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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
  +0.60p +0.11% 560.20p 560.00p 560.40p 571.80p 556.60p 560.00p 632,629 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 1,149.0 131.7 21.2 26.0 -

Inmarsat Share Discussion Threads

Showing 3601 to 3623 of 3975 messages
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DateSubjectAuthorDiscuss
06/7/2018
07:35
Yes,I think they're angling to stay in the hunt with an extension but then there's mention of Inmarsat's "recommendation"which simply won't be forthcoming at this price.I guess Echostar will be able to potentially discern the regulatory environment with this offer.I fear that Inmarsat could well remain independent for now.It's possible that this might kick off a bidding war but it seems unlikely.The bid is very opportunistic.Inmarsat only have themselves to blame given that they muddied the waters with a necessary radical alteration of dividend policy which showed a previously held naivety about future cash flow requirements.
steeplejack
06/7/2018
07:27
"let's see if anyone else throws their hat in the ring." Indeed, although I don't see SoftBank immediately rushing down the street to Mizuho this morning based on that RNS.
kamitora
06/7/2018
07:26
Well we shouldn’t be surprised. As I said earlier they are leaky as hell.
the original goldbug
06/7/2018
07:25
"The market seems to have predicted the low ball offer with uncanny accuracy." Yes, with uncanny accuracy. One might also speculate that the apparent short-fuelled overselling of ISAT prior to a bid that makes much of the premium to this oversell is also uncannily fortunate.
kamitora
06/7/2018
07:21
So a low ball offer which allows them to stay in the game. Is that right? The problem is that Echostar might not have the balance sheet to pay above £6.
the original goldbug
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
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