#  @brad_patnaude Brad Brad posts on X about $sats, sats, $dish, spacex the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::796890887628455936/interactions)  - [--] Week [-----] -6.10% - [--] Month [-----] -7.80% - [--] Months [------] -39% - [--] Year [------] +59% ### Mentions: [--] [#](/creator/twitter::796890887628455936/posts_active)  - [--] Months [---] +283% - [--] Year [---] +62% ### Followers: [---] [#](/creator/twitter::796890887628455936/followers)  - [--] Week [---] +1.50% - [--] Month [---] +0.74% - [--] Months [---] +1.10% - [--] Year [---] +14% ### CreatorRank: undefined [#](/creator/twitter::796890887628455936/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [countries](/list/countries) [financial services](/list/financial-services) [products](/list/products) [social networks](/list/social-networks) **Social topic influence** [$sats](/topic/$sats), [sats](/topic/sats), [$dish](/topic/$dish), [spacex](/topic/spacex), [market](/topic/market), [$tmus](/topic/$tmus), [debt](/topic/debt), [market cap](/topic/market-cap), [network](/topic/network), [$t](/topic/$t) **Top accounts mentioned or mentioned by** [@dantmt](/creator/undefined) [@mikeddano](/creator/undefined) [@echostar](/creator/undefined) [@masasoncap](/creator/undefined) [@trmcdonald](/creator/undefined) [@peteradderton](/creator/undefined) [@zacharygroupllc](/creator/undefined) [@tmfassociates](/creator/undefined) [@thebigcat30](/creator/undefined) [@rogerentner](/creator/undefined) [@chlytle33](/creator/undefined) [@patrickcomack](/creator/undefined) [@fcc](/creator/undefined) [@sneedtech](/creator/undefined) [@brendancarrfcc](/creator/undefined) [@fiercewireless](/creator/undefined) [@spacex](/creator/undefined) [@thebauminator](/creator/undefined) [@narmacnetworth](/creator/undefined) [@honestanalyst1](/creator/undefined) **Top assets mentioned** [SATS (Ordinals) (SATS)](/topic/$sats) [DISH Network Corp (DISH)](/topic/$dish) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [United States Cellular Corporation (USM)](/topic/$usm) [TPG Inc. (TPG)](/topic/$tpg) [Dell Technologies, Inc. (DELL)](/topic/dell) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Verizon Communications Inc. (VZ)](/topic/$vz) [Alphabet Inc Class A (GOOGL)](/topic/google) ### Top Social Posts Top posts by engagements in the last [--] hours "$DISH Having first analyst day in [--] years on May 10th. Merging DBS biz still inevitable. Have had multiple parties approach about buying co and or parts of it" [X Link](https://x.com/anyuser/status/1496905646154952707) 2022-02-24T17:51Z [---] followers, [--] engagements "@RogerEntner @chlytle33 @trmcdonald @1_adoy @FierceWireless @malleven33 Literally any company interested in connectivity. Interesting to me that SpaceX Amazon and others also working on sat connectivity and nobody connects dot to $SATS and $DISH" [X Link](https://x.com/brad_patnaude/status/1635708863281340417) 2023-03-14T18:25Z [---] followers, [---] engagements "@dan_tmt not uncommon to see execs jump ship before inevitable merger. Not saying there is one. Folks might be right saying writing is on the wall. What is written is up for debate tho" [X Link](https://x.com/brad_patnaude/status/1678773952611782656) 2023-07-11T17:48Z [---] followers, [--] engagements "@chlytle33 @trmcdonald @retaox I believe the $TMUS guys mentioned 8/11 as the deadline on their call" [X Link](https://x.com/brad_patnaude/status/1686386375053262849) 2023-08-01T14:40Z [---] followers, [--] engagements "@MasaSonCap prob the same logic behind $tmus leasing 600MHz from $dish two years ago" [X Link](https://x.com/brad_patnaude/status/1686765965680197632) 2023-08-02T16:20Z [---] followers, [---] engagements "@MasaSonCap I dont know if they would share the [---] but im pretty sure dish would be willing to share their [---] to get the 800" [X Link](https://x.com/brad_patnaude/status/1686820072872886296) 2023-08-02T19:25Z [---] followers, [--] engagements "@patrickcomack [--] days on the clock according the $DISH 10q" [X Link](https://x.com/brad_patnaude/status/1691801169788637657) 2023-08-16T13:16Z [---] followers, [---] engagements "@dan_tmt @mikeddano @mikeddano just posted. $DISH filed e fcc to buy the [---] from tmus" [X Link](https://x.com/brad_patnaude/status/1692221345604514267) 2023-08-17T17:06Z [---] followers, [---] engagements "@narmacnetworth hard to say that when we dont know the financial terms of the deal" [X Link](https://x.com/anyuser/status/1692224080886329705) 2023-08-17T17:17Z [---] followers, [---] engagements "@MasaSonCap @peter_adderton @FCC @dishwireless Does how soon matter Or is it more important that they have the potential to generate $1b of 5g network rev Thats likely our difference. Im an investor because I want to own a part of what $dish is building not because I want xyz return within [--] months" [X Link](https://x.com/brad_patnaude/status/1692522034201272712) 2023-08-18T13:01Z [---] followers, [---] engagements "Great lunch and discussion today with @RogerEntner re all things telecom and $dish. We may not agree on everything but I learned a lot and Roger picked up the tab Hes a man of his word" [X Link](https://x.com/anyuser/status/1694777325907304688) 2023-08-24T18:22Z [---] followers, [----] engagements "@dan_tmt @RogerEntner I wont speak for Roger on specifics but he basically believes $DISH has underestimated difficulty and how much $ will be required to grow a sub base to a level of material profitability and Charlie has missed his window to make a deal with legacy telco/or new entrant" [X Link](https://x.com/anyuser/status/1694789524277096867) 2023-08-24T19:11Z [---] followers, [---] engagements "Just ordered a @Boost_Infinite SIM card. Making the switch. Lets see what this is all about #dishwireless $DISH" [X Link](https://x.com/anyuser/status/1695874867986313526) 2023-08-27T19:04Z [---] followers, [---] engagements "@BeckDavidsonV @MasaSonCap just transferred an iPhone [--] from xfinity mobile. Super easy" [X Link](https://x.com/brad_patnaude/status/1699949575128154465) 2023-09-08T00:55Z [---] followers, [---] engagements "@patrickcomack thats 50% of their current market cap lol" [X Link](https://x.com/brad_patnaude/status/1707029968419471755) 