Inmarsat Share Discussion Threads

[artibee] 03/11/2011 18:07

I doubt much will happen now until LightSquared do or don't get FCC approval - apparantly a decision is expected by the end of the year. I would guess either way will have a big impact on us!

[phillis] 02/11/2011 09:45

base busines stagnating/in change process

[rcturner2] 02/11/2011 08:02

Nice results.

[tamboerskloof] 02/11/2011 07:55

Press release
Inmarsat plc Interim Management Statement
London, UK: 2 November 2011. Inmarsat plc (LSE: ISAT.L), the leading provider of global mobile satellite communications services, today provided the following information for the three months ended 30 September 2011.
Inmarsat plc Highlights
•
Total revenue $364.1m up 17.9% (2010: $308.8m)
•
Total active customer terminals up 12.5%
•
XpressLink – unique hybrid maritime service launched
•
IsatData Pro launched for M2M market
•
Global Xpress programme on track and budget
Inmarsat Group Limited Third Quarter Highlights
•
Total Inmarsat Global revenue $245.2m up 21.9% (2010: $201.2m)
•
Total Inmarsat Global MSS revenue $180.7m (2010: $185.1m)
•
Total Inmarsat Solutions revenue $197.4m (2010: $186.0m)
•
Total Group EBITDA $224.4m up 18.4% (2010: $189.5m)
Andrew Sukawaty, Inmarsat's Chairman and Chief Executive Officer, said, "Revenue from our Cooperation Agreement with LightSquared continues to drive strong headline growth and offset a slowdown in our MSS revenues. While third quarter MSS results were in line with our expectations, as previously stated, we are unlikely to see consistent evidence of a return to MSS revenue growth until next year. However, in the meantime we are making progress with key new product developments and with our Global Xpress programme and these are important building blocks to future value and new growth."

[shano2] 12/10/2011 09:05

12 Oct Inmarsat PLC ISAT Barclays Capital Overweight 474.45 640.00 680.00 Upgrades

[tamboerskloof] 05/10/2011 15:14

Transaction in own shares has probably stopped at the end of September!

[adam] 05/10/2011 15:12

I agree

XD would account for 10p, but down 23p. There has been a strong bounce too in the markets so would expect the shares to not even be down by XD amount.

Compare with the other XD stock today (BLND) which is up 3%

[pirgatto] 05/10/2011 13:19

I would like to know that as well,please!.But do not say it`s because the X div day.
P

[adam] 05/10/2011 12:58

why are these down so heavily today?

[tamboerskloof] 05/10/2011 09:58

Interesting article a bounce is required for this share somewhere along the line although the shares do go Ex Div today 05/10/2011 record date is 07/10/2011

[sruthan] 04/10/2011 09:55

saw this first on twitter, but have copied it from inmarsat website for info:




IsatPhone Pro top in Land Rover magazine tests


29-09-2011 - IsatPhone Pro came out on top when it was pitted against a leading competitor in an independent trial of satellite phones.

In rigorous tests, Land Rover Owner International magazine tried out Inmarsat's global handheld and the Iridium 9555.

Recognising that a satphone is now a viable and potentially life-saving accessory to take on drives into the wilderness, the publication's aim was to see which satphone was the most worthwhile investment for its adventurous readers.

Battery life
Testers considered each handset's ease of use, clarity, battery life and reliability.

The two phones were taken to Wales, as well as to Arizona and Utah in the US, where they were used to keep in contact with home from a wide variety of terrains including mountains, valleys, forests, a high-rise city centre, and in vehicles on the move.

They were ranked for quality, performance, ease of use and value for money.

Highest score
IsatPhone Pro scored highest in every category apart from ease of use, where it was judged to be equal to the Iridium handset.

With the Iridium 9555, the test found that " in built-up areas or in the shadow of mountains it was difficult to have an extended conversation without the call being dropped".

The report also notes: "The Isatphone Pro wins in battery life and in high-rise urban areas, where we found that the high altitude of the Inmarsat network generally gave better reception once we had found the right place to stand."

The publication's technology editor Russ Brown concludes: "For the purchaser the most significant difference is price, with the Iridium 9555 being almost twice as expensive to buy and use."

Land Rover Owner International: www.lro.com

[enami] 21/9/2011 13:01

Citigroup Downgrades to Hold TARGET 530
Morgan Stanley Downgrades to Equal weight TARGET 480

[wad collector] 21/9/2011 08:32

I agree, happy to hold , but there was an opportunity to sell out last week,on bid rumour scepticism and buy back.The share price is sinking back.I delayed too long.

[rcturner2] 20/9/2011 08:33

A bid is a possibility and would be a nice bonus for holders. But there is no need to worry as without a bid, this share is underpinned by a healthy yield and a steady increase in earnings.

[wad collector] 19/9/2011 13:18

Looking at todays price, hovering just above £5, the correct answer on Friday was go ,not stay.Bid rumour exactly that.A rumour.Not a bid.

[sruthan] 17/9/2011 12:56

and could there be more good news after Tuesday?..............



Andrew Sukawaty, CEO of the maritime telecommunications giant Inmarsat Plc said the company has attracted interest from private equity firms. As reported by Bloomberg, Inmarsat advanced as much as 2.9 percent in London trading following Sukawaty's comments. The shares have declined 26 percent since Philip Falcone's Harbinger Capital Partners said in October it would sell its holding. Individual and institutional investors attending Private Equity Happy Hour, on Tuesday September 20, will discuss this topic and many others pertaining to the private equity industry. Private Equity Happy Hour receptions are great opportunities for them to speak with unprecedented candidness about their trade, both opportunities and challenges.

Private equity is generally considered equity capital that is not quoted on a public exchange. Private equity consists of investors and funds that make investments directly into private companies or conduct buyouts of public companies that result in a delisting of public equity. Capital for private equity is raised from retail and institutional investors, and can be used to fund new technologies, expand working capital within an owned company, make acquisitions, or to strengthen a balance sheet.

As referred in Investopedia, the majority of private equity consists of institutional investors and accredited investors who can commit large sums of money for long periods of time. Private equity investments often demand long holding periods to allow for a turnaround of a distressed company or a liquidity event such as an IPO or sale to a public company.

Private Equity Happy Hour New York City is produced by Golden Networking ( the premier networking community for business executives, entrepreneurs and investors. Upcoming Golden Networking's Forums and Business Receptions include:

• Private Equity Happy Hour New York ( September 20, New York

[wad collector] 16/9/2011 20:49

It does rather look an odd recent rise.Do we stay or do we go?

[shoobmeister] 16/9/2011 16:19

Up 8% now and getting back to the level they were before that big collapse

[cool runnings] 16/9/2011 16:11

Share price telling all here, I expect a statement re possible offer anytime between now and monday....

[verymaryhinge] 16/9/2011 16:10

yep - but VZ cannot meet their stated divi. policy without the cash payout, they need VZW to contribute - but will not declare it as fixed..

agree on VOD being less than impressed tho.

[edwardt] 16/9/2011 16:05

i think they said that the last one was potentially a 'one off' and it is at their discretion to pay out future ones, as they may want to buy another business given they have paid down debt.. hence vodafone shares were not great on that announcement..

[verymaryhinge] 16/9/2011 10:45

Verizon need the cash to meet their stated dividend policy, so I expect Verizon Wireless to continue to pay the divi's..