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NWT - Newsat Limited

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guys, not sure how singtel got bandied with tls as a potential customer, but i was of the impression that they had their own birds in the sky. optusb3, optus1 for example. i remember at the agm, AB stating that they were in competition, sat fleet was aging with but with some yrs left b4 their use by date.
From memory, i think the AU defence contract was in their hands, and nwt wanting to pitch to the gov. for it to be returned to australian hands(nwt).

correct me if im wrong, very hot and humid today, and my brain is only firing on one cylinder...but u never know i guess.
 
Your correct Optus/singtel are in direct competition to NWT. Telstra do not have the same satellite infrastructure and are already using NWT mediaports for some applications, etc
 
Re: NWT - Newsat why its better

Here is a post from hotcopper:

'Newsat's satellite is called NSS-6, it was launched in December 2002 by New Skies in Holland.
What made the satellite unique is that that is a true IP or Internet protocol satellite.
There ares two-way satellites available from Optus, from Telstra and others utilising other satellites which have then have some inherited disadvantages in that they are not optimised for Internet. They are general data communications TV, DVB satellites.
The latency issue, which is the biggest technological challenge with initial satellite broadband has somewhat been overcome ”” fooling it the satellite into thinking it has a response before it has so that it keeps sending stuff and only corrects the errors it needs to rather than looking to see if there is an error every time.
That is probably the most advanced area of satellite; to try to overcome the latency.
Newsat are certainly in a position with their technology to gain substantial new business the world is a big place, this is all the gossip that I manage to pick up on the dinner table.
I bought some Newsat and have gone back for some more.
I don't think I will have to wait too long.'

I remember someone considering NSS-6 to be an old and faded satellite and thats why newskies sold out to newsat.

If NSS-6 is that good and G4 technology works should be a real goer. equals 6c
 
Newskies got rid of their Australian assets I believe because there were talks between another satellite provider (IS, or PAS) or of the likes, but that actually fell through. IS or PAS were trying to claim Australian dominance by taking over the few locations aus had to offer.

Newskies are now known as SES NewSkies BTW (ie SES Americom?)
I think Newskies originally just wanted to focus on the satellite play only, rather than focusing on mediaports.
 
i understand that inmarsat provides more capabilities at a lower cost point..
 
Regarding the different satellites, cant NWT buy space on satellites other than NSS-6 or is stuck with one satellite? I would have thought the new dishes would allow the ability to use various satellites.
 
There are other satellites that NWT can access... but you need to have a spare dish to access that sat, and it has to be worthwhile to NWT for that. Ie you wouldnt have a small contract on one particular sat, because that is tying up resources. THey might get another deal, and cant use that dish because its tied up on a small contract. (If that makes sense...)

They obviously have a NSS6 dish setup already, and quite possible that since the takeover from newskies that they could have struck a deal for space segment with them.
 
Thanks for that.

What you said makes sense. Would this also create a natural protection from competitors in that setting up dishes and the associated infrastructure on the expectation of getting business is a big risk.

If i have correctly understood, once a dish is in place, and a bandwidth purchased, to make money you need to get contracts. there is a breakeven point after which their revenue growth converts to profit very quickly.

Having built a big dish I assume that NWT wouldnt be spending money just to spend money - they have 5 contracts which must be making it worhwhile to build and further contracts will follow.

Ignoring the bad wrap management have got, any contracts and therefore the increasing revenue can only mean that if they arent making a profit they arent far off.

It seems that if they get some contracts, and this is the big if, it is only a matter of time, and then only a short time, before it turns around, if it hasnt already.

What are the chances of winning contracts? is it a fluid market ie business can change from one supplier or do you, like a property lease, need to wait until the lease is over before you can get a bite.

Real results will show a real gain, until then NWT will cop a lot of flack.
 
You wouldnt buy bandwidth on a satellite before a contract, you buy on a as needed basis. So as long as NWT have spare dishes available..they can go to wherever the satellite is, as long as its in reach from the ground.
But you can have a lot of services through the one dish, so its not like there NWT wouldnt have any room available for new services, all depends on their infrastructure.

As far as leases go, i couldnt give you an answer...
 
So if NWT can get the business, which it seems that is doing, it is only a matter of time before before this translates into a profit.

Is the satellite industry growing? Is reading that the mideast marketseems to be growing very quickly but does NWT have the products and infrastructure to fit into this growth.

