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.

whooping is premature and great care needs to be taken with this stock as trading is pathetically thin as always ...... currently just 55,000 traded

Expect this to fly today!!... 389m to 427m backlog in 2 months!


RNS Number : 0594F

Avanti Communications Group Plc

18 April 2011

Date: 18 April 2011

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

Embargoed until: 0700hrs

Avanti Communications Group plc

-- Litigation Award and Trading Update

Avanti Communications Group plc (LSE: AVN), the satellite operator announces a Litigation Award and makes a Trading Update.

Litigation Award

Avanti Communications Group plc (LSE: AVN), the satellite operator, announces that it has been successful in its claim against Space Exploration Technologies Corporation ruled upon under binding arbitration by the American Arbitration Association in New York. Avanti was awarded the full amount of refund it claimed under the contract, being $7,566,013 and was also awarded interest from the date of the claim.

Trading Update

Full Commercial Service on HYLAS 1 successfully commenced on April 4th. The process of migrating the base of approximately 5,000 Avanti end users currently using leased Ku band capacity onto HYLAS 1 has proceeded to plan, with 10% already migrated.

Several of our Service Providers also have similar bases of end user customers who are currently using interim leased Ku band capacity. Avanti is also assisting these service providers in the migration of their end users to HYLAS 1, which amounts in aggregate to over 20,000 end users.

Finally, we confirmed that successful service launch has met contractual service parameters with all of our customers, confirmed their requirements for modem deliveries from the supplier and updated bandwidth demand.

Based on these results, it is an appropriate time to update the market on sales progress. In 2010, Avanti specified that it was confident of exceeding a target for pre-sales signed by service launch of 25%. This target metric was useful in demonstrating confidence in the ability to pre-sell meaningful amounts of capacity before launch.

Avanti is pleased to confirm that at service launch, having confirmed contracts and orders, the peak utilisation rate under HYLAS 1 aggregate contracts is 35.1% which comfortably exceeding the 25% target set pre-launch. Henceforth, Avanti will regularly report the industry standard backlog metric.

The backlog statistics are now GBP139.0m for HYLAS 1, GBP28.4m for HYLAS 2. Avanti also notes a GBP113.4m option for HYLAS 2 capacity which is subject to a significant option fee.

Approximately 52% of backlog revenues relates to Enterprise and Military applications and customers (not including the HYLAS 2 option), with the balance relating to SME and Consumer broadband. Avanti expects backhaul business to soon become a significant percentage of backlog.

Avanti is also pleased to report that the increased credibility generated from successful service launch has resulted in an increase to the pipeline. The pipeline now stands at GBP427.2m.

--ENDS--

assuredly premature to start even chilling the champagne, but at least sp has broken back above 25 dma

Where to if 4 doesn't hold - directors buys (again) today - potential schedule slippage!

RNS Number : 3568O

Avanti Communications Group Plc

16 September 2011

Date: 16 September 2011

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

Embargoed until: 0700hrs

Avanti Communications Group plc

Contract Win

Avanti Communications Group plc (AIM: AVN), the satellite operator, is pleased to announce that, following a competitive tender, it has been awarded a place on the Kent County Council Rural Broadband framework, which will access funds of at least GBP1.5m to set up pilot projects to address the rural not spots of Kent using a range of technologies, including satellite.

Avanti is the only satellite broadband provider selected.

Owned this share in the past never seemed to rise.

Where's Dil :-)

AVN AVANTI COMMUNICATIONS

Chart looks
to be forming a basing pattern, directors have bought big in past few days and Brokers are positively behind the stock.

AVN AVANTI COMMUNICATIONS

Brokers like the stock.......

