Oct. 25 at 2:56 PM
$GSAT $IRDM Ok now that I also own Iridium (my timing was terrible). I realize it would be difficult for anyone to acquire irdm due to DOD contracts, national security, etc. I think IRDM might be one that survives and thrives as their own vertical… but in this crazy political environment, it is possible Kuiper as the parent would be approved.
However, Globalstar is clearly the crown jewel here. In the end, after all the consolidation, it will be Kuiper and SpaceX proving the D2D services and IOT and PN etc. If SpaceX were to acquire GSAT. That is a knockout punch to Kuiper. Apple would cooperate with SpaceX etc. Kuiper and Apple know this (as I can’t be the only one) and I see N53, XCOM hugely complimentary to what AWS (customer of future Kuiper to provide services) and Apple/Kuiper know they need GSAT to compete against SpaceX. Amazon will buy GSAT. Just a matter of time, but soon I think. Makes all the sense, Occams Razor.
