Sat Sol Share Discussion Threads

[joesoap3] 16/3/2017 12:15

Smart, Yes it is looking good at last. I had been hoping for some interest ahead of the results since Monday but none really appeared until this morning.

[mfhmfh] 16/3/2017 12:13

enjoying the ride

[smartmoney100] 16/3/2017 11:49

Results Monday. Looking good

[tightfist] 10/3/2017 12:11

Melf,

Agreed, the latest average price-paid goes back to the sorts of numbers I was expecting foe European consumers when I looked at the SAT proposition exactly 12 months ago. I considered the Avonline ones (£1,050 from memory) were pretty eye-watering; they were accompanied by justifications (IIRC higher margins, supplier volume leverage, accelerated organic growth) but I still thought they paid top-dollar, and some.

I will be attending on the 22nd, may see some other BB'ers there?

Cheers, tightfist

[melf] 10/3/2017 10:02

tightfist..... agreed. It would nice to get an informative breakdown in the results. However, it does seems that the AVERAGE price paid for each customer in the latest tranche of acquisitions seems reasonable.

[joesoap3] 09/3/2017 22:24

The presentation on 23rd sounds interesting just after what is expected to be better than expected results. They would hardly be doing that if the results and forward plans weren't exciting

Quite a few buys - albeit small ones - today with a nice bigger one at the end. The only downside being that persistent large seller

[tightfist] 09/3/2017 20:43

Melf,Be careful, the cost of acquired consumers varies very considerably (worst case, take a look at the Avonline deal and justifying commentary) as does the ARPU and margin.I hope they break this out into segments on the 20th.Cheers, tightfist

[melf] 08/3/2017 14:11

Couldn't help myself.....I thought I'd made my last top-up but then I went and read the trading update again........


Due to the strong performance of the combined existing and acquired businesses, the financial results for the year to 30 November 2016 are expected to be ahead of current market expectations.

During the year, the Company completed six acquisitions, secured GBP12m of new unsecured convertible debt funding from the Business Growth Fund and completed a successful equity placing, raising GBP12.1m to fund acquisitions.

Acquisition update

The on-boarding and integration of Avonline, Breiband and SkyMesh, which were acquired in July and August 2016, is on track. Organic growth is strong, particularly in Australia, where c.1,000 net new connections are now being added per month. Additionally, distribution partnership opportunities have been identified in both Scandinavia and Australia, which will be pursued in 2017.

Outlook

The Company enters 2017 with tremendous scope for both organic and acquisitive growth, both within existing markets and new territories. High levels of recurring revenue, increasing economies of scale and largely fixed overheads mean the Company is now structured to deliver significant revenue growth, high levels of operational gearing and strong cash generation over the next twelve months.

The Company is on track to exceed its previously stated strategy of achieving 100,000 customers by the end of the 2017 financial period.

Andrew Walwyn, CEO at SSW commented, "The rapid and successful integration of the acquisitions which we have completed around the world, both big and small, show the robustness of our systems and management's ability to control growth. Our focus on increasing revenues, cost control and, most importantly, cash generation, is already starting to be shown in these results.

"We have enjoyed a tremendous 2016: customer numbers have more than trebled, new products have increased the scale of the opportunity, and we have started to create a truly global operating footprint. Given the plans that we have in place, I look forward to an even better 2017."

[[e-mail]] 08/3/2017 11:33

looking good for takeover

[melf] 08/3/2017 11:03

Looking at the latest acquisitions, I calculate that they paid an average of £327 per user (5510 users for £1.8m). This seems quite reasonable given what they've paid previously. At an average of £40 per month per user that would equate to £2.6M in additional revenue p.a.

[gottopickapocketortwo] 07/3/2017 10:24

Just took 79k at 9.25 :)

[tightfist] 06/3/2017 16:10

Hi 113,IMO I think we will see both, but I am biased. SAT has a lot of good ingredients!Cheers, tightfist

[113mike] 06/3/2017 13:40

Final results/report due out in two weeks. Will we see a rally in the run up and/or positive share price action on the release ?

[melf] 06/3/2017 13:33

Liking the business model here very much. Just had my final top up at 8.99p.

[gonedown] 06/3/2017 12:17

Oops I meant sell

[113mike] 06/3/2017 12:10

Why wouldn't you want to see it at this time?

[gonedown] 06/3/2017 12:08

Why would anyone want to see this share at this time?

[blueeyes13] 06/3/2017 09:47

I just bought my 3rd tranche first thing. I'll wait for the results now and hopefully a slowly but surely roll up. Next couple of years hopefully very interesting.

[113mike] 06/3/2017 09:26

This is a slow burner and the real gains will show in the next 12-24 months imo. Have topped up a couple times over the past few weeks! GLA!

[mfhmfh] 06/3/2017 09:23

acquisitions announced today and sounds like more planned.

[joesoap3] 06/3/2017 09:13

I think it is a strong buy and the results will confirm this. However in the past whenever I tip something on here as a buy, it usually falls

[[e-mail]] 06/3/2017 09:00

strange im the only one on buy, this has to be a must have.

[mfhmfh] 03/3/2017 09:44

results on 20th March with analyst presentation - hopefully a good sign.

[113mike] 02/3/2017 17:25

Good news released this morning..onwards and upwards! albeit at a snails pace atm!

[joesoap3] 27/2/2017 16:51

Thanks Roger I thought the same but wondered if I'd missed it