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Good news. 10c next
SmallSmall ( Date: 24-Mar-2026 13:01) Posted:
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GLOBAL INVACOM GROUP LIMITED (Incorporated in the Republic of Singapore) (Company Registration No. 200202428H) Global Invacom and SatWave Arrays Inc. Sign MoU for Commercial Production of Next-Generation Multi-orbit Flat Panel Antenna for Ka/Ku-band Singapore, 24 March 2026: Global Invacom Group Limited (&ldquo GIGL&rdquo ) through its wholly-owned subsidiary, Global Invacom Limited (&ldquo Global Invacom&rdquo ) and Satwave Arrays Inc. (&ldquo Satwave Arrays&rdquo ), a specialist in flat panel phased array satellite antennas, have signed a Memorandum of Understanding to enable the commercial production of a multi-orbit Flat Panel Antenna (FPA) for Ka/Ku-band (&ldquo MoU&rdquo ). Through the MoU, Global Invacom intends to bring to the market an innovative FPA which will be motorised, and will feature pan and tilt capability, enabling it to seamlessly switch between LEO, MEO and GEO orbits without signal loss, for enhanced operating flexibility and availability. The MoU establishes a partnership under which Global Invacom and Satwave Arrays will jointly collaborate, integrating their technology to produce the next generation terminal. The resulting antenna will be compact, lightweight, and designed to withstand being in constant motion. It will also be ruggedized to meet the demands of defence and commercial applications where reliability and performance must be maintained even in the most challenging conditions. Bob Potter, Chief Technical Officer at Global Invacom said: &ldquo Satellite users today, particularly in the defence sector but also in certain commercial applications, need the flexibility, resilience and security of being able to switch between orbits. While FPAs already on the market have enabled switching between LEO and MEO, moving from LEO to GEO without loss of signal strength has remained a challenge. With its groundbreaking motorised pan and tilt capability, this new FPA, which is the expected result of an exciting partnership between Global Invacom and Satwave Arrays, will solve that challenge, enabling it to seamlessly switch between LEO, MEO, and GEO orbits, without any signal degradation.&rdquo Jimmy Strates, CTO, Satwave Arrays, added: &ldquo At Satwave Arrays, we&rsquo re committed to designing flat panel phased array satellite antennas that are built for performance and reliability, and engineered for to maintain robust connectivity under dynamic movement and challenging terrains. Through this partnership, we are marrying Global Invacom&rsquo s technology together with ours for a truly innovative next-gen FPA.&rdquo Global Invacom team is introducing the new FPA at the SatShow Week 2026 in Washington D. C., United States of America. The MoU is not expected to have any material impact on the consolidated net tangible assets per share and earnings per share of the Group for the financial year ending 31 December 2026
They are not paying all their gains as dividends, so their total return is higher.
Comparing it to investment grade fixed income is the right way to look at it. It has slightly higher risk but materially higher return.
Comparing it to investment grade fixed income is the right way to look at it. It has slightly higher risk but materially higher return.
MrBear12 ( Date: 25-Feb-2026 12:45) Posted:
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ROE of 6.8% is very average. But better than most investment grade fixed income
Alignment ( Date: 25-Feb-2026 12:41) Posted:
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So, same dividend again.
8 cents a year at a share price of 12.3 cents (ex-div) so 6.5% a year dividend yield.
8 cents a year at a share price of 12.3 cents (ex-div) so 6.5% a year dividend yield.
Move on
Sold.all
this is not the profit guidance for Global Investments (even though I expect the 2H results to also be a positive story)
PROFIT GUIDANCE FOR THE UNAUDITED CONDENSED INTERIM FINANCIAL STATEMENTS FOR THE SECOND HALF AND FULL YEAR ENDED 31 DECEMBER 2025
The Board of Directors (the &ldquo Board&rdquo ) of Global Invacom Group Limited (the &ldquo Company&rdquo , together with its subsidiaries as the &ldquo Group&rdquo ), would like to announce that based on preliminary review of the unaudited condensed interim financial statements for the second half ended 31 December 2025 (&ldquo 2H FY2025&rdquo ) and the full year ended 31 December 2025 (&ldquo FY2025&rdquo ), the Group is expected to report a net profit for 2H FY2025, as compared to a net loss in the first half ended 30 June 2025. Notwithstanding a profitable 2H FY2025, the Group is expected to remain in a net loss position for FY2025.
The expected net profit for 2H FY2025 is primarily due to the following reasons:
1. A stronger 2H FY2025 revenue performance
2. Accelerated delivery of a major contract on our strategic XRJ product, to fulfil the customer&rsquo s requirement
3. Continued improvement to gross profit margin as take up of our new products increases, mainly due to ongoing focus on profit margin improvement
4. Continued tight control of the Administration costs and
5. A positive tax credit.
The Group is in the process of finalizing the unaudited condensed interim financial statements for 2H FY2025 and FY2025 and will announce further details of the Group&rsquo s financial performance on or before 1 March 2026. Shareholders of the Company and potential investors are advised to exercise caution when dealing in the shares of the Company.
Shareholders of the Company and potential investors are advised to read all further announcements by the Company carefully and to consult their stockbrokers, bank managers, solicitors or other professional advisers if they have any doubt about the actions they should take.