Also if its dishes are in Australia, is it a disadvantage trying to get the business in the middle east.
 
Yes satellite industry is growing. From what I understand, with the recent encryption you can basically get more bandwidth for less $$ so it starting to become very affordable.

AS far as contracts in the middleast, there are transponders on the ME beam, so going out to ME from Australia is no problems. I know that recently the transponders here to ME were full, but Newskies have reallocated more bandwidth to that area to cope with demand. I think that NWT has all the infrastructure they need to get the contracts, its just whether management and sales can pull it off. Time will tell on this one!
 
And thats the benefit of their infrastructure, they can go anywhere in the world that they want.. they are completely international
 
I hope that the business NWT is recognised and that the bad karma from management doesnt overshadow the potential that exisists. Seems some one else thinks so as some just bought 32m at 1.1c.

A good sign
 
tester12 said:
Yes satellite industry is growing. From what I understand, with the recent encryption you can basically get more bandwidth for less $$ so it starting to become very affordable.
Click to expand...
Not encryption modulation!! also look up BOD or Bandwidth on Demand...
 
Looking at he depth of the Market.. looks like the sellers are waiting for the price to go up... not as many shares as the last few weeks on sales orders....
 
I have noticed that as well. I expect that it will flucatute in a range as persons warm to NWT and its potential and those who cant wait and get their 0.1c or 0.2c sell causing other to get nervous and sell.

It will be frustrating waiting game until NWT releases some results showing increased revenues and making a profit, even a small one, a profit at least, it will then take off. if the results arent great, ie the loss has changed or still making a loss, then it could retreat to the 0.8c. one guy on Hotcopper came to this conclusion 20% downside (ie 1.1c down to say 0.9 or 0.8c) if news isnt as great with an upside of least 200% (from 1.1c ro 3c) if it is making a profit.

So not bad odds and worthwhile taking a punt of a million shares or so.

It is now a frustrating waiting game, but given what has been said about the potential of NWT, it will reward those with the paitence.
 
This morning in ABC News Radio.
There was an interview with a Telicommunications guy ( not sure what was his title as I missed the first part of the interview).

He was making some general comments about Telstra and he noted in his interview that Teleco's in Australia and around the world are looking at new ways of providing services via Internet moving forward. He also said to expand the customer base and update current technology, Telstra and others are looking at new ways of delivering Internet and contents...... he went on and noted as SATELLITE services as one of the future ways of providing these type of consumer products.

lets hope its NWT that Telstra is taling to for the future!
 
Good thing is that the price is holding up. While trading is in the 20m to 30m still represents $200 to $300K but more importantly it is maintaining the current range, particularily as there is some 50m at the 1c buying.

Just need more good news and the 6 monthly results will push it up further.
 
Yes new telecommunication technology looks interesting! ... VoIP looks like its starting to make serious inroads now that broadband connections are more readily available. Found some info below on satellite VoIP.

My Netfone (MNF) announced in Nov that they were the first to offer remote Australia VoIP via satellite, using URSYS who is partnered with NewSat. My Netfone is one of Australia's leading VoIP providers having doubled its customer base since May last year (MyNetfone has won several awards including Money magazines Best VoIP Plan 2007 )
full extract http://www.mynetfone.com.au/investor/MyNetFoneFirstwithVoIP Satellite03-11-06.pdf
re My Net Fones performance http://www.mynetfone.com.au/investor/ASX_Announcement28_11_06doc.pdf


NewSat are also involved with the government in delivering remote satellite VoIP

"The highly successful "Broadband for Health" DoHA initiative, funded the implementation of VSAT communications services and equipment supplied by URSYS and NEWSAT to improve the health services being provided by KAMSC

As well as operational and performance benefits the optimized Clinics now have access to low cost Voice over Internet Protocol, commonly known as VoIP, where Clinic to Clinic calls a free and national calls are set at 10 cents per un-timed call

As a result health services can support multiple remote clinics with data, telephony and PIRS systems operating over the one satellite link. Services can be supported into even the remotest indigenous health clinics."
http://www.ursys.com.au/is_health.htm
 
All good but reasonably old news. All lacking $$ detail. This company is so unannounced. they really overdid it in 2003 and now they are scared....
If no news market will get sick soon..
 
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