Avanti Communications Group Live Discussion

melrosian 11 Jan 2017

Re: I'd guess Sidevalve.................That those who control the equity of AVN ( they are in long view bunker) will tell bidders to take a running jump in the absence of a bid which reflects the enterprise value.Mel ( not sanguine but surprisingly upbeat on AVN mode)

melrosian 11 Jan 2017

Re: TW Yes my investment in AVN so far is spectacularly unspectacular but half of it is profit taken post launches .I am considering whether to increase risk money more. Certainly february + bigsat launch in next 6 months will heighten interest..Meanwhile I am trying to calculate enterprise value and then deducting debt.Exceedingly difficult not to conclude that the trashing of AVN equity is way overdone. Time will tell.Mel ( Up tree and in sticking AVN in his pipe and smoking it mode)

melrosian 11 Jan 2017

Re: TW It is worth having a look at the big picture and reminding ourselves what the company said at the Interims :4 February 2016AVANTI COMMUNICATIONS GROUP PLC2016 First Half ResultsAvanti Communications Group plc (“Avanti” or “the Group”, a leading provider of satellite datacommunications services in Europe, the Middle East and Africa, issues the following results for thesix months ended 31 December 2015.Highlights• Second quarter revenue was $17.3m, representing 27.7% growth versus the first quarter ona constant currency basis, taking first half revenue to $31.0m with improved year-on-yearquality of revenue• $40.0m of contract wins mainly with government and large telecoms customers in thesecond quarter which are expected to make a strong revenue contribution in the second half• Strong KPI performance in the period with Top-20 Customer Bandwidth Revenue Growthincreasing 44.0% and Average Fleet Utilisation moved into the 25% to 30% range in thesecond quarter• Guidance of 50% continuing business constant currency revenue growth for the full year to30 June 2016 supported by the second quarter order intake and a strong order pipeline• Fully funded business plan through to the launches of HYLAS 3 and 4 with period end cash of$162.6m and further undrawn consented credit capacity of $71.0m David Williams, Avanti’s CEO said: ‘Our product delivers the highest quality and flexibility in the market. As a result we have won some of the best contracts with the most prestigious customers. These included a contract with Telkom SA to provide national high speed broadband coverage across South Africa and in the UK a contract with BT to provide universal high speed national broadband under the Government’s Broadband Deliveryscheme. Our Defence business grew strongly with major contracts worth more than $30m. Our growth prospects are supported by both our recent order wins and a very strong pipeline of near term opportunities that are in advanced stages of negotiation. Avanti is strongly capitalised with more than adequate cash headroom. In a pioneering market, the combination of a good product, good customers and a fully funded model assures us that Avanti has a successful trajectory ahead.’Notes to editorsAvanti connects people wherever they are – in their homes, businesses, in government and onmobiles. Through the HYLAS satellite fleet and more than 180 partners in 118 countries, the network provides ubiquitous internet service to a quarter of the world’s population. Avanti delivers the level of quality and flexibility that the most demanding telecoms customers in the world seek. Avanti is the first mover in high throughput satellite data communications in EMEA. It has rights to orbital slots and Ka band spectrum in perpetuity that covers an end market of over 1.7bn people.The Group has invested $1.2bn in a network that incorporates satellites, gateway earth stations, datacentres and a fibre ring.Avanti has a unique Cloud based customer interface that is protected by patented technology.The Group has three satellites in orbit and a further two fully funded satellites under construction. ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ----Correct me if I am wrong but 2017 , if launches successful, should see Ananti traffic potential increase by 250% . I rather think the increased capacity will take it into a new league. over the next decade. Correct me if I am wrong but it is a bit difficult not to expect data traffic in africa and the middle east not growing by geometric progression. ..........and there is clear evidence of bidders.It is clear to me that the P&L of Avanti is miles short of the projections of 3 years ago. and that the gearing ratios are eye watering. However AVN is the fhe first globsat company to start out and grow with private f

Clarence Beaks 10 Jan 2017

Re: TW You say that, but they have called a number of stocks right over the past few years and predicted this crashing to earth which is has indeed done at 20p now.Glencore was one they said was technically bust, and that has roared back, so not all the experts are right, but a company like AVN isn't the giant nor has the skills at hand that does, so I'm sceptical here.Theres little here really to attract any investment apart from a bid, and a failure to get hylas 4 into space successfully (don't just assume all goes well, ask Facebook how it went recently) would be the end of this company.I'll watch but I have little interest in it day 2 day now, going no-where with nothing to get it moving realistically with such massive debt etc.

Indian dabhol 10 Jan 2017

Re: TW This so called experts have always got an agenda when they make such stupid remarks about any stockCast your mind back on the share prices of the Barclays Banks and the Barret development They said both were worthless with Barclays at 50p and the BD at 10p now look at these companies share pricesI wish I had bought these at those prices Do not pay much attention to TW what do they know except trying to drive the the AVN's share price to the levels their real client want to pile

Ripley94 10 Jan 2017

Re: TW Hi Clarence.You do not bother looking in then. lolTW...Yesterday "equity worthless"

Sidevalve 08 Jan 2017

I'd guess That the most likely bid for AVN will be once Hylas4 is safely in operation.Bidders sniffed around whilst AVN was running out of cash but now that's sorted by increasing the debt mountain so why not let AVN take the risk of Hylas4 blowing up on the pad and return whilst the income stream is more predictable.A bigger bidder would be able to renegotiate the debts at better rates.So once Hylas4 is up and running expect the bidders to return before the cash comes in and the SP is low.

