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To recap who these guys are...

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Intelsat Introduces First-of-its-kind “FlexMove” Managed Service for Ubiquitous Land Mobile Connectivity Business Wire - 2/18/2020 8:20:00 AM
Statement of Ownership (sc 13g) Edgar (US Regulatory) - 2/14/2020 1:02:41 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/12/2020 4:17:41 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/12/2020 4:16:14 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/12/2020 4:13:35 PM
Intelsat Announces 2019 Fourth Quarter and Full-Year Conference Call Business Wire - 2/12/2020 12:00:00 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 2/7/2020 7:09:30 AM
Intelsat Responds to Remarks of FCC Chairman Ajit Pai in C-Band Proceeding Business Wire - 2/6/2020 1:40:00 PM
C-Band Alliance Responds to Remarks of FCC Chairman Ajit Pai in C-Band Proceeding Business Wire - 2/6/2020 1:40:00 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 2/4/2020 6:29:09 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 2/4/2020 6:22:51 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 2/4/2020 6:21:46 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 2/4/2020 6:20:44 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 2/4/2020 6:18:23 PM
Maxar Technologies Will Build Next-Generation Intelsat Epic Geostationary Communications Satellite with NASA Hosted Payload Business Wire - 2/3/2020 6:00:00 AM
Intelsat Bonds Fall on Fears Over FCC Auction Plan Dow Jones News - 1/30/2020 1:45:00 PM
Credit Markets: New Bond Sales Set Fast Pace In January -- WSJ Dow Jones News - 1/25/2020 3:02:00 AM
Hunt For Yield Boosts Corporate Bond Sales and Prices--Update Dow Jones News - 1/24/2020 4:55:00 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 1/24/2020 4:06:25 PM
Hunt For Yield Boosts Corporate Bond Sales and Prices Dow Jones News - 1/24/2020 1:00:00 PM
DirecTV Satellite Operated by Intelsat Had 'Major Anomaly' -- CNBC Dow Jones News - 1/23/2020 7:47:00 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 1/10/2020 4:32:55 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 1/10/2020 4:27:21 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 1/10/2020 4:16:24 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 1/10/2020 4:15:51 PM
zc182   Saturday, 01/04/20 11:38:22 AM
Re: None
Post # of 573 
To recap who these guys are...

From Their Website:


Investor Overview
Company Profile
We operate the world’s largest satellite services business, providing a critical layer in the global communications infrastructure. We generate more revenue and more EBITDA, operate more satellite capacity, hold more orbital location rights, contract more backlog, serve more commercial customers and deliver services in more countries than any other commercial satellite operator. We provide diversified communications services to the world’s leading media companies, fixed and wireless telecommunications operators, data networking service providers for enterprise and mobile applications, multinational corporations and ISPs. We are also the leading provider of commercial satellite capacity to the U.S. government and other select military organizations and their contractors.

And a billion dollar market cap? For comparison, Snapchat has a negative 1.2 billion operations (don't think they are paying off SATELLITES IN SPACE, what do they do, update their app?) and 90% higher float vs. Intelsats -500m operations. It just doesn't make sense for Intelsat to be where it is. This is a massive tree shaking imho.

"World's largest satellite services business"

Straight from Wikipedia..." In May, the company announced it would be purchasing four new high-performance Boeing EpicNG 702 MP satellites."

They don't just trade services and not even the FCC can just 'take them out'. So even if the public auction goes through, awe they only get the lions share of the pie being the largest operator.

I am trading Jan. 2021 options like I expect a 10b market cap or a bandwidth buyout by the cell companies. Why don't ATT, Verizon, Sprint just make their own C-Band alliance and spend the One B to just own the rights?

Tricky stuff.

All posts are opinions. I only take long positions on securities. Not a professional by any stretch.
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