Register
Login:
Share:
Email Facebook Twitter


ETF Investing made simple; CEO of justETF explains why


Avanti Comm. Share Chat (AVN)



Share Price: 19.625Bid: 19.50Ask: 20.00Change: 0.00 (0.00%)No Movement on Avanti Comm.
Spread: 0.50Spread as %: 2.56%Open: 19.625High: 0.00Low: 0.00Yesterday’s Close: 19.625


Share Discussion for Avanti Comm.


Thread View

Please login or register to post a message on Share Chat.

Posts per page:


WhiteBlue
Posts: 483
Off Topic
Opinion:No Opinion
Price:19.625
RE: Earnings update
Today 11:28
The 30 December 2016 RNS titled "Notice of General Meeting - Jan 2017" includes a financial calendar (pasted below) that says that the earnings update is due this February.

There are only three business days left in February... They're pushing it with their timing...............

Financial calendar

February 2017: Interim results for the six months ended 31 December 2016
September 2017: Preliminary results for the year ended 30 June 2017
November 2017: General Meeting
 
FredZGomez
Posts: 315
Off Topic
Opinion:No Opinion
Price:19.625
Advance Contracts
Wed 20:39
Is there a dollar (USD) value of the contracts from Hylas 4 ?

Its interesting that Kacific "have signed 15 wholesale contracts for managed bandwidth collectively worth $434 million " in 2016 for a satellite launch in 2019.

http://spacenews.com/kacific-overcomes-ex-im-setback-by-teaming-with-jsat-on-boeing-condosat-order/
WhiteBlue
Posts: 483
Off Topic
Opinion:No Opinion
Price:19.625
RE: Earnings update
Wed 18:09
you're probably right... wishful thinking on my end
FredZGomez
Posts: 315
Off Topic
Opinion:No Opinion
Price:19.625
RE: Earnings update
Wed 17:38
I know what you mean but it just isn't so

It would be great if AVN could launch a Direct To Home Satellite over Africa. It would bring great cash-flow and in combination with Ka band would be a winner. That they haven't reflects European thinking unfortunately.

If there was geographical overlap, the merger would create a company similar to EchoStar. Echo Star Corporation does both and the founder is a multi billionaire many times over

https://en.wikipedia.org/wiki/EchoStar
WhiteBlue
Posts: 483
Off Topic
Opinion:No Opinion
Price:19.625
RE: Earnings update
Wed 17:00
good points Fred. its highly speculative guessing on my end. most likely not happening. but you never know...
potential rationale of the top of my head:
- ABS is mainly Ku (video) with some Ka (broadband). Merging the businesses would give much needed cash flow stability to avn while it would increase the revenue growth rate of abs by giving them a big entry into Ka broadband.
It would improve AVN's balance sheet strength so a combined AVN+ABS that is trading through the current AVN listing would trade much closer to real fundamental value than the standalone avn value is now (it would remove doubt about AVN's leverage).
- Geographies: some overlap in Africa as abs has some minor presence there, so they can combine distribution channels in Africa. on top of that abs is all over Asia and it would probably make sense for avn to launch ka band over Asia as well given the combination of population growth and emerging middle classes.
- complicated financial deal: would indeed be complicated... maybe thats why the ABS sale process is taking such a long time.

Additional thought: maybe Permira may prefer merging ABS with AVN also because the IPO market for satellite companies must be quite weak. Satellite companies are in the midst of transitioning from traditional Ku to new ka products so a mainly Ku focused ABS would probably not get a great valuation in an IPO at the moment.

But again: very complicated and low probability indeed.
FredZGomez
Posts: 315
Off Topic
Opinion:No Opinion
Price:19.25
RE: Earnings update
Wed 15:43
why would ABS - AVN merge or AVN buy ABS in some complicated financial deal?

they are quite different and address different markets, including geographical areas which is ironical
WhiteBlue
Posts: 483
Off Topic
Opinion:No Opinion
Price:19.75
RE: Earnings update
Wed 10:20
On the other hand... no news yet on Permira's sale process of ABS either !
WhiteBlue
Posts: 483
Off Topic
Opinion:No Opinion
Price:19.75
Earnings update
Wed 10:10
Thought AVN had communicated in a financial calendar in one of its more recent news releases that the 1h fiscal 17 earnings update would happen in February.
Not much time left to meet that promise it seems...
XxShakenBakexX
Posts: 42
Off Topic
Opinion:No Opinion
Price:19.75
Kenya
Tue 21:14
Assuming a terminal price (vast and modem) of $500 ea and service plan of $60 per site per month and ignoring all excess usuage charging, help desk or what have you. That someone else is installing... I'd guess the TCV is circa $5M over 5years so not much to get excited about... all IMHO though
jazzimbrackin
Posts: 11
Off Topic
Opinion:No Opinion
Price:20.00
View Thread (2)
RE: Re: Value of Contract
Mon 18:10
just a matter of time before the value of all these contracts signed in the last year, start to come through in the quarterly figures as cash income. As they ramp up we should also see this increase quarter to quarter, then hopefully people will start to see what a cash cow this can become, once satellites start filling up.
Once the growth hits a certain level, the debt will become easily manageable, at much more preferential rates.
Avanti have now signed major contracts with the main government /ex-government telcos in all the target countries where beams are positioned. i still have high hopes, although i admit it has taken a lot longer than i imagined to get where they are now.




Share Price, Share Chat, Stock Market news at lse.co.uk
FREE Member Services
- Setup a personalised Watchlist and Virtual Portfolio.
- Gain access to LIVE real-time Regulatory News (RNS).
- View more Trades, Directors' Deals, and Broker Ratings.
Share Price, Share Chat, Stock Market news at lse.co.uk






Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.