2023-09-27T13:50Z [---] followers, [--] engagements "@trmcdonald they are controlled by regulation not capital. Thus an artificial imbalance in the system. Also why prices of goods/services are not down and inflation is rampant" [X Link](https://x.com/brad_patnaude/status/1714047520224030945) 2023-10-16T22:35Z [---] followers, [--] engagements "@patrickcomack the write down "driven by a decrease in our estimated probability of exercising the option". so weird" [X Link](https://x.com/brad_patnaude/status/1721505038537756711) 2023-11-06T12:29Z [---] followers, [--] engagements "@patrickcomack thats why its weird. They negotiated and paid for the extension but marked it down due to decrease probability of exercise" [X Link](https://x.com/brad_patnaude/status/1721509019947303350) 2023-11-06T12:45Z [---] followers, [--] engagements "@unusual_whales this cant only be one way. If there is another crash people will be begging private equity to step in and buy" [X Link](https://x.com/brad_patnaude/status/1733135491317240295) 2023-12-08T14:44Z [---] followers, [--] engagements "@dan_tmt Where does SATS fall as battle between Kuiper and starlink heats up" [X Link](https://x.com/anyuser/status/1739722197323718771) 2023-12-26T18:57Z [--] followers, [--] engagements "Good start to the year for $SATS" [X Link](https://x.com/brad_patnaude/status/1742950098277961949) 2024-01-04T16:44Z [---] followers, [---] engagements "@FierceWireless Seeing a lot more articles on adoption of oran recently $dish $sats were completely discredited for this approach as recently as [--] years ago" [X Link](https://x.com/anyuser/status/1756035892987191360) 2024-02-09T19:22Z [---] followers, [---] engagements "soooo now what CHarlie $SATS $DISH #Echostar https://ir.echostar.com/news-releases/news-release-details/echostar-corporation-announces-expiration-exchange-offers-and https://ir.echostar.com/news-releases/news-release-details/echostar-corporation-announces-expiration-exchange-offers-and" [X Link](https://x.com/brad_patnaude/status/1757038015019381007) 2024-02-12T13:44Z [---] followers, [---] engagements "@HighyieldHarry TRUMP" [X Link](https://x.com/anyuser/status/1757773453380211111) 2024-02-14T14:27Z [---] followers, [----] engagements "@Cmet98 @HighyieldHarry thats such a cheap hindsight criticism. "Youd be richer if you borrowed money and invested it all in Apple [--] years ago". the guy is a billionaire. Hes doing fine" [X Link](https://x.com/brad_patnaude/status/1757774755271147530) 2024-02-14T14:32Z [---] followers, [--] engagements "Seems like a good achievement or nah $DISH $SATS #Echostar should just hire me for IR at this point. https://ir.dish.com/news-releases/news-release-details/dish-expands-vonr-coverage-over-200-million-people https://ir.dish.com/news-releases/news-release-details/dish-expands-vonr-coverage-over-200-million-people" [X Link](https://x.com/anyuser/status/1760689443680260467) 2024-02-22T15:34Z [---] followers, [---] engagements "@Techlife32 Is the tech in place that would allow subs to automatically roam to another network I know at $DISH it is" [X Link](https://x.com/brad_patnaude/status/1760716862625632566) 2024-02-22T17:23Z [---] followers, [---] engagements "@JRyanThomp @TMFAssociates @SpaceX @SpaceX should just buy $dish ($sats) so theyd have ubiquitous connectivity and be able to solve all these problems instead of endlessly petitioning the fcc back and forth" [X Link](https://x.com/brad_patnaude/status/1760808243423519172) 2024-02-22T23:26Z [---] followers, [---] engagements "@mikeddano Ergen $DISH $SATS & $APPL are tied in behind the scenes here via financing arrangements. Unclear how this was all resolved" [X Link](https://x.com/brad_patnaude/status/1761045576622260252) 2024-02-23T15:09Z [---] followers, [---] engagements "@dan_tmt @MasaSonCap id be pissed. If there is one company that needs MORE transparency not less its this one" [X Link](https://x.com/brad_patnaude/status/1763305156173566040) 2024-02-29T20:48Z [---] followers, [---] engagements "@Megaconstellati @Garmin @IridiumComm So which sat player is it I doubt starlink" [X Link](https://x.com/brad_patnaude/status/1764080638406123751) 2024-03-03T00:09Z [---] followers, [---] engagements "@FierceWireless they actually said "we no longer believe it is a probability that we will exercise the option." They did NOT say there is ZERO chance" [X Link](https://x.com/brad_patnaude/status/1765036366025425145) 2024-03-05T15:27Z [---] followers, [--] engagements "@FREESPEECH1017 @Megaconstellati $AMZN getting involved $SATS #Echostar $TSLA $DISH #Starlink" [X Link](https://x.com/brad_patnaude/status/1767262773531070860) 2024-03-11T18:54Z [---] followers, [---] engagements "Defranco is easily over $65 million of open market buys between $DISH and $SATS #Echostar over the last two years" [X Link](https://x.com/brad_patnaude/status/1767894556979196377) 2024-03-13T12:44Z [---] followers, [---] engagements "Hamids intro to the $SATS annual report got me kinda fired up. #echostar $DISH" [X Link](https://x.com/anyuser/status/1770576944876208355) 2024-03-20T22:23Z [---] followers, [----] engagements "Book value/share for $SATS #Echostar is $73. This assumes current Bal Sheet value of $38B for all spectrum licenses" [X Link](https://x.com/anyuser/status/1773047383183564884) 2024-03-27T18:00Z [---] followers, [----] engagements "@Squishy_Rishi @dan_tmt Ergen put a $100 mil deposit on it. I dont think hes one to waste $. Lets see what happens. There are other reasons they may have marked down the value to show a loss on year end" [X Link](https://x.com/brad_patnaude/status/1773076267463516175) 2024-03-27T19:54Z [---] followers, [--] engagements "I assume the $SATS $DISH option to buy $TMUS [---] mhz spectrum has expired. I also assume this does not mean that deal is completely dead" [X Link](https://x.com/anyuser/status/1775143217953984705) 2024-04-02T12:48Z [---] followers, [---] engagements "@patrickcomack @TheJusticeDept Not a fan of gov intervention but the FCC has final say on the sale as part of the original closing conditions of Sprint/Tmus merger. Deadlines are typically arbitrary" [X Link](https://x.com/brad_patnaude/status/1775145805503955238) 2024-04-02T12:58Z [---] followers, [--] engagements "@MasaSonCap that was in the context of why someone might be interested to potentially finance it. That is not my bull case for $SATS" [X Link](https://x.com/brad_patnaude/status/1775245762160427102) 2024-04-02T19:35Z [---] followers, [---] engagements "@MasaSonCap That $SATS will refi near term debt improve their capital structure and make the pivot from construction of a modern network - commercialization and monetization" [X Link](https://x.com/anyuser/status/1775246290776941001) 2024-04-02T19:37Z [---] followers, [---] engagements "@TMFAssociates @MasaSonCap @peter_adderton Thats a fair point. I would add that the consumption of oil is not increasing at nearly the same rate as the consumption of data. Additionally supply can be controlled" [X Link](https://x.com/brad_patnaude/status/1775884778849394922) 2024-04-04T13:55Z [---] followers, [---] engagements "@TMFAssociates @MasaSonCap @peter_adderton also if $SATS can become anything like any of the big [--] oil companies I will be quite pleased" [X Link](https://x.com/brad_patnaude/status/1775885758424891489) 2024-04-04T13:58Z [---] followers, [---] engagements "@mikeddano @iainwmorris but nobody needs more capacity MIMO is a gamechanger and $DISH $SATS spectrum is worth less than book value. Oh and traffic growth will start slowing right" [X Link](https://x.com/anyuser/status/1780249387798540407) 2024-04-16T14:58Z [---] followers, [---] engagements "$SATS #Echostar $DISH earnings Wed 5/8 Looking for financing updates" [X Link](https://x.com/anyuser/status/1786127955036418427) 2024-05-02T20:17Z [---] followers, [---] engagements "@SneedTech Relax" [X Link](https://x.com/brad_patnaude/status/1786485124982252028) 2024-05-03T19:56Z [---] followers, [---] engagements "@thebigcat30 @dishwireless @EchoStar Hes such a hater. Hes been doom and gloom for over [--] years" [X Link](https://x.com/brad_patnaude/status/1786768316087890109) 2024-05-04T14:42Z [---] followers, [---] engagements ""Moffett admitted that EchoStars spectrum had an enormous value but he did not see likely buyers such as AT&T Verizon or T-Mobile being in a position to buy extra spectrum." Literally as they announce a deal to buy more spectrum $USM $SATS $DISH $TMUS $VZ" [X Link](https://x.com/anyuser/status/1788910005145477288) 2024-05-10T12:32Z [---] followers, [---] engagements "@trmcdonald @EchoStar Only happens at $SATS" [X Link](https://x.com/brad_patnaude/status/1789021038870765756) 2024-05-10T19:53Z [---] followers, [---] engagements "Odd that the US Gov and DOD would be issuing [--] yr contracts to companies supposedly going bankrupt in 4-6 months dont ya think $SATS #Echostar $DISH #Ergen" [X Link](https://x.com/anyuser/status/1790829278101217750) 2024-05-15T19:39Z [---] followers, [----] engagements "@SneedTech @trmcdonald They get zero credit. Unbelievable accomplishment to build especially the majority of which was during COVID" [X Link](https://x.com/anyuser/status/1791558715130237169) 2024-05-17T19:57Z [---] followers, [---] engagements "@thebigcat30 @dishwireless @EchoStar For one the population density and geography of Japan is astronomically different than the US. They also require a partner to deliver SAT connectivity" [X Link](https://x.com/brad_patnaude/status/1793086818579255546) 2024-05-22T01:09Z [---] followers, [--] engagements "How do you not even mention $SATS #Echostar in this NEW Nvidia a giant in the AI chipset sector is looking to test open RAN equipment on a private wireless 5G network using standalone technology at its Santa Clara California headquarters. https://t.co/u68HeMEZab NEW Nvidia a giant in the AI chipset sector is looking to test open RAN equipment on a private wireless 5G network using standalone technology at its Santa Clara California headquarters. https://t.co/u68HeMEZab" [X Link](https://x.com/brad_patnaude/status/1796244011050574213) 2024-05-30T18:15Z [---] followers, [---] engagements "$SATS $DISH We appreciate the work of @FCC Chairwoman @JRosenworcelFCC & the Wireless Bureau to propose an NPRM to enhance the CBRS band. More efficient use of this valuable mid-band spectrum is critical for U.S. leadership in 5G.https://t.co/v4FsBMT7pp We appreciate the work of @FCC Chairwoman @JRosenworcelFCC & the Wireless Bureau to propose an NPRM to enhance the CBRS band. More efficient use of this valuable mid-band spectrum is critical for U.S. leadership in 5G.https://t.co/v4FsBMT7pp" [X Link](https://x.com/brad_patnaude/status/1801393841133551674) 2024-06-13T23:18Z [---] followers, [---] engagements "@chlytle33 @dan_tmt Or SpaceX/Starlink" [X Link](https://x.com/brad_patnaude/status/1801592599884562671) 2024-06-14T12:28Z [---] followers, [--] engagements "All [---] services in MA are down. Someone having network issues $T $VZ $TMUS" [X Link](https://x.com/brad_patnaude/status/1803138253740249329) 2024-06-18T18:50Z [---] followers, [---] engagements "Step in the right direction $SATS $DISH Surprise Boost Infinite and Boost Mobile are moving in together bringing you something fresh π The same Infinitely Better coverage under one Boost Mobile roof π Give us a follow @boostmobile to stay up to date & ask any questions https://t.co/CYomeLb7Za Surprise Boost Infinite and Boost Mobile are moving in together bringing you something fresh π The same Infinitely Better coverage under one Boost Mobile roof π Give us a follow @boostmobile to stay up to date & ask any questions https://t.co/CYomeLb7Za" [X Link](https://x.com/brad_patnaude/status/1813559186724475294) 2024-07-17T12:59Z [---] followers, [---] engagements "@dan_tmt Bondholder suit prob still holding things up. $SATS filed motion to dismiss but I believe there is a revised complaint due by tmrw or Fri. @ZacharyGroupLLC had the court docs" [X Link](https://x.com/brad_patnaude/status/1813580072441495860) 2024-07-17T14:22Z [---] followers, [---] engagements "@poopgernade $SATS" [X Link](https://x.com/brad_patnaude/status/1824091832797577516) 2024-08-15T14:32Z [---] followers, [--] engagements "@dan_tmt Nov DBS bonds trading at $98 today. Dealer ask on YTM now as low as 13%. Bond market is saying this debt maturity basically zero concern. Equity up 25% since bottom after q2 