The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Rest assured Laguerre, 2018 will be a helluvalot (They really ought to recognise this new word in the Oxford !) more prosperous than our past "treading water" year, triggered when a) Formal agreement to the financial re-structure proposall, b) H4 Launch.
It is indeed good news. Key words for me are ....."His arrival represents a major vote of confidence in the business, its abilities and its ambitions.” Ambitious folk like this do not join companies in trouble. Great endorsement of our future. plans.
I do agree SS, Sales numbers will be important, but looking at the timing of their Sales recruitment drive, which I maintain was too late, I suspect we'll have to wait a little longer to see numbers ramp up significantly. That said they will of course, but I think we'll need a little more time for the boosted sales force to become fully effective.
This article sums it up quite nicely. With more shareholders on the books Avanti may now take the trouble to keep us investors better informed and rid bulletin boards like this of prats like the multiple ID'd MTB.
If they pull this off it could spell the re-emergence of AVN as the great British initiative it was seen as a few years ago. Likely too to the same SP value.
Sorry 50glass but that is just utter rubbish. If you read my post and others you may just understand a teeny bit of why that is the case.
Interesting, but kind of on the periphery of our area of interest. Avanti's primary interest is what in BT we used to call "the last mile". The difficult to get to locations where the cost to provide physical network is prohibitive. Having said that Avanti has several contracts to provide emergency back up to big bandwidth links which for whatever reason have failed. Ditto some alternative routing solutions providing dual routes to the same end customers from the same or alternative exchanges. Sure there are undersea providing massive capacity. and there are billions(true) of Core Cables on land linking inner core switching nodes that provide the same. The expensive bits though are from there out towards the end users as that massive terrabit stream needs to be de-multiplexed (Terrabit to Gigabit to Megabit and Kilobit) to the levels seen by the end customers/equipment. We are not really concerned with those bigger parts of the network save for mainly back up, and some of our point to point products. It's the reason Africa is such an attractive market for us. i.e. It's way, way, cheaper to deploy satellite to link say mobile masts, remote business customers, residential nodes, etc. than lay cables, because Africa is geographically pretty big and it's populations scattered ! Add to that the fact that that whole continent is waking up to the Internet and you'll realise why we are at the bottom of one very steep demand curve. It would take an almighty effort for this venture to fail - debt or no debt. The new board members are aware of this, which is why they've joined.
Deep....I suspect your readiing of the current situation is spot on. Personal politics and personal gain are always a factor and the new board members will understandably want their names associated with any success from here on. i.e. New Contracts and H4 Launch. Bit like that Ghostbuster sketch!..."You will have saved the lives of a million registered Bondholder/shareholders" Not quite the same but you get the drift ! . No-one at that level wants to be associated with failure, hence the new board members would have had to be convinced of our future success before they joined. Power - You wait untill then and you will have missed a few of the SP doubling changes. True there will be a few more to come, but why not get in early..?
I do agree the prospects here are enormous. For the record my view of the D&W breakdown remains the same. I believe they were only in it to block launch of our products rather than promote them. After all our condoms, not to mention Med2002 are sure to displace Viagra and the financial implications for D&W would be dire and for us hugely positive. Barder would have sussed that pretty early on when their lack of action became evident. Of course none of that could be made public. As soon as we strike the replacement deal that works, our SP will be many multiples of the current value. Of that I am certain.
Excellent appointment and confirmation of the confidence those within industry have in Avanti.. Good too to see the confirmation of H4 In Service date.
So who's well positioned to take advantage of this soon to be emerging market ? Good time to be here.
Last I saw was a slight prospect of improved dates. Anyone seen anything since ?