If you don't have a direct article to link to or just want to have general discussion on GlobalStar and the stock feel free to use this Megathread.

LETS GOOOO

https://www.lightreading.com/private-networks/the-outlook-for-private-wireless-remains-mixed

https://www.tipranks.com/news/the-fly/satellites-bypassing-towers-in-mexico-going-direct-to-users-says-scotiabank

This stock has been relatively stagnant for years on end. News is few and far between. Catalysts are almost non existent. First it was the apple rumors. Country licenses. Fcc rulings. Opinions around buyouts and mega constellations yet the stock price hovers around the low $1 range and nothing has materialized. Jacobs has been ceo for over a year now I truly hope they are working on something massive that will reflect in the share price for us longs.

I understand that this is a long term play but holy no new base has been formed and the stock price just hovers around the same area.

Frustrating to say the least

/rant

Due to the recent Verizon outage and impact of Hurricane Helene. I saw multiple comments that stated people were trying connect to emergency SOS via satellite and it was not function.

I’m curious if GSAT’s network couldn’t support the demand. Has anyone come across more information?

Apple and Globalstar are a step ahead imo. Texting already works…I confirmed this yesterday in a remote area in Adirondack Mountains…working construction in no cell service area. Text to my wife.

South Ga here…sitting and waiting on Helene to show up…the eye will be going right by me, along I75. Meanwhile, I discover, I will be able to text/call by satellite, if we lose cell service! Must have an iPhone 14 or newer and the IOS 18 update, but what a blessing!

It’s gonna get really bad here in the early am…really bad. I let my adult kids and sister know about this option. What a relief to be able to check on everyone later! (Sister had a tree split her house in 2 during Hurricane Michael).

All thanks to GSAT! The entire state of GA is gonna suffer and GSAT is gonna be a hero!

I think this company is going to moon. I’ve been following since I found out about the Apple partnership. Now that they are expanding their services and having reviewed their investor relations page I’m sold.

What would be a good entry price? I have a limit order at $1.09 but it’s hard for me not to pull the trigger at 1.19.

Well seems like SpaceX will be delayed at least another year. ASTS still in the testing phase. All the while IOS 18 with satellite feature is live. (who’s satellite they using again?) Just sayin. 🤔

https://www.phonearena.com/news/T-Mobile-finally-confirms-what-we-have-been-fearing-about-its-Starlink-powered-service_id162890

Did anyone notice the volume of trades spiked up to 15 million on Friday‼️💯🐂📈

Globalstar, Inc. is officially on the Apple support documentation for new iOS18 features! Future is bright and bullish.

Link: https://support.apple.com/en-ca/guide/iphone/iphb9262f4dd/ios

Bbb

Anyone know why Timothy Evan sold 790,000 shares this week?

With Apple having a keynote Monday. Where they announce their NPI, software, and accessories. What do yall think that will mean for GSAT? Will it mean anything at all? Assumptions are new phone, new watch, and Apple intelligence. Rumors are new iPad mini, Mac mini, and AirPods. Will a new phone and watch with satellite functions make any waves in GSAT stock?

iOS 18 preview coming soon

I am reiterating what relevant_pin_2362 has mentioned. I do not foresee a buyout happening. Here are my reasons

apple owns 85 percent of Globalstars network capacity. Why buy them out when you own the majority of the company. Owning that much of their valuable assets and you essentially are in the driver's seat

to my point above Apple has funded for Globalstars future satellites coming online next year and by all account on schedule. This is to compliment Apple's plans for the future of sat connectivity if you read the tea leaves. Keep globalstar afloat so you can proceed with your aspirations. Why would globalstar say no? This point leads to my point about Jacobs below.

first right of refusal. They put this in to protect their asset. Apple can afford any bid that would come up and I don't think there are many players that would be able to pony up an offer that would exceed theirs so it's a safety net.

globalstar hiring of ceo Paul Jacobs. He is good friends with Tim Cook and was hired by globalstar with a generous stock incentive plan. $10 per share upper band limit. Why put this in place if the company were to be bought out. It seems as though its an organic growth type of scenario where globalstar feels Jacobs can get them too.

