hlyeo98
- 04 Aug 2010 11:22
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.
tabasco
- 12 Dec 2010 08:59
- 216 of 382
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
tabasco
- 14 Dec 2010 07:05
- 217 of 382
Contract Wins
TIDMAVN
RNS Number : 8771X
Avanti Communications Group Plc
14 December 2010
Date: 14 December 2010
On behalf of: Avanti Communications Group plc ("Avanti" or
"the Company")
Embargoed for release 0700hrs
Avanti Communications Group plc
Contract Win
Avanti Communications (LSE: AVN), the broadband satellite operator, announces two contract wins.
Avanti has signed contracts with Access Intelligence PLC (AIM:ACC) and Fitzrovia IT Services for the sale of the Patented Business Internet Continuity range of products to be delivered from the newly launched HYLAS 1 satellite, Europe's first Ka Band satellite.
Avanti's Business Internet Continuity service (which has global patent protection) uses an enhanced version of its satellite broadband product to provide disaster recovery telecoms services to businesses telecom cable users. In the event that the primary cable connection is lost, the Avanti service instantly restores connectivity and IP addressing so that locally hosted or cloud applications continue to work seamlessly.
Avanti also announces the result of research into the reliance upon internet connectivity by UK and international enterprises and the costs being incurred by inadequate planning for connectivity failure.
The independent market research commissioned by Avanti Communications and carried out by Redshift Research shows that three quarters of business respondents rely on constant internet access but one in four businesses do not include internet connectivity in their disaster recovery plans, with one in three having no back-up connection in case of failure.
David Williams, Chief Executive of Avanti Communications, commented: "We have high hopes for our Business Internet Continuity product since, for the first time, a satellite broadband system is potentially of use to every business in the World regardless of geography. The research we have commissioned has highlighted the significant consequences that businesses face in the event of losing an internet connection. Avanti and its partners can protect companies against those risks."
Commenting upon the new contract, Charles Lass, Managing Director at Access Intelligence ControlPoint, comments, "This research reaffirmed our view that if your business relies upon Cloud Computing, Business Internet Continuity is a 'must-have' service. We anticipate strong demand for the service from our customers."
Daren Oliver, Managing Director of Fitzrovia IT Limited, said, "As a company that specialises in delivering advice and solutions for Cloud Computing, Business Continuity, Disaster Recovery and Virtualisation, this new service from Avanti enables Fitzrovia to offer resilience and continuity around its internet connectivity and therefore helps Fitzrovia deliver a complete continuity of IT service around its product range."
--ENDS--
kimoldfield
- 14 Dec 2010 10:25
- 218 of 382
Santa had better start filling his sack with these. Christmas is nearly here! ;o)
ptholden
- 20 Dec 2010 19:20
- 219 of 382
I suspect the retracement is about complete, albeit something of a surprise the SP has fallen quite as much as it has, especially with the raft of contracts wins since the successful launch. I binned my two remaining SB positions at 728p, one flat and one in profit, not because I expected this fall, but to free up margin for some other positions.
Hopefully, I'll be back for more in the not to distant future. Good luck to current holders, although I don't think luck will need to play much part.
ptholden
- 20 Dec 2010 20:08
- 220 of 382
Oh and Dil
10 by Xmas my ar*e :-)
kimoldfield
- 20 Dec 2010 20:47
- 221 of 382
Still 3 days to go, anything is possible (10p?)!!
ptholden
- 23 Dec 2010 10:18
- 222 of 382
Kim
Normal order returned today!
Still a day to go for Dil's ramp to come true.
Talking of Dil, I guess he's under a big snow drift, haven't seen him around for a while!
Dil
- 24 Dec 2010 10:40
- 223 of 382
Still a couple of hours to go pt , fill yer boots :-)
tabasco
- 24 Dec 2010 11:12
- 224 of 382
You got snow as well?
ptholden
- 24 Dec 2010 11:15
- 225 of 382
Dil
I'll be back, quite a fan of this company.
Dil
- 24 Dec 2010 11:38
- 226 of 382
Got more than a boot full of it tabby and getting fed up of it now. Today is the first day it hasn't snowed since I can't remember.
pt , I've had a good few weeks trading these and have chucked a few more in my pension as well. News of a full listing after all testing is complete and whooooooosh.
Tenner by easter :-)
skinny
- 21 Jan 2011 07:31
- 227 of 382
Keep up Dil !
Contract Wins
Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, is pleased to announce that it has won a two new contracts to further develop and demonstrate technology to deliver video to the edge of terrestrial networks using Avanti's HYLAS 1 satellite capacity.
