Inmarsat Share Discussion Threads

[enami] 04/5/2010 13:20

I didn't realise there was the AGM today, quite a long spiel summed up by DJN

[eipgam] 04/5/2010 10:08

Hope you're right...

[enami] 04/5/2010 08:06

I fail to see how today's news could warrant such a rise in the SP, looks like an accounting matter to me.

Maybe it's a prelude to the Harbinger bid?

[daicaprice] 27/4/2010 15:59

Can we have a little rise before close please?

DC

[eipgam] 23/4/2010 15:21

Hi... it's fun here.

[daicaprice] 23/4/2010 12:59

Hi all, I just got in @ 778.5 and 880 will do nicely for starters.

DC

[eipgam] 23/4/2010 10:36

THanks for the posts re: analysts

880 would be spot on

edit: none of these analysts seem to mention Harbinger's interest anymore?

[grevis] 21/4/2010 11:20

Nice recovery; 880p would be very nice!

[philanderer] 20/4/2010 22:35

Daily Telegraph market report...

"Inmarsat perked up 17½ to 770p after Credit Suisse analysts held an "upbeat" meeting with the company's chief financial officer. "We remain more optimistic than consensus about the outlook for Inmarsat's revenue growth in 2010 – 13.8pc versus consensus of 11pc – and believe Inmarsat can continue to beat consensus numbers over 2010," said analysts at Credit Suisse.

"HSBC, meanwhile, began coverage of Inmarsat with an "overweight" rating and an 880p price target."

[enami] 20/4/2010 13:32

HSBC, target price 880p accoriding to Digital Look

[philanderer] 20/4/2010 10:35

Inmarsat initiated with overweight rating at HSBC this morning

[strollingmolby] 19/4/2010 12:50

London, UK, 19 April 2010 - Inmarsat plc (LSE: ISAT) announces that it has completed an 8-year facility agreement from the European Investment Bank ("EIB") to fund the build and launch of the Alphasat satellite. Under the agreement Inmarsat may borrow up to Euro 225 million and expects to make an initial draw down under the facility during the second quarter.

The EIB financing will rank as senior secured creditor of Inmarsat Investments Limited, a direct subsidiary of Inmarsat Group Limited.

[enami] 16/4/2010 13:33

Date Broker name New Price Old price target New price target Broker change 16-Apr-10 CSFB Outperform 0.000p 740.00p 840.00p Reiteration

[enami] 15/4/2010 16:31

Yes, added at 750 2 weeks ago.

[eipgam] 15/4/2010 16:20

thanks E. You still looking for 821p?

[dasv] 15/4/2010 11:37

I reduced last week. I'm considering adding again on that news.

[enami] 15/4/2010 10:33

BROKER CALL: Inmarsat price target hiked
15 April, 2010 07:11:07 AM

Credit Suisse raises its valuation of the stock to 840p a share from 740p and repeats its outperform. Analyst Paul Sidney tells us: 'We continue to see positive subscriber activations in 2010 and increasing usage trends in Maritime and a further rebound in Land in Q1 underpinning the strong growth outlook over 2010.'

[enami] 30/3/2010 18:48

LOL I guess the psychological 800 started a bit of profit taking and it turned into a waterfall, maybe day trading shorters pushing it down. I hope they have left their positions open and the Harbinger bid comes tomorrow.

Just bounced off the lower Bollinger band at the close so I added some ( buying back a small position I had sold at 770 in early March).

Dividend pay day Thursday.

[broshm] 30/3/2010 17:38

Enami ,I wish you had said 800 !!

[farnesbarnes] 30/3/2010 15:56

Or a big buy?

[eipgam] 30/3/2010 13:50

Do you think someone is working a big sale?

[eipgam] 28/3/2010 14:47

Thanks for the chart....

[enami] 26/3/2010 15:46

I have a profit slicing sell order at 821.

[eipgam] 26/3/2010 15:38

Bill Gammell CE at CNE did just that the day before the budget.... sold 721k shares at £4.14 to avoid a rise in CGT he (wrongly) expected. Sp now £4.35. So he 'lost' around £150,000 whilst trying to avoid a tax hike that didn't happen. He's doing a top job in every other respect though!

[enami] 26/3/2010 15:21

Aye 799 high so far today.

My feeling is that the market will sell off next Thursday, being the last day of the tax year and CGT gains to be made before next year's higer tax rates for big earners (although CGT remains at 18%).

Have noticed that quite a few of my stocks paying early or more up to April 1, making this my best month ever for dividend income. ISAT paid earlier than expected.