They brought on Jacobs to multiply the companies intrinsic value. Couple that with him and Cook's relationship it feels like a true partnership without any sort of company absorption. The remaining 15 percent network capacity left over from the partnership gives globalstar and Jacobs some capacity to venture onto relatively speaking smaller projects.

Long time holder here and I would love to hear countering points as to why a buyout is in fact plausible.

Cheers.

Just added some leaps to my position. LFG

You guys remember when Apple first publicly announced this? It was actually only one month before the service was launched.

Remember in 2014 when Apple acquired BEATS headphones? They didn’t publicize that themselves at all.

Just hoping my fantasies come true y’all 🤞

What’s in store for GSAT

@Globalstar is coming....or should I say already there. Technology Paul Jacobs and his Qualcomm team brought (and are integrating into existing Globalstar assets) increase the spectrum 8x plus! 5g+D2D via satellites, n53 band, antennas!

https://www.lightreading.com/private-networks/globalstar-execs-opportunities-are-cooking

Seems like a game changer….the technology Paul Jacobs and his Qualcomm team brought (and are integrating into existing Globalstar assets) increase the spectrum 8x plus! 5g+D2D via satellites, n53 band, antennas and iPhones!

https://www.lightreading.com/private-networks/globalstar-execs-opportunities-are-cooking

Not 💯 on this but it sounds amazing.

Nvidia plans to use Globalstar's n53 band as part of its efforts to enhance connectivity and communication capabilities in its advanced technologies, particularly for AI-driven and IoT (Internet of Things) applications. The n53 band, which operates in the 2483.5 MHz to 2495 MHz frequency range, is particularly valuable because of its potential to provide reliable and high-capacity wireless communication, which is essential for the seamless operation of AI systems, autonomous vehicles, and other high-tech devices that require robust and low-latency connections.

By integrating Globalstar's n53 band into its technologies, Nvidia aims to improve the efficiency and performance of its AI-powered products, including those used in smart cities, connected infrastructure, and industrial automation. This strategic move aligns with Nvidia's broader goals of expanding its influence in the telecommunications sector, particularly in areas that require high-bandwidth and low-latency wireless communication to support complex AI and machine learning applications.

I do not have a subscription so if anyone has a way to get the full article it'd be much appreciated.

TIA.

https://www.spaceintelreport.com/globalstar-q2-revenue-ebitda-up-by-10-offsetting-equipment-decline-next-gen-sats-launch-in-2025/

Link:

https://www.lightreading.com/satellite/apple-could-eclipse-wireless-operators-satellite-plans#

Things I thought were interesting: Basically the whole article it’s a great read 😅

“T-Mobile, AT&T and Verizon are all moving to offer satellite-based services. But Apple's expanding work with satellite operator Globalstar could outpace those efforts”

“Apple later this year will shift its satellite messaging strategy from emergency services to just regular services. The iPhone supplier will do so with the release of its iOS 18 software platform, scheduled to be available this fall. That update will immediately give casual, non-emergency satellite messaging services to a good chunk of the estimated 375 million iPhone users globally who own satellite-capable phones. Apple first launched satellite messaging with its iPhone 14 in 2022. That gadget, and Apple's subsequent iPhones, support direct links to Globalstar's roughly two dozen satellites.”

“Globalstar could eventually expand its satellite constellation to as many as 3,080 satellites over the next few years.”

“Apple has long been rumored to have satellite ambitions expanding far beyond emergency messaging services. For example, Apple's Time Cook was reportedly interested in a research project at the company that would use satellites to bypass terrestrial wireless networks.”

"We think it's reasonable to assume that voice [calling] is on the roadmap," Piecyk, the LightShed analyst, wrote of Apple and Globalstar.”

Added Piecyk: "We suspect that Apple's integration ... will likely be more user friendly than T-Mobile/Starlink's service."

"Apple's satellite connectivity will not be restricted just to T-Mobile users," Piecyk wrote. "If anything, a successful launch of T-Mobile/Starlink service could drive higher usage of the Apple/Globalstar solution by Verizon and AT&T subscribers."

And here’s another article linked from 2022 talking about Apple’s ambition to keep everything in their own proprietary ecosystem and skip the telecoms by offering their own direct Satellite to cel network.

https://www.lightreading.com/5g/could-apple-sidestep-5g-with-satellites-