Sep. 4 at 4:02 PM
$NN The sharp run up in the stock price in recent FCC agenda cycles were all false indicators for our NPRM approvals. By the same logic, is it fair to argue that the anemic stock performance over the last 2 months reflects nothing about the timing of, or likelihood of, our NPRM? In other words, even if the share price is in the
$15-
$16 range on Tuesday, does that mean our hopes for a September NPRM are lost?
Lets think about it -- SpaceX, WIA endorsement are material positives, and Carr can't ignore Musk. Congressional opposition is now irrelevant with Congress adjourning in mid-Sept until after the election -- the Womack amendment is dead. A draft NPRM has been in circulation since March. The OIRA process was engaged in March by Carr and the various agencies have had 5 months to process the decision... Frischer says the smartest guys in the room think Sept and Oct FCC meetings are "live". I think the table is set here folks... What are we detekting out there?
