Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
“Lambda variant of COVID-19 a 'threat' to humanity, scientists say”
https://www.newshub.co.nz/home/world/2021/08/coronavirus-lambda-variant-of-covid-19-a-threat-to-humanity-scientists-say.html
Extremely Urgent: “A Doomsday COVID Variant Worse Than Delta and Lambda May Be Coming, Scientists Say:”
https://www.newsweek.com/2021/08/13/doomsday-covid-variant-worse-delta-lambda-may-coming-scientists-say-1615874.html
No problem. Wall Street is telling us that they want our shares. There’s still time for the spike.
Globalstar is a Gem.
“Wall Street does this because they’ve also identified the stock as being great. Banks and hedge funds have teams of brilliant analysts working for them. They have super computers. Algorithms. They have programmers with a genius-level intellect. Economists. Statisticians. They run calculations and projections. They are exceptionally good at finding great companies.”
https://www.griproom.com/fun/why-your-stock-is-always-red
Frenchy2016: You’re welcome. Qualcomm created Globalstar. Go to “History,” in the link: https://en.wikipedia.org/wiki/Globalstar
“The Globalstar project was launched in 1991 as a joint venture of Loral Corporation and Qualcomm. On March 24, 1994, the two sponsors announced formation of Globalstar LP, a limited partnership established in the U.S., with financial participation from eight other companies, including Alcatel, AirTouch, Deutsche Aerospace, Hyundai and Vodafone. At that time, the company predicted the system would launch in 1998, based on an investment of $1.8 billion.”
Don’t forget this; it’s really happening: https://investors.globalstar.com/news-releases/news-release-details/globalstars-band-n53-qualcomms-x65-modem/
HELLO! Globalstar/Qualcomm were in Satellites before Apple; If Apple is considering Satellites, then Globalstar is a Goldmine, because Globalstar is Satellites with Qualcomm. Apple doesn’t have any satellites. And Globalstar was, already in direct satellite communications. No Brainer!!!!
https://www.lightreading.com/mobile/5g/could-apple-sidestep-5g-with-satellites/d/d-id/756592
GSAT/NIO OS over 1.6 Billion = MOAS.
HI SHORTY: X65-ahead-of-China mmWave rollouts https://www.fiercewireless.com/tech/qualcomm-fetes-snapdragon-x65-milestone-ahead-china-mmwave-rollouts
Qualcomm-First 5G mmWave Connection/200 MHz Bandwidthhttps://www.qualcomm.com/news/releases/2021/07/25/qualcomm-completes-worlds-first-5g-mmwave-data-connection-support-200-mhz
When you realize what’s happening, then you’ll understand.
TSMC Plans To Build Advanced Chip Packaging Plant In US:
Chip manufacturers such as Intel Corporation (NASDAQ: INTC) and Samsung Electronics Co Ltd (KRX: 005930) are vying with TSMC with incorporating the most advanced of technologies into chip packaging.
https://m.benzinga.com/article/21529729?utm_referrer=https%3A%2F%2Fm.benzinga.com%2Farticle%2F22142045&utm_source=https%3A%2F%2Fm.benzinga.com%2Farticle%2F22142045
Apple Supplier TSMC Explores Making First EU Chip Plant In Germany
https://www.benzinga.com/node/22142045
Apple Supplier TSMC Plans To Build Advanced Chip Packaging Plant In US:
Chip manufacturers such as Intel Corporation (NASDAQ: INTC) and Samsung Electronics Co Ltd (KRX: 005930) are vying with TSMC with incorporating the most advanced of technologies into chip packaging.
https://m.benzinga.com/article/21529729?utm_referrer=https%3A%2F%2Fm.benzinga.com%2Farticle%2F22142045&utm_source=https%3A%2F%2Fm.benzinga.com%2Farticle%2F22142045
Redmi K50 & K50 Pro with Snapdragon 895:
$37.5 mil + Q2 compared to consensus = Easy Beat.
https://www.tipranks.com/stocks/gsat/earnings-calendar
https://www.nasdaq.com/articles/earnings-summary%3A-details-of-globalstar-inc.-q1-earnings-report-2021-05-06
-Earnings: -$36.33 million in Q1 vs. -$38.22 million in the same period last year. -EPS: -$0.02 in Q1 vs. -$0.02 in the same period last year. -Analysts projected -$0.02 per share -Revenue: $26.93 million in Q1 vs. $32.19 million in the same period last year.
https://www.reuters.com/companies/GSAT.A
https://investors.globalstar.com/news-releases/
July 14, 2021
Yorkshire Wildlife Trust Selects Globalstar SPOT Gen4 to Provide Tracking and Safety for Environment Researchers and Land Managers
July 1, 2021
Globalstar Announces Partnership With FocusPoint International Inc.
