Inmarsat Share Discussion Threads

[enami] 25/9/2012 10:36

Bonjour six cents.

Looks quite perky today.

Jefferies International Reiterates Buy, Target Increased From 550 To 660

[ygor705] 21/9/2012 08:45

Interesting..............the chart has gone into compression mode and ISAT has started buying back shares again. The Board must think that they are good value at these levels as there does not appear to be any selling pressure from the market to justify such a move.

[enami] 14/9/2012 19:40

Credit Suisse Reiterates Outperform Target Increased From 640 To 700.

Citigroup Retains Sell Target 500.

[philo124] 06/9/2012 09:12

Thanks a lot.

[bluesbeater] 06/9/2012 09:06

Good announcement, lots of stock out on loan to be cleared, the only way is up!

[nick100] 25/8/2012 02:50

Broker JP Morgan still likes the satellite business as a sector for investors, with the UK-based Inmarsat (LON:ISAT) its favourite pick.

The broker says demand overall for satellite services is rising and being driven by higher quality transmission needs such as HD, Ultra HD and High Speed Broadband.

The providers are split between fixed satellites services groups (FSS) and mobile satellite service (MSS) providers. JP Morgan says it prefers the MSS side, which it argues has a better revenue growth outlook.

FSS is expected to grow revenues by 3.6 per cent per year for the next 10 years, but MSS revenues should rise by 7 per cent annually over the same period driven by a 13 per cent growth in terminals and the take up of broadband.

This shift to broadband from a previously voice dominated market will provide an incremental up-sell opportunity to higher usage packages for operators that have the capacity.

JPM also expects revenues from government services to be a growing business for the satellite operators as governments will rely more and more on commercial satellite providers to provide their communication needs as they try to save costs.

Inmarsat is preferred for its position in the MSS business says JPM, which expects the company to report accelerating revenue growth paired with declining capex.

Its price target is 700 pence compared to a current share price of 572 pence and its investment stance remains 'overweight'.

Among the FSS operators, the broker prefers Eutelsat to SES.

[wad collector] 20/8/2012 11:07

It is nibbling at my 565 limit sell, but am hanging onto most of my holding ; it seems a rare mix of new technology and profitability.

[wad collector] 17/8/2012 10:41

Time to unload a few more?

[edrifter] 13/8/2012 15:50

I've meant to buy into ISAT several times at 400, and failed to every time simply because of that ratehr strange price action. I should just buy the damned stock and stop trying to be so smart about it!

[ygor705] 11/8/2012 09:06

I have found the share price performance of this stock quite difficult to fathom over the past 12/18 months and the "loan out on stock" position is interesting. With new product coming on stream, the Lightsquared uncertainties are perhaps fading into the background. A bear squeeze therefore looks to be a possiblity here.

[enami] 10/8/2012 08:52

Morgan Stanley upgrades Inmarsat from underweight to equal weight, target price increased from 480p to 610p

[bluesbeater] 09/8/2012 06:52

Still a lot of this stock out on loan, 70m to be cleared sometime! Could see a sustained rise over the next month.

[enami] 06/8/2012 12:43

HSBC Reiterates Overweight Target Increased From 590 To 640

JPMorgan Cazenove Reiterates Overweight Target Increased From 675 To 700

[wad collector] 06/8/2012 12:41

Wow , up another 20p this am to 555p ; weekend coverage?

[wad collector] 03/8/2012 18:04

Nice finish to the day ; glad I held onto most of mine this month.Sit on hands time?

[losos] 03/8/2012 11:26

They didn't say much about Light Squared (Not a lot they can say is there lol)

The older (highly profitable) marine voice services are being replaced by the new (less profitable) marine voice services, and data services are also replacing some voice revenue, this was expected and the restructured charging schedule is reducing the impact of lower voice traffic. That all makes sense to me.

The market seems to like these results.

[losos] 03/8/2012 11:13

wad collector - Above my avg. cost price now so I'm smiling, and a yield of 5.3% will do nicely thanks.

[wad collector] 03/8/2012 09:53

Clearly a positive response this am as it touched 545p , but sunk back 20p now.
Some way off the £8 peak of 2010.
A 10% divi rise is significant in returning its yield attraction about 5.3% I think now.

[ygor705] 03/8/2012 08:20

Not sure how the market will react to these numbers but they are broadly in line with my expectations. Earnings are flat but only about half of the Lightsquared income appears to hasve been taken through the P&L. Product mix earnings appear to be solid and now on an improving trend after a period of weakness. Dividend increase is also positive.

[philo124] 03/8/2012 07:46

If you've got an hour or so, the results are out.

[narindg] 01/8/2012 20:04

losos results friday be careful..