Posted by kalkgrun on 22nd of May 2026 at 11:35 am
SATS is a weird collection of assets and liabilities.
Spectrum licenses, satellites, wireless infrastructure, $30B
debt, FCC obligations, legacy Dish baggage, and SpaceX optionality.
the ASTS case while high risk is more clear
SATS is a weird collection
ASTS great week!
Posted by kalkgrun on 22nd of May 2026 at 11:35 am
SATS is a weird collection of assets and liabilities. Spectrum licenses, satellites, wireless infrastructure, $30B debt, FCC obligations, legacy Dish baggage, and SpaceX optionality. the ASTS case while high risk is more clear
thx--- guess i need some
Posted by Glad on 22nd of May 2026 at 11:37 am
thx--- guess i need some patience til the next launch
long RKLB, MDA,LIN, ASTS, ATI
Posted by kalkgrun on 22nd of May 2026 at 11:51 am
long RKLB, MDA,LIN, ASTS, ATI and some CRS
Love these maps kalkgrun
Posted by shellson2 on 22nd of May 2026 at 12:38 pm
Love these maps kalkgrun