https://connectivity.esa.int/projects/tawny-ddbf
EnSilica plc (London: ENSI) is the prime contractor here and the project definition phase has now been completed according to the recent update.
I do not know the contract specifics, however I expect like other recent space agency projects, any eventual intellectual property (IP) will be owned by EnSilica. IP for a multibillion dollar market where EnSilica is currently the only company with all the key terminal chips according to CEO Ian Lankshear in the recent FY25 results webcast.
Once again I cannot underline the market opportunity for EnSilica in this market and why I believe they are substantially undervalued in my opinion.
Why EnSilica is Worth Possibly 13x its Current Price (Updated)
byu/_DoubleBubbler_ ininvesting
And don’t forget opportunities in the satellite terminal market can run to the value of a hundred million as confirmed here…
https://www.reddit.com/r/DoubleBubbler/comments/1op6g7i/ensilica_a_great_fy25_webcast_and_the_100m/