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.

An ongoing flow, or even flood :o) of contracts I would think cynic!

The forecast for eps of around 135p(?) by 2014 cynic ?

but that was surely well telegraphed before

a little north today perhaps

Until launch it was just a dream cynic whereas now it's becomig a reality. Takes a long time for a story to sink in but it will.

Short term a move from AIM to the main market and entry into FTSE 250 will give it a further boost. I'm sure analysts will be enquiring about the timing of this later today.

OK who sold ???

Just had another 1k ... 15 by easter.

My mistake , was 1200.

Dil

Who sold?

Officers of AVN

See RNS

Contract Win



TIDMAVN

RNS Number : 3926X
Avanti Communications Group Plc
06 December 2010

?
+--------------------+-------------------------------------------------+
| Date: | 6th December 2010 |
+--------------------+-------------------------------------------------+
| On behalf of: | Avanti Communications Group plc ("Avanti" or |
| | "the Company") |
+--------------------+-------------------------------------------------+
| Embargoed for | 7.00 a.m. |
| release: | |
| | |
+--------------------+-------------------------------------------------+
Avanti Communications Group plc
Contract Win

Avanti Communications Group plc (AIM: AVN) ("Avanti" or the "Company"), the
broadband satellite operator, is delighted to announce that it has signed a 3
year managed services contract with the Spanish service provider NASSAT -
Network & Satellite Systems de Espa�a. Avanti services will be delivered via
its HYLAS 1 satellite, successfully launched into orbit on November 26th 2010.

NASSAT provides satellite communication services, mainly to enterprise and media
customers, but it also has specialist contracts with fire services and
television stations. As well as fixed services it has transportable and quickly
deployable systems for civil and government customers where demand continues to
rise for cost effective bandwidth.

Commenting, David Williams, Avanti Chief Executive, said:
"I am delighted that NASSAT as a provider of such specialist and critical
satellite services has selected Avanti as its partner. It demonstrates the value
of the flexibility and speed which HYLAS 1 can offer and I am pleased to see
sales momentum in the enterprise and media sector continuing to grow following
our successful satellite launch."

Oi taffy, u owe me a packet of salt and vinegar..

Dilhope that aint you thats flogged 130,000...turncoat!


http://moneyam.uk-wire.com/cgi-bin/articles/201012080700115507X.html

Nah , he just wanted to buy some xmas pressies tabby.


Dailos , first one in receives the crisps not the Jonny Come lately ... I'll have smokey bacon and you can chuck in a packet of peanuts when we hit a tenner :-)

Arian are second class these are the bees knees.

laccy band about to snap soon then whoooooosh

Dailos, you seem to be hyping the rhps info, the whole idea is to top up before the rest of the market

Hlyeo

Can you make yourself useful for a change and put a chart in the header?

Ta

I already asked him pt a couple of weeks ago.

I'll start my own 2011 thread if one doesn't turn up.

Dilthere are ways to askPeter has never been blessed with charm!

hlyeoif you have timewould you please put a chart in the headermany thanks in anticipation

Dil - 29 Nov 2010 14:26 - 179 of 214
hyleo98 ... any chance you could put a chart in the opening post please ?

Cheers



I said please tabby what more do you want ?

ptholden - 09 Dec 2010 18:13 - 212 of 215
Hlyeo

Can you make yourself useful for a change and put a chart in the header?

Dil...I was referring to Peter