June 17, 2021
Globalstar SPOT Gen4 to Provide Tracking and Safety for Thousands of Adventure Travellers in 25 European Destinations
June 8, 2021
Globalstar SPOT Gen4 to Provide Tracking for Sailing and Extreme Land Races Worldwide
May 19, 2021
SPOT Partners With Desert Vets Racing
“remote learning during pandemic exposed a digital divide, disproportionately affecting students of color and those from low-income households.”
https://www.axios.com/fcc-5g-midband-milimeter-spectrum-digital-divide-ee591e73-53be-4cf9-8818-f43bdb8d1976.html
$37.5+mil this Q compared to $26.9mil last Q. Get ready!!!!
THEY ARE SCAM ARTISTS: https://www.investopedia.com/ask/answers/06/brokerandmarketmaker.asp
“The spreads between the price investors receive and the market prices are the profits for the market makers. Market makers also earn commissions by providing liquidity to their clients' firms. Brokers and market makers are two very important players in the market.”
https://www.investopedia.com/ask/answers/selling-bear-market-does-your-broker-buy-your-shares/
“As discussed above, many brokers are just trading facilitators. They don't take a position opposite to your orders. Market makers do take the opposite side of a trade, and they may act as a buyer if you are a seller or vice versa. Some firms that offer brokerage services are also market makers.”
Read: https://www.investopedia.com/ask/answers/06/brokerandmarketmaker.asp
“The spreads between the price investors receive and the market prices are the profits for the market makers. Market makers also earn commissions by providing liquidity to their clients' firms. Brokers and market makers are two very important players in the market.”
https://www.investopedia.com/ask/answers/selling-bear-market-does-your-broker-buy-your-shares/
“As discussed above, many brokers are just trading facilitators. They don't take a position opposite to your orders. Market makers do take the opposite side of a trade, and they may act as a buyer if you are a seller or vice versa. Some firms that offer brokerage services are also market makers.”
LINK: MUDRICK CAPITAL IS MANIPULATING GSAT: https://www.bloomberg.com/news/articles/2021-06-11/mudrick-s-amc-bet-backfires-after-meme-frenzy-wrecks-hedges
LINK: Snapdragon 895/X65 in Samsung phones: https://5gmobilephone.net/list/snapdragon-895-phones/
“One Plus 10,” “One Plus 10 Plus,” “Samsung Galaxy S22 5G,” “Samsung Galaxy S22 5G Plus,” “Samsung Galaxy S22 Ultra 5G,” etc.
Link: Snapdragon 895/X65 SAMSUNG Phones: https://5gmobilephone.net/list/snapdragon-895-phones/
“Snapdragon 895 is the upcoming flagship mobile processor from Qualcomm. Here you will find all Snapdragon 895 powered phones along with their complete specifications.”
Xiaomi Mi 12 will be first smartphone with Snapdragon 895: https://technave.com/gadget/The-coming-Snapdragon-895-chipset-will-be-on-Xiaomi-Mi-12-23529.html
LINK: “Snapdragon 895 features features 4nm Kryo 780 cores, a Snapdragon X65 5G modem, Adreno 730 GPU and more.” https://www.news18.com/news/tech/qualcomm-snapdragon-895-to-ditch-samsung-use-tsmc-cores-to-fix-overheating-in-snapdragon-888-3810857.html
GSAT LISTED ON RUSSELL 3000: https://content.ftserussell.com/sites/default/files/russell_3000_index_additions_-_2021.pdf
NEWS LINKS: SM8450, MOTOROLLA, LENOVO APPLE & MORE: https://www.gsmarena.com/qualcomms_snapdragon_888_successor_detailed_4nm_process_and_x65_modem-news-49459.php
“Qualcomm’s Snapdragon 888 successor detailed, 4nm process and X65 modem”
https://www.notebookcheck.net/Qualcomm-SM8450-Lenovo-confirms-plans-for-phones-based-on-the-Snapdragon-888-s-successor-already.543265.0.html
“Several specs for the SM8450, Qualcomm's purported next generation of flagship chipsets for mobile devices, have emerged quite recently. Not long afterward, a Lenovo executive has reportedly confirmed that the OEM will develop phones based on this SoC, to be sold under its brand as well as that of Motorola.“
Link: Morgan Stanley Bought 2588% More GSAT: https://fintel.io/so/us/gsat/morgan-stanley
Link: Everything Cramer Said Is Happening: https://www.cnbc.com/2014/07/01/cramer-mother-of-all-speculative-stocks.html
“Globalstar has petitioned the FCC for permission to use their spectrum for terrestrial low power service such as WiFi hot spots. Currently the request is under review, but because the request hasn’t raised any serious opposition, I think it’s extremely likely that they get a favorable ruling.”
