Inmarsat Share Discussion Threads

[ortis23] 14/8/2018 05:40

The article isn't particularly clear at the end but it suggests ean is go again in Belgium.

[argylerich] 11/8/2018 11:26

At least this article looks to have human input

[the original goldbug] 11/8/2018 11:08

VSAT got absolutely thumped yesterday on Nasdaq, down 17%.

Anyone care to comment who knows the stock?

[argylerich] 11/8/2018 10:48

AQR continue to reduce their short, only another 1.09% to buy back chaps.

[argylerich] 10/8/2018 07:36

AHL drop off the declared shorts register by reducing from 0.56 to 0.47%. Total now stands at 3.23% (3.70% in reality at least).

[ortis23] 08/8/2018 20:11

hxxp://insidegnss.com/gps-experts-vote-unanimously-to-oppose-ligados-newest-proposal/

[ortis23] 08/8/2018 20:01

hxxps://advanced-television.com/2018/08/08/charlie-ergen-sat-industry-must-merge/

[argylerich] 08/8/2018 11:18

Agreed, at least that is the consensus by the looks of things. Only AHL has upped its position recently, but is still down from a peak of .90% to 0.56% now.

[losos] 08/8/2018 11:04

Whatever you think of the shorters it does seem they have decided that either another bid is comming or that things are improving for ISAT.

[argylerich] 08/8/2018 08:00

Declared shorts reduced a little more to 3.79% with AQR now down to 1.18% from a pre-bid high of over 3%. Sill a bit more to unwind chaps!

[argylerich] 07/8/2018 08:01

Spacex launch a satellite and the market gets morning jitters :-)

[argylerich] 06/8/2018 16:47

Declared shorts dipped a little more to 3.88%

[losos] 03/8/2018 13:03

kalkaar - question is whether to stick or twist?!

Think I'll stick for now, still a tad underwater. If we can believe the CEO then CAPEX should reduce considerably from 2020 and revenue ramp up in in the same year. That's 18 months away, a long time in some peoples eyes, but these are complicated and expensive satellites not to mention all the IT development time and costs. I still think that if they can capture a good bit of the 'in air' phone market then they will be on a winner. The Ligado issue should be resolved before then as well.

[zcaprd7] 03/8/2018 12:42

Anything thing on ligado?

[argylerich] 03/8/2018 12:08

Declared shorts down to 3.97%, two hedgies reducing, one increasing.

[redips2] 03/8/2018 10:54

....fwiw I am sticking .

[kalkaar] 02/8/2018 11:34

disappointing reaction for sure.. apparently Maritime missed expectations..

clear to see management "trying" to put things right and there are encouraging signs..

question is whether to stick or twist?!

[losos] 02/8/2018 08:42

kalkar - "Strong and very positive words also by the CEO"

And the market knocked them down 4.5% but as we all know the 'market' is a perverse animal haha.

[steeplejack] 02/8/2018 08:19

Looks ok.Aviation revenue growth encouraging.

[kalkaar] 02/8/2018 06:42

Obviously no reference to the rebuffed takeover but a message definitely sent to the market, institutions and shareholders alike that they are not sitting on their backsides..

[kalkaar] 02/8/2018 06:38

Actually a decent set of results on early inspection.. certainly not the Doomsday we were all expecting end 2017/early 2018..Strong and very positive words also by the CEO:"Inmarsat produced a robust set of results for the first half of 2018, delivering against a number of key strategic objectives and maintaining our continued positive operational momentum across a resilient and diversified growth portfolio. This performance highlights the quality of our business and our differentiated market position, which ensured significant market capture gains were achieved across our target end markets in the period. Consequently, we remain well placed to deliver further consistent revenue growth in the short term and to capture significant additional growth opportunities over the medium to long term."

[kalkaar] 01/8/2018 22:03

Interims out in the morning..Management seemed pretty upbeat when they knocked back EchoStar's cheeky attempt to acquire the company on the cheap..So no room for disappointment.. City going to want to see firm evidence of, not only the management's optimism, but also their ability to deliver on the belief Inmarsat is fundamentally undervalued.

[wad collector] 01/8/2018 16:33

Not sure that anything further will come on the bidding front; I am holding on hope of a gradual special recovery on fundamentals.Going to be a while .....

[losos] 27/7/2018 11:14

kalkaar - Nicely clear of 562p as I type but will it it end there haha.

I think we are in for some interesting times on this one, I'm staying put for sure.