Inmarsat Share Discussion Threads

[shroder] 12/3/2008 08:15

There's a bit of size going through first thing which is unusual for isat, big drop in stock on loan and fste beckons -

[shroder] 11/3/2008 20:00

Its a long time since I have seen the dow topped 400 points, rock 'n' roll

[shroder] 11/3/2008 14:00

Nice move, keep it up !

[shroder] 10/3/2008 19:53

Shares on loan down to 23%, quite a big drop, could spell well for a run into ye olde ftse

[shroder] 10/3/2008 14:58

I'll take that as a 'no' then Hectorp -

[shroder] 09/3/2008 12:57

I especially like these snippets:

"Aeronautical sales grew 44 per cent as private jets and government aircraft signed up for on-board internet. The company will benefit when airlines such as Ryanair start to offer inflight calls. These revenues are unlikely to be significant before next year.

Inmarsat also plans to launch globally a hand-held satellite phone at the end of this year. It will retail at about $500, half the current market price, and Inmarsat is hoping to have 10 per cent of that market by 2010."

I should have revised broker reports in the next few days -

[shroder] 09/3/2008 12:51

Good write ups, I continue to accumulate and will do my level best to stay with isat but its not easy with 5/7% daily moves -

You can only buy sensibly on the dips -

[shroder] 07/3/2008 19:59

£200k in total

[phillis] 07/3/2008 19:27

Serious dosh for a non-Exec

[shroder] 07/3/2008 14:42

Hectorp, you still with us ?

[shroder] 07/3/2008 12:06

£50k's worth, suppose its a start :-0

[shroder] 07/3/2008 11:02

Lehmans are not going to give up on this one or the other hedgies, dont forget the rest of the FTSE has dropped also so they are still in the running -

[wad collector] 07/3/2008 10:30

Steeplejack , I hesitated and didn't sell then either.As you say ,(And I pointed out on this BB at the time), director sales are always a bit worrying.Nevertheless , I still happily hold these - I think their future looks very secure.The planned April Inmarsat 4 satellite launch will hopefully boost the share price providing it doesn't turn into a firework.

[shroder] 07/3/2008 09:52

[Thank you]

[shroder] 07/3/2008 08:57

Ok, got my second lot - now can we go up please!

[steeplejack] 07/3/2008 08:28

wad collector......the point i am making is that you should always keep an eye out for director dealing or insider dealing as it's known in the US.When the directors sold back in November,it was -with the benefit of hindsight-clear that the company was noticing a discernable slow down in their performance,currency exacerbated.They sold substantial percentages of stock.That the market,after a sharp intial markdown,chose to believe all was rosey and see a price recovery largely on the back of Harbinger buying was erroneous.I was stupid to hold on to my holding.In the 4th Qtr,pretax was actually down year on year.The performance in 2008 threatens to be pedestrian and companies on premium ratings cannot afford to experience a sharp slackening in growth.
The directors made a fortune when the company came to the market and have made another small fortune with the company's share price performance since,not that that bothers me per se.

Stakebuilding at satellite operator Inmarsat by Harbinger Capital, the US hedge fund that holds 28 per cent, provides speculative interest but given a recent strong run, there will be better times to buy. Pass says the Times

[shroder] 06/3/2008 19:21

Thats said, its a fair old tail on that candle stick with volume to boot!

[shroder] 06/3/2008 19:19

I did say it was a lively one Hectorp ;-)

[hectorp] 06/3/2008 18:50

Seems we have recovered a bit but todays share action was rather strong, I'd not want to see a repeat of it - except upwards.

[wad collector] 06/3/2008 18:38

Steeplejack ,the directors didn't do that well ; after all ,they sold at 485 , it subsequently touched 535 and is now only 4% down on their selling price.
Looking at the rest of my portfolio performance over the last 6 months, I have no complaints about Immarsat.

[matrix74] 06/3/2008 12:45

Bet you Harbinger hoovering up their last 1% :-)

[shroder] 06/3/2008 12:40

Thats 2007, lol - its not staying put, come back.............

[phillis] 06/3/2008 11:55

..and why shouldn´t they?

A $50m increase in EBITDA will do for me

[steeplejack] 06/3/2008 11:46

INMARSAT PLC: DIRECTOR SHARE DEALINGS



On 26 November 2007, the Company was advised that the following individuals who
are Directors, disposed of ordinary shares in the Company at a price of 485.67p
per share.


Michael Butler

Sold 250,000 shares; retains 500,000 shares


Rick Medlock

Sold 500,000 shares; retains 511,163 shares


Andrew Sukawaty

Sold 1,100,000 shares; retains 997,645 shares


Didn't they do well!!