call" [X Link](https://x.com/brad_patnaude/status/1827008384211566907) 2024-08-23T15:41Z [---] followers, [---] engagements "@dan_tmt Some interesting OI on the [----] $30 C as well. Bloomberg noted an offer from convert holders and potential settlement meeting last week. Wonder if 25/30 are the conversions" [X Link](https://x.com/brad_patnaude/status/1833919217680482387) 2024-09-11T17:23Z [---] followers, [---] engagements "Here we go $SATS $DISH multiple catalysts in the fold here. DirecTV Dish Discuss Merger to Form 20M-Subscriber Pay-TV Giant $DISH $T $TPG . More π https://t.co/NUY6P1fxHW DirecTV Dish Discuss Merger to Form 20M-Subscriber Pay-TV Giant $DISH $T $TPG . More π https://t.co/NUY6P1fxHW" [X Link](https://x.com/anyuser/status/1834762109588062528) 2024-09-14T01:12Z [---] followers, [----] engagements "@ashy_ankles @MasaSonCap Morning fellas" [X Link](https://x.com/brad_patnaude/status/1835674729140687314) 2024-09-16T13:38Z [---] followers, [--] engagements "@thebigcat30 @ZacharyGroupLLC Nightmare fuel for the 12% short selling losers and haters" [X Link](https://x.com/brad_patnaude/status/1835723448552947882) 2024-09-16T16:52Z [---] followers, [--] engagements "@TMFAssociates Would be nice if SpaceX to just went public and bought $SATS entirely" [X Link](https://x.com/anyuser/status/1835773565636886915) 2024-09-16T20:11Z [---] followers, [----] engagements "Wow $SATS https://ir.echostar.com/static-files/79cd2b04-d23e-45a2-bca3-2b68e5a11a81 https://ir.echostar.com/static-files/79cd2b04-d23e-45a2-bca3-2b68e5a11a81" [X Link](https://x.com/brad_patnaude/status/1838169162260066377) 2024-09-23T10:50Z [---] followers, [---] engagements "@ZacharyGroupLLC $DELL went public again this week" [X Link](https://x.com/brad_patnaude/status/1838746204349370790) 2024-09-25T01:03Z [---] followers, [--] engagements "@ZacharyGroupLLC Charlie telling the Nov DBS holders the trains about to leave the station better get on board and make a deal quick" [X Link](https://x.com/brad_patnaude/status/1838901382104977685) 2024-09-25T11:20Z [---] followers, [---] engagements "@thebigcat30 @ZacharyGroupLLC @EchoStar This article immediately following the 8k that debt negotiations have concluded aint a coincidence fellas" [X Link](https://x.com/brad_patnaude/status/1838930293656268814) 2024-09-25T13:15Z [---] followers, [---] engagements "Last reading I saw for $SATS was 12% (14.4M shares) short. Thats two weeks to cover. Seeing that DTV would assume DBS debt AND pay cash. Good luck everyone" [X Link](https://x.com/anyuser/status/1839660208273916137) 2024-09-27T13:35Z [---] followers, [---] engagements "$SATS $DISH DBS bonds. How bout it" [X Link](https://x.com/anyuser/status/1839674143463088333) 2024-09-27T14:31Z [---] followers, [----] engagements "@SneedTech This makes $SATS more valuable" [X Link](https://x.com/brad_patnaude/status/1840428255603556497) 2024-09-29T16:27Z [---] followers, [---] engagements "$T $SATS $DISH https://www.wsj.com/business/media/at-t-to-sell-rest-of-directv-to-tpg-4543d52f https://www.wsj.com/business/media/at-t-to-sell-rest-of-directv-to-tpg-4543d52f" [X Link](https://x.com/brad_patnaude/status/1840702162512318469) 2024-09-30T10:36Z [---] followers, [--] engagements "$DISH $SATS https://ir.echostar.com/news-releases/news-release-details/echostar-announces-suite-transformative-transactions-delever-its https://ir.echostar.com/news-releases/news-release-details/echostar-announces-suite-transformative-transactions-delever-its" [X Link](https://x.com/brad_patnaude/status/1840714826533769578) 2024-09-30T11:26Z [---] followers, [---] engagements "@ZacharyGroupLLC There is still a SUBSTANTIAL short position against $SATS. β What are those guys doing today" [X Link](https://x.com/brad_patnaude/status/1840715856474501178) 2024-09-30T11:30Z [---] followers, [---] engagements "Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs. Overwhelmingly positive for $SATS imo. Market is weird" [X Link](https://x.com/anyuser/status/1840784970949726413) 2024-09-30T16:05Z [---] followers, [----] engagements "Ergen buying $400 mil at a 13% premium to todays $SATS price AND his [----] will be fully unencumbered for the future. Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs. Overwhelmingly positive for $SATS imo. Market is weird. Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs." [X Link](https://x.com/anyuser/status/1840785684187042199) 2024-09-30T16:08Z [---] followers, [----] engagements "$SATS $T $DISH DISH Network/DBS noteholders are not willing to accept debt exchange terms offered alongside $SATS EchoStar's deal to sell its satellite TV biz and new money raise. The group is working on extending its coop pact as it plots next steps. More on @9finHQ: https://t.co/vRz0tB2vNk DISH Network/DBS noteholders are not willing to accept debt exchange terms offered alongside $SATS EchoStar's deal to sell its satellite TV biz and new money raise. The group is working on extending its coop pact as it plots next steps. More on @9finHQ: https://t.co/vRz0tB2vNk" [X Link](https://x.com/brad_patnaude/status/1841252274246398440) 2024-10-01T23:02Z [---] followers, [---] engagements "EchoStars new deal: Let the wireless games begin $SATS $DISH #Ergen https://www.fierce-network.com/broadband/op-ed-echostars-new-deal-let-wireless-games-begin https://www.fierce-network.com/broadband/op-ed-echostars-new-deal-let-wireless-games-begin" [X Link](https://x.com/brad_patnaude/status/1842196510466830810) 2024-10-04T13:34Z [---] followers, [---] engagements "Does anyone in the $T $SATS $DISH world have an outline of all upcoming critical dates/deadlines Exchanges DBS suit DTv and DBS merger FCC etc" [X Link](https://x.com/anyuser/status/1843293809528209913) 2024-10-07T14:14Z [---] followers, [---] engagements "Hmm this seems pretty neat $sats #d2d #iot https://ir.echostar.com/news-releases/news-release-details/echostar-mobile-and-connected-partner-deliver-reliable-grid https://ir.echostar.com/news-releases/news-release-details/echostar-mobile-and-connected-partner-deliver-reliable-grid" [X Link](https://x.com/brad_patnaude/status/1843600241012158949) 2024-10-08T10:32Z [---] followers, [---] engagements "More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper