5g rollout to this administration is very important. The sat leassees can throw a box of wrenches into the props anytime they want. Follow their c-band alliance, they don't mince words about not losing this pay day. Worst thing that can happen here is billions in cash infusion to pay down their D- rated bonds and free satellites from the gov to keep their bandwidth.
This company used to be toast, but they shot the ground and found oil on their land..
All posts are opinions. I only take long positions on securities. Not a professional by any stretch.
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