Dil
- 23 Jan 2011 00:58
- 228 of 382
Have faith mate :-)
tabasco
- 08 Feb 2011 07:04
- 229 of 382
TIDMAVN
RNS Number : 8251A
Avanti Communications Group Plc
08 February 2011
Date: 8 February 2011
On behalf of: Avanti Communications Group plc ("Avanti"
or "the Company")
Embargoed for release: 0700hrs
Avanti Communications Group plc
Contract Win
Avanti Communications (AIM: AVN), the broadband satellite operator, is pleased to announce a new contract win with TigrisNet Ltd, the international satellite service provider. TigrisNet previously bought capacity on both HYLAS 1 and HYLAS 2, but as a result of expanding demand has increased its commitment to the HYLAS 2 satellite with a further 5 year contract worth an additional $12.2 million. This, together with the first contract announced in December last year, brings the total value of commitments with TigrisNet to over $27 million.
This extended contract will enable TigrisNet to meet the expected growth in the Iraqi telecommunications market as greater competition is introduced and economic activity builds.
TigrisNet is the leading VSAT (Internet via Satellite) provider in Iraq providing a range of services that covers clients from every sector, including Government bodies to SMEs and local ISPs. TigrisNet is also the market leader in Video Conferencing and VoIP.
Commenting, David Williams, Avanti Chief Executive, said:
"I am delighted that HYLAS 2 together with TigrisNet will be playing such a crucial role in the growth of Iraq's telecommunications infrastructure, bringing new opportunities for the government, businesses and individuals to create exciting services that deliver value to the economy and enhance peoples' lives. We look forward to a long and rewarding relationship with TigrisNet."
Dr Raeid Nasser, CEO of TigrisNet , commented:
"I am convinced that the growth of Ka band based VSAT services will be strong and sustainable. It offers the opportunity to deliver significant improvements in high speed broadband connectivity to homes, businesses and institutions in Iraq and the wider region for years to come. This is why I am very pleased to be working with Avanti Communications whose delivery of the HYLAS 2 Ka band satellite in 2012 will ensure that TigrisNet will be able to continue to develop and deliver market beating services to its growing customer base."
---ENDS---
tabasco
- 08 Feb 2011 15:36
- 230 of 382
Dil will be pleasedIve just bought another 2000...just under 6-08
tabasco
- 09 Feb 2011 07:13
- 231 of 382
Five at a time nowcould be a blue day today?
RNS Number : 8963A
Avanti Communications Group Plc
09 February 2011
Date: 9 February 2011
On behalf of: Avanti Communications Group plc ("Avanti"
or "the Company")
Embargoed for release: 0700hrs
Avanti Communications Group plc
Contract Wins
Avanti Communications (AIM: AVN), the broadband satellite operator, is pleased to announce a group of five new contracts for the sale of HYLAS 1 services in Europe. New contracts have been signed by Buzz Networks and Rural Broadband UK of the UK, Broadband Algarve of Portugal and Globatel of Spain. Also Prime Satellite Broadband, an existing customer, has signed an extended contract for more capacity and extending the commitment from three years to five years.
Commenting, David Williams, Avanti Chief Executive, said:
"Since the successful launch of HYLAS 1, sales activity has increased notably. The flexible, efficient Avanti business model combined with attractive pricing and quality of service is clearly resonating with new potential customers around the World.
"As our current customers progress their own sales efforts they are likely to top up their commitments next year, so we expect to sell out HYLAS 1 capacity within the planned three years with the growth in demand from existing and new broadband customers. In addition we are experiencing significant bidding activity for large enterprise and cellular backhaul deals which could accelerate the rate of fill."
---ENDS---
tabasco
- 10 Feb 2011 09:55
- 232 of 382
RNS Number : 9777A
Avanti Communications Group Plc
10 February 2011
Date: 10 February 2011
On behalf of: Avanti Communications Group plc ('Avanti' or
'the Company')
For Immediate Release
Avanti Communications Group plc
-- Notice of Interim Results
Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, will announce its Interim Results for the six month period ended 31 December 2010 on Monday, 14 February 2011.
kimoldfield
- 10 Feb 2011 10:02
- 233 of 382
Taking a bit of a hammering today.
tabasco
- 10 Feb 2011 10:18
- 234 of 382
Kim.the recent news and the SP dont correlateI have weird adverse tendencies to smash into bets that are made to appear direend of the daythose bets make me lucky more times than not
I feel lucky here!
kimoldfield
- 10 Feb 2011 10:59
- 235 of 382
And jolly good luck to you Tabby!
I feel that there has been a lot of disappointment with regard to the size of the contracts the company has acquired to date. Frankly they haven't been outstanding. I know that it is still in the early stages and that more cash will flow in but it may be that some investors are having second thoughts. The upside for AVN will come mainly after the successful launch of Hylas 2, also on the positive side, there cannot be too much in the way of maintenance costs for the actual satellites, nobody is going to go up there to give them a polish are they?! Just my opinion, which could well be utter crap. :o)