Different investment analysts regularly come up with varied opinions as regards their favourite picks in the satellite industry. Now Sami Kassab, from investment bank Exane/BNPP, in a major report takes a deep examination into Europe’s two leading satellite operators. He concludes by favouring SES. His study extends to one of today’s hottest business prospects; SpaceX […]
Discovery’s share price has risen and fallen dramatically over the past few months. As recently as mid-March its share price was an impressive $77, and an all-time high. But within 10 days of that date the value had slumped to $41. April 7th saw a very slight recovery to $43.39 and prompted a report from […]
Indonesia’s Satria communications satellite was officially licensed – and obliged – to be in orbit and on station by March 2023. That has now been extended. The International Telecommunications Union (ITU) is tough on its requirements for launch dates to be met, and satellites ‘brought into use’. The rules were designed to eliminate what the […]
SES has dramatically turned up the heat in its increasingly acrimonious dispute with Intelsat over the division of the FCC’s ‘incentive’ payments for C-Band restructuring over the US. There will be a detailed court hearing on SES’s allegations in June. Intelsat has already asked its bankruptcy court to ‘seal’ many of the documents, but SES, […]
Frank Strang, CEO at the Shetland Space Centre at Unst has complained about a decision from Historic Environment Scotland (HES) over a negative decision to permit development at Shetland for the launching of small rockets. He said that HES had done nothing to preserve the remote site for the past 50 years, and in that […]
The US Space Force has issued a Request for Information (RFI) to the world’s emerging Low Earth orbiting (LEO) satellite operators (and would-be operators) for guidance on how the Space Force might buy broadband LEO services in the future. The Space Force’s Commercial Satellite Communications Office, acts as a centralised operation which acquires satellite-based communications […]
Ed Horowitz ran SES’s Americom business from 2005-2008 and was an Executive VP at Viacom for 8 years (1989-1997) and SVP/Operations at HBO (1974-1989). In other words, he has plenty of media and satellite experience. He now wants to raise $250 million for his next venture which is very much space related. For the past […]
Satellite operator SES has been re-examined by investment bank Jefferies based on its most recent financials and guidance for the rest of this year. The result can best be described as “mixed”. SES has guided that overall revenues will slip back for this next couple of years and these forecasts are reflected in the bank’s […]
Abu Dhabi’s Al Yah Satellite Communications (better known as Yahsat) is building a sixth satellite. The company also owns the Thuraya telecoms satellite system and, with Thuraya, have five satellites in total already operating. According to reports Yahsat is well advanced with its 6th satellite (Thuraya-4) under construction with Airbus. Thuraya-4 is designed to have […]
Investment bank analysts at Morgan Stanley believe that the news that Elon Musk has asked the FCC for permission to expand its Starlink broadband-by-satellite system to moving vehicles (trucks/RVs, aircraft and ships) has not only major implications for the auto industry, but the “topic appears to be moving even faster than we had anticipated”. Last […]