If Cramer is right, and Globalstar gets a favorable ruling, “the company’s spectrum alone would be worth several billion dollars,” Cramer noted. That alone should buoy shares, but Cramer can foresee a number of potential scenarios subsequently developing, all of which, he thinks would unlock even more value.
1. “I can see Globalstar partnering with wireless carriers like AT&T and Verizon, allowing the carriers to use their WiFi channel as a substitute for mobile service”.
2. “Globalstar could also make deals with the cable companies to install their routers in various cities and offer customers guaranteed access to a high-speed private WiFi network that would be citywide, and then perhaps nationwide.
3. “They could strike a deal directly with the handset makers; all you’d need is an app to use Globalstar’s theoretical network on your phone. They already do this with Apple for their satellite business.”
4. “In the wave of a positive FCC decision, I could see Globalstar catching a bid from one of the big internet titans. We know Google recently revealed a plan to launch 180 low-earth orbit satellites that will take five years to deploy. Globalstar could give them a head start along with some terrific spectrum. ”
News: Globalstar n53 5G mmWave X65 Support
Ookla Speed Test: 16 times faster: “5G mmWave connectivity speeds on commercial devices is 16 times faster than 5G operating solely in sub-6 GHz frequencies, according to Ookla Speedtest Intelligence data.”
https://www.eetasia.com/ookla-speedtest-5g-mmwave-speeds-16x-faster-than-sub-6-ghz/
“The recently announced Snapdragon X65 Modem-RF System will further extend 5G mmWave with new capabilities such as 10Gbps peak speeds and mmWave/sub-6 GHZ spectrum aggregation using dual connectivity for further enhanced performance.
“Our end-to-end modem to antenna solution brings together all the key 5G breakthroughs to optimize 5G connectivity using the massive bandwidth of mmWave,” said Durga Malladi, senior vice president and general manager, 4G/5G, Qualcomm Technologies. “With almost every major OEM offering 5G commercial devices globally, we’re playing a critical role in enabling 5G to live up to its promise of speed and power. This not only redefines the smartphone experience, but also paves the road for endless possibilities, including the further expansion of 5G into fixed wireless access, 5G private networks, compute, XR, and Industrial IoT.”
Qualcomm Technologies will further showcase how 5G mmWave is delivering state of the art user experiences at the Qualcomm 5G Summit, to be held May 19–20.”
READ CAREFULLY; CALCULATE, BE CONFIDENT: https://www.businesswire.com/news/home/20210303005894/en/Globalstar-Announces-2020-Financial-Results-and-Business-Update
“The bear thesis on Globalstar has been some combination of a not wide enough terrestrial spectrum band, low power levels, underperforming satellite business and balance sheet risks. But our recent announcements of milestones hit over the last few months deliver against each element of this thesis. The announcement of Nokia’s work with Tideworks and Band 53’s inclusion in major 5G chipsets provides more concrete evidence that there are current use cases for our spectrum resource. The Ceres Tag announcement is another example, like the SPOT franchise before it, to address the underperforming satellite business narrative. Other near-term opportunities will address any remaining satellite performance arguments. Lastly, as the equity market begins to reflect more of the value we have long seen, the balance sheet risks continue to diminish, allowing investors to more comfortably see what we are developing.”