https://echostarmobile.com/product/em2050-oem-module/ https://echostarmobile.com/product/em2050-oem-module/" [X Link](https://x.com/brad_patnaude/status/1843652354861871237) 2024-10-08T13:59Z [---] followers, [---] engagements "By leveraging EchoStar's geostationary satellite EchoStar XXI the device offers extensive coverage across Europe Connected plans to extend this service to the U.S. by late [----]. $SATS https://t.co/8TUo28TwjG More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper https://t.co/8TUo28TwjG More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper" [X Link](https://x.com/brad_patnaude/status/1843652993448849751) 2024-10-08T14:01Z [---] followers, [---] engagements "@ZacharyGroupLLC Could be both. Didnt Jupiter launch on a spacex rocket" [X Link](https://x.com/brad_patnaude/status/1844111851837386826) 2024-10-09T20:25Z [---] followers, [--] engagements "Id be shocked if Charlie sells spectrum without gaining something other than just cash he doesnt need it. $SATS Deutsche Telekom announces investment capacity of $36bn for M&A and other investments which per @mikeddano could include spectrum acquisition from @Echostar. Earlier this week @teltarif reported the German company is also in direct discussions with Echostar (sidelining @SpaceX Deutsche Telekom announces investment capacity of $36bn for M&A and other investments which per @mikeddano could include spectrum acquisition from @Echostar. Earlier this week @teltarif reported the German" [X Link](https://x.com/anyuser/status/1844700965200392490) 2024-10-11T11:25Z [---] followers, [---] engagements "@mikeddano For reference $SATS has this spectrum marked on their books at $6.2B" [X Link](https://x.com/brad_patnaude/status/1847354033318625294) 2024-10-18T19:08Z [---] followers, [--] engagements "@JSB152sbcg5268 @thebigcat30 @EchoStar Its honestly incredible people give them no credit for this and assign ZERO value to it. Forget the spectrum value" [X Link](https://x.com/brad_patnaude/status/1847354684735946854) 2024-10-18T19:10Z [---] followers, [---] engagements "@Starbucks $SBUX should give estimated mobile wait time BEFORE you order not ONCE you have ordered. 21-28 min ugh π" [X Link](https://x.com/brad_patnaude/status/1847687494801764628) 2024-10-19T17:13Z [---] followers, [--] engagements "@dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet" [X Link](https://x.com/anyuser/status/1848362178530750809) 2024-10-21T13:54Z [---] followers, [---] engagements "Additionally $SATS trades at a steep discount to BOOK value. @dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet. @dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet" [X Link](https://x.com/anyuser/status/1848362415026549060) 2024-10-21T13:55Z [---] followers, [---] engagements "But the FED Could be some very interesting times ahead for real estate investors/CRE lenders. https://finance.yahoo.com/news/treasury-10-yields-may-hit-063041035.html https://finance.yahoo.com/news/treasury-10-yields-may-hit-063041035.html" [X Link](https://x.com/brad_patnaude/status/1848372402922656170) 2024-10-21T14:34Z [---] followers, [--] engagements "Lol sellers are in denial. Prices are still way too high. Real Estate prices do NOT only go up. https://www.wsj.com/economy/housing/home-sales-on-track-for-worst-year-since-1995-9a2029aemod=hp_lead_pos1 https://www.wsj.com/economy/housing/home-sales-on-track-for-worst-year-since-1995-9a2029aemod=hp_lead_pos1" [X Link](https://x.com/brad_patnaude/status/1849164073411244356) 2024-10-23T19:00Z [---] followers, [--] engagements "@dan_tmt For less money" [X Link](https://x.com/brad_patnaude/status/1849201718866669696) 2024-10-23T21:30Z [---] followers, [---] engagements "This @CNN town hall for Kamala is not going well. Still cant say one way how she differ from Biden" [X Link](https://x.com/brad_patnaude/status/1849260238731440539) 2024-10-24T01:22Z [---] followers, [---] engagements "Could be an interesting week $SATS $T $DISH Creditors say the proposal is unworkable and want to be paid back in full; DirecTV is threatening to walk away entirely if theres no agreement on the exchange by Oct. [--]. https://finance.yahoo.com/news/dish-lenders-call-directv-current-231232696.html https://finance.yahoo.com/news/dish-lenders-call-directv-current-231232696.html" [X Link](https://x.com/brad_patnaude/status/1850990220491272268) 2024-10-28T19:57Z [---] followers, [---] engagements "Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS" [X Link](https://x.com/anyuser/status/1853462426923991446) 2024-11-04T15:40Z [---] followers, [----] engagements "Compared to [--] Trump is up [--] points in favorability [--] ntl and [--] in battlegrounds. I believe Trump wins tomorrow with up to [---] electoral votes the largest % of minority vote won by GOP in my life and all time high GOP turnout. NH and VA are both in play" [X Link](https://x.com/anyuser/status/1853519819255009360) 2024-11-04T19:28Z [---] followers, [---] engagements "@trmcdonald @EchoStar Hard to leave Amazon Apple Meta Google Etc off this list in my opinion. Connectivity will only become more integrated with peoples lives and these tech co's will be orchestrating" [X Link](https://x.com/brad_patnaude/status/1854180155364639169) 2024-11-06T15:12Z [---] followers, [---] engagements "@dan_tmt just bought some" [X Link](https://x.com/brad_patnaude/status/1854540866888536374) 2024-11-07T15:06Z [---] followers, [--] engagements "$SATS Tomorrow is deal day. Will something happen Anything Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS" [X Link](https://x.com/brad_patnaude/status/1855988799605490026) 2024-11-11T14:59Z [---] followers, [---] engagements "@dan_tmt Looks like a straddle no Similar position via $22 puts. Either way pretty large implied volatility" [X Link](https://x.com/brad_patnaude/status/1856024110322577669) 2024-11-11T17:20Z [---] followers, [--] engagements "Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone" [X Link](https://x.com/anyuser/status/1856368342640013643) 2024-11-12T16:07Z [---] followers, [----] engagements "First time in [--] years $SATS guys have put any sort of number on their spectrum value / share price. Hamid says its +$100/share just on spectrum value (exludes network assets etc) Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone. Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone" [X Link](https://x.com/anyuser/status/1856376705385902180) 2024-11-12T16:41Z [---] followers, [---] engagements "@peter_adderton disagree. They need active institutional support. Stock was getting beat up prior to the call. The CEO plainly stated their stock is worth 5x current level. Zero mkt reaction is an opportunity" [X Link](https://x.com/anyuser/status/1856391034734883327) 2024-11-12T17:38Z [---] followers, [---] engagements "@peter_adderton Comcast Apple Amazon Meta Google Verizon TMobile AT&T Nvidia Microsoft Dell Tesla SpaceX. Every single one of those companies is hundreds of billions if not trillion market cap. $SATS is $6b" [X Link](https://x.com/brad_patnaude/status/1856436794750832735) 2024-11-12T20:39Z [---] followers, [---] engagements "@peter_adderton @MasaSonCap Lmao dont get him started. Im not in the mood" [X Link](https://x.com/brad_patnaude/status/1856438508862554408) 2024-11-12T20:46Z [---] followers, [--] engagements "$SATS CEO - on AI "connectivity will be a primary enabler and wireless spectrum will be the most scarce resource. We believe there are upwards of 10s of billions of dollars in asset value that is not accounted for in our current market cap."" [X Link](https://x.com/anyuser/status/1856698485694681112) 2024-11-13T13:59Z [---] followers, [---] engagements "So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum assets. $SATS "private 5G networks is only one angle. And I actually believe that may be an angle that -- it's got a hockey stick type of future in it. It's picking up." "private 5G networks is only one angle. And I actually believe that may be an angle that -- it's got a hockey stick type of future in it. It's picking up."" [X Link](https://x.com/anyuser/status/1856699313277092174) 2024-11-13T14:03Z [---] followers, [---] engagements "Now we have network assets and other assets. Not even including those I think just on an asset value vastly vastly underpriced. $SATS So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum assets. $SATS So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum" [X Link](https://x.com/anyuser/status/1856699751548264947) 2024-11-13T14:04Z [---] followers, [---] engagements "The price of $SATS is 20% less than it was a few days ago. Did the value of the company change Did their prospects change Did they lose 1/5th of their assets Earnings potential" [X Link](https://x.com/brad_patnaude/status/1856718331937485290) 2024-11-13T15:18Z [---] followers, [---] engagements "@MasaSonCap Youve said $SATS is a spectrum play. If so why does dbs matter DTV deal is not that relevant to the future of $SATS. Ergen already got what he needed. Hes left with a win/win however it plays out" [X Link](https://x.com/brad_patnaude/status/1856720965914210783) 2024-11-13T15:29Z [---] followers, [---] engagements "The argument youre making would be relevant if $SATS traded at a premium to book value. @MasaSonCap Fine but both views (DTV deal and wireless business) ignore the value of the assets on their balance sheet. @MasaSonCap Fine but both views (DTV deal and wireless business) ignore the value of the assets on their balance sheet" [X Link](https://x.com/brad_patnaude/status/1856722662669595069) 2024-11-13T15:35Z [---] followers, [---] engagements "@trmcdonald CORRECT As a matter of fact it may incrementally benefit $SATS if the deal does NOT close" [X Link](https://x.com/brad_patnaude/status/1856728655805751359) 2024-11-13T15:59Z [---] followers, [---] engagements "@FoxBusiness FFS This deal is NOT a critical lifeline to $SATS #Echostar is the entire journalist community and market missing this" [X Link](https://x.com/anyuser/status/1856793315942846546) 2024-11-13T20:16Z [---] followers, [---] engagements "@dan_tmt Is there widespread confusion as to what $SATS EchoStar assets are at risk in the case of a DISH bankruptcy This makes zero sense" [X Link](https://x.com/brad_patnaude/status/1857083217309823108) 2024-11-14T15:28Z [---] followers, [---] engagements "Ergen S4 just posted for his pipe subscription at nearly 30% over todays closing price on $SATS. Who knows $SATS value better Charlie or the people who think DBS bond holders have a claim to $SATS spectrum" [X Link](https://x.com/anyuser/status/1857195682852983028) 2024-11-14T22:55Z [---] followers, [---] engagements "Hmm if only there was an asset rich telco suited for AI/Software/Cloud looking for a partner. $SATS https://www.lightreading.com/5g/softbank-goes-radio-gaga-about-nvidia-in-nervy-days-for-ericsson https://www.lightreading.com/5g/softbank-goes-radio-gaga-about-nvidia-in-nervy-days-for-ericsson" [X Link](https://x.com/anyuser/status/1857444749650587680) 2024-11-15T15:25Z [---] followers, [---] engagements "@trmcdonald @EchoStar This should be expanded to alignment between Musk & Ergen re Vehicle connectivity/autonomous driving. $TSLA is the clear leader. $TSLA + (SpaceX + $SATS) makes a lot of sense to me" [X Link](https://x.com/anyuser/status/1858543586540757192) 2024-11-18T16:11Z [---] followers, [---] engagements "Basically zero options volume on $SATS. Nobody is paying attention to this company" [X Link](https://x.com/anyuser/status/1858604794648150422) 2024-11-18T20:14Z [---] followers, [---] engagements "Zero options volume. Bonds arent moving. Equity is stuck. The widespread confusion persists. $SATS Basically zero options volume on $SATS. Nobody is paying attention to this company. Basically zero options volume on $SATS. Nobody is paying attention to this company" [X Link](https://x.com/brad_patnaude/status/1858900288150684146) 2024-11-19T15:49Z [---] followers, [---] engagements "This is a great breakdown of CBRS/3.5/etc. HOWEVER Its another example of wrongfully thinking about $DISH as $SATS and vice versa re spectrum assets and bankruptcy. $SATS is a different entity. A dbs bankruptcy does not mean a bankruptcy at Echostar. #Widespreadconfusion Why hasn't Boost Mobile-Dish-Echostar built out their CBRS network Simple they want to gain an edge. If (big if) rules change for the frequency they benefit immensely. $SATS