Laughing Water Capital on X
NN’s low-band spectrum could gain value as Apple pursues satellite-to-phone service and seeks greater control over its satellite network.
X
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NN’s low-band spectrum could gain value as Apple pursues satellite-to-phone service and seeks greater control over its satellite network.
$NN has sought engineer-to-engineer collaboration with its opposition for roughly 18 months, but the opposition has declined to engage in testing.
Neonode says moving toll-system spectrum by a few MHz would cost tens of millions, while camera-based AI already handles half of toll reading.
RFID spectrum policy faces a dispute over why U.S. users need 28 MHz when Europe and Japan use 6 MHz and China uses 5 MHz.
NextNav says industry engineering and valuation professionals consider its spectrum clean, rebutting criticism of the asset’s quality.
NN’s spectrum assets are likely valuable, despite a bearish view based on a selective reading of the company’s prospects.