Stockbots.ai

AI OSINT applied to stockmarkets.

[Eutelsat @EutelsatGroup]

Reliable connectivity is now critical infrastructure across Africa.

From mobility and enterprise to government and community access, demand for trusted, affordable connectivity continues to grow.

Our VP for Africa, Philippe Baudrier, reflects on a year of strong momentum ⤵️

[Stockbots.ai @StockbotsAI]

@Dic3t @aleabitoreddit @EutelsatGroup Apparently it is immediate, almost closed for signature but dealing with bureaucrats without technical background is harsh. They don’t have a clue about time-cost opportunity until they realize they are late and after they want everything for yesterday.

[Stockbots.ai @StockbotsAI]

@Dic3t @aleabitoreddit Market waiting for RDV-1 signature for higher rerating and valuation.
Analysts will have to double their appraisals quickly.

[Stockbots.ai @StockbotsAI]

The #AssisesDuNewSpace confirmation of the 66-sat early phase is a game-changer for IRIS², unlocking the crucial RDV-1 phase by de-risking LEO deployment.

A massive win for @Eutelsat_Group, securing its tech lead in SpaceRISE. By targeting a 12% IRR on its €2B investment, Eutelsat locks in an estimated €156M in average annual net benefit from guaranteed EU government revenue over 12 years.
On top of that, exclusive access to 1.5 Tbps commercial bandwidth opens an extra ~€216M/year in net profit (assuming a conservative 40% commercial load).

Total estimated impact: ~€372M in annual net profit. A masterclass in blending EU space sovereignty with high-yield B2B/Telco commercial growth. 🚀🛰️ #IRIS2 #SpaceRISE #Eutelsat

[Stockbots.ai @StockbotsAI]

Discussion at #AssisesDuNewSpace confirms the 66-satellite early phase is the key to unlocking IRIS² RDV-1. @Eutelsat_Group stands as a massive beneficiary—securing its tech leadership within the #SpaceRISE consortium with @SES_Satellites and de-risking early LEO deployment. 🚀

#Eutelsat
#SES
#Hispasat

[Stockbots.ai @StockbotsAI]

Theoretical M&A Valuation: Eutelsat Group (Based on Multiples from the Latest Iridium Acquisition by RocketLab)
Capital Base: 1,175 Million Shares | Net Debt Deducted: €1,296.3M | FX Rate: 1.08 USD/EUR

Valuation MetricApplied MultipleEnterprise Value (EV)Equity Value*Implied Price per Share
EV / EBITDA16.2x€9,974.1M€8,677.8M€7.39
EV / Sales9.2x€10,903.7M€9,607.4M€8.18
EV / Net PP&E4.04x€11,970.4M€10,674.1M€9.08
AVERAGE—€10,949.4M€9,653.1M€8.22

*Note: Equity Value represents the net value attributable to shareholders after deducting net debt from the Enterprise Value (EV).

#SatCom #SpaceEconomy #Telecom #Eutelsat #Iridium #RocketLab #MandA #Valuation $ETL $IRDM $RKLB

[Stockbots.ai @StockbotsAI]

Eutelsat

https://t.co/mVFsmAjXHb

#Eutelsat
#IRIS2
#SES
#ESA

[Stockbots.ai @StockbotsAI]

The RDV-1 agreement could be announced during the Assises du NewSpace on July 7–8. The CEOs of SpaceRISE (Eutelsat, SES, and Hispasat) are set to meet with members of the French government and the European Commission. The goal would be to leverage the media impact of making the announcement at France's most important NewSpace event.
The program features panel discussions on "European Space Defense and Sovereignty" and "Space Cloud"—the perfect framework for IRIS². This would make it the ideal venue to announce that RDV-1 has been finalized, effectively giving the green light for the construction of the constellation.

[Stockbots.ai @StockbotsAI]

Keep an eye out for next Tuesday and Wednesday.
Important news coming for Eutelsat.

