FRTEB
05 Mar 2018
Results on Friday It will be interesting to see which direction the sp goes in the run up to the results and once they are released. Should be an interesting week here.
acsatix
25 Feb 2018
Re: Competition Also to bear in mind that with massive increase of satellite count -needed to provide a service comparable to dsl to large number of customers- in low earth orbit, the risk of creating a layer of space rubbish would increase. To my mind there will be regulatory discussions that will be the single biggest hurdle to this model... and the affordability for end users will remain an issue...
BassCadet
25 Feb 2018
Re: Competition Sorry 'activity' is probably the wrong term, 'dreams about.'
BassCadet
25 Feb 2018
Re: Competition There's certainly a lot of activity in low earth orbit at the moment but it's not like Inmarsat are unaware of it. Honestly, I do think this is the biggest threat to the company but not immediately so. There are huge technical challenges to getting it working and then further huge technical challenges to getting it working globally with no gaps which is what you need for long haul flight coverage.
FRTEB
25 Feb 2018
Re: Competition " ...voice and text for the low income underserved areas...a risky low margin biz. " With a lower cost base and potentially millions of customers.
acsatix
25 Feb 2018
Re: Competition “SAS says it is going for the gap in the market between existing satellite communications operators, such as Iridium, Inmarsat and Globalstar, and land-based mobile networks such as Vodafone, Telefonica, Airtel and Safaricom.It is targeting customers earning less than $8 a day.”This is a market if voice and text that is not what Inmarsat targets. Inmarsat makes money on maritime and soon aviation. This address voice and text for the low income underserved areas...a risky low margin biz.
FRTEB
23 Feb 2018
Competition This does not look like good news for Inmarsat: [link] Competitors increasing and snapping at their heals with much cheaper satellites and launches.
elliottsilverman
21 Feb 2018
I wouldn't give a toss about Deutsche Bank selling down a big chunk of ISAT - they're probably being forced into divesting assets to try and sort out their small matter of a couple of hundred billion - yes, billion - of debt they have (include a few hundred million to one Donald J. Trump...)
Boyobach
19 Feb 2018
Re: ELON MUSK How much did Space X feature as a significant concern in the negative analyst reports?
acsatix
19 Feb 2018
Re: ELON MUSK interesting... this will create a case for fair competition tribunals... can space X subsidise a satellite business of its own by charging the cost of sending its own satellites by charging competitors...
BassCadet
19 Feb 2018
Re: ELON MUSK ???Yes Space X's internet satellite constellation is a competitive worry. It's not necessarily concentrating on air travel to start with though and won't be up and running properly for several years.
ShipTap
18 Feb 2018
ELON MUSK What a BBB (Blinkered Bulletin Board) this is. Don't worry boys, I've just made that bloke's name up. SpaceX : there I go, rambling again.
Boyobach
16 Feb 2018
RNS So either today's RNS about DB is two months late or I'm reading it wrong?
Boyobach
15 Feb 2018
Re: Nuts SP Doubt's about ISAT?OK, Let's start taking bets on data connectivity not being essential or even desirable for global transport operators and customers, remote locations etc. in future...... who's 'in' ?Thought not.
dongo
15 Feb 2018
Re: Nuts SP ouch!!!
