Jul. 11 at 8:41 AM
$ECHO The DIP: Generational value buy or a dangerous value trap?
The Bull Case:
Parent company is not liquidating.
$40B in signed deals with AT&T & SpaceX are already FCC approved.
Prepackaged Chapter 11 means a fast exit by late Q3.
Deutsche Bank target sits at
$143.
The Bear Case:
Massive debt wall.
Hughes subsidiary is already scrambling for cash ahead of August deadlines.
CEO resigned.
If the bankruptcy court hits administrative delays, the 12-month deal clocks could run out.
Ultimately, this is a high-stakes waiting game. If the cash hits, it flies. If delays drag out, the risk intensifies. Watch the Q3 court filings closely. 👀
