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
  -0.80p -0.14% 560.80p 560.00p 560.60p 560.60p 549.20p 559.00p 1,410,080 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,149.0 131.7 21.2 26.0 2,600

Inmarsat Share Discussion Threads

Showing 3501 to 3525 of 3975 messages
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DateSubjectAuthorDiscuss
22/6/2018
17:40
What we need is a bidding war.
steeplejack
22/6/2018
17:27
I think your thoughts are not that wide of the mark.Echostar shareholders will demand that the company doesn’t overpay for ISAT and,understandably,the starting consideration is how the market values Inmarsat .You can’t pretend that the price never fell to the mid 300s but a couple of months back.Rightly or wrongly,at that point in the company’s history,the stockmarket had a very low opinion of ISATs worth.(Helped of course by an almost incomprehensible dividend policy).Is Echostar simply to ignore the recent valuation placed upon Inmarsat and now pay ten pounds a share,getting on for near three times the recent years low?If I was an Echostar shareholder I’d be asking a lot of questions if that occurred.The Echostar management will wish to get the best deal they can.If they can get ISAT for seven quid (twice the recent low) then they’ll offer just that and they’ll be a lot of funds who will be more than grateful to receive a price double the low earlier in the year.That’s City short term thinking for you.
steeplejack
22/6/2018
17:12
But, on the other hand , no other bid may materialise , EchoStar decide not to pursue , and we are back where we started in terms of fundamentals. Like most holders I will sit back and wait and be prepared to curse .
wad collector
22/6/2018
15:57
Id agree gold bug...the floor is set around 550....so id expect it will saty here - even without echo start bidding...but i think its going to get bought out at around 10-12£ myself
gambo555
22/6/2018
15:20
I hope so Gambo and I think today’s news certainly reduces the risk of holding, so in a way there is a degree of free optionality attached to the share at the current price.
the original goldbug
22/6/2018
15:18
id agree - plus a bit more....personally i think well see 8-9 a share plus another bidder. So i think 11-12 take out bid. Based on sign off for ligado.....once its up for sale - which it is - a few will want this company. I held for a year and sold on the 8th (silly Boy) taking a loss....however thought trading that day was looking strange...DOH Anyway I boughT back at 5.11 on Monday 11th and still believe they will make the year high plus 20-30%...so 10-11. I believed that when I bought them...Maybe echostar was shorting the stock for the pat several months to get the price down!??
gambo555
22/6/2018
15:03
Echostar will be very hard pressed to get shareholders to accept a price much under its 52 week high.
argylerich
22/6/2018
15:03
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.”
gambo555
22/6/2018
14:45
If they offer 7£.....and they have paid 550p already. IT WILL NOT be accepted OMHO. As Inmarsat board said....the previouse offer (around 5-550P) "very significantly undervalued" the shares in the company. And all analyst predict around 10£ maybe 11£ then more if other bidders come in. "In a note to clients, Canadian bank RBC upped its price target for the FTSE 250-telecoms company to 850p from 725p, saying: “We estimate Inmarsat's spectrum is worth c.£10 per share, split European S-band (£3.25), US L-band (£5.00), Global Lband (£1.55). Spectrum is extremely important to Echostar and its sister company DISH (both controlled by Charlie Ergen).”
gambo555
22/6/2018
14:25
So Gambo, what happens if Echostar is the only bidder and they only offer £7?
the original goldbug
22/6/2018
14:16
in your dreams.............. echostar is buying at£550p+...........its currently around £6. how on earth do you think they will get it for 7£?? id say minimum is 9.....no one is gonna sell at lesss than 50% premium from this point...pleeease!
gambo555
22/6/2018
14:16
in your dreams.............. echostar is buying at£550p+...........its currently around £6. how on earth do you think they will get it for 7£?? id say minimum is 9.....no one is gonna sell at lesss than 50% premium from this point...pleeease!
gambo555
22/6/2018
14:02
Interesting for sure. I still think thwy will get it at about £7 unless another serious player enters the arena.
the original goldbug
22/6/2018
13:37
Hi 7ran5ac710n, On the crest, thanks ! Some thoughts : - if EchoStar intend to bid, they've now set a floor of GBP 5.568; - they may just want a 'strategic stake' in a rival; - they may want to flush out other bidders....and force them to pay 'over the odds', making a useful capital gain AND forcing a rival to 'overpay'. Can't do the share price any harm, whichever way I look at it..... ATB
extrader
22/6/2018
12:51
I do like the drama of a possible bid scenario ; much more interesting than a calm RNS of an agreed takeover! A 3% position is a statement of intent whilst not enough to risk a big loss if it falls through.
wad collector
22/6/2018
12:25
Hey Extrader, you still riding the wave? Some serious gains today :)
7ran5ac710n
22/6/2018
12:17
£10 is what ISAT is worth at the minimum maybe more to the right bidder ,we are in play now wonder who will be the next player to throw their hat in the ring.
wskill
22/6/2018
12:16
You wouldn't buy at this price if you was going to walk away
curlly
22/6/2018
12:10
Well,Echostar have bought 2.97% of ISAT equity and you'd presume that the purchases were a precursor to a bid.
steeplejack
22/6/2018
11:54
11:35 am Inmarsat PLC (ISAT:LSE): Last: 552.40, up 4.4 (+0.80%), High: 552.60, Low: 546.20, Volume: 316.06k 11:35 am BE That's not live. Live's up 4.7%. 11:35 am BE On this. 11:36 am BE hxxps://www.invest...1806221130142610S/ 11:36 am BE 11:36 am BE 11:37 am BE Okay, how to read the strategy there? 11:38 am BE Setting up a position to block out another bidder, Sky/ITV style? 11:38 am BE (@VV75: hi, we also have words on this side of the page.) 11:39 am BE Platform to force management to engage? 11:39 am BE Optionality play on the Ligado regulatory decision? 11:40 am BE Anyway, up 5.6% live now. 11:40 am BE Against a PUSU of July 6, to remind. 11:41 am From FT Alphaville
argylerich
22/6/2018
11:53
Position taken by EchoStar. Either to get attention or go hostile.And it saves them money rather than buying them all at the full bid price.
samdb
22/6/2018
11:39
Oi oi. What's going on here then?
samdb
22/6/2018
05:27
"Under UK Takeover Panel rules, Echostar has until 6 July to table an offer."https://uk.webfg.com/news/m-a/echostar-studying-financing-for-improved-inmarsat-bid--3353042.html
7ran5ac710n
21/6/2018
19:06
Hey Extrader,All so true yet timing is evryting - a 'plethora' of 8.Xs over 2 days, then an out of hours RNS: submitted to RNS @ 1548, with the usual hour to clear... Ho, ho.And maybe a clear signal to any Acquirer what it'll take to convince the Board...Of course, all IMHO.TTFN
7ran5ac710n
21/6/2018
18:27
Hi 7ran5ac710n, Isn't this just a normal requirement following a possible offer ? They've turned down the opening shot, in any case. Or is this just a discreet way of letting us know how much the BoD stand to make at various price points ???? ATB
extrader
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