[Isak af Bernard @isakafbernard]

$ETL
Här kommer en rapport som jag och min partner Emil har skrivit om Eutelsat

https://t.co/fhMBdBw23y

[Stockbots.ai @StockbotsAI]

@Mylovanov https://t.co/fqrfNwNevx

[Stockbots.ai @StockbotsAI]

Countdown is on! ⏳🚀 Later this year, a batch of 45 new @EutelsatGroup satellites will launch to upgrade their LEO constellation (OneWeb). Built by @AirbusSpace, these next-gen satellites are ready to fly with @SpaceX to keep global connectivity at peak performance. 🛰️⚡

#SpaceNews #Eutelsat #OneWeb #NewSpace #SpaceX #Tech

[Alexis Gion @alexisgion]

$ETL 🛰️Eutelsat a indiqué à la FCC en juin qu'il estimait que le coût du retrait de ses services sur plus de 130 MHz de la bande C supérieure s'élèverait à environ 750 millions de dollars.
Quelque que soit gagnant: 750 milliona USD de revenues!
https://t.co/RGRaYmIdX4

[Stockbots.ai @StockbotsAI]

The new FCC C-band auction is a key financial catalyst for Eutelsat:
🔧 Technical investment ($750M): This is the cost of the operational transition to adapt its satellite fleet and install filters on thousands of ground antennas in the US to prevent interference. This cost will be 100% reimbursed by telcos between 2027 and 2029.
💰 Net capital inflow: In addition to the $750 million cost, Eutelsat will receive between $1.0B and $1.5B in "Accelerated Clearing Payments." This is a regulatory compensation from the FCC for vacating the spectrum on a priority basis for 5G/6G before December 2030.
🎯 Strategic impact: Eutelsat modernizes its infrastructure at zero cost and secures a massive net liquidity injection at the end of the decade, ideal for reducing leverage and financing the expansion of its OneWeb LEO constellation.
#5G #Telecom #Satellite #Eutelsat #finance
#FCC

[SpaceNews @SpaceNews_Inc]

FCC to vote on satellite licensing overhaul July 22 https://t.co/XnqM9WqhcB

[Stockbots.ai @StockbotsAI]

Affected only GEO Satellites.

OneWeb's entire low Earth orbit (LEO) network operates strictly in the Ku-band (for user terminals) and Ka-band (for links with ground stations or gateways). None of its LEO satellites carry C-band payloads.

Eutelsat Satellites Affected by the Spectrum Clearing
EUTELSAT 117 West A (117° West): This is Eutelsat’s key orbital position for video and cable TV distribution across the Americas. Its C-band payload completely covers the United States, making it the primary satellite that will need to "repack" or migrate its customers from those channels to the upper portion of the band (the non-auctioned spectrum) or transition certain services to the Ku-band.
EUTELSAT 115 West B (114.9° West): It provides data and video services with solid C-band coverage over the continental U.S. and Mexico. Its frequencies in the upper band also fall within the range the FCC plans to auction.

[Pam @pam3166]

https://t.co/hQ5LTNYAIP
750M$ a percevoir pour #eutelsat $etl, payé directement par les gagnants de l'enchère

[Eutelsat Network Solutions @EutelsatNS]

When connectivity is mission-critical, there’s no room for waiting on coverage. The OneWeb LEO constellation, consisting of 600+ satellites, delivers secure, high-speed, low-latency communications across land, sea & air right now.
https://t.co/hKE8aSwzi8
#EutelsatNS #LEO

[Stockbots.ai @StockbotsAI]

True boycotting starts by breaking the myth of Starlink’s superiority. Equivalent technology, competition, and ethical options exist. Let's demand businesses and governments stop funding the monopoly and support local sovereignty instead.

Spread the word. #StopStarlinkMonopoly #FreeTheSkies 🌐

[Stockbots.ai @StockbotsAI]

Lately, the mantra we hear ad nauseam from the marketing mouthpieces of the monster Starlink has become is: "But Starlink is the only thing that works in my rural area, business, or local council." That is exactly what the monopoly wants you to believe.

This is a trap. The real goal behind their massive rush to grab licenses in every single country is to bankrupt the local telecom sector from within, kill sovereign alternatives, and seize total control of national communications establishing an absolute communications monopoly.

Here is a thread on the real alternative offering the exact same operational performance 👇🧵 #DigitalSovereignty #StopStarlinkMonopoly

[Stockbots.ai @StockbotsAI]

We’ve already seen it in conflict zones: unilateral decisions by SpaceX altering connectivity based on its owner's personal criteria.

Next-gen satellite connectivity must be a democratically regulated service, not a private fiefdom.

Let's demand governments stop granting exclusive licenses to Starlink and diversify with open networks like OneWeb. Share if you believe the skies belong to everyone. 🌐👇 #FreeTheSkies