For what seemed a particularly strong earnings presentation given the financial year 2025 results announced today (with the share price currently up almost 5% despite the conflict in the Middle…
Double Bubbler Portfolio Allocation (31st January 2026)
In case anyone is curious this chart shows the current approximate split of our ‘more adventurous’ capital allocated to Double Bubbler investments. This was based on closing market prices and…
EnSilica: Joining some dots towards a hundred million opportunity in satellite user terminals!
After the very positive half year trading update for EnSilica (London: ENSI) last week I have been spending a little time digging into the chip design opportunities EnSilica may be working on…
SES S.A. Satellites: J.P. Morgan resumes coverage with Overweight rating on cash flow potential and €10 price target!
Current share price €5.52. As I have been saying similarly for a while now… ’The firm highlights a potential catalyst in the Federal Communications Commission’s recent vote to auction up…
EnSilica: Another insightful and enquiring Reddit post from a fellow Bubbler!
Thanks again u/Lost-Comfortable-890 for your helpful and insightful post exploring important aspects relating to EnSilica (London: ENSI). This follows another great recent post from u/anntuuan. I have paraphrased your post into questions and points of note, and…
SES S.A. Satellites – The US’ FCC Votes to approve C-band auction that could lead to a multibillion windfall for SES!
SES A.S. Satellites – The US’ FCC Votes to approve C-band Auction that could lead to a multibillion windfall for SES! byu/_DoubleBubbler_ inSES_Satellites
SES: FCC C-band vote is today I believe… approval may lead to a bumper windfall for SES A.S. shareholders!
With this proposal, the US’ Federal Communications Commission ‘takes an important step towards implementing the One Big Beautiful Bill, which requires the FCC to complete a system of competitive bidding…
SES Delivers Solid 9 Months and Q3 2025 Results
Luxembourg, 6 November 2025 — SES S.A. fully consolidates Intelsat from 17 July 2025 and announces financial results for the nine months and three months ended 30 September 2025 with…