Interesante esto:https://youtu.be/g41ZWeHuWnY?si=jnkafPi1OARYH-T5https://youtu.be/G5HBu3-I-A4?si=zqEZ9M9SHspm9SqkInteresantes los puntos de este comentario en SA: I see a few critical gaps that if considered would likely move the rating to Buy.>Extreme Technical Superiority! (and IP)>ASIC chips completed (announced 1 hour ago)>Launch Date Announcement 1 to 2 months>Launch in 2 to 4 months>Google Funding and collaboration>$9 billion in Rural funds for Broadband>FCC rules practically written to fit ASTS>First Net funding>MNO funding if follow ATT& lead would be $10 to $20 million each. There are 40+ under contractI'm tired for now but few more points to go...ReplyLike(10)Liked By Analyst@RickinMiamiContinued:>Contract with DOD via Fairwinds>Revenue from Test satellite and upcoming 5 BB1>Building 6 to 7 satellites/month by start on 2025>Plan US and GLOBAL continuous coverage with 200 Satellites>GLOBAL continuous coverage by 2027>Only low latency true 5G broadband option D2DTired again, will be back later....
Interesante análisis sobre todo por los comentarios... Terran Orbital's Financial Juggling: Rivada Agreement, Cash, Covenant Compliance (LLAP) | Seeking Alpha