toni

No investment advice, just a diary of my thoughts

[toni @dylan55917]

@yummyCenturyEgg Hard to see a scenario where $NN doesn’t get an NPRM though, which will certainly enrich shareholders

[toni @dylan55917]

@1_adoy $nn the thesis is not entirely driven by the experts. The experts simply serve the purpose of consulting on technical matters that are far too complex for a non-industry experts such as everyone with an opinion on this platform.

[toni @dylan55917]

@yummyCenturyEgg Interesting points for sure though $nn

[toni @dylan55917]

@yummyCenturyEgg $NN in other words, NextNav is a buy

[toni @dylan55917]

@yummyCenturyEgg $NN you admitted to this much in one of your substack articles. It’s not guaranteed they get the NPRM, but I’m more than willing to bet on it (if it was guaranteed, there’s no money to make, right?). Trust realistic scenario based analysis.

[toni @dylan55917]

@yummyCenturyEgg $NN I think you are approaching this too idealistically in my opinion. It’s hard for me to envision this current government not issuing an NPRM for NextNav. If the NPRM is issued, all $NN owners will make bank. It’s hard to see an outcome with no NPRM.

[toni @dylan55917]

@yummyCenturyEgg The FCC retweeted an article written by the CEO of NextNav this summer. False equivalency.

[toni @dylan55917]

@yummyCenturyEgg I wouldn’t use the word ‘itemized’…more like ‘mentioned’

[toni @dylan55917]

@yummyCenturyEgg *NPRM

[toni @dylan55917]

@yummyCenturyEgg $NN that’s not to say the NOI is some binding agreement, because it isn’t. But it is to say that if we have to bet on one terrestrial GPS backup to succeed based on the FCC’s actions, Next Nav is the clear favorite. If they get an NOI, you will make money

[toni @dylan55917]

@charles17larosa @Albie1228 @Vmaxpax $nn There is no way, in my opinion, that the FCC abandons solving this issue. They issued a comprehensive NOI earlier this year and have been doing the work ever since.

[toni @dylan55917]

@charles17larosa @Albie1228 @Vmaxpax $nn Given today’s events, it’s hard for me to see a future where @realDonaldTrump caves into the desires of China on this national security issue. I believe these China-backed lobbyists hold far less bargaining power compared to those on NextNav’s side.

[toni @dylan55917]

$NN be patient

[toni @dylan55917]

jaguars with the pick 6 and the trip 6 #nfl

[toni @dylan55917]

$NN expecting schedule to be released any minute now

[toni @dylan55917]

@charles17larosa Impossible to know for sure tbh

[toni @dylan55917]

@scamsweeper @sScCrRaAbBLLeE It’s a guess that I would bet my grandmother’s pension on

[toni @dylan55917]

@scamsweeper @sScCrRaAbBLLeE $nn nonetheless, the report should be considered in its entirety, and the point about Milken only being owed debt on the warrants and not equity is interesting. I plan to read and post thoughts later tn