By Order of the Board
GLOBAL INVACOM GROUP LIMITED
Gordon Blaikie
Executive Director and Chief Executive Officer
20 February 2026
The Board of Directors (the &ldquo Board&rdquo ) of Global Invacom Group Limited (the &ldquo Company&rdquo , together with its subsidiaries as the &ldquo Group&rdquo ), would like to announce that based on preliminary review of the unaudited condensed interim financial statements for the second half ended 31 December 2025 (&ldquo 2H FY2025&rdquo ) and the full year ended 31 December 2025 (&ldquo FY2025&rdquo ), the Group is expected to report a net profit for 2H FY2025, as compared to a net loss in the first half ended 30 June 2025. Notwithstanding a profitable 2H FY2025, the Group is expected to remain in a net loss position for FY2025.
The expected net profit for 2H FY2025 is primarily due to the following reasons:
1. A stronger 2H FY2025 revenue performance
2. Accelerated delivery of a major contract on our strategic XRJ product, to fulfil the customer&rsquo s requirement
3. Continued improvement to gross profit margin as take up of our new products increases, mainly due to ongoing focus on profit margin improvement
4. Continued tight control of the Administration costs and
5. A positive tax credit.
The Group is in the process of finalizing the unaudited condensed interim financial statements for 2H FY2025 and FY2025 and will announce further details of the Group&rsquo s financial performance on or before 1 March 2026. Shareholders of the Company and potential investors are advised to exercise caution when dealing in the shares of the Company.
Shareholders of the Company and potential investors are advised to read all further announcements by the Company carefully and to consult their stockbrokers, bank managers, solicitors or other professional advisers if they have any doubt about the actions they should take.
By Order of the Board
GLOBAL INVACOM GROUP LIMITED
Gordon Blaikie
Executive Director and Chief Executive Officer
20 February 2026
Aligned
Bear
Bear
Alignment ( Date: 30-Dec-2025 14:47) Posted:
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With the value of pretty much all asset classes going up and both interest rates and spreads falling I would expect the next NAV figures to be decent.
Look interesting 🤔
Now 42-43
I like it slowly buy when ppl hesitate
41-42
Good to see
The tortoise beats the hare in the long run!
inching up too slow
Agree with your points - investors also factor these into their assessment of what price they are willing to pay for a given NAV.
MrBear12 ( Date: 15-Aug-2025 12:03) Posted:
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Alignment bro
Thank you for your clarification
Yes indeed your first para is true.
If there was a unit trust holding these assets, then the NAV of the trust shld be the market values of the assets put together.
But because this is an investment trust, there is another level of risk that market prices in. So I do not expect the market value to be above the NAV simply because the manager is doing well.
What has caused the price to be consistently lower than the nav is simply this. Market does not expect the managers to liquidate their holdings at whatever market price those assets are trading now. In fact, market expects that if the manager indeed liquidated all to close down the fund, the present market price is roughly what shareholders will get back from all the assets sales and the cost of winding down everything and paying all liabilities etc..
Thank you for your clarification
Yes indeed your first para is true.
If there was a unit trust holding these assets, then the NAV of the trust shld be the market values of the assets put together.
But because this is an investment trust, there is another level of risk that market prices in. So I do not expect the market value to be above the NAV simply because the manager is doing well.
What has caused the price to be consistently lower than the nav is simply this. Market does not expect the managers to liquidate their holdings at whatever market price those assets are trading now. In fact, market expects that if the manager indeed liquidated all to close down the fund, the present market price is roughly what shareholders will get back from all the assets sales and the cost of winding down everything and paying all liabilities etc..
Alignment ( Date: 15-Aug-2025 11:49) Posted:
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Your point is actually incorrect. The risk of these instruments is already reflected in the market price which is used to calculate the NAVs. That is why these instruments have a market yield that is higher than say a cash deposit interest rate.
The theoretical logic for a discount/premium is to assess the benefits (basically the manager is a better investor than the individual) vs costs (management fees and other costs, a lack of control of the individual, a lack of transparency for the individual) of an individual investor investing in the investment fund verus the individual investor investing in the individual assets separately.
In a large majority of cases there is a discount, which is the market' s judgement of the balance between benefits vs costs.
The theoretical logic for a discount/premium is to assess the benefits (basically the manager is a better investor than the individual) vs costs (management fees and other costs, a lack of control of the individual, a lack of transparency for the individual) of an individual investor investing in the investment fund verus the individual investor investing in the individual assets separately.
In a large majority of cases there is a discount, which is the market' s judgement of the balance between benefits vs costs.
MrBear12 ( Date: 15-Aug-2025 10:30) Posted:
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A discount,
how else to compensate for the risks of holding CDOs and credit instruments less than A grade
how else to compensate for the risks of holding CDOs and credit instruments less than A grade
Alignment ( Date: 15-Aug-2025 10:02) Posted:
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It' s clear what the fair value is - it' s the NAV which is 16.29 at the end of June.
The better question is what share price should the company trade at - a discount or premium to this number?
The better question is what share price should the company trade at - a discount or premium to this number?