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Inmarsat plc (ISAT)     

hlyeo98 - 28 May 2011 17:55


Galvan rated ISAT a buy at 695p on 11/2/2011 when Harbinger Capital Partners sold its remaining 14% stake in Inmarsat.

hangon - 21 Aug 2011 18:00 - 2 of 109

Well it's almost halved, so we know their Sell was quite wise, given they'd probably doubled their money.

dreamcatcher - 03 Aug 2012 23:29 - 3 of 109

..Inmarsat reaches for the skies as blue-chips rocket higher

Satellite communications group Inmarsat (EUREX: ISAF.EX - news) was heading skywards today as the market welcomed news of a revival in the company’s core maritime business.

A 13pc increase in revenue from maritime during the first-half helped the FTSE 250 company put on 52.7 or 10.9pc to 537p, taking the shares far above this year’s low of 390.8p, which it touched in May.

Inmarsat, which also provides communications for humanitarian and military operations, ended the day as the biggest riser on the mid-cap index.

While the group’s second-quarter figures exceeded City estimates, Inmarsat had less success with its land-based services. Falling troop numbers in Afghanistan meant less demand for the company’s satellite communications, something which “remains a material headwind to our overall rate of growth in 2012” Inmarsat cautioned.

Nevertheless, chief executive Rupert Pearce was confident the company would meet expectations for the year. “We’ve surprised the market with the resilience of our business, I don’t think they expected us to show robust growth in the way we have,” said Mr Pearce, who took on the top job in January.

dreamcatcher - 03 Aug 2012 23:32 - 4 of 109

Inmarsat plc Reports Interim Results 2012 plc - Highlights

· Total revenue $684m (2011: $683m)

· Inmarsat Global MSS revenue $367m up 1.4% (2011: 362m)

· EBITDA $381m (2011: $427m)

· EBITDA excluding LightSquared $332m (2011: $336m)

· Profit before tax $223m (2011: $255m)

· Interim dividend of 16.94 cents (US$), up 10%

· Strong growth in Maritime revenue, up 13%

· Over 30,000 FleetBroadband terminals installed

· Over 65,000 active IsatPhone Pro terminals

Inmarsat Group Limited - Second Quarter Highlights

· Total revenue $329m (2011: $359m)

· Inmarsat Global MSS revenue $189m up 4.2% (2011: $181m)

· Inmarsat Solutions revenue $205m (2011: $189m)

· Total EBITDA $176m (2011: $223m)

· MSS active terminals up 13%

HARRYCAT - 11 Sep 2012 10:18 - 5 of 109

Ex-div 3rd Oct '12 (16.94¢ = approx 11p)

Balerboy - 30 Sep 2012 21:46 - 6 of 109

watching this closely, mam says div 15.8p harry, is yours more accurate?

HARRYCAT - 01 Oct 2012 09:14 - 7 of 109

Hmmm.., not sure. The divi figure of 16.94¢ is correct, but I thought that the divi was paid in US$, but as the stock is issued in €'s, it may be that the ¢ are actually in that currency. My conversion was US$ / £.

dreamcatcher - 01 Oct 2012 09:24 - 8 of 109

Pulled this off inmarsats site.

Interim dividend

Announcement date: 03 Aug 2012
Ex-dividend date: 03 Oct 2012
Record date: 05 Oct 2012
Payment date: 25 Oct 2012
Amount: 16.94 cents (US$) per share
Exchange rate: tbc

HARRYCAT - 01 Oct 2012 09:27 - 9 of 109

Thanks dc. In that case my conversion rate is pretty much spot on. MAM's conversion rate is very optimistic, imo.

dreamcatcher - 01 Oct 2012 09:28 - 10 of 109


dreamcatcher - 01 Oct 2012 09:28 - 11 of 109

I bet you needed a calculator. lol

HARRYCAT - 01 Oct 2012 09:33 - 12 of 109

I think MAM need one!

Balerboy - 01 Oct 2012 10:05 - 13 of 109

Thanks dc and harry.

HARRYCAT - 02 Oct 2012 15:31 - 14 of 109

"HSBC downgrades Inmarsat from overweight to neutral, target price raised from 640p to 650p."

