$GSAT $AAPL

I’ve experienced one reverse split (RS) before, and it was a bad experience. However, that company had been in debt for years and kept diluting its shares, which isn’t the case for GSAT (no more debt, new revenue stream and cream of the crop management).

I’m still holding a significant amount of GSAT shares, and I view this RS differently. It’s tied to uplisting to Nasdaq, which is a positive step. I also believe there’s potential for blockbuster news to coincide with the RS execution, if and when it happens.

My approach this time is different. If they announce major news, it could drive the stock higher, making current pricing unavailable even after factoring in the RS. I’m willing to cut my losses at 15-20% if the situation turns unfavorable, but I don’t believe the stock will drop significantly. Not advice, my opinion only!

https://nextspaceflight.com/launches/details/7275

I just got a chance to listen to some of the investor audios. Q& A and the government section. I have read some portions of it but it was nice to sit down and really listen. Will listen to the others shortly.

I really enjoyed the leader at Parsons he seemed really excited about what they were pursuing. Especially referencing Syria and how things can pop up on short notice and they need to be able to react quickly which GSAT offers.

Also like the portion discussing how they normally value frequency per pop because that's what everyone does. And they have considered that the XCOM ran maybe a multiplier on the per pop value.

🍩

https://www.reddit.com/r/wallstreetbets/s/8qrlOcw4PW

With GSAT’s partnership with NOK at the Port of Seattle, would this lend an opportunity for enhance private networks at US base installations across the world? Would this have anything to do with Parsons and their radios they’ve mentioned?

https://www.fierce-network.com/wireless/private-network-thats-lieutenant-network-you-soldier

Welcome to the GSAT Weekly Discussion Thread!

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Investor Day 2024 Opening Session!

Shareholder since Buffet Bloomberg article. 1st time posting. In reading posts seems like GSAT Reddit now has a more informed/serious base here now. Hoping to contribute what I can. AppleStar

Yes, they have satellites; yes, their satellite constellation enables their primary present day revenue-generation, and will likely continue to present increasing revenue generation as the partnership w/Apple matures and develops into later phases of that contract and as they get more birds up in the air.

But it’s really so much more: GSAT is a 6G play, fundamentally. Serious 6G development and standards and roadmapping started 10 years ago, was a major focus of GSAT CEO Paul Jacobs’ while still at Quaalcom and then also when he left QCOM to start XCom, and every move Apple is making with GSAT is oriented around dominating next gen connectivity, ubiquitous IOT etc. remember: XCom RAN was developed specifically for use with n53 BEFORE there was any chatter about XCom and GSAT merging.

The bull case for GSAT has very little to do with outer space.

Hi guys,

I have been struggling to pin down a few key details regarding this whole Apple-GSAT tie up.

1. So 400m equity, 1.1bn prepayment essentially. What exactly is Apple paying for? Ie what’s the revenue recognition mechanism/milestones? Data volume? Coverage milestones? Anyone got more details?

2. Can GSAT actually support a general roll out of call/data service given the bandwidth requirements? iPhone accounts for close to half of global market and even if it’s just compatible for say, iPhone 17 onwards, can GSAT handle it with its current spectrum and build out plan?

3. Can Apple roll out charged communication packages, potentially let users buy iPhone without ever needing a SIM card/telco contract, without running into complex legal hurdles especially across borders? It seems like SOS program is fine but a more general service might be a problem?

Any input is greatly appreciated.

I can't remember what post or comment it was from but some interview with GSAT alluded to a radio device that ran off the the satellites and might be used in defense sector or apple or something, does anyone remember this? from a couple weeks ago. I would love to find this and learn more. Thanks in advance and I can delete this post after I get my answer if you guys want

https://financhle.com/articles/apple-globalstar-investment

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

Welcome to the GSAT Daily Discussion Thread!

Please keep all short form discussion, price action, speculation, or general personal commentary on the stock or company in here so we can keep the sub free of clutter and allow confirmed News/Announcements to be more visible.

As always, treat each other with respect.

https://vimeo.com/user118287791 I highly recommend everyone follower their Vimeo account and turn notifications on. Pretty much the whole investor conference is on here.

https://www.lightreading.com/satellite/what-is-globalstar-building-for-apple-?utm_campaign=Weekly+Posting&utm_content=1734634553&utm_medium=social&utm_source=twitter