elliottsilverman
22 May 2018
@ MaX ProfOrdiS: tks for the link ... was wondering about the precipitous dive in ISAT sp this AM...still, Iridium's service won't come on stream until 2020 according to that article and I'm sure there will be a lot of regulartory hoops to jump through to ensure their service satisfies all requirements. Gives ISAT plenty of time to mitigate and for their other activity in the area of in-flight wi-fi to gain traction and revenues.
Boyobach
22 May 2018
Re: Tuesdays Interesting and unwelcome return of the phenomenon. Today's open undoes about eight weeks of progress in sp.
MaX ProfOrdiS
22 May 2018
Iridium The UN certified Iridium Communications to provide Global Maritime Distress Safety System (GMDSS) services, ending Inmarsat’s monopoly on the internationally required service for ships, Iridium said May 21.[link]
Boyobach
19 May 2018
Re: Current Yield 9.08% (Not) TuscanNutterThe last I heard the divi is to be reduced to 20c per share, let's call that 14.85p. If the sp is 388p then that's a yield of around 3.8%.Maybe you are using the previous year's figure?
Boyobach
18 May 2018
Re: Current Yield 9.08% BassCadet:At the moment it's the short/near term sp that interests me. The long term prospects remain a subject that better minds than mine have failed to agree upon. And whether I continue to hold after extricating myself from my current loss is a decision for another day. The sp trend has been good (though hardly spectacular) since around April 4th with successive lows being less low. If it reaches and maintains the 395-400 range going into June then we may at least have seen the worst. Any further knock back to 370 would now, on the other hand, be a very unwelcome omen as far as I'm concerned.
BassCadet
18 May 2018
Re: Current Yield 9.08% Is it value or a value trap? Age old discussion. Depends on whether one thinks the company has a long term future.
Boyobach
17 May 2018
Re: Current Yield 9.08% Yes, a massive yield is always a good sign. Well, actually it isn't of course. Let's hope it comes down- by about half.
TuscanNutter
17 May 2018
Current Yield 9.08% For those that don't know I have the current yield here as 9.08%. Despite the dip I continue to add here.... GLA
BassCadet
14 May 2018
Nice to see a 4. For the first time in a while.
BassCadet
04 May 2018
Re: Breakout RNS up 10% this morni... While I thought the full year results were better than the market gave credit for these ones were slightly worse. What do I know! Carry on as you were for a while. Good to see underlying growth continuing strongly though for when we can flip that revenue mix.
trader jack
03 May 2018
Re: Breakout RNS up 10% this morni... Well there you go, what it gains in one day it loses the next.I was very tempted to cut my losses yesterday moning but resisted the temptation to my dismay this morning.Will ISAT ever manage to redeem themselves ?TJ
Einstein the Second
02 May 2018
Re: Breakout RNS up 10% this morning Gotta be worth a fiver a share !
elliottsilverman
02 May 2018
Get in(marsat) my son !!! 
sage in the hills
02 May 2018
Breakout RNS up 10% this morning Inmarsat plc reports First Quarter Results 2018A solid start to the yearLondon, UK: 2 May 2018. Inmarsat plc (LSE: ISAT.L), ("Inmarsat", "The Group"
, the leading provider of global mobile satellite communications services, today announces financial results for the three months ended 31 March 2018.Financial highlights:$ in millions First Quarter 20182017 (restated)1 % changeGroup revenue345.4329.54.8%Maritime142.0139.81.6%Government78.386.0(9.0%)Aviation56.040.339.0%Enterprise32.729.411.2%Other236.434.07.1%EBITDA3174.9183.1(4.5%)PAT53.6 (5.6) n/aAdjusted PAT329.452.7(44.2%) Operational highlights:· Group Revenue increased $15.9m (4.8%) to $345.4m (up 5.0% to $313.3m, excluding Ligado), driven by growth in Aviation, Enterprise and Maritime: o Maritime: continued year-on-year revenue growth, supported by further market traction with Fleet Xpress ("FX"o Government: lower contracted revenue from Boeing Take-or-Pay contract and the end of exceptional operational revenue outside the US, as expected in both caseso Aviation: continued double digit revenue growth in both In-Flight Connectivity ("IFC" and our Core Aviation businesso Enterprise: first quarter of significant growth for some time, mainly driven by double digit growth in satellite phone airtime and handset revenueso GX: airtime and related revenues of $50.0m (Q1 2017: $32.1m), driven by growing customer take-up in Maritime, Government and Aviation · Group EBITDA: decreased by $8.2m (4.5%) to $174.9m (down 6.1% to $142.8m, excluding Ligado), reflecting the growth in revenue offset by changes in revenue mix, particularly in Government, and an adverse impact of currency movements on indirect costs of $9.1m · Adjusted Profit After Tax (excluding impact on income statement of unrealised conversion liability on 2023 convertible bond): declined $23.3m, reflecting changes in EBITDA, depreciation, financing costs and taxation. Statutory PAT, (including the unrealised conversion liability element) increased $59.2m · Outlook and future guidance unchanged 1 2017 figures have been restated throughout this announcement to reflect the adoption of IFRS15 and the reclassification of short term deposits. The Group has also adopted IFRS16 and IFRS9 as of 1 January 2018. Please refer to Appendix 2 of this announcement for further details.2 "Other" revenue comprises revenue contribution from Central Services and Ligado Networks.3 In response to the Guidelines on Alternative Performance Measures ('APM's) issued by the European Securities and Markets Authority ('ESMA'), we have provided additional information on the APMs used by the Group including definitions and reconciliations to statutory measures within Appendix 1 of this document.Rupert Pearce, Chief Executive Officer, commented on the results:"Inmarsat delivered another solid performance in the first quarter of 2018, with good revenue growth, building on the positive momentum we achieved during the course of 2017, and continued strategic progress, especially in Maritime with FX and in our nascent IFC business in Aviation."Given our track record, unique capabilities, differentiated market position and strong channels to market, we are increasingly well placed to deliver further annual revenue growth across all of our target Maritime, Government, Aviation and Enterprise markets."Outlook & future guidanceAs outlined at our 2017 financial results on 9 March 2018, we remain confident about the growth outlook for the business and we reiterate all elements of our future guidance, as disclosed at that time. Our specific financial guidance remains unchanged, as follows:· Medium term Group revenue, EBITDA and
killermanjarrow
01 May 2018
EAN launch soon? I found this interesting[link] are clearly in charge of giving a launch date but they're well advanced in the installation of the Imarsat product. If you're investing a large amount of money you don't sit about when the work is complete so I'm hoping the June date given earlier in the year will be hit. Perhaps I should be more than hopeful because the article says that Deutsche Telekom 'feel certain" that it will go live this summer.The next stage could see a large ramp up in sales:"Meanwhile, Balaam is optimistic the group will see rapid EAN take-up beyond BA. He says he’s finding himself in “weekly meetings with airlines”. People were holding back before, he says, and that’s no longer the case. “I think the demo we did with Deutsche Telekom at the Mobile World Congress was absolutely striking. You’ve got people doing FaceTime calls between planes, which is pretty impressive.”A big BA launch, followed by more sales can turn this around quickly IMHO. The BA web page seems live[link] it can't be too long...GLA.
