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.
Dil
- 23 Feb 2011 14:55
- 251 of 382
Stop loss hit so out for time being but looking for a new entry point.
Dil
- 23 Feb 2011 14:59
- 252 of 382
.... and sod all to do with EK as I've had my run ins with him in the past and he don't call everything right.
He was long mdx for one if memory serves right , ramping arse off them and relying on sheep to make himself money.
tabasco
- 23 Feb 2011 15:10
- 253 of 382
Its normally higher folksgood game.good game
Dil
- 23 Feb 2011 15:16
- 254 of 382
Hi tabby , good luck mate but rules is rules for me .... go ask mdx holders if they wished they had stuck to theirs.
tabasco
- 23 Feb 2011 15:28
- 255 of 382
Dil me old mateMy only losing stock and you tipped me itI have to say that the attack has been relentlessbut it is just too good a companyI will hold for as long as it takesas always I have an easy touch and Im in know rush
regards the lucky thicko
skinny
- 23 Feb 2011 15:39
- 256 of 382
RNS Number : 7400B
Avanti Communications Group Plc
23 February 2011
Avanti Communications Group plc
("the Company")
Directors Shareholdings
Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was today notified by John Brackenbury, Chairman, that he had purchased 8,998 ordinary shares in the Company at a price of 549.75 pence per ordinary share. John Brackenbury now holds a total direct and indirect voting right interest in 321,889 ordinary shares in the Company, being approximately 0.38% of the issued ordinary share capital of the Company.
The Company was also notified today by David Williams, CEO, that he had purchased 17,997 ordinary shares in the Company at a price of 549.75 pence per ordinary share. David Williams now holds a total direct and indirect voting right interest in 1,505,072 ordinary shares in the Company, being approximately 1.77% of the issued ordinary share capital of the Company. Mr Williams has a further revocable and indirect interest in 522,233 ordinary shares under the Company's Long Term Incentive Plan which are subject to certain criteria.
tabasco
- 23 Feb 2011 17:58
- 257 of 382
DilI am just having a drink after a long days slogand I noticed your post 252 ....... had to give it a double takewas it an edit?....I cant believe Ive missed a Welshman coming up with the line relying on sheep to make himself money lol
cynic
- 23 Feb 2011 18:40
- 258 of 382
at least he wasn't working the arse off the sheep
3 monkies
- 23 Feb 2011 20:31
- 259 of 382
Have you ever owned a Public House in Wales - ummmmmmmmmmmmmmmm and seen the wellies, the vicar etc/glad I live where I live.
Dil
- 24 Feb 2011 08:35
- 260 of 382
lol .... and I first told you about it at sub 3 quid tabby.
tabasco
- 24 Feb 2011 09:14
- 261 of 382
Dilmy purchases in AVN were down to meyou made me aware.. but there was no influence end ofmaybe should have come out when EK got involvedbut thats not me!...EK has more power than the Chairman and CEO Good luck allwe might need it!
cynic
- 24 Feb 2011 16:25
- 262 of 382
Investec cuts Avanti Communications target price to 488P from 533P; rating sell ... now you know!
steve52
- 24 Feb 2011 16:27
- 263 of 382
Has HYLAS 1 been turned off? bought @ 570 on the way up, thinking i was on to a winner.
cynic
- 24 Feb 2011 16:34
- 264 of 382
don't know .... stupidly i also did not obey the discipline of selling when it started misbehaving badly ..... hmm; do so tomorrow, even if it hurts nastily?
halifax
- 24 Feb 2011 16:44
- 265 of 382
AVN has been recommended and tipped by many recently surely an indication of the sp direction.
cynic
- 24 Feb 2011 16:58
- 266 of 382
i.e. a case of "when my broker says buy, he means sell"?
tabasco
- 24 Feb 2011 17:03
- 267 of 382
I got half out this morning but have still taken a nasty hitif it opens higher tomorrow I will bite the bulletdont need to take a chance against the EK powerhe never losesand thats good enough for meDil you were rightand I had a gut feeling you would be
Its good this shorting game inithow to fcuk a good company in the blink of an eye.
tabasco
- 24 Feb 2011 17:43
- 268 of 382
Is this your mate Dil....
The Count - 24 Feb'11 - 16:54 - 3549 of 3560
--->ALL
I have tried holding on to all my shares for the long term as I was convinced of the long term investment potential here. I have not been able to keep up with all the posts of late, but given the recent disproportionate falls I decided to try to catch up and have read the last 100 posts or so.
From that I need to ask those of you that keep up with this story on a daily basis for some help.
It seems clear from the posts I have read that it is being claimed that a hedge fund is shorting shares and that a certain shorting fat twat (who has long needed a good glassing and a blade stuck deep in him to soak his gargantuan gut in loads of free flowing claret) has also been passing on false info posing as 'research' on the company that his mouthpiece at T1ps has seen fit to counter.
Has any of this been posted publicly and if so, can someone please direct me to the relevant posts?
I also think it is disgraceful (if indeed it is a true response) for the CEO of AVN to be gloating at how such market manipulations have helped him buy loads of shares at a false price, He should be thinking instead of the many long suffering shareholders who do not have the level of info at their possession that he has to make buying (or selling) decisions and who have instead, been seriously burned by such actions. The guy comes across as a bit of a tool in this case I'm sorry to say.
Regards,
THE COUNT!
Dailos
- 24 Feb 2011 18:05
- 269 of 382
Dils "rules are rules" statement should be applauded.
Whether its for a reduced profit, or for a loss, a stop is a stop is a stop!
I've traded these quite a few times, i wouldn't "invest" until they are profit making though.
Only way to go from here is to follow the trend.. and remember, dont just buy and sell maybe consider add or reduce or reverse to your long or short position!!!
d.
tabasco
- 24 Feb 2011 18:34
- 270 of 382
David Williams probably had no choice but to buy shares and tell Cawkwell to go fcuk himselfand of course if he fcuked himself with his two inch dickthat would be another successful short for fattyreading the Counts posthe speaks my language albeit a little more articulatelolhis post has persuaded me to hold onto the rest of minemaybe it is drink talking but if everyone made a stand things would be a little differentdidnt fatty get turned over trying to force down Sportingbet a good few years ago I read ASOS is also on his hit listannoying as it may be until we learn that backing losers should not make anyone a profitthis will never stopso in some ways I say let him keep fcuking up good companiesit might register one day to those that can do something about it rant over fill up the glass