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Started by J08PNB Sep 16 2010, 20:09

Forum

J08PNB
Power Poster

Sep 16 2010, 20:09

Put these in my watch box on 8/5/09 @ £2-45. they are now up 153% and liable to rise still further when the rocket launches. Have bought and sold a number of times in this period taking some nice profits along the way and have just dipped in yet again.


Posts: 114



Forum

raysor
Moderator, Team

Sep 17 2010, 10:04

Well done! Avanti Comms have done very well since the days of Avanti Screenmedia (do you remember?). Ariane 5 on target for Nov 15th or so. I expect most of the bandwith which will become available is pre-sold.


Posts: 1001



Forum

J08PNB
Power Poster

Sep 17 2010, 10:12

Either I am not that old or I just wasn't "doing" shares at that time so don't remember the "good old days" but yes most of the bandwidth is already sold including some for the next one. I think as it will give so many more people access to broadband communication that they currently can't get due to where they live then Avanti offers a great upside to future communications.


Posts: 114



Forum

raysor
Moderator, Team

Sep 17 2010, 10:39

It was in 2004. They were selling branded TV services (for pubs, clubs and retailers). Getting cashflow for their broadcasting licence. The company was subsequently split (like C&W!) into Avanti Comms. The old Avanti Screenmedia didn't fare too well (now Insetco).


Posts: 1001



Forum

J08PNB
Power Poster

Sep 22 2010, 00:32

How strange - received a Red Hot Penny Shares tip on this one today - He must have read my notes! Or he's a bit late getting in on the action - Some recommendation!! I think I'll give his special offer a miss!!


Posts: 114



Forum

davids355
Moderator, Power Poster

Sep 22 2010, 07:43

I sort of scanned through it last night, but I fell asleep Reading it! So I forwarded it on to raysor:)


Posts: 155



Forum

J08PNB
Power Poster

Nov 10 2010, 13:40

On the way up for the last few days. Must be getting ready for lift off on the 15th. I would love to think they would hit the brokers recommended buy price!!


Posts: 114



Forum

raysor
Moderator, Team

Nov 10 2010, 15:15

25th. Remenber it is better to travel than arrive!


Posts: 1001



Forum

J08PNB
Power Poster

Nov 30 2010, 14:26

Arrived yesterday with successful launch. Price peaked   today at £7.50 and then dropped back to around £7.15. Broker still recommending buy to £11.00 and even predicting a value of up yo £23.00 when other sattelite will launch in late 2012. I Still think this is one to follow.


Posts: 114



Forum

raysor
Moderator, Team

Nov 30 2010, 14:55

Not bad for a company that got into the satellite b/band business by accident!
They just won an order with BT worth £1.2m five year contract to supply cover5age to Cornwall & Isles of Scilly. Hylas2 will cover Africa & Middle East and is fully funded. Supplying 2mb broadband estimated at 100m households. Be interesting to see the figures.

Last edit: raysor Nov 30 2010, 15:03

Posts: 1001



Forum

whity74
Junior

Mar 15 2011, 10:15

I have some money invested in these and they seem a fantastic company with alot of potential but there share price just seems to keep going down right now!? Does anyone understand what thats all about?
I have money in quite a few companies on AIMs but mondays seem to be an ok day with things going up after the weekend then the rest of the week just seems to be a sea of red on my screen. Is this decline ever going to end??

Posts: 11



Forum

raysor
Moderator, Team

Mar 15 2011, 13:18

It just seemed that there was a lot of activity before the satellite launch and the euphoria was overdone. See my post 10th November in this thread

Posts: 1001



Forum

raysor
Moderator, Team

Mar 17 2011, 18:40

According to Techinvest last month there appeared to be an orchestrated attack on Avanti by a hedge fund. It notes that these shorters usually do their homework but in this case Techinvest have some doubts. The shorters argument revolves around the relative traffic-carrying capacities of HYLAS satellites and those of peer Eutelsat.
Techinvest think they have got it wrong and the directors seem to think the fall is overdone, the Chairman & 4 directors all adding to their positions.The CEO bought 37997 shares at 504p giving him 1.525m shares plus an interest in a further 1/2 mil.
Time will tell but Techinvest are firmly against the shorters and recommend adding to holdings.

Posts: 1001



Forum

raysor
Moderator, Team

Mar 23 2011, 08:57

New report on Avanti from Equity Development published today:
1.Only licensed Fixed Satellite Services in UK. HYLAS1 first superfast B/Band satellite launched in Europe.
2. Inspite of successful launch, testing and results exceeding specification, share price disappointing.
3.Contracts: good news flow but change of metric of pre-sold capacity to industry standard contracted backlog has raised (unwarranted) suspicions.
4.Two satellites fully funded, v.strong balance sheet, no debt or cash flow covenants until Dec 2012. Uses Arianespace which has a record of zero launch failures in 40 consecutive launches.
5. E.D. maintain their valuation at £1059m, equating to 1319p per share.

Posts: 1001







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