Paul Budd

[Paul Budd @PauldotBudd]

@snfifteen @SawyerMerritt @Starlink You are correct and that’s why they are partnering with @AST_SpaceMobile

[Paul Budd @PauldotBudd]

@FulhamishPod Another Arbeloa Alamo

[Paul Budd @PauldotBudd]

@MsVeilMoney Got in when the company went public so I’m still up 3x and believe it’s a game changer

[Paul Budd @PauldotBudd]

@534Fourthave @YodaStockInvest @stock_analysisx Why would FCF do anything other than nose dive during a massive Capex build out?

[Paul Budd @PauldotBudd]

@thekookreport @peter_adderton AST will want $100-150bn minimum so it might be too punchy

[Paul Budd @PauldotBudd]

@FulhamishPod Which summer signing has a) impressed you the most and b) been the biggest disappointment?

[Paul Budd @PauldotBudd]

@FulhamishPod Tame Tigers Terminated

[Paul Budd @PauldotBudd]

@534Fourthave @YodaStockInvest @stock_analysisx Capex to get the remaining 30 odd bluebirds in space to unlock the rev backlog is about $1bn. Then it’s 70-80% gross margin whilst retaining $2bn in the bank. Granted further sats will require more capex but the revenue unlock to ge them to break even is a timing vector.

[Paul Budd @PauldotBudd]

@mwscott004 @YodaStockInvest @stock_analysisx Agree it’s an overreaction but $1-2k there is 8-10 years at the earliest, if it gets there. I’m
Expecting $500-750 in that time horizon. Naturally would be delighted with higher!

[Paul Budd @PauldotBudd]

@MsVeilMoney Bought at $12, $20, $60 and topped up again today. This is a sit and hold for 5-10 years. Keep the faith!

[Paul Budd @PauldotBudd]

@FulhamishPod We’re totally fucked

[Paul Budd @PauldotBudd]

@FulhamishPod Comical and Cunha

[Paul Budd @PauldotBudd]

@FulhamishPod Arbeloa’s Anfield Alamo

[Paul Budd @PauldotBudd]

@FulhamishPod Pundits were right

[Paul Budd @PauldotBudd]

@FulhamishPod Sheepish as usual

[Paul Budd @PauldotBudd]

@FulhamTransfer De Zerbi, after Spurs get relegated and he wants a proper job?

[Paul Budd @PauldotBudd]

@FulhamishPod Spuds Sunday Roast

[Paul Budd @PauldotBudd]

@bookingcom You are denying refunds for flights to the region with Qatar Airways. I have an email explicitly saying that we can get refunded for our flights. This is scandalous!

[Paul Budd @PauldotBudd]

@FulhamishPod Reed hot kiln

[Paul Budd @PauldotBudd]

@FulhamishPod Marco’s alreet subs