Inmarsat Share Discussion Threads

[zcaprd7] 06/6/2017 20:25

Why would you need to stream Netflix in HD? It would be easier to stick a Netflix server on board and update on the ground?

[jurgenklopp] 02/6/2017 15:22

... and Blackrock have announced they now hold above 5% after the fun and games yesterday.

This could get interesting over the next week or two.

[wad collector] 02/6/2017 14:43

The opposition have just had a successful launch;



The most powerful commercial broadband satellite ever built has just gone into orbit on an Ariane rocket
Not that you would know from the share price today as it bounces around 850p , presumably because of today's Qatar contract .

[zcaprd7] 01/6/2017 13:44

I've got a few shares they can have, but closer to the 3 year high methinks...

[tonysss13] 01/6/2017 11:53

Bloomberg are reporting softbank may be interested

[redips2] 01/6/2017 11:12

If you believe them.... with their own agenda !

[zcaprd7] 01/6/2017 10:49

Smells like a broker upgrade?

[redips2] 01/6/2017 10:13

No idea..... only perhaps the usual periodic chatter about a possible takeover target .

[jurgenklopp] 01/6/2017 09:28

Any particular reason for today's stellar performance ?

(not that I'm complaining)

:o)

[zcaprd7] 22/5/2017 13:12

The analyst coverage is shocking, especially with regards to satcoms... Yes the technology is poor and expensive compared to terrestrial technology, but when you have no other option, your inmarsats of this world can charge what the like. I suspect the 3 year low coincides with the peak investment trough for deployment of their new system, once that's up, it should be gravy for the next 10 years...

[losos] 18/5/2017 18:00

johnpolonius - Actualy one tip I would give is read as much as you can, there is no shortage of books on investing, some better than others. Also teach yourself the basics of accounting, again there are plenty of books for all levels. Phil Oakley of Sharescope has just published a book which I've ordered, I'll be happy to post a view when I've read it.

[losos] 18/5/2017 17:54

johnpolonius - "If you had a single tip, would you advise?"

Sorry John those who know me say I'm the kiss of death with my tips haha so I'll not inflict them on you.

Seriously, I go back as far as Poseidon the one time Aussie miner (Gold or platinum or something) at the time lot of people were tipping it and I even heard one conversation in the pub but a wise old man told me 'never listen to what you hear in the pub', I didn't buy it and I know avoided lots of burnt fingers haha.

[cliffo2] 17/5/2017 18:35

I wonder if AQR Capital are thinking of 'throwing the towel in'?
They have not increased their short for over a month, unusual for them.
The way it's going against them they may have to do something soon.
Possibly if the share price gets above 850.

[johnpolonius] 17/5/2017 17:30

Losos, thanks for that great answer. I am a beginner,though have had good luck so far, buying OTB and BOO, 6 months ago. If you had a single tip, would you advise? Or am I pushing my luck?

[wad collector] 17/5/2017 13:28

Let my trading stock go at 811 ; 5% in 2 weeks will pay the bills. Too good a stock to let my main holding go though.

[losos] 17/5/2017 10:20

johnpolonius - "what next by way of influencing factors?"

After more years than I care to reveal as a PI I don't bother asking that question anymore haha.

If you don't work for the company or have any relatives who do it's a dangerous game to try and guess the future.

The city analysts try, but as we've seen, they are no more accurate at predicting ISAT's future than you are haha.

I am a longterm investor, ISAT provide a vital service in this age, there are only a few others who can compete and it's rarely a direct technical equivalent. That said I'm holding for now.

[johnpolonius] 17/5/2017 07:16

Glad I hung on here. So we've had the recent update, and the successful launch, er...what next by way of influencing factors? :)

[hyden] 16/5/2017 11:43

So Murphy was probably patting himself on the back come February then, less so since. Sour grapes? ;-)

[zcaprd7] 16/5/2017 10:33

A plane is not a coffee shop lol...

[steeplejack] 16/5/2017 08:41

16 May 2017: Inmarsat (LON: ISAT), the world's leading provider of global mobile satellite communications, has confirmed the successful launch of the fourth, high-speed broadband communications satellite in its transformational Global Xpress (GX) constellation.

[jontyone] 12/5/2017 09:16

Link with info to Monday's launch, weather permitting.

nasaspaceflight.com/2017/05/falcon-9-static-fire-1-inmarsat5f4/

Also, yesterday's static fire was covered live so may also be covered on Monday at:

spaceflightnow.com/2017/05/11/inmarsat-5-f4-launch-preps/

Or

Live YouTube link for Monday:

youtube.com/watch?v=ffp6nu74gpQ

[enami] 12/5/2017 08:15

john it's all on the Inmarsat website. They already have 3 similar satellites in operation. "Inmarsat-5 F4 (I-5 F4) will boost the power of our award-winning Global Xpress network, which has been delivering seamless, high-speed broadband connectivity across the world since December 2015".



Launch window: 2320-0010 GMT (7:20-8:10 p.m. EDT)
Launch site: LC-39A, Kennedy Space Center, Florida
A SpaceX Falcon 9 rocket will launch the Inmarsat 5 F4 communications satellite for Inmarsat of London. Inmarsat 5 F4 will be the fourth satellite in Inmarsat’s Global Xpress network.

You can probably watch it live somewhere on the SpaceX or NASA websites if you want to stay up late.

Personally I have sold out here at the big opening gap up last week. I do not have much confidence in SpaceX.

[johnpolonius] 12/5/2017 06:56

this launch on the 15th, can anyone elucidate further? is it a communications satellite? and what are the ramifications? I find it hard to research this co. perhaps I am looking at wrong place. they also quite active on twitter... thnx in advance. :)