This is a BUY tip from Tom Winnifrith...

Sorry if this is rather boring as the market cap is now c 350 million but at 470p Avanti Communications (AVN) - a stock held in the SF t1ps Growth Fund - is really very cheap whichever way you look at it. It is now funded to launch 3 satellites into space ( and fully insured if the worst happens which will only delay the programme by 6 months anyway). You value Avanti by discounting back the net cashflows these satellites will generate. That depends on how much capacity is sold and at what price. Use a model based on very conservative assumptions and this stock is worth 13 ( the lowest valuation in the market). But that model uses assumptions about sales prices which are already being beaten by forward sales Avanti is booking today. Use those prices and you head up to the 22.50 value of house broker Cenkos. My own view is that Avanti will do better still and this stock could therefore be worth 25. Exc itement will mount as the first satellite is launched later this year. Remember those valuations are the Net Present Value of future cashflows ( i.e. what they are worth today). If you can buy at under 600p ( as you can now) you should do so and sit back and wait. I suspect after HYLAS 1 is launched you will never again be able to buy at less than 600p.

Or a fire to set alight the satellite!

Or it might not work ... sell sell lol

:o)

Pilot's been named ... go Stevie , go Stevie :-)

Bought another 1500 at 598p ... call me stupid this time in 2 years.

Not showing , must have gone through on plus market.

Mug traders piled in on 8th and 9th of November hoping for a pre lift off rally and now exiting at a loss imo.

Ta guys :-)

Been buying all week on dips, am due to fly out for the Ashes next week, if the launch goes tits up then i'll have to downgrade flights, am very overweight in AVN!
IQE looks good.
d.

Just overweight I heard.

:-)
Luv lard arse!

Visiting the descendents of all your relatives that got deported ... thats nice :-)

Maybe they'll lock you up too.

Oi tabatha , u excited ??? :-)

Chill tabby


Final Countdown

Date: 26 November 2010

On behalf of: Avanti Communications Group plc ("Avanti" or "the Company")



Avanti Communications Group plc

Holdings in Company



Avanti Communications Group Plc (AIM: AVN), the broadband satellite operator, announces that it has today received notification from AEGON Asset Management UK plc that it now holds 4,097,184 ordinary shares in Avanti Communications, being approximately 5.11% of the issued ordinary share capital of the Company.

AEGON's previous holding was 3,566,516 ordinary shares , being approximately 4.44% of the issued ordinary share capital of the Company.

I hope AEGON have got the champagne on ice ready for tonight!

Had a small punt yesterday (your fault if it goes wrong Dil!!) so will be watching the launch with interest.

Here's the link again - Whoosh! :-)

We have lift off!!!

Train leaving platform five .... choo choo

Yep, bit premature though

+35 pts to the good on yesterdays S/B, will keep it open though and wait for the real excitement - hope it's the right kind of excitement.