Dice

Investing enthusiast | Markets & ideas | Not investment advice, Current holding: Eutelsat, Tobii

[Dice @Dic3t]

@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.

[Dice @Dic3t]

@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

[BillieBillion @BillieBillion1]

$ETL now largest holding in portfolio. Very cheap in comparison to its peers.

[Dice @Dic3t]

@Lee_Trades Estimated 6,5bn Revenue from IRIS2 (EU) alone, over the 12Y period.

[Dice @Dic3t]

@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?

[Dice @Dic3t]

@utdelning @2ndtrader @tekniknisse Tototheo har installerat 1000(främst GEO) terminaler åt Fleet Xpress under 7år. Kostnad Starlinks Näst dyraste 1TB (en terminal) 13700kr/mån -> 164mSEK/år, förutsatt 1000(LEO) installationer i pipen.

[Dice @Dic3t]

@Schnyggsomfan @JohnOliver97 syftet med IRIS är att bli självständigt, vill man verkligen ha us satelliter i programmet..

[Dice @Dic3t]

@TheLongInvest Pls remind me how you discount a cash flow of 1tr in this company?

[Dice @Dic3t]

@Schnyggsomfan @JohnOliver97 Multiplerna känns orimliga i ASTS, samt vodl är inte del av IRIS2, (främsta anledningen till Eutelsat)

[Dice @Dic3t]

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

[Dice @Dic3t]

@tekniknisse Äger o Lider

[Philippe Baptiste @PhBaptiste]

🇫🇷🇳🇴🚀 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 🇪🇺🚀

[Dice @Dic3t]

@Tino_Bourse Eutelsat

[Dice @Dic3t]

@ASTS_SpaceMob @SpaceMobileShow $ETL
Eutelsat is worth 10times less, LEO 65% yoy growth and have revenue of 3bnEUR,and you promote this company?

[Eutelsat @EutelsatGroup]

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

[Dice @Dic3t]

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

Spacex
Market cap ~ 1700 000

EBITDA(adj)
2026: 8000 -> P/Ebitda: 212
2027: 13 000-> P/Ebitda: 130

[plateau @vinceplaw]

@wallstreetbets Eutelsat

[Dice @Dic3t]

@scetrader Pls have a look https://t.co/ICWIFfoXrY