Inmarsat Share Discussion Threads

[whipround] 14/7/2005 12:50

Anybody - there's only me and Andrbea posting, have an opinion as to whether the google/e-bay and yahoo results next week will have any effect on this share or not?

[andrbea] 14/7/2005 08:19

evening trades

17.22 390000 327.05
17.24 350000 328.48

[whipround] 13/7/2005 16:34

SAN FRANCISCO (Dow Jones) -- CBS Digital Media and CBS News said Tuesday that they would launch a 24-hour digital news network as part of a major expansion of CBSNews.com.

Plans for the on-demand broadband network call for a blog called "Public Eye" that will offer "greater openness and transparency into the newsgathering process." It's scheduled to appear by late summer.

The launch also includes The Eye Box, a video player featured on the CBSNews.com homepage that will make available more than 25,000 clips and video that has yet to be seen on the television network, CBS said.

I know it doesn't seem related, but just to give a feel for how quickly wireless broadband is developing.

[andrbea] 13/7/2005 10:17

map of the new coverage area (since July 9)

[andrbea] 13/7/2005 09:36

Broadband trailblazer Connexion by Boeing now has four airlines offering service, with another four in the pipe. Chief competitor Inmarsat is due to launch its first broadband satellite this spring, has been named as the Airbus solution of choice, and is hearing from its equipment and service community that the airlines are queuing up for what they have to offer. Having feasted heartily on the failure of in-flight phone over the years, the vultures were looking forward to tucking into onboard cell phone by way of dessert. No such luck: providers ARINC/Telenor and OnAir are sure they've cracked the technical problem and are knuckling down realistically to the hard work of winning the approval of the airworthiness and national telecoms authorities.
"

[andrbea] 13/7/2005 08:40

another player: Iridium Satellite (Maryland)

[andrbea] 13/7/2005 07:46

ref 84:

Alcatel's turnover was 8% up year on year (for first half 2005)

[whipround] 12/7/2005 10:42

French telecoms-equipment maker Alcatel SA on Tuesday said second-quarter earnings were higher than expected amid surging demand for networks used in mobile communications and by businesses.

[whipround] 12/7/2005 10:22

That was a sale then, possibly permira or other venture capitalist.

[andrbea] 12/7/2005 09:15

re: post 79

324.0p at 7.40:15
go to


then enter isat as your quote

[whipround] 12/7/2005 09:00

Alcatel reporting growth in wireless broadband this morning, can't harm isat. Just have to wait for afternoon trade, nasdaq up 1% yesterday.

[cmillar] 12/7/2005 08:58

I can't see that trade - what price did it go through at?

[martingb] 12/7/2005 08:40

Nice! That was a late reported trade from yesterday.

[andrbea] 12/7/2005 08:30

I notice a 7.40 am trade today (qty: 1.5M)
a cool 4.8M pounds?

[andrbea] 11/7/2005 16:07

confirmation of new service since July 9th

[whipround] 11/7/2005 15:38

17 trades in the first 3 hours, about 15 in the next 3 hours then all hell breaks loose after 2.30pm. I think the septics are a bit more in tune with new technology.

[ygor705] 10/7/2005 10:31

For information

According to the prospectus Inmarsat expects to pay a dividend of US$25m in Oct 2005 and US$50m in May 2006 and there were 473.572m shares in issue at the date of the prospectus. If flotation had occured on Jan 1 2005 the Group states that it would have expected to have paid out US$117m in dividends for 2005. At this latter figure the payout would have been IN EXCESS of the stated policy of aiming to pay out at least half of normalised "free cash flow". Dividends will be payable in either US dollars or sterling.

My calculator indicates that the first two dividends will approximate to just over 9p a share giving a current net yield of about 2.8% net (3.1% gross). The higher yield figures must be based on the whole year 2005 estimate where my calculator indicates a current 4.4% net yield (4.9% gross).

[ygor705] 10/7/2005 09:14

Thanks MT Glass.................found one and downloaded it. Now down to the quiet bedtime reading!!!

[andrbea] 09/7/2005 09:37

Reminder of 2005 key dates linked to BGAN launch

11 March: launch of the first 4th generation Inmarsat satellite and the first IP session established between the Inmarsat terrestrial station and an external PoP operated by France Telecom Mobile Satellite Communications

July: migration of Regional BGAN traffic onto the first Inmarsat 4 (I4) satellite

August: France Telecom Mobile Satellite Communications will begin marketing the Regional BGAN service on the new I4 satellite (coverage extended to Asia, Australia and South Africa)

October: launch of the second I4 satellite (covering the Americas and the Atlantic Ocean)

November: commercial launch of the BGAN providing transfer rates of up to 492 Kbit/s "

[m.t.glass] 09/7/2005 01:10

Try

If that doesn't work, try

[ygor705] 08/7/2005 20:34

andrebea..........have you seen an ISAT prospectus anywhere on the Net? Still cant find one.

[m.t.glass] 08/7/2005 16:53

Big switchover still on for tomorrow?

[whipround] 08/7/2005 15:37

I don't think that was a day trader, difficult to get out of that posiion in a hurry. I suspect the scandanavians again, or GS. Another £2 on the share price and it might make ftse 100.

[andrbea] 08/7/2005 15:32

a sizeable lunchtime trade

600000 in vol
= 1.92M pounds worth