb
zcaprd7
22/5/2018
12:37
What about the debt Zpcaprd!? What’s the asset value then???? The only barrier to entry in this business is capital and duration of leases/contracts (which people are reluctant to talk about)
the original goldbug
22/5/2018
12:03
Latest RNS 'Inmarsat receives IMO approval to deliver most significant advance in maritime safety in a generation' These are to cheap at this level and are prime for a takeover offer imo
seball
22/5/2018
11:17
It's becoming an asset play now:Satellites: 3x Inmarsat 4x getting near end of life, 1x Alphasat, 4x Global Express3 or 4 ground stations1x S-band satellitePlus 50% of the S-band ground network, which might be worth 3bn on its own.Versus market cap: £1.6bnLet alone all the spectrum (ligado might yet come good) staff and recruitment costs, for a Elon Musk say....
zcaprd7
22/5/2018
11:10
Yes, being the first mover / having a monopoly always ends with another company coming along and ruining it. I mean, look at Facebook and Google. Oh, hold on.......
dexdringle
22/5/2018
10:19
No one was praising the monopoly before hand? A duopoly won't impact things much... All the sailors carry an Iridium phone as back up anyway.By 2020 it will be a tiny part of the revenue, shame to see a cash cow go, but it's not really a big issue.
zcaprd7
22/5/2018
10:14
g2theary 22 May '18 - 09:28 - 3361 of 3364 I doubled down at 8:10 so not far from even again now... clearly an over reaction... I guess you did not take that opportunity to bank a profit on those ... so even weaker than 8.10?
fenners66
22/5/2018
09:17
£3 is my top up target, if we get there...
zcaprd7
22/5/2018
08:57
I would buy back in at 250p.
rcturner2
22/5/2018
08:46
Overreaction?Maritime was 40% of first quarter revenue.
steeplejack
22/5/2018
08:28
I doubled down at 8:10 so not far from even again now... clearly an over reaction...
g2theary
22/5/2018
08:20
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
08:07
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
08:05
But the point is the margins will inevitably decline (considerably) over time.
the original goldbug
22/5/2018
08:02
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
07:58
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
07:56
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
07:53
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
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