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.

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.

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

at least he wasn't working the arse off the sheep

Have you ever owned a Public House in Wales - ummmmmmmmmmmmmmmm and seen the wellies, the vicar etc/glad I live where I live.

lol .... and I first told you about it at sub 3 quid tabby.

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!

Investec cuts Avanti Communications target price to 488P from 533P; rating sell ... now you know!

Has HYLAS 1 been turned off? bought @ 570 on the way up, thinking i was on to a winner.

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?

AVN has been recommended and tipped by many recently surely an indication of the sp direction.

i.e. a case of "when my broker says buy, he means sell"?

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.

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!

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.

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

For once I am in agreement with SC/EK. The potential being touted by certain 'advisers' just does not add up I'm afraid. They have been quoting millions of customers for Avanti but it would seem that the customers are not Avanti's but those of the companies who have just paid a relatively small amount for the company's capabilities. I could be wrong, I hope so for the sake of those still invested, but I cannot see a lot of value in the shares at present.

I do hope this problem has been designed to pull the cork from the well...and leave him empty...wishful thinking...

They are giving EK a serious fight...

RNS Number : 8936B
Avanti Communications Group Plc
25 February 2011




Avanti Communications Group plc

("the Company")



Directors Shareholdings





Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was today notified by David Bestwick, Director, that he had purchased 30,000 ordinary shares in the Company at a price of 504 pence per ordinary share. David Bestwick now holds a total direct and indirect voting right interest in 1,201,648 ordinary shares in the Company, being approximately 1.5% of the issued ordinary share capital of the Company. Mr Bestwick has a further revocable and indirect interest in 430,202 shares under the Company's Long Term Incentive Plan which are subject to certain criteria.



The Company was also notified today by David Williams, Chief Executive, that he had purchased 20,000 ordinary shares in the Company at a price of 504 pence per ordinary share. David Williams now holds a total direct and indirect voting right interest in 1,525,072 ordinary shares in the Company, being approximately 1.9% 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

More directors buying I make that over ml last week thats a serious amount of confidence with there own cashcould prove to be very good value at these levelI sold half my holdingcould buy back today without a lose..hmmmm?

RNS Number : 9467B
Avanti Communications Group Plc
28 February 2011
Avanti Communications Group plc
("the Company")
Directors Shareholdings
Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was notified on Friday 25(th) February by Alan Foster, Director, that he had purchased on that day 10,610 ordinary shares in the Company at a price of 500 pence per ordinary share. Alan Foster now holds a total direct and indirect voting right interest in 370,249 ordinary shares in the Company, being approximately 0.46% of the issued ordinary share capital of the Company.
---ENDS---

Follow EK and you dont always have it off!

Simon Cawkwell - 25 Feb'11 - 16:15 - 3678 of 3779

Gentlemen,

I am sorry not to have submitted copy today but I am in the West Indies for a short break and about to go out to lunch. My view of AVN has not changed.

Simon Cawkwell - 07966 426 795

PS: I forgot to add that I have bet 20,000 at 11/10 on Newcastle in tomorrow'a match. Those who have lost on AVN (and will lose more if still invested) are advised to do the same.