The Company is aggressively commercializing Band 53 globally and expects to close many revenue generating opportunities both in the US and in other approved countries in 2021. Management looks forward to sharing those wins as they are completed. Opportunities in 2021 are likely to remain in the transportation, logistics, oil and gas or mining sectors but the Company looks forward to reaching broader markets as the new 5G modem is deployed. The recent successes of Anterix’s private networks deals, CBRS and the C-band auction have all combined to highlight the value for spectrum, especially licensed spectrum, and Globalstar looks forward to deals and deployments in a similar fashion. https://urgentcomm.com/2021/01/05/anterix-signs-900-mhz-spectrum-lease-with-utility-ameren-expects-more-deal-in-near-future/
While commercialization efforts have picked up, the Company is still proceeding with multiple regulatory efforts around the world. Today, the Company’s terrestrial authorities cover 730 million people with 9.1 billion MHz-POPs and we expect to continue to add more approved countries. The Company is also developing other regulatory strategies to further increase the value of Globalstar’s other spectrum bands and satellite resources after successfully “terrestrializing” Band 53 in Canada, Brazil, Kenya and South Africa in roughly the last year.
NOTE: Globalstar is covering 9.1 Billion MHz POPS, above paragraph. And we know that the Qualcomm lease is for global application. Now calculate the leasing costs of 2.4GHz and 2.5 GHz spectrum below: GLOBALSTAR MADE BIG MONEY!!!!!!!!
Look at pages 7 and 10 in the link, below, to find leasing prices / MHz POP for spectrum; Then do the math.
https://www.nctatechnicalpapers.com/Paper/2019/2019-mid-band-spectrum-opportunities-and-challenges/download
5G era architecture - based on 3GPP release 15 https://shalaginov.files.wordpress.com/2020/08/exfo_reference-poster_full-network-5g_v1-en.pdf
ETSI TS 138 104 V16.4.0 (2020-07)
TECHNICAL SPECIFICATION
5G;
NR;
Base Station (BS) radio transmission and reception (3GPP TS 38.104 version 16.4.0 Release 16)
https://www.etsi.org/deliver/etsi_ts/138100_138199/138104/16.04.00_60/ts_138104v160400p.pdf
NR frequency bands for FR1 38.104 (Rel 17 Mar 2021)
https://www.sqimway.com/nr_band.php/
Qualcomm had a “MONSTER 5G QUARTER.” GET READY
Here’s the reality: Qualcomm is a $140 billion + MC company. Went from $133/share to $144/share in 5 days with, yesterday’s ER. And QCOM reported revenue from RF modem sales by percentage increase against MC. That’s an $11.00 increase for a large cap, selling our N53, included. I wonder what the MHz POP estimation is in terms of “free money?” This looks really good.
“This quarter, Qualcomm projects $7.1 billion to $7.9 billion in sales, compared with analysts' projected $7.12 billion, according to FactSet.
Patrick Moorhead, president of technology-industry analysis firm Moor Insights & Strategy, called Qualcomm's results a "monster quarter."
"It's not just digital modems, its smartphone analog RF (+39%), automotive (+40%) and an eye-watering 71% growth in its IoT business," he wrote Wednesday.”
SPECTRUM LEASE REVENUE SCENARIOS:
“Globalstar, Inc. (NYSE American: GSAT) today announced that it has obtained terrestrial authorizations in Canada, Brazil and Kenya. These three countries represent an additional covered population of 300 million and 3.7 billion MHz-Pops, bringing the Company’s total terrestrial authority to over 9 billion MHz-Pops and coverage of a total population of approximately 700 million.
Mexico would fully unify Band 53 support throughout North America and add another 1.5 billion MHz-Pops”
Canada, Kenya and Brazil:
9 billion MHz-Pops
Mexico:
1.5 billion MHz-POPS
@ $0.05 / MHz POP $500,025,000.00
0.10 / MHz POP = $1,050,000,000.00
$0.15 / MHz POP = $1,500,000,000.00
Scenario Figures based on following links and Globalstar Press releases:
http://bcpsagenda.browardschools.com/agenda/01006/Item%20II-1%20(17099)/SUPP_DOCS/Exhibits/Doc3.pdf
https://www.commlawblog.com/2013/07/articles/unlicensed-operations-and-emerging-technologies/the-financial-side-of-ebs-spectrum-leasing/
https://apnews.com/press-release/business-wire/business-technology-brazil-products-and-services-government-regulations-a9b2a000457e4b7e8ca1b07108706e10
GSAT, n53, REVENUES WILL BE HUGE: $1,380,000,000 is just for starters. This figure is based on a standard example at .10/MHz POP, including some Globalstar deals indicated in press releases.
