Inmarsat Share Discussion Threads

[aleman] 08/6/2018 14:44

FT is speculating about a takeover from Echostar or Softbank again. We have had this before, though.

[zcaprd7] 08/6/2018 14:34

With no news, seems the yanks started it off...

[redips2] 08/6/2018 14:18

.... it does seem odd we have a 10% rise out of the blue.... and as you say on a friday....

[zcaprd7] 08/6/2018 14:06

News coming in the weekend papers?

[wskill] 08/6/2018 13:21

My opinion for what it's worth irriduim require better technology than they use at present maybe this is the reason the hedges shorted isat to this level to allow such an outcome a cheap bid by the USA competition.

[zcaprd7] 08/6/2018 13:13

Is there a bid coming?

[lomcovaks] 08/6/2018 13:10

My very nervous top up at 346p a couple of weeks ago is looking ridiculously lucky. Hasn't changed my own view long term intention to hold indefinitely unless aviation Wi-Fi growth isn't the earner that I believe it will be in the future.

[wskill] 08/6/2018 13:04

Wad I use isat equipment every day it is the best on the market no other providers equipment is even half as good it was an easy call.

[wad collector] 08/6/2018 12:56

You have timed your top up well; good call.

[wskill] 08/6/2018 12:29

Too cheap with the market leading positions in maritime and now heading for the same in aviation comms.
There will be good growth in maritime markets with the fleet safety solution replacing the normal gmdss set up I think the analysts have missed this completely maritime is the largest market for isat.

This was the reason of the fall to start with the lack of growth in maritime.

[zcaprd7] 08/6/2018 12:06

Next stop, £5?

[wskill] 08/6/2018 10:35

trying to close their shorts I would think.

[zcaprd7] 08/6/2018 10:32

Very strong recently... Where are all the bears?

[wskill] 08/6/2018 08:58

No one thinking that there is a ew found strength in the isat share price are the hedges closing this 5% short positions.
I think we have a buyer accumulating stock and building a position as certainly swimming against the tide today.

[wskill] 06/6/2018 19:44

If the shorts had any knowledge on this story they would shift their attention to suppliers of GMDSS equipment and not isat .

[wskill] 06/6/2018 17:52

Hopefully we will see growth in maritime markets with the new fleet safety product this will remove costs for ship owners for the installation of gmdss equipment and I will say savings on annual service and survey requirements.

Also we can expect decent aviation growth as the first quarter advised of 39% this growth will continue as advised.

So the end of this year will see the share price significantly improved.

I have topped up a good few with the above in mind.

[losos] 06/6/2018 16:47

wad collector - I am down roughly the same. It is frustrating as they were once one of my best shares. How long before all this 'in flight connectivity' starts to pay off, I have not the slightest idea, definately years, I did think maybe by this time next year but it might be 2020 or even 2021 grrrrrrrrrrrrrr.

[zcaprd7] 06/6/2018 12:56

£4 was pretty tough resistance...

[wad collector] 06/6/2018 11:31

3 month high - but does not say very much . I am about £4 down . Can't see getting that back for a long time if at all. I must avoid Tech stocks...

[kamitora] 05/6/2018 07:01

Deutsche Bank reiterates buy

[zcaprd7] 02/6/2018 10:56

Ligado might still come good then...

[zcaprd7] 01/6/2018 13:12

Any other news? Flying today?

[kamitora] 01/6/2018 12:20

Intelsat Soars as Proposal for New Airwaves Uses Makes Progress