May. 22 at 12:56 PM
$GSAT
The FCC reaffirmation likely made GSAT’s MSS spectrum even more strategically valuable, but also reinforced how difficult it would be to replace. Any competing bid now would likely require a massive premium along with years of FCC scrutiny, merger litigation risk, and regulatory complexity.
As much as I would love to see a higher bid, I still think people underestimate how much infrastructure SpaceX already controls. They already dominate launches, constellation scale, manufacturing, deployment cadence, and sat broadband. MSS and D2D are important, but SpaceX already has its own framework moving forward at light speed.
I still believe GSAT’s assets were strategically undervalued for years.