Avanti Communications Group PLC

FORECASTS 2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Daniel Stewart
12-03-12 BUY -12.20 -10.30 6.20 5.80
Cenkos Securities
08-03-12 BUY -7.91 -7.90 3.82 0.80
Investec Securities [R]
23-11-11 HOLD -31.95 -35.92 -9.20 -10.34
Growth Equity & Co Research
05-10-11 SBUY 3.30 4.00

2012 2013
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus -11.90 -11.56 3.22 1.57
1 Month Change -0.19 -0.37 -4.38 -5.35
3 Month Change -6.91 -6.15 -11.35 -13.45


GROWTH
2011 (A) 2012 (E) 2013 (E)

Norm. EPS % % %
DPS % % %

INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)

EBITDA £-11.64m £1.11m £34.81m
EBIT £-12.45m £-7.30m £16.40m
Dividend Yield % % %
Dividend Cover x x x
PER -20.28x -20.87x 154.06x
PEG f f f
Net Asset Value PS 244.09p p p

AVN Avanti Communications

Certainly looks to have been a turn
around in sentiment here.

last week was well off 100% long.

IG INDEX client sentiment rating
updated every 15 minutes and used
as a proxy for shorting. (NIL)

Client Sentiment

LONG 100% of IG clients with open positions in this market expect the price to rise

0% of IG clients with open positions in this market expect the price to fall

looks like institutional buy of £300k

I'm also on this, think theres major upside potential once the move to main markets occurs. Running a small future spread on rollover. Fingers crossed 250 suppot holds

Revenue is forecast to rocket (get it.. lol)
next year.

AVN Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS

30-Jun-12 17.07 (8.47) (7.97)p

30-Jun-13 58.37 5.67 4.30p


as is EPS.

Very good goldfinger ...lol

Charles Stanley did some research predicting PBT £000 (3750) 2012 & 19997 2013 with positive EPS in 2013 also.

Those latest Director Buys....

Avanti Communications Group Plc
08 March 2012

Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was notified on 7th March 2012 by David Williams, Chief Executive, that he had purchased 10,000 ordinary shares in the Company at a price of 250 pence per ordinary share.

http://www.investegate.co.uk/Article.aspx?id=201203080700169252Y

Avanti Communications Group Plc
07 March 2012

Avanti Communications Group plc (AIM: AVN), the broadband satellite operator, was today by Paul Walsh, Non-executive Director, that he had purchased 20,000 ordinary shares in the Company at a price of 253 pence per ordinary share.

http://www.investegate.co.uk/Article.aspx?id=201203071622249100Y

Avanti Communications AVN.

Well the Broker SP targets are
very bullish indeed. I take it the
two larger Targets are for long term
forecasts and Investec (correction) is for short
term forecast.

Never the less 333p short term looks
impressive.

I wonder what time frame Daniel Stewart
and Jefferies have set for their targets??.

Date Broker name New Price Old price target New price target Broker change

06-Mar-12 Jefferies Buy 257.25p 1,340.00p - Reiteration
05-Dec-11 Daniel Stewart Buy 316.50p 2,525.00p - Reiteration
03-Oct-11 Investec Securities Hold 263.50p 333.00p - Reiteration

Where's Dil :-)

Booking his seat in the pub for the Rugby tomorrow!

Correction to above re- Investec....sorry.

Oi ... I might not post so much recently but I can still bloody read skinny :)

FWIW , got out and did well out of them but that was a year last November after first satellite launch and due to stop losses being hit.

GF ... without me checking I think a £25k buy by that director is peanuts compared to what he already holds so irrelevant.

Quoting broker forecasts is also irrevelant , go look at the forecasts by brokers 18 months ago !!!

I dont like the guy because of the way he tries manipulating small time private investors but so far EK has made a fortune shorting this after his mate Tom Winnifrith (wot a useless tw*t) kept tipping it .

Those two and the "Black Prince" (another mate of TW's) who made a fortune out of shorting TW's previous tips that he was up to neck in should be investigated , imo , for stock manipulation.

Regardless of fundies I wouldn't be a buyer til a break and pull back to 345-350p.



Stick yer mortgage on Wales .... 50% return 80 minutes.

DYOR blah blah blah ..... :)