Inmarsat Share Discussion Threads

[7ran5ac710n] 21/6/2018 07:21

Thanks - so reducing position @ 7.... Good news.

[samdb] 21/6/2018 07:14

The holdings one says someone bought 600k shares at 7 quid.

[dexdringle] 21/6/2018 07:14

Class of relevant Product description Nature of dealing Number of reference Price per unit
security e.g. CFD e.g. opening/closing a securities
long/short position,
increasing/reducing a
long/short position
Common Stock CFD Decreasing 600,000 7.0933
--------------------- ------------------------- ------------------------ ---------------

7.0933. Looks like it is some kind of CFD / option price not an actual purchase price

[7ran5ac710n] 21/6/2018 07:10

Samdb - which RNS bud? Couldn't find the £7...Close:Open massive spread at 543.8:547.4Happy Days

[samdb] 21/6/2018 06:46

£7 trade in that RNS? Can't be right surely.

[samdb] 20/6/2018 15:20

Certainly some holders taking the opportunity to reduce but I would say an £8-9 bid is odds on.

[bluemango] 20/6/2018 14:48

Amongst the plethora of 8.3 notices, a Holding Notice from Standard Life Aberdeen declaring 5.63% holding on 18th followed by 8.3 notice stating they are up to 6.89% on 19th June.

[7ran5ac710n] 20/6/2018 14:09

Big boyz piling in - 8.3 frenzy! Watch that Close:Open spread its wings...

[bluemango] 19/6/2018 07:57

Easier link:



EchoStar Corp. is considering raising its offer for rival Inmarsat Plc after its initial approach for the British satellite company was rejected as being too low, according to people familiar with the matter.

[samdb] 19/6/2018 06:49

I've just clicked it and it definitely works

[jamie62] 19/6/2018 06:46

The linked doesn't work!

[samdb] 19/6/2018 05:44

EchoStar Weighs Raising Inmarsat Bid After RejectionEchoStar, founded by billionaire Charlie Ergen, is discussing financing for an improved offer in the coming days...https://www.bloomberg.com/news/articles/2018-06-18/echostar-is-said-to-weigh-raising-inmarsat-bid-after-rejection

[samdb] 18/6/2018 08:17

Still quite perky. Good risk reward trade at this level - either drops back to 450 on no deal or you double your money.

[kamitora] 16/6/2018 13:10

Inmarsat and KDDI sign landmark Fleet Xpress agreement

(15 June 2018 - Inmarsat) Inmarsat and Japanese telecommunications giant KDDI have signed a partner agreement to distribute Fleet Xpress to the Japanese maritime market – including deep sea vessels, commercial fishing, oil and gas, and cruise lines.

[samdb] 15/6/2018 07:20

Been very strong the past few days, I think they'll be back with a better offer.

[kamitora] 15/6/2018 07:15

From the FT article:

"Wilton Fry, an analyst with RBC, says the UK government could intervene although both EchoStar and Viasat, a potential counterbidder, have UK satellite operations, regulated by Ofcom, that could be used as an acquisition vehicle.

[18bt] 15/6/2018 06:57

After the row over Galileo, short term Govt could use its new veto, but long term this could be a big winner if we leave Galileo.

[bigbigdave] 15/6/2018 05:22

Security debate looms over sale of Inmarsat
A preliminary offer from EchoStar for the UK satellite group draws political attention

[7ran5ac710n] 14/6/2018 17:49

Reviewed recent 8.3s - overall Corps materially reducing shorts from 530p down, consequently increasing longs.Gains feel sticky ?

[redips2] 14/6/2018 13:09

...could be..

[samdb] 14/6/2018 09:25

Something afoot again.

[jamie62] 13/6/2018 10:07

Let's hope so

[zcaprd7] 12/6/2018 07:31

Giles Thorne, a satellite equity analyst at Jefferies, had a slightly different take on the events of Friday. In a research note published today he said the EchoStar bid for Inmarsat is not about sector consolidation but rather about spectrum. "We think Dish is looking for negotiating leverage following news that Ligado could be on the cusp of finally getting its license modification reinstated," he said. "If we're wrong, Inmarsat shareholders could hold out for as much as 11 pounds per share. If we're right, they should be pushing for something even higher. This is only the beginning, in our view."

[jhan66] 12/6/2018 04:42

Thank=you Bluemango,
Last paragraph is encouraging & I’ll hold out for developments.