Negligible Capital on X
If I wanted to buy a traditional telco like $VZ $T or $TMUS I'd probably post something like this to crush terminal value for a year or 2 then move in https://t.co/lxEl3f1IBL https://t.co/HEYcNFl7Uq
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Charles Frischer on X
@sScCrRaAbBLLeE Fantastic news for $NN. Wasn’t there somebody on X saying satellite companies would never buy low band. Comp is around $2 per pop. Our spectrum is also better.
Negligible Capital on X
So $NN, $VSAT and $ATEX are now all just inevitable takeouts, no?
Cluseau Investments on X
I hope $T and $VZ continue getting this attitude adjustment. Guys have more line items in their bill than a hospital
A Capital on X
Is Starlink Mobile impact on $VZ $TMUS $T perception vs. reality given the actual buildout requirements (capex, timing, etc.)? 🤷♂️ https://t.co/1BE8NqSufn
Laughing Water Capital on X
@MPORielly @FierceNetwork_ 2/2) Elon knows that this is not enough. He wouldn't buy one shoe unless he thought the next shoe would soon be available. That is $NN. Just based on how much mkt cap $VZ and $T are down, they should want it too if only for defensive reasons.
Laughing Water Capital on X
@MPORielly @FierceNetwork_ 1/2) clearly not enough low band to stand up a MNO. https://t.co/Am2muUazRE This is the equivalent of buying only one shoe. It doesn't do the job. Theoretically that makes $VZ, $T etc more motivated to participate in a bidding war for the next piece of available low band $NN
SG on X
let me be the curmudgeon and point out that these announcements by Elon often don't proceed at quite the pace that the market expects. FSD, solar roof tiles, etc... placing some stinkbids in the overnight for $VZ $T. https://t.co/Uyt8txNAb9
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Charles Frischer on X
$NN I understand we have strong support at key administrative levels but I believe they want to wait until after midterms. They don’t want any distractions before midterms. After midterms, full steam ahead.
Charles Frischer on X
$NN Given market trading, I assume NPRM won’t drop today. I think given the political nature of the opposition, Dec meeting post midterms looks most likely right now.
Maj Soueidan on X
My new hunting multibaggers warpath “call”… 🇲🇽 .. we’re coming for you! You can’t hide forever… $PPIH $SIF $RFIL https://t.co/YqWrMmzpd9
A Capital on X
@SurfShopCapital $ASTS 🚀
Raging Capital Ventures on X
@TarekAntaki I bought $CHTR stock today as well, Godspeed!
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Ian Bezek on X
@aurelius28 It's not quite as levered as $CABO ;) https://t.co/zzah5S16Ll
junkbondinvestor on X
Cable One's ($CABO) unsecured debt is trading under 30 cents. Its 1L TL is under 80. This is a company that was ONCE valued at $13bn+ and now has a measly market cap of <$100mm. Part of the reason (besides the whole sector being in shambles)? It owes GTCR an est. $480mm for the rest of MBI, a cableco whose price was locked in at the TOP of the cable cycle. That payment was due yesterday. This morning, they announced a 1-week extension and disclosed that they're in advanced financing talks with GTCR, PC lenders, and "certain" existing lenders. Here's what I think it means for the existing debt as well as equity and what could happen next https://t.co/YPGbd0gSjx
kab60 on X
@aurelius28 @fundingregime $CHTR comparison doesn't make much sense imo. CHTR faces massively increased competition, high (detrimental) margins, no sticky contracts+capital intensive. Debt would take a decade to pay off if status quo. FIS could pay off its debt in ~5-6 years, changes are glacial.
Convequity on X
A bit of surpsied to see OpenAI Dot's VM spec is so low: CPU: 9 visible logical CPUs; host reports AMD EPYC 9V74 at ~2.6 GHz RAM: 9.7 GiB total, ~8.7 GiB available; no swap Storage: 32 GiB workspace filesystem, ~30 GiB free Also uses Cloudflare $NET network as egress like Grok Bot does but the computer spec is so much lower than Grok Bot. Maybe OpenAI is just more resource constrained vs. SpaceX given a much bigger user base. The demand for traditional compute, networking and storage will grow crazy as more people start to adopt this cloud agent architecture.
KEDM.com on X
TIM Brazil $TIMS3.BZ / $TIMB will be buying back ~55m shares over the next 18 months. Not a huge buyback (2.3% of s/o), but this one is notable because s/o have been roughly stable since, what, 2014? Also, the stock is down 40% from ATH over the past few months while TIM keeps growing. We saw something very similar in 2024 (the price action, not the buyback), with the shares moving +100% the following year.
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Maj Soueidan on X
Why $RFIL today is not the same RFIL of a few years ago… https://t.co/gklf6zbNOF
Laughing Water Capital on X
@darkstarsats fair point - the difference however is that my statement is provably correct (even you agree that low band makes mid worth more), & we know that FCC supports $NN b/c of the draft NPRM. ipso facto there is in fact a readthrough for $NN, despite your declaration otherwise.
