Given the hostilities in Ukraine following the invasion by Russia and now the conflict in the Middle East, the rapid evolution of satellite enabled drone technology is without doubt at…
Two Innovative Chip Designers With Notable End Users (AST SpaceMobile & Starlink) – One Is Significantly Undervalued IMO!
EnSilica is currently trading at a forward price-to-sales (FPS) ratio of 1.6 times anticipated sales for the current financial year ending May 31st. Compare that to another innovative specialist chip…
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 Satellites: Together with Lynk & Omnispace, SES could one day rank #2 behind Starlink
SES: $3.1b Intelsat deal to gain EU antitrust nod, sources say
June 4 (Reuters) – European satellite company SESÂ A.S. is set to win unconditional EU antitrust approval for its $3.1 billion bid for rival Intelsat, people familiar with the matter said,…
SES: In talks with EU over long-term option to complement Starlink
April 30 (Reuters) – European satellite company SES is in talks with EU and other governments about complementing services provided by Elon Musk’s Starlink, its CEO told Reuters, as the…
EnSilica: Would You Like To Super-Size Your Chips Order?
We live in a rapidly changing and increasingly digitally connected world, with over 207 billion connected devices at the end of 2024 according to Forbes¹ and 5.35b Internet users worldwide…
SES S.A. – Doubling Down on Secure Satellite Communications
It is not everyday that a new investment requires I analyse the finances and business potential of two businesses as well as their industry, however that is what I have…