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
- 22 Oct 2010 11:57
- 44 of 382
skinny'll be along soon Kim ... put your house on it :-)
tabasco
- 22 Oct 2010 11:59
- 45 of 382
Im trying to work it outwill that mean Im here before skinny? Ive beat him at lastyippeee!
kimoldfield
- 22 Oct 2010 11:59
- 46 of 382
Lol!
Can't do that Dil. My house is on this & BPC!
Dil
- 22 Oct 2010 12:28
- 47 of 382
I think skinny's buy just went through ... 16 !
kimoldfield
- 22 Oct 2010 16:11
- 48 of 382
Skinny must have upped the target, 4 x 79 buys gone through!
skinny
- 22 Oct 2010 16:12
- 49 of 382
:-)
Dil
- 25 Oct 2010 09:39
- 50 of 382
XEL up 25% tabby , I did tell you.
Juzzle
- 25 Oct 2010 09:58
- 51 of 382
If you can be bothered to brush aside the tipsheet's self promo hype (and in this case there's an awful lot!) - it appears the author is quite impressed by Avanti ;o)
Thinly disguised
Avanti tip
tabasco
- 29 Oct 2010 07:51
- 52 of 382
Launch Success
TIDMAVN
RNS Number : 2156V
Avanti Communications Group Plc
28 October 2010
?
+--------------------+-------------------------------------------------+
| Date: | 29 October 2010 |
+--------------------+-------------------------------------------------+
| On behalf of: | Avanti Communications Group plc ("Avanti" or |
| | "the Company") |
+--------------------+-------------------------------------------------+
| | |
+--------------------+-------------------------------------------------+
Avanti Communications Group plc
Launch Success
Avanti Communications (AIM: AVN), the satellite broadband operator, has been
informed that Flight 197 launched successfully from French Guiana last night,
the 39th consecutive Ariane 5 launch success for Arianespace. Avanti's HYLAS 1
satellite is the next to launch, on board Flight 198, and is in final
preparation for an on schedule launch on 25 November 2010.
--ENDS--
tabasco
- 29 Oct 2010 07:59
- 53 of 382
The 39th consecutive Ariane 5 launch success for ArianespaceI hope that is not classed as a chirp!and nobody likes 40 lol
Dil
- 29 Oct 2010 08:03
- 54 of 382
27 days til lift off
skinny
- 29 Oct 2010 08:03
- 55 of 382
Bloody rampers :-)
Dil
- 29 Oct 2010 08:05
- 56 of 382
You aint seen nothin yet :-)
Dil
- 29 Oct 2010 08:33
- 57 of 382
Just bought another 1500 ... these'll either be worth 10 quid a share by xmas tabby or 10 quid for my total holding if that rocket blows up :-)
Dil
- 29 Oct 2010 16:16
- 58 of 382
I see my timing was impeccable again lol
hellsing001
- 29 Oct 2010 16:26
- 59 of 382
Think this is going to tread water until the launch.
Dil
- 29 Oct 2010 16:41
- 60 of 382
Either that or it could go up or maybe down :-)
skinny
- 29 Oct 2010 16:42
- 61 of 382
Class trading Dil :-)
tabasco
- 29 Oct 2010 17:37
- 62 of 382
Looks like the satellite launched yesterday has gone missingon a positive note it wasnt the fault of Ariane 5 launcherI think you had better keep the morale up Dilknow any space jokes?
Eutelsat Communications SA announced that it has lost the W3B satellite following an anomaly which was detected on the satellite's propulsion subsystem after its launch by an Ariane 5 rocket. W3B was scheduled to be located at 16 degrees East to replace Eutelsat's EUROBIRD 16, W2M and SESAT 1 satellites. With the loss of W3B
tabasco
- 29 Oct 2010 17:43
- 63 of 382
I have a feeling this is going to make Meldex look like a snip?