LXS.DE: a 2028 sale it can force
Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.
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From X
Charles Frischer on X
$NN Some commentators on this board believe satellite companies have no interest in buying NN 900 MHz spectrum. I think this NPRM for space part 15 for 900 MHz implies the exact opposite is true. I believe satellite companies will show strong interest in NN spectrum.
Charles Frischer on X
@vdoubleux1 $NN While we would to have the NPRM already, I understand the company is working with full force towards that goal. CEO has long history of successfully navigating FCC approval process. This is not her first rodeo. She did this for years while working for Charlie Ergen.
Charles Frischer on X
@vdoubleux1 $NN The company will and does take calls from investors. This management team has delivered on all fronts. Purchased Telesaurus at a fantastic price, had the FCC do the public comment, had the FCC issue NOI and submit NPRM to OIRA for approval. I think CEO and her team are great
Laughing Water Capital on X
@FriendlyCapMgmt @thecontracap there have been some things i view as negative for $ANAB and some that are positive. but in my view in order to make this investment you have to focus on the future cashflows, not the trial.
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS
Charles Frischer on X
$NN Claiming that this will hurt NN's chances for an NPRM are just silly, not based upon the facts and fear mongering by a short focuses analyst. In think it is clear that the FCC sees the 900 Mhz band as important spectrum and is setting fair rules for all participants.
Charles Frischer on X
$NN I would like to see the company come out in full support of this NPRM. I think they would send the message this is good for NN, the country and consumers. Patience is being required but will be rewarded at the end of the process.
Investor Letters
All letters- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 AGX $4.9BTWST $9.6B
- Artisan Partners Q3 2026 CGNX $9.6BCOMP $7B
- White Brook Capital Third Quarter 2026 FUBO $902M
- Davenport Asset Management Q3 2026 ACM $7.6BBEPC $4.3B
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BNCLH $7B
- Rewey Asset Management 3Q26 MEC $362MUCTT $2.5B
- Hosking Partners Q3 2026 DHT $3.7BHAFN $5.4B
- Patient Capital Management 3Q26 NCLH $7BPGEN $2.3B
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