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
  +0.00p +0.00% 499.00p 499.50p 500.20p - - - 0 05:30:41
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,036.7 170.1 29.6 16.3 2,303.25

Inmarsat Share Discussion Threads

Showing 3601 to 3624 of 3775 messages
Chat Pages: 151  150  149  148  147  146  145  144  143  142  141  140  Older
DateSubjectAuthorDiscuss
06/7/2018
07:18
The market seems to have predicted the low ball offer with uncanny accuracy.It's too low by a good pound even as an opening shot.I can't see Inmarsat being bullied by institutions to sit down and discuss such a disappointing offer.
steeplejack
06/7/2018
07:16
Echostar not exactly offering generous terms so far, now let's see if anyone else throws their hat in the ring.
argylerich
06/7/2018
07:12
https://investegate.co.uk/echostar-corporation/rns/statement-re-possible-offer/201807060700108287T/ It seems to me the big shareholders were indicating they'd take things seriously from 650 and EchoStar appear to have decided to channel Trump instead and give them the finger. I'm not entirely sure they've helped their credibility here. I like that the ISAT board rejected the offer on Independence Day.
kamitora
06/7/2018
07:04
RNS from Echostar
wynmck
05/7/2018
22:59
The can go low and see what happens? They can always raise their offer later if softbank get involved?
zcaprd7
05/7/2018
18:27
It kinda of is. You may remember the stock got ramped before they went public with their interest so they are leaky for sure. All very difficult to prove of course...
the original goldbug
05/7/2018
17:14
"The share price fall of the last few days suggests someone knows something we don’t..." Is that not a definition of 'insider trading' ?
dexdringle
05/7/2018
16:59
I added to my position by a third at the close, which somewhat ironically is about my average entry price in the first place. The share price fall of the last few days suggests someone knows something we don’t, however if the playing field is level it does look like an interesting risk reward at this price.
the original goldbug
05/7/2018
16:11
Problem is if they don’t do something sensible they could well be pipped by a larger player. Especially if there is a sense the Ligado spectrum is really valuable. Maybe someone with more technical insight could comment on that please.
the original goldbug
05/7/2018
16:09
can't see how a low ball offer will help Echostar as they could get embroiled in a bidding war with another predator lurking in the background.. if they are serious about ISAT then you would think they need to get a bid approved without delay.. even then they run the risk of being trumped.. so it definitely is a case of put up or shut up in so far as Echostar is now concerned.
kalkaar
05/7/2018
16:03
Problem is if they don’t do something sensible they could well be pipped by a larger player. Especially if there is a sense the Ligado spectrum is really valuable. Maybe someone with more technical insight could comment on that please.
the original goldbug
05/7/2018
16:00
Who is Groundhog and what is Alphaville, is it another chat board like this?
the original goldbug
05/7/2018
15:56
Groundhog Day opening comment on Alphaville is interesting.Predicates that Echostar might even make a lowball offer just to keep things rolling."Have you heard anything re inmarsat? Deafening silence. But usually would not have expected this silence if the deal were off already. Ie still seems plausible no agreement on price, but smells like Echostar would make a bid to keep deal alive at the very least, even if the price would then still move to get mgmt approval. Only my thoughts. What do you think?"
steeplejack
05/7/2018
15:40
I thought the RBC piece was quite thought provoking. One is tempted to think the last minute decision is because they are trying to line up a sensible deal with their bankers. It is a valid point that if they go hostile they could lose the deal due to the regulatory concerns.
the original goldbug
05/7/2018
14:31
patience est amer, mais ses fruits sont doux.
7ran5ac710n
05/7/2018
12:18
discussion on alphaville... "BE (@Groundhog: I'd give you odds of 3/2 on an extension, evens on a bid below 700p and 3/1 on a walk away. All total speculation on my part.)"
gambo555
05/7/2018
09:04
Tick, tock, tick, tock.... 32hrs to go!
argylerich
04/7/2018
13:58
In a note to clients, analysts at RBC Capital said that there is a high probability that Echostar will make a formal offer for Inmarsat, with an initial bid of around 650p a share. In lunchtime trading, Inmarsat shares were changing hands at 528p each, up 3.3% on Tuesday’s close. However, the RBC analysts said: “Whatever the initial offer, we think it will take an offer of at least 750p to gain any board or shareholder approval.” And, they added: “Given the political backdrop (sensitive satellite infrastructure) we believe Echostar is likely to need a recommended offer as a hostile bid could allow the company to seek political protection.” Looking at potential counter-bidders, the RBC analysts said they would also consider Japan’s SoftBank as a very credible bidder given its investment in satellite operator OneWeb, its previous attempt to buy rival Intelsat, and its global Internet of Things strategy and connections to Ligado – the company developing a satellite-terrestrial network to support 5G and IoT applications in North America The analysts concluded that although regulatory uncertainty may keep the bid spread wide (c.15%), they reiterated an ‘outperform217; rating and 850p price target on Inmarsat shares.
gambo555
04/7/2018
13:16
stun124 Jul '18 - 13:07 - 3611 of 3612 0 0 0 Ah, the old millpond formation graph. Thought it had been suspended, but maybe just the shermans being off today. Just ADVFN needing to put another 50p in the meter to keep the live feed going :-)
argylerich
04/7/2018
13:08
Wilton Fry at RBC, for instance. In our view there is a very high probability that Echostar bids due to: (a) need for speed: delaying by 6 months gains nothing and risks either a White Knight (or other bidder), and/or losing the battle for Ligado by the time Echostar gains control of Inmarsat, (b) regulatory approval: Delaying will not reveal whether regulatory approval will be given, c) positioning: Echostar's convertible position indicates to us a very strong desire to limit leakage in the post acquisition conversion. In summary we believe the most likely outcome (c.60% probability) is an initial offer of c.650p, 20% probability of a low-ball (less than 600p) offer and 20% probability of a 'knockout' offer. Whatever the initial offer, we think it will take an offer of at least 750p to gain any board or shareholder approval. Given the political backdrop (sensitive satellite infrastructure) we believe Echostar is likely to need a recommended offer as a hostile bid could allow the company to seek political protection.
steeplejack
04/7/2018
13:07
Ah, the old millpond formation graph. Thought it had been suspended, but maybe just the shermans being off today.
stun12
04/7/2018
13:06
Can someone copy and paste the FT stuff please?
the original goldbug
04/7/2018
12:50
patience the order of the last number of days.. i tend to agree Echostar likely to bid in the 600's but would probably need to be 700's to gain board/shareholder approval.. big couple of days ahead once the Americans have popped a few corks today..
kalkaar
04/7/2018
12:18
And covered here: Https://ftalphaville.ft.com/marketslive/2018-07-04/
kamitora
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