https://t.co/cbyGvXPZN6 Why hasn't Boost Mobile-Dish-Echostar built out their CBRS network Simple they want to gain an edge. If (big if) rules change for" [X Link](https://x.com/brad_patnaude/status/1859251114685689882) 2024-11-20T15:03Z [---] followers, [---] engagements "One day left for DBS Bondholders. $DISH $SATS Id buy tickets to watch the negotiations if I could" [X Link](https://x.com/brad_patnaude/status/1859604609871806623) 2024-11-21T14:27Z [---] followers, [---] engagements "This is a metaphor for $SATS Charlie Ergen moving from legacy tv to connectivity company. https://www.youtube.com/watchv=2eye3f6xk_g https://www.youtube.com/watchv=2eye3f6xk_g" [X Link](https://x.com/anyuser/status/1859669054497407467) 2024-11-21T18:43Z [---] followers, [---] engagements "@junkbondanalyst Honestly a positive for $SATS in my worthless opinion" [X Link](https://x.com/anyuser/status/1859779126040858761) 2024-11-22T02:01Z [---] followers, [---] engagements "Market logic on $SATS: $SATS makes deal to sell DISH = $SATS down $SATS gets to keep DISH = $SATS down $SATS needs financing = $SATS down $SATS gets financing/removes going concern = $SATS down $SATS spectrum is woth $100b = $SATS down #widespreadconfusion" [X Link](https://x.com/anyuser/status/1859967821167698181) 2024-11-22T14:30Z [---] followers, [---] engagements "@narmacnetworth Irrational cynicism and widespread confusion. $SATS" [X Link](https://x.com/brad_patnaude/status/1861116587450712421) 2024-11-25T18:35Z [---] followers, [--] engagements "$SATS Boost Mobile commercials on Peacock. Interesting. Marketing is still weak imo but good to see efforts ramping up on building subs" [X Link](https://x.com/brad_patnaude/status/1863003009820635624) 2024-11-30T23:31Z [---] followers, [---] engagements "They should make a bid for $SATS https://finance.yahoo.com/news/nvidia-cfo-says-m-possible-153519117.html https://finance.yahoo.com/news/nvidia-cfo-says-m-possible-153519117.html" [X Link](https://x.com/brad_patnaude/status/1863986827994313169) 2024-12-03T16:41Z [---] followers, [---] engagements "@mikeddano @thebauminator $SATS" [X Link](https://x.com/anyuser/status/1864008238032678951) 2024-12-03T18:06Z [---] followers, [---] engagements "$SATS was first mover here. Are they a potential target for comcast or amazon "Fitting a broader industry trend Comcast has migrated its 5G wireless core to AWS a move designed to help Comcast accelerate the launch of new features optimize network performance and automate more 5G operations." https://t.co/z9PvPLUucm via @thebauminator "Fitting a broader industry trend Comcast has migrated its 5G wireless core to AWS a move designed to help Comcast accelerate the launch of new features optimize network performance and automate more 5G operations." https://t.co/z9PvPLUucm via @thebauminator" [X Link](https://x.com/anyuser/status/1864008466416742513) 2024-12-03T18:07Z [---] followers, [---] engagements "@ZacharyGroupLLC Wouldnt mind seeing $SATS sell DBS and Boost to $CMCSA make a leaseback deal for the network and go build enterprise biz. Let Cmcsa deal with retail" [X Link](https://x.com/brad_patnaude/status/1864039832810377641) 2024-12-03T20:11Z [---] followers, [---] engagements "@dan_tmt More $SATS" [X Link](https://x.com/brad_patnaude/status/1865074084305863102) 2024-12-06T16:41Z [---] followers, [--] engagements "How many of these co's need or are interested in connectivity $SATS The top [--] largest stocks in the world are now worth a new combined high of $22.1 Trillion up from $21.7 last week https://t.co/CvoJ0nEvGZ The top [--] largest stocks in the world are now worth a new combined high of $22.1 Trillion up from $21.7 last week https://t.co/CvoJ0nEvGZ" [X Link](https://x.com/anyuser/status/1867962289875505627) 2024-12-14T15:58Z [---] followers, [---] engagements "@StockMKTNewz @MorningBrew Lol So SpaceX is worth $350B and $SATS is worth $6.5B Are the launch capabilities worth 60x" [X Link](https://x.com/brad_patnaude/status/1870146368569843753) 2024-12-20T16:36Z [---] followers, [----] engagements "The cynics get to be right (for now) but the optimists get to be rich - Puri $SATS" [X Link](https://x.com/brad_patnaude/status/1870479766757019648) 2024-12-21T14:41Z [---] followers, [---] engagements "@dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger" [X Link](https://x.com/brad_patnaude/status/1880358751590559788) 2025-01-17T20:57Z [---] followers, [---] engagements "$SATS Two interesting new job postings by @Apple from last week indicate: (a) Apple intends to secure additional MSS spectrum for satellite services on top of the @Globalstar spectrum (b) Apple is getting actively involved in regulatory matters (a consequence of @Starlink's attempt to https://t.co/gF3Y1UgCY8 Two interesting new job postings by @Apple from last week indicate: (a) Apple intends to secure additional MSS spectrum for satellite services on top of the @Globalstar spectrum (b) Apple is getting actively involved in regulatory matters (a consequence of @Starlink's attempt to" [X Link](https://x.com/brad_patnaude/status/1882106192887210413) 2025-01-22T16:40Z [---] followers, [---] engagements "@peter_adderton No mention of $SATS #Echostar as per usual. Not like they are the only company that owns both satellites and Global Spectrum rights or anything" [X Link](https://x.com/brad_patnaude/status/1882114130578145736) 2025-01-22T17:12Z [---] followers, [---] engagements "@trmcdonald @EchoStar Hardly even a debate π€ market consensus is $SATS spectrum is worth pennies on the dollar. Hence the opportunity" [X Link](https://x.com/brad_patnaude/status/1882460933626458489) 2025-01-23T16:10Z [---] followers, [---] engagements "@TMFAssociates covered Ergen accommodating Apple & $GSAT . Its still unclear to me what Ergen got for the favor. $SATS #Echostar Are @Apple about to close a deal with @Echostar for their S-band MSS spectrum Indications: - Apple's job postings implying spectrum additions: https://t.co/3lYHqiSbVx - recent whitepaper supported by $GSAT highlighting S-band value: https://t.co/OrPPdpYeNo - $GSAT share price https://t.co/6NBKvRTN4k Are @Apple about to close a deal with @Echostar for their S-band MSS spectrum Indications: - Apple's job postings implying