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Greenlatern

02/16/20 12:30 PM

#570 RE: INTL #569

Thank you

hat12trick

02/17/20 2:28 PM

#572 RE: INTL #569

I think at this point actual earnings numbers will take a back seat to any news flow regarding path forward on C-band, auction, incentives to satellite providers, back & forth between FCC and Congress, etc. Any "final" resolution on that will be most helpful.

That said, it looks like we're expecting around $500M for Q4, and around $2B revenue for 2019 (rough numbers). I would hope by now these numbers are baked in, but could see sometime type of knee-jerk reaction I suppose.

And the stock is currently trading at ~$446M market cap.

Assuming the proposed FCC plan moves forward, I really don't see the debt being insurmountable. And/or they would be a prime takeover candidate given the $2B annual revenue, current infrastructure/customers, access to C-band, etc.