Clarence Beaks 04 Jan 2017

TW What do they say now about AVN, they hate it and always tear it apart for its debt, so what now are they saying?

Clarence Beaks 04 Jan 2017

Re: Down 20% before AGM? Wasnt aware I did any analysis?

larrylight 26 Aug 2016

Risers & fallers: Avanti Communications, San Leon Energy, Osirium Technologies, Bellzone Mining, Alexander Mining Share 11:12 26 Aug 2016 Here we put the spotlight on Friday's market movers A long awaited oil deal is drawing to a close - sending San Leon higher Below are some of the main news-driven share price changes at 11am Risers Avanti Communications Plc (LON:AVN), up 12% to 39.5p. The stock that rose earlier this month on takeover talk was rising again on Friday. Industrial Multi Property Trust (LON:IMPT), up 12% to 175p. Interim results revealed a rise in asset value, narrowing losses and better occupancy. Osirium Technologies Plc (LON:OSI), up 12% to 193.5p. The cyber security firm landed a contract to provide an asset management group with its full suite of products for some 3,000 devices. It is a three year deal that will add a material financial contribution in 2016, it said. Fallers Ferrum Crescent Ltd (LON:FCR), down 7.5% to 0.25p. The mining sector junior announced an issue of equity from the exercise of options – 44.6mln shares with trigger price of 0.165p – which follow on from a share placing executed earlier this year. North River Resources Plc (LON:NRRP), down 6.9% to 13.5p. It releases a project update on its operations at the Namib lead & zinc asset, in Namibia. Bellzone Mining Plc (LON:BZM), down 6.5% to 0.215p. The mining sector junior gave back some of Thursday’s gains, which were triggered by a positive update on the group’s ferronickel study results. Below are some of the main news-driven share price changes at 90am Risers San Leon Energy Plc (LON:SLE), up 67% to 48.5p. The oiler’s shares resumed trading after a near eight month suspension on AIM. It comes as the group unveiled details of a £170mln share placing which takes it closer to sealing its long awaited Nigerian oil acquisition. Alexander Mining Plc (LON:AXM), up 25% to 0.22p. The mining sector junior added to gains from Thursday, when the group announced a licence agreement with Accudo Metals for projects in Australia. One Media IP Group Plc (LON:OMIP), up 17% to 3.5p. Investor eyes are seemingly smiling on the media group which on Wednesday announced a deal to acquire 1,100 Irish folk and Celtic music original recordings – it comes after eight years of marketing the songs on a shared royalty basis. Fallers AstraZeneca Plc (LON:AZN), down 1.3% to 4,943p. Share price weakness among drug makers continued through Friday, amid caution following renewed scrutiny from US presidential candidate Hillary Clinton this week. Concurrent Technologies Plc (LON:CNC), down 4% to 62p. The outlook statement in Friday’s interim results reads positively enough, though the figures themselves seemingly showed a flat performance. Strategic Minerals PLC (LON:SML), down 9% to 0.24p. The move lower follows the release of a quarterly update on Thursday afternoon.

larrylight 26 Aug 2016

11:12 26 Aug 2016 Here we put the spotlight on Friday's market movers 11am Risers Avanti Communications Plc (LON:AVN), up 12% to 39.5p. The stock that rose earlier this month on takeover talk was rising again on Friday. Industrial Multi Property Trust (LON:IMPT), up 12% to 175p. Interim results revealed a rise in asset value, narrowing losses and better occupancy.

larrylight 26 Aug 2016

AVN bid TALK Avanti Communications [link]

beachcomber 24 Jun 2016

All the market suffering which is what might be expected but those businesses with income denominated in USD should see a boost of some kind even if this is short lived. Dollar up/Sterling down by say 5% should feed through to a good boost to profits for Avanti next year if this is sustained. Too early to make predictions but clearly some good news is needed when year end numbers for 2015/16 are announced. These currrency issues might help.

readyeddie 05 May 2016

Re: Africa, Dink AVN always boast about their cutting edge technology Ka-Band, now we discover a very established Eutelstat deal with Facebook. Pushed out is not the words for this, missed the boat could be more apt.

beachcomber 03 Mar 2016

There is nothing unusual in Avanti providing a charge over all assets for the benefit of bondholders and I understand they gave something similar to lending bankers in the past. In the event that Avanti cannot meet their obligations to repay on time (or to refinace in some way) the bondholders have the right to take over everything lock stock and barrel. They would then have the right to sell the failed business to a third party - usually at a knockdown price. In practice however the borrower would more than likely take the initiative to seek refinace or takeover/merger terms well before the sewage hits the fan. Shareholders well understand that in these circumstances their shares are worthless and the only reason to invest as we do is that we believe that the Board can meet its income/profit targets as outlined in press releases. Control or ownership of failed and worthless assets, especially those in outer space, gives nothing to anyone.