The estimate, above is derived from a similar example in the informative paper, linked below. The Qualcomm modem will be used by many devices, globally. Therefore, the .10 used in my example is low, depending on the intrinsic terms, negotiated between Globalstar and leasing parties, corporate and continental. A high revenue tally is very promising, however, for n53 leases.
http://bcpsagenda.browardschools.com/agenda/01006/Item%20II-1%20(17099)/SUPP_DOCS/Exhibits/Doc3.pdf
https://www.commlawblog.com/2013/07/articles/unlicensed-operations-and-emerging-technologies/the-financial-side-of-ebs-spectrum-leasing/
VIDEO: BYE SHORTS-PIVOTAL WORKING WITH GLOBALSTAR:
BYE, BYE SHORTS: KEY WORDS - - “SMALL CELL DENSIFICATION.”
1). https://investors.globalstar.com/news-releases/news-release-details/globalstar-announces-3gpp-approval-band-53-5g-band/
“5G networks will increasingly rely upon high-density small cell deployments. What is needed for the spectrum inventory is a band with advantageous propagation qualities that can be devoted entirely to small cell use which Band n53 can provide. Band n53 can also act as a traffic channel or as an anchor for other licensed or unlicensed bands in 5G networks, allowing rapid and economical deployment of a licensed spectrum band.”
2). https://www.nokia.com/blog/case-globalstar-6-ways-leverage-spectrum-asset/
“Nokia’s Network Planning and Optimization (NPO) team conducted a small cell network study of Globalstar’s 2.4 GHz spectrum as compared to a similar HetNet network in 2.1 GHz. The study proved the versatility of Globalstar’s spectrum, showing that operators with a small cell network could benefit from Globalstar’s clean spectrum, while those without small cell networks could benefit from its huge capacity.
In our study, Globalstar’s spectrum outperformed outdoor small cell deployments by 20%, while requiring 33% less infrastructure. For indoors in an urban office environment, we were able to deploy approximately half the access points required since the band has no interference from macro towers operating in the same frequency.”
6 ways to monetize & maximize the spectrum
A. Lease the spectrum to incumbent operators – This provides extra capacity for operators and uses their own RAN equipment and services. Operators can use clean spectrum without incumbrance and it supports standard capabilities like Carrier Aggregation, roaming and redirection. For Globalstar, this is a simple revenue model without any operational burdens.
B. Dedicated in-building small cell spectrum – The analysis clearly shows the difficulties presented by macro interference to small cell deployments. Offering a dedicated, clean spectrum band would dramatically improve the performance of these HetNets and significantly reduce the cost to deploy them. Globalstar could lease the spectrum to one carrier nationwide or carriers in geographic regions that wanted to reduce the strain on their expensive macro tower infrastructure.
C. Use the spectrum as a satellite service enhancement – By deploying RANs in Globalstar’s high use areas, such as air terminals, shipping ports, military bases or cargo handling facilities, Globalstar can both provide satellite offload and support high data rates and advanced applications. Enhanced services are provided to customers where they normally congregate, and for these customers there is a layer of satellite redundancy in the event of disruptions in terrestrial networks.
D. Lease spectrum for private LTE systems to non-carriers – Cable companies are increasingly interested in pursuing wireless services themselves. Globalstar’s spectrum provides an opportunity to add a private LTE network on top of their dense cable plant. Alternatively, as the in-building networks are further developed there may be an opportunity to include Globalstar’s band as a private LTE service on top of neutral host models.
E. Directly provide private services to enterprises – By offering private LTE systems directly to enterprises, Globalstar provides spectrum, equipment and services to end user customers, which provides direct control over the user experience and maximizes private LTE system revenue opportunities. These deployments of Globalstar’s spectrum could be done while several of these other options are pursued simultaneously.
F. Mass market product enablement licensing – Globalstar could license spectrum to ODM manufacturers for use in mass market. This would include unrestricted use and products distributed globally. This option could address the Internet of Things or Connected Car markets.
No matter what Globalstar decides to do, Nokia will be there to partner with them – in the U.S. and around the world. We are also lending our support to the 3GPP standardization process and equipment manufacturing enablement, which are critical for the spectrum’s success.
3). https://pivotalcommware.com/2021/03/10/globalstars-parent-company-slowly-stirs-5g-assets/
“ Pivotal has been working closely with Verizon, which is aggressively deploying 5G using mmWave spectrum, but it's also eying other spectrum bands. Pivotal CEO Brian Deutsch said in a press release that the company plans to expand beyond mmWave spectrum and to other bands, including Band 53 and the C-band.”