Balerboy - 02 Oct 2012 16:42 - 15 of 109

Didn't go for any divs tomorrow as I thought all the spreads to wide to get out without a long wait.,.

HARRYCAT - 05 Oct 2012 09:36 - 16 of 109

Healthy bounce post divi and am now back into small profit (with divi). Target 630p and then will consider my options, hopefully!

HARRYCAT - 08 Oct 2012 10:06 - 17 of 109

8th October, 2012 - LONDON: Inmarsat (LSE: ISAT), the leading provider of global mobile satellite communications services, today announced it has signed a master distribution agreement (MDA) with Honeywell for GX Aviation services.

Under the terms of the agreement, Honeywell will partner with Inmarsat to bring the benefits of GX to the business aviation market.

The Inmarsat Global Xpress satellite system is scheduled for global commercial service launch in late 2014, with service introduction for business aviation customers available in Q1 2015. The Ka-band satellite network will offer unprecedented data rates of up to 50mbps to the cabin and global coverage, all backed by Inmarsat's quality standards of reliability and performance.

The signing of this agreement with Honeywell represents a strong endorsement of Inmarsat's GX service innovation for the business aviation sector, and is underscored by Honeywell's commitment to purchase GX capacity for 5 years and reserve capacity up to 2021.

HARRYCAT - 08 Oct 2012 12:22 - 18 of 109

London - 8th October 2012 - Inmarsat and Cisco have announced the creation of a unique long-term alliance that will enable Inmarsat to deliver advanced services, from applications to business collaboration and video to multimedia content over Inmarsat's new high-throughput satellite broadband network, Global Xpress (GX).

Cisco will provide Inmarsat with a state-of-the-art satellite applications service delivery platform and a high performance access network for Inmarsat's Global Xpress programme, the first global Ka-band (the satellite transmission frequency) network with mobile connectivity. Cisco will also develop a router for satellite network end-users that will utilise not only the Inmarsat GX capabilities but also the current BGAN global network.

Cisco will build and operate the network on a fully managed basis before transferring it to Inmarsat, and will use its key software stacks of Service Delivery Platform and Prime to enable advanced capabilities such as voice, video, cloud application services and high speed internet access.

This GX/BGAN integrated platform will allow Inmarsat and its partners to rapidly develop and remotely deploy innovative applications to this new device and will extend the reach of new services across the whole Inmarsat network. Inmarsat will become a Global Partner for Cisco and both companies will bring their combined service capabilities to Inmarsat's value added resellers around the globe.

HARRYCAT - 09 Oct 2012 08:37 - 19 of 109
Satellite operator Inmarsat said during the third quarter to end-September, the global maritime business continued to see a strong take up of FleetBroadband.

Inmarsat reported over 2,100 net additions to the base of active terminals making a total installed base of over 32,000 at the end of the quarter.

Sales of XpressLink have also been encouraging with a number of new contracts signed.

Performance across other business sectors and the Inmarsat Solutions business has been positive and consistent with recently reported revenue trends.

Inmarsat expects to release an Interim Management Statement for the 3 months ended 30th September 2012 on 5th November 2012.

Rupert Pearce, CEO, said: "Trading during the third quarter has been consistent with trends reported for the second quarter and with our guidance for the full year."

HARRYCAT - 05 Nov 2012 08:48 - 20 of 109
Global mobile satellite communications services provider Inmarsat plc's total revenues - excluding LightSquared - rose by 5% to $322m in the three months to the end of September.

Wholesale maritime revenues rose by 17% and more than 2,100 FleetBroadband terminals were added during the quarter.

On a group basis, Inmarsat Global MSS revenue rose by 3% to $187m and Inmarsat Solutions revenue was up 4% at $206m.

Chief executive Rupert Pearce said, "The third quarter saw continued customer take-up of new services across our business sectors.

"In maritime, another very positive quarter was driven by the benefit of pricing initiatives earlier in the year and by the continuing strong take-up of FleetBroadband.

"Despite the headwinds we face from the on-going withdrawal from Afghanistan, results for our land mobile business improved with growth from IsatPhone Pro and positive underlying data growth due mainly to new BGAN subscribers."

HARRYCAT - 10 Jan 2013 09:30 - 21 of 109


My target of 630p reached. Next target 680p. Happy to hold while in uptrend.
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