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Avanti Comm. Share Chat (AVN)



Share Price: 208.25Bid: 209.25Ask: 211.00Change: 2.25 (+1.09%)Riser - Avanti Comm.
Spread: 1.75Spread as %: 0.84%Open: 202.00High: 211.00Low: 204.75Yesterday’s Close: 206.00


Share Discussion for Avanti Comm. (AVN)


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Jeffoto
Posts: 350
Observation
Opinion:Strong Buy
Price:207.50
The trend appears to be UP!
Today 12:48
Not holding my breath, but the SP seems to be moving steadily in the upwards direction. Even when it loses a fe pence, earlier in the day, the price catches up and ticks a bit higher.

I expect the End Year report in a day or so and it will be very interesting to read AVN's latest announcements.
 
sweepydog2
Posts: 64
Off Topic
Opinion:No Opinion
Price:206.00
Trade Announcement
Today 07:05
30 October, 2014

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Avanti Communications has announced a new contract with Speedy Hire Plc, the UK's leading tools, equipment, plant hire and services company. Deployed via Avanti’s HYLAS 1 Ka-band satellite, Speedy Hire will embed high-speed broadband connectivity solutions into its wholesale rental offering. The value-add proposition will target new and existing enterprise customers.

Mark Rogerson, CEO at Speedy Hire, commented: “The flexibility of Avanti’s satellite technology has allowed us to tailor truly innovative data communication packages to meet the demands of our customers. Broadband connectivity is an exciting value-add proposition to the construction sector in particular, where sites are often remote and beyond the reach of fibre. We are excited about the growth opportunities from this partnership.”

Matthew O’Connor, Chief Operating Officer at Avanti Communications, commented: “We are pleased that Speedy Hire has chosen Avanti to deliver satellite-based connectivity solutions to its remote enterprise customer base. As the sector increasingly demands high speed communications on-site, our high-quality Ka-band technology will enable enterprises to remain connected regardless of location. We look forward to imminent rollout across the UK.”

Speedy Hire operates in construction, infrastructure and industrial markets, with operations in the UK and Middle East.
danmc
Posts: 296
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:206.00
£2
Wed 20:14
finally broken ,lets keep moving north and get back to a realistic price for a great company
slipperyslope
Posts: 1,952
Off Topic
Opinion:No Opinion
Price:199.00
These gyrations
Tue 15:58
Looks to me like the sp is being manipulated at the moment. Large buys one day then large sells on these short rises the next. Seems to be happening all over the pace on AIM at the moment.
goodlaunch
Posts: 225
Question
Opinion:Strong Buy
Price:190.75
These gyrations ?
Mon 14:49
I do not understand this volatility in the shsre price. It should continue to rise steadily . Anyone the wiser?
slipperyslope
Posts: 1,952
Off Topic
Opinion:No Opinion
Price:200.00
Calculations
Fri 12:52
Hi Guys, Thanks for your figures and input. Will have a detailed look at this over the weekend. Looks like those large buys might be having an effect on the sp. Would be nice to see this move above 200p again having been in the doldrums for a while.
Jeffoto
Posts: 350
Observation
Opinion:Strong Buy
Price:194.25
Correction to my figures
Fri 11:54
Of course my EPS figure of $4.4 is an EBITDA figure!
sweepydog2
Posts: 64
Observation
Opinion:No Opinion
Price:192.00
My calculation re possible AVN EPS
Fri 11:18
I've been looking back through past statements by the company. The CEO said that he expected the capacity to be sold out in 2016 and nothing has been said to amend that view. I take that to mean H1 & H2 as H3 will have only just come into service and H4 will not have been launched. If so, on the basis of the recent US$500M EBITDA which was derived from sales of US$700M, the expected turnover for 2016 should lie between £134M and £211M (ie max theoretical capacity). Yet the consensus analyst forecast for sales are £84M for 2016 and £114M for 2017. H3 would add a further £60M to the turnover if it sold out.

So I believe the company should move into positive ground in 2016 and then become substantially profitable as H4 kicks in with its much larger capacity from 2017 onwards. Everything depends on the selling price being maintained at $2000 per MHz per month and the capacity sold hitting 2/3rds of theoretical max capacity. If it can do this it will have earned and deserve a higher PE than companies such as Inmarsat as its market is narrower and growing faster.
Jeffoto
Posts: 350
Observation
Opinion:Strong Buy
Price:195.00
My calculation re possible AVN EPS
Fri 10:55
Looking again at the Financial report for 2014 I am encouraged by the notion that if Avanti continues to sell its space at its planned price structure, the recent declared EBITDA of $1.7 million will be increased to EBITDA of $500 million.
Now, I am no accountant, and maths not one of my strong points, so please correct my following calculation if its wrong!

My thoughts are that If this target of $500 million dollars is reached, then given the number of shares in issue, ( around 112 million shares, the present loss per share of around 80 cents, should be translated into an EPS of around $4.4

This seems to me to be a clear pointer as to why we should hold these shares. What do others think?
slipperyslope
Posts: 1,952
Off Topic
Opinion:No Opinion
Price:195.00
sweepydog2
Fri 10:46
Thanks very much for your Interesting posts. Looks like someone also worked that out with two massive buys gone through this morning of 668,560 shares at a cost of £1,323,748 each! Should we not see an RNS covering those?



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