Boyobach
27 Apr 2018
Re: Looks like an upward price breakout..... Let's hope so Sage.... wake me up again if it gets to 410 in the next fortnight.
sage in the hills
27 Apr 2018
Looks like an upward price breakout..... Charts suggesting this today ..... i feelSAGE
BassCadet
24 Apr 2018
Re: you may be interested You might be right. I can't recall where I heard it. The when was last year's results. I'm sure it was reported somewhere that they were cutting back on the moonshots and that one of them being defunded was Loon.
Boyobach
24 Apr 2018
Re: you may be interested 'think I heard somewhere that Google had cancelled Project Loon' I'm not at all sure about that - all references I've seen relate to the project as ongoing...
BassCadet
24 Apr 2018
Re: you may be interested This is a hot industry still in it's infancy. As such a lot of competitors are emerging. The other relevant point is that demand will almost certainly increase exponentially. As such over the next 5 years or so I would expect there to be a lot of consolidation, some competitors to fall away and others to emerge with 2 or 3 ending up as major players. Looks like we're already starting to see that happening. I think we can also start to count out some of the more whacky projects (think I heard somewhere that Google had cancelled Project Loon).The 4 or 5 LEO projects underway will face challenging technical and regulatory issues. They will take longer than expected. I doubt there will be 30,000 LEO satellites in 5 years time all communicating freely and maintaining connectivity with moving airplanes. No doubt 1 or 2 of them will get it right though.I suspect what will emerge is a group of companies that cooperate to provide services over long distances of water as well as higher capacity over densely flown continental routes and tailored to different customer types. All probably using a combination of geostationary and LEO satellites; and ground based boosters.ISAT is the first mover and already has a lot of experience. It has a lead on acquiring customers and should be better than most at avoiding the pitfalls of getting their service up and running.I can't honestly say where they will be in 5 years time. I would feel better if it were starting from a higher SP though because if they are to be bought out as part of the consolidation I need a 70% premium on where we are to break even.
Boyobach
24 Apr 2018
Fleet Xpress on Oldendorff From [link] Selected by Oldendorff Carriers for Inmarsat Fleet Xpress ImplementationThroughout 2018, all Oldendorff Carriers’ owned vessels will be fitted with Inmarsat Fleet Xpress and Navarino’s Infinity Cube Cloud-based solution, which will host the Inmarsat Fleet Xpress soft Network Service Device (NSD).
churjones
22 Apr 2018
Re: you may be interested A very interesting piece of well informed information relative to aircraft and internet connection, personally bought into ISAT recently, taking this aspect of communication as relative after noting that 2 aircraft leased by DPA had been taken out of service for the installation of in flight broadband. Another aspect which i read with interest was the ground radar element, which with the proposed onset to 5G will require some form of ground inter connection of receptive masts within more local areas than at present. If the satellite element or just the ground radar element were to be incorporated within this process the benefits would be exceptional for ISAT in total return. Your views would be appreciated, DYOR regards
killermanjarrow
11 Apr 2018
Re: you may be interested I think the google move fully vindicates ISAT and DT's approach with the EAN. Traditional satellite WiFi on planes hasn't been good enough but the speeds talked about with the EAN are game changing and they seem to be, to a large part, due to the ground components in Europe. Google could be the most technical savvy company on the planet and they're immediately recognising a ground solution is the way forward. It's why ISAT competitors are so worried about what ISAT have managed to achieve with DT to produce the EAN. IAG are due to go live on the EAN in the first half of this year. I'm convinced we'll see this re-rate as the EAN takes off...GLA(Has this share really gone up for two days in a row??)
Norman Barrington
11 Apr 2018
Re: you may be interested The Earth is 2/3 water. Ground sourced connections make sense in the densely populated areas and is commercially quite easy (like fibre to door for townies) but uplinks from rural areas expensive to implement and not reliable without satellite.ISAT are onto a winner unless sour grape competitors persuade government blocks, and it is this piece of uncertainty holding the share price back.
acsatix
11 Apr 2018
Re: you may be interested is it so EAN is a joint venture with DT? so whether groud or satellite is used it benefits both DT, ISAT?
Boyobach
11 Apr 2018
Re: you may be interested ok, but the airplane needs both to offer a credible service... isn't it?Well, as an ISAT holder, I hope so. But, where it is in range, the ground network can apparently do a lot of the work. We'll know better in the next few months.
acsatix
11 Apr 2018
Re: you may be interested ok, but the airplane needs both to offer a credible service... isn't it?also, one of the issues of the land component is that e.g. to cover all north america you need to carry power and backhaul to very remote areas... power may be solved by solar and batteries, but then you need to run links at line of sight using microwave to reach suitable bandwidth to cover several aircrafts at a time... I do not know but this land component may need satellite help also in remote land areas, e.g. arctic Canada, deserts, Greenland... siberia...anyhow... this is just speculation on my side... and the way the EAN is still to see any bytes transmitted or received commercially... wait and see.
Boyobach
11 Apr 2018
Re: you may be interested can google buy this and not the satellite component?Yes. This lack of dependency on satellite seems to be the basis of Viasat's claims concerning the EAN ground network licences. If you look at Flightradar24, for example, you'll see that the vast majority of air traffic is over land at any given time even though there are obviously long periods over sea for long-haul flights where satellite is the only solution.
BassCadet
11 Apr 2018
Re: you may be interested Won't provide cover over large bodies of water?
acsatix
11 Apr 2018
you may be interested [link] googlebuy this and not the satellite component?
