Inmarsat Share Discussion Threads

[jugu] 12/8/2005 19:42

andrbea, are you still following IQE?
Don't see the informative posting you used to provide there anymore.

[andrbea] 12/8/2005 19:32

who knows whipround...

but look after hours for a clue
like today
the final total of buys was double that at 16.30 hrs today
makes you wonder how honest this market really is....

corus is another share where after-hours buys make a mockery of the story we see in daylight trading

12/08/05 16:43 325.0 30,000 O 322.5 329.25 Sell 642,443 (total buys) 2,168,974 181,366
12/08/05 16:37 322.5 30,000 O 322.5 325.0 Sell 642,991 2,138,974 181,366
12/08/05 16:37 325.0 30,000 O 322.5 325.0 Buy 642,991 2,108,974 181,366
12/08/05 16:37 325.0 30,000 O 324.5 325.0 Buy 612,991 2,108,974 181,366
12/08/05 16:35 325.0 25,000 O 324.5 325.0 Buy 582,991 2,108,974 181,366
12/08/05 16:35 325.0 207,500 UT 325.0 322.5 Buy 557,991 2,108,974 181,366
12/08/05 16:31 324.0 50,000 O 323.0 325.0 ? 350,491 2,108,974 181,366
12/08/05 16:30 324.0 97,466 O 323.0 325.0 ? 350,491 (total buys) 2,108,974 131,366

[whipround] 12/8/2005 15:52

Can anyone explain the current weakness to me, I've been away for a couple of weeks, with the recent postings suggesting 11 or 12% growth for the sector and suggestions of 400p fair value if this is the case with interims announced in a week's time, I would have thought the shares would be enjoying a tad more support than this. Tempted to buy more at these levels for the results.

[andrbea] 11/8/2005 16:14

there was a flock of undefined big trades at 9 am

and another salvo of straight buys after 3pm; the latter batch totalled 1.5 M in volume = about 4.9 M pounds worth...

what's going on: stakebuilding on the quiet at friendly prices?

[andrbea] 10/8/2005 18:26

an afterhours buy
vol 192000 at 333p that's 639360 pounds' worth

an L trade too at 15.13

10/08/05 16:37 333.109 192,000 O 332.0 332.25 Buy
10/08/05 15:13 337.5 150,000 L

[m.t.glass] 09/8/2005 15:33

OSLO, Norway & ROCKVILLE, Md.--(BUSINESS WIRE)--Aug. 9, 2005--Telenor Satellite Services today announced that it recently received approval from the Brazilian government to begin offering Inmarsat satellite services directly to service providers and their customers throughout Brazil.

Source:

[andrbea] 09/8/2005 08:23

turnover up 11% year on year at SES Global:



SES GLOBAL S.A. On Track to Meet Growth Targets
SES GLOBAL, the world's leading satellite operator (Euronext Paris and Luxembourg Stock Exchanges: SESG), announces group consolidated results for the six months to 30 June 2005.

Figures for the first half of 2004 have been restated under IFRS to facilitate comparison. A full reconciliation is contained in the financial tables at the end of this document.


HIGHLIGHTS


-- Revenues increased 9.7% to EUR 609.2 million (2004: EUR 555.3

m). Recurring revenues(1) are 11% ahead


-- EBITDA of EUR 437.6 million rose 7.4%, driving Operating

Profit to EUR 241.3 million

[andrbea] 09/8/2005 07:55

some recent figures on isat:

Inmarsat plc is the leading provider of global mobile satellite
communications services. The company has 26 years' experience of designing,
launching and operating its satellite-based network. With a fleet of ten owned
and operated geostationary satellites, which are controlled from its
headquarters in London, Inmarsat provides a wide range of voice and high-speed
data services to users worldwide, including telephony, fax, video, email and
broadband intranet and internet access. Inmarsat's revenues, operating profit
and EBITDA for the full year 2004 were US$480.7 million, US$159.1 million and
US$303.6 million, respectively.

[andrbea] 05/8/2005 15:09

nse (a US peer) reported yesterday:

New Skies Reports Strong Second Quarter 2005 Performance
Second Quarter Revenues up 16 Percent to $59.7 Million, Adjusted EBITDA Increased 31 Percent to $38.6 Million

HAMILTON, Bermuda, Aug 04, 2005 (BUSINESS WIRE) -- New Skies Satellites Holdings Ltd. ("New Skies") [NSE] , the global satellite communications company, today reported financial results for the three- and six-month periods ended June 30, 2005. Revenues for the quarter were $59.7 million, up 16 percent over the same period in the prior year, net loss was $13.2 million and Adjusted EBITDA(a) was $38.6 million, up 31 percent over the same period in the prior year.

