@Kaizen_Investor@Lee_Trades However, Eutel is a mix between LEO and GEO, the GEO part is slowly declining and the ”new” 65%Growth is within LEO, hence not visable in the Figures above.
@Kaizen_Investor@Lee_Trades They have secured gov supply for EU in iris 2. Estimated Rev from that programme is 6,5bn. However, thats just iris 2 alone.
Eutelsat $ETL
Market cap ~ 4700
Est
EBITDA(adj)
2026: 632 -> Price/Ebitda: 7,27
2027: 692 -> Price/Ebitda: 6,80
2028: 761 -> Price/Ebitda: 6,17
@36procent Kan tycka att TAM EU 1mdSEK kombinerat med pencilinstoppet är tillräcklig trigger, frågan är om bolaget klarar sig fram utan NE, hänger väl på strangvacc i US, när räknas de intäkterna komma?
Eutelsat $ETL
Revenue of roughly 3x capex in the new LEO infrastructure before considering additional outside IRIS². (Based on ETL forecast of 6,5bn)
IE: French Ministry of Armed Forces has already signed a framework agreement worth up to €1 billion over 10 years for OneWeb
🇫🇷🇳🇴🚀 Visite du téléport d’Eutelsat à Rambouillet avec la ministre norvégienne du Commerce et de l’Industrie, Cécile Myrseth.
Eutelsat, OneWeb, IRIS² : nos échanges ont porté sur la souveraineté européenne dans les télécommunications spatiales et sur le choix de la Norvège de rejoindre IRIS².
Une coopération franco-norvégienne renforcée au service d’une Europe plus autonome dans l’espace 🇪🇺🚀
New partnership with @Tototheo_Global to deliver OneWeb LEO connectivity across maritime, enterprise and government sectors 🛰️
The agreement will enable secure, low‑latency connectivity for mission‑critical operations.
Read more on our website ⤵️
https://t.co/6NxmkqWPjp