Sir Tys

[Sir Tys @SirTys]

@spacanpanman Also, “we will provide speeds of hundreds of Mbps”…. That’s clearly 200 plus!

[Sir Tys @SirTys]

@spacanpanman “Contracts in place to launch “ 🚀

[Sir Tys @SirTys]

@PK_Fund Agreed, but it’s still cheap at 0.9%

[Sir Tys @SirTys]

@DTathletic Where’s the outrage at them doing this with 115 separate instances of them breaking financial rules to gain an unfair advantage over the other teams.. it’s horrendous how your industry just ignores this.. you should be campaigning for them to expelled from the premier league

[Sir Tys @SirTys]

@SylentTrade And if we think they can fill their capacity with such customers - then their margins explode

[Sir Tys @SirTys]

@endless_frank @Reformed_Trader @thekookreport The $1billon covers up to half the cost of the build. Does the JV cover the other half? Or does AST produce at its own cost on behalf of the JV negating the need for Rakuten to pay. Rakuten agree to remove their Japanese exclusivity - AST fund their share.

[Sir Tys @SirTys]

@spacanpanman Rakuten raised approx $400mio from their recent share sale. Assumed to pay down their debt. JV with AST on 50:50 terms with Japan Gov putting in $1bio.. AST raised $1bio in Feb relatively out of the blue
wth no specific purpose stated at the time.. back of envelope, all adds up.

[Sir Tys @SirTys]

@Ankaman616 Highly doubt there isn’t significant movement and plans afoot behind the scenes which be duly announced once project sequencing allows

[Sir Tys @SirTys]

@endless_frank @TheRealWolfff I think it may run into regulatory issues in terms of creating a monopoly. FCC have made repeated statements on how they value competition

[Sir Tys @SirTys]

@Reformed_Trader @kingtutcap Holy grail combo - tech analysis combined with fundamentals of the company

[Sir Tys @SirTys]

@AcademyScoop Feels akin to Liverpool getting Fabhino from Monaco

[Sir Tys @SirTys]

@AdamJoseph Reminds me of Liverpool getting Fabinho from Monaco

[Sir Tys @SirTys]

@UtdDistrict @diarioas @selecaoportugal Trent 🔁 Dalot?!?!?!

[Sir Tys @SirTys]

@Willow1628 @MWM76 I thought Scott presented the elevator pitch in relation to the financials very well

[Sir Tys @SirTys]

@MWM76 Value of their assets (spectrum (even leased given length), IP, cash, signed contracts provides a floor value at or around current levels - certainly within $15 or so. Compare that to a potential upside of $2600 and a $trillion valuation.. risk reward insane at these levels

[Sir Tys @SirTys]

@MWM76 And again confirming (he did same on earnings call) that we’ve been working the the government on this for five years… also interesting nugget today they suggested they could build government only sats… I know current ones are dual use - but that would make sense for major deal

[Sir Tys @SirTys]

@MWM76 They confirmed on the last earnings call they expect government revenue annually to be in the billions with an “s”… they are speaking confidently about this - Scott today again talking about Golden Dome and the budget for it with the urgency for it

[Sir Tys @SirTys]

@AlexfromBabylon I loved him! He cares… it comes across

[Sir Tys @SirTys]

@SpacBobby @thekookreport Consistent with management expressing their expectation for billionS in revenue from government contracts during the last earnings call