Avanti Communications Group Forum

Live Discuss Polls Ratings Documents
View
Page
17:02 09/02/2015

Lets assume a EV/EBITDA multiple of 8, so EV of $4bn. Knock off the debt and you get around $25 or 1600p per share. Obviously there are lots of execution issues to get through, but I think this is a reasonable target if the company can execute.

17:00 09/02/2015

In the interim statement, the company repeated that, in the longer term (presumably with Hylas 4 full), EBITDA would be $500m. Current debt is $520m, and there will be additional debt for Hylas 4 of $125m - so $645m in total. After the placing there are 136.3m shares in issue.

09:29 09/12/2014

Prominent chartist's view is that Avanti is a Company that suffers very much from being in the sights of bear traders and hedge funds. However now sees upside towards 350 by end December.

12:53 10/11/2014

Link may not be working. I have it at Ennismore European Smaller Companies Fund. Investor Newsletter for October - Issued 7th November. Ref is www.ennismorefunds.com/documents/OEIC/OEIC%20-%20Most%20Recent%20NL.pfd

12:39 10/11/2014

Ennismore have given their opinion re Avanti at [link] No doubt this seeks to justify their short. Any views would be appreciated.

17:44 19/04/2014

Source is the Castellain Capital Short Interest Tracker which has consistently shown 1.2% short and is now showing no information for Avanti. This may simply be that the site is down over the Easter break. Any clarification would be welcome

11:34 19/04/2014

I think I mean 0.5%

11:32 19/04/2014

Ennismore seem to have disappeared from my radar tracking of their short position. This means they have either closed out or are now below 5%. can anyone confirm what must be good news?

11:21 05/03/2014

Weather could be a prob with drones and balloons?

09:00 13/02/2014

Welcome to the new Avanti Communications Group stream forum! Messages posted in the Avanti Communications Group stream will be logged here for posterity.

Page