Inmarsat Share Discussion Threads

[harleymaxwell] 17/3/2019 14:54

Probably a buy order being filled although size suggest it could be rather interesting

[extrader] 17/3/2019 11:56

Hi harleymaxwell,

Thanks for spotting this.

Looks like 2 , in fact : 4.6m @ 1635, but then another 1.97m @.....1801 (?)

About £ 30M in 'real money', let's see what happens over the course of next week.

ATB

[harleymaxwell] 15/3/2019 16:57

Large trade end of day

[undervaluedassets] 14/3/2019 13:44

nice to see this on fire - after so long in the doldrums - 17% in a month.

And why not seeing the prospects for mobile phone connectivity for commercial air travel.

[argylerich] 11/3/2019 18:13

Portsea have been selling into the rise, up to 0.78% on 7th March. Somewhat in the red already as it's risen over 10% since then alone.

[cryptotrade] 11/3/2019 17:22

Looking good

[harleymaxwell] 11/3/2019 09:12

Nice start to the week

[argylerich] 08/3/2019 16:05

New shorter appears over the declaration threshold. Portsea at 0.64%. Can't help but think that their risk/reward ratio is somewhat skewed against them. Certainly shows that a lot of investors are buying into the results.

[argylerich] 07/3/2019 14:04

Can't see much joy for the remaining shorters, especially Thunderbird who seem to have their timings completely wrong.

[losos] 07/3/2019 13:19

undervaluedassets - "Aviation is the future as evidenced by the numbers."

Yes, I've been saying so most of last year. There's more growth to come from this division. That's one reason why Echostar are keen to get their hands on ISAT. Don't know what share price the big boys will accept but needs to be comfortably above what it is now.

[undervaluedassets] 07/3/2019 11:33

Aviation is the future as evidenced by the numbers.

Everyone is going to be on their phone in the air... tapping away.. hypnotised.

[zcaprd7] 07/3/2019 09:26

LightSquared (was ligado) reached a cooperation agreement in 2007 with Inmarsat, a British satellite telecommunications company, that rearranged the L-Band spectrum so the company could use a larger, contiguous stretch of spectrum.However ligado keeps doing the hokey cokey with bankruptcy, and the regulators, who think their network will mess up GPS systems...Sometimes inmarsat get cash, sometimes not, and echostar are eyeing up inmarsat for the spectrum rights (we believe) to block them.

[robsy2] 07/3/2019 08:36

Taken from the accounts.


Revenue and EBITDA from Ligado increased by $1.9m and $3.8m respectively in 2018, and increased by $0.3m and $1.0m respectively in Q4 2018, in line with our co-operation agreement with Ligado.

This agreement stipulates that payments from Ligado to Inmarsat will pause in 2019 (unless Ligado obtains its FCC license during 2019, in which event payments will resume thereafter) and then resume from the beginning of 2020 at c. $136m per annum, growing thereafter at 3% compound over the next 89 years.

Any payments not made in 2019 (up to $132.3m in aggregate), together with prior payments deferred between 2016 and 2018 (approximately $35m in aggregate) will become due for payment by Ligado with interest from their original date of payment no later than 30 June 2021.

Ligado continues in its efforts to obtain its licence from the Federal Communications Commission ("FCC"), with the timing and consequent impact on Inmarsat of any such decision remaining uncertain.




Can anyone tell me what the story is here?


Thanks in advance
R2

[gambo555] 07/3/2019 07:51

No doubt it will be down 10% by the end of the day !lol.....oh well echostar best hurry up. Aviation is starting to romp home....and ligado....If it gets a go ahead ...well be at £7 soon. I'm happy to wait ..either way things improving.....especially Rupert Pearce wages pack@😂

[18bt] 07/3/2019 07:38

No horrors in the results - marginally beaten EBITDA forecasts and aviation is impressive. A bit of light at the end of the tunnel.

[robsy2] 02/3/2019 09:51

I'd like something more but would settle for 6 quid a share.
R2

[hairballradical] 01/3/2019 18:08

Under,

not necessarily, once the last approach was dropped, the shares fell substantially below ISAT's purported own value. Echostar may make the same offer.

HBR

[undervaluedassets] 01/3/2019 12:50

Well if there is a bid coming they are going to want more than was offered last time.

[wynmck] 01/3/2019 10:47

above was from todays Daily Mail

[wynmck] 01/3/2019 10:45

Shares in British satellite group Inmarsat surged after reports said a US rival has lined it up as a takeover target.

US media reports said Echostar was expected to renew its interest in the company ‘very soon’ – or at least within the next six months.

Echostar dropped a £2.4billion takeover approach for the London-headquartered firm last July after failing to tempt it into talks.

Inmarsat shares jumped by as much as 10 per cent, before paring some gains and closing up 6 per cent, or 22.7p, at 399.8p.Shares in British satellite group Inmarsat surged after reports said a US rival has lined it up as a takeover target.

US media reports said Echostar was expected to renew its interest in the company ‘very soon’ – or at least within the next six months.

Echostar dropped a £2.4billion takeover approach for the London-headquartered firm last July after failing to tempt it into talks.

Inmarsat shares jumped by as much as 10 per cent, before paring some gains and closing up 6 per cent, or 22.7p, at 399.8p.

[tonysss13] 28/2/2019 16:05

Shares in Inmarsat rallied on Thursday after CTFN cited a senior executive in the sector as saying that US rival EchoStar may renew its interest in the satellite communications company soon.

hxxps://www.sharecast.com/news/international-economic/chicago-pmi-beats-expectations-in-february--3769039.html

[hiraniha] 28/2/2019 16:03

Bet something gets announced after market closes.

[wad collector] 28/2/2019 15:44

Ah we would like to hear that one again. Nothing substantial that I can find. And it is falling back now.

[undervaluedassets] 28/2/2019 15:39

what is going on .. bid ?

[jurgenklopp] 28/2/2019 15:17

Suddenly got very lively !!