Commenting on the results, New Skies CEO, Dan Goldberg, said:

"New Skies had an exceptionally busy and productive second quarter. With respect to our financial performance, I am pleased to report that we increased revenues 16 percent relative to the same period last year, primarily a reflection of the fact that we sold a significant amount of capacity over the last twelve months. Indeed, the utilization of our state-of-the-art satellite fleet grew from 52 percent to 61 percent in that period. In the last quarter we secured a number of important commercial opportunities for data and IP services in Central Asia, the Middle East, Africa and Asia; video services in Southeast Asia, the Indian subcontinent, and Latin America; and government services around the world. "

[andrbea] 05/8/2005 14:26

more snippets




and:

[andrbea] 05/8/2005 12:39

"Today we have entered a new phase ... Chinese entities are now actively working in the development of the Galileo System. These three contracts are just the first; we intend to sign others in the near future," Rainer Grohe, executive director of the Galileo Joint Undertaking, was quoted by Dow Jones Newswires as saying.

China in September 2003 agreed to invest 200 million euros (now US$242 million) in Galileo, of which a total of 70 million euros has been earmarked for the development of tailor-made applications. Galileo, a 30-satellite system, is due to go into service in 2008.

The planned satellite network is designed to end Europe's reliance on GPS because the military-run system gives no guarantee to maintain an uninterrupted service. Galileo will be able to detect the exact positioning of users to within about 1m.

[andrbea] 05/8/2005 08:54

Asset Management and Security Services Accelerate Inmarsat D+ Service Growth

SkyWave Mobile Communications has announced that the global demand for asset management and security services is accelerating the growth for Inmarsat D+ burst message services, as SkyWave surpasses the 50,000 terminal shipment milestone "

[andrbea] 05/8/2005 08:52

Intel hotspots take to the skies
Deal with Boeing offers in-flight wireless internet access

Ken Young, vnunet.com 03 Aug 2005

.../
The service competes directly with Inmarsat's Broadband Global Area Network which is also being developed to offer online communications to air passengers and will allow mobile phone calls.

Inmarsat claims that half of long-haul planes already use its equipment for safety and operational features, and that upgrading the system to add data communications for passengers is fairly simple."

[andrbea] 04/8/2005 16:12

more snippets



Google Alert for: inmarsat

Inmarsat ratings raised to BB-, outlook positive - S&P
Forbes - USA
... Standard & Poor's Ratings Services has raised its long-term corporate credit ratings on UK-based mobile satellite services provider Inmarsat Ventures Ltd and ...


Asset Management, Security Services Fueling Inmarsat D+ Service ...
Telematics Journal - Oyster Bay,NY,USA
SkyWave Mobile Communications, the world's leading distributor of Inmarsat D+ burst messaging services, today announced that the global demand for asset ...


Intel hotspots take to the skies
VNUNet.com - Haarlem,Netherlands
... The service competes directly with Inmarsat's Broadband Global Area Network which is also being developed to offer online communications to air passengers and ...


Maritrans adopts SeaWave Integrator fleetwide
Marine Log - New York,NY,USA
... Suite. The Integrator F55T provides automatic least cost routing via Inmarsat satellite ISDN, MPDS, GSM, Iridium voice and fax. ...

[m.t.glass] 02/8/2005 13:20

o/t

Having seen QinetiQ's name mentioned a few times in relation to Inmarsat satellites, I had a look at who they are and what they do. Firstly in the specific area of communication via satellites:

Then at what else they do (an absolutely amazing range of activities):


It was today's BBC News item regarding high-altitude surveillance that reminded me to go look:

Hardly any of it has any bearing on ISAT. But a fascinating outfit. Majority owned by the UK taxpayer (via MoD).

mtg

Edit: I see there is an existing QNET discussion thread at


See posts 155 (24 July) onwards for discussion of QNET's imminent controversial stockmarket floatation.

[whipround] 01/8/2005 16:44

THat would be nice.

[martingb] 01/8/2005 14:51

Looks like more broker action leading up to the September index re-organisation. ISAT will be added to FTSE-250.
Will need a mkt cap of £2bn+ (440p+ a share) to make the FTSE-100.

[martingb] 01/8/2005 14:46

yet more broker coverage (Cazenove via Bloomberg)

We are initiating coverage of Inmarsat with an IN-LINE recommendation
following a 30% rise in the share price since its IPO at 245p on 17 June. Our
fair value for Inmarsat's core business has increased by 10% to 291p,
following the strengthening of the US$ to $1.75 from $1.85 in our IPO
research. This fair value was derived from management's base case forecast of
6% revenue growth between 2005-2010. It is worth also highlighting that
management's stretch revenue forecast indicated revenue growth of 11% over
this period, which would imply a valuation of 410p, using the same DCF
methodology.

[whipround] 01/8/2005 14:21

Seems to be a lack of sellers around.

[martingb] 01/8/2005 14:19

on a bit of a flyer! Up 13p on the day!

[whipround] 01/8/2005 13:59

I rest my case

[whipround] 01/8/2005 12:30

Afternoon volume seem to be greater than mornings, no real trades of note this morning. Strong resistance may soon dissapear.