spectrum additions: https://t.co/3lYHqiSbVx -" [X Link](https://x.com/brad_patnaude/status/1884618014038827369) 2025-01-29T15:02Z [---] followers, [---] engagements "Reminder re short interest on $SATS @dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger @dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger" [X Link](https://x.com/brad_patnaude/status/1887544170190975302) 2025-02-06T16:49Z [---] followers, [---] engagements "Such an unnecessary hit job on $SATS. Seems apparent that people are in the tank for other telcos and to attempting to divert capital away from EchoStar EchoStar the company behind Dish Network and @boostmobile is no longer facing bankruptcy. But its 5G play still shows little sign of making the 'formidable' impact company officials once promised. https://t.co/K5n4YcTcy0 $SATS EchoStar the company behind Dish Network and @boostmobile is no longer facing bankruptcy. But its 5G play still shows little sign of making the 'formidable' impact company officials once promised." [X Link](https://x.com/brad_patnaude/status/1887600062123106451) 2025-02-06T20:31Z [---] followers, [----] engagements "My point (to reiterate) was asking why this particular article was 100% framed in a negative light when there are opposing and positive views of build progress spectrum value network potential etc. @peter_adderton @MasaSonCap No but its not a binary outcome. I dont disagree with you guys the results/stock performance has obviously not been great but the game goes on. The same analysts quoted in the article said bankruptcy was supposed to already have happened @peter_adderton @MasaSonCap No but its not a binary outcome. I dont disagree with you guys the results/stock performance has obviously" [X Link](https://x.com/brad_patnaude/status/1887675446998798676) 2025-02-07T01:31Z [---] followers, [---] engagements "@GlobalSenate coincidence $SATS schedules earnings for same day as $GSAT" [X Link](https://x.com/brad_patnaude/status/1892930191011279151) 2025-02-21T13:31Z [---] followers, [---] engagements "$SATS Seems like these guys hit the turning point. Plenty of cash on hand and customers starting to come onto the network. Momentum will build. Imo still an asset story/way too early to place a value on it based on cash flow/network earnings" [X Link](https://x.com/brad_patnaude/status/1895158041210654869) 2025-02-27T17:04Z [---] followers, [---] engagements "$SATS #Echostar @brad_patnaude $33B in AWS-3&4 $10B in [---] MHz $43 billion in security $35 billion in EV today Zero for satellite Zero for network Zero D2D Zero for DBS Zero for Boost Asymmetric return @brad_patnaude $33B in AWS-3&4 $10B in [---] MHz $43 billion in security $35 billion in EV today Zero for satellite Zero for network Zero D2D Zero for DBS Zero for Boost Asymmetric return" [X Link](https://x.com/brad_patnaude/status/1895167526507573343) 2025-02-27T17:42Z [---] followers, [---] engagements "$SATS from mstar - Michael Hodel "EchoStar has made a massive bet on wireless spectrum spending about $30 billion (more than $100 per EchoStar share) to acquire various spectrum licenses over the past [--] years" this is their COST" [X Link](https://x.com/brad_patnaude/status/1895474551481655755) 2025-02-28T14:02Z [---] followers, [---] engagements "When do the $SATS shorts cover 16.43M shares short as of 2/15. $SATS [--] days to cover. Shorts are you sure 16.43M shares short as of 2/15. $SATS [--] days to cover. Shorts are you sure" [X Link](https://x.com/brad_patnaude/status/1896607205463556527) 2025-03-03T17:02Z [---] followers, [---] engagements "$SATS #Echostar Charlie Ergen is building a cloud based connectivity co in the face of conventional telco wisdom. Everyone has been saying hes wrong & will fail so the table is set for some outsized returns. Lets see. Jeff Bezos on taking big swings: https://t.co/u7mYNLtNfu Jeff Bezos on taking big swings: https://t.co/u7mYNLtNfu" [X Link](https://x.com/brad_patnaude/status/1902736189389525290) 2025-03-20T14:57Z [---] followers, [---] engagements "@Techlife32 Curious because $SATS is on the hook for any delta if sale price to Grain was less than the option price Dish had" [X Link](https://x.com/brad_patnaude/status/1902879545058844909) 2025-03-21T00:26Z [---] followers, [---] engagements "@HonestAnalyst1 Its clear at this point $SATS is at a min coordinating with $APPL and $AMZN. Both multi trillion $ co's have independently voiced their LEO connectivity ambitions yet $SATS still trades at a steep discount to book and a measly 7.4b mkt cap" [X Link](https://x.com/brad_patnaude/status/1905252107432624558) 2025-03-27T13:34Z [---] followers, [---] engagements "$SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions said. It explored investments in the Colorado-based satellite operator EchoStar" https://www.wsj.com/tech/apple-elon-musk-satellite-cell-phone-services-ed2d2730 https://www.wsj.com/tech/apple-elon-musk-satellite-cell-phone-services-ed2d2730" [X Link](https://x.com/brad_patnaude/status/1906691880076591482) 2025-03-31T12:55Z [---] followers, [---] engagements "$SATS entire market cap is less than 1% of $Appl. What could Apple afford to pay for $SATS Hamid says they are mispriced by over $100/share based on their balance sheet alone. https://t.co/Ufhkrjez49 $SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions said. It explored investments in the Colorado-based satellite operator EchoStar" https://t.co/Ufhkrjez49 $SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions" [X Link](https://x.com/brad_patnaude/status/1906708279419367933) 2025-03-31T14:00Z [---] followers, [----] engagements "@mikeddano @TMFAssociates can you clarify your quote "It is hard to think of any possibilities for an #EchoStar $SATS partner other than $APPL " are u saying Apple makes the most sense Or likely that nobody else is interested How bout $AMZN Kuiper $TSLA or SpaceX" [X Link](https://x.com/brad_patnaude/status/1907826423202566621) 2025-04-03T16:03Z [---] followers, [---] engagements "$APPL $SATS #Echostar $7b Charlie Ergen vs (or with) $3T Apple. Lets make a deal EchoStar officials have hinted that the company will use its satellite spectrum holdings to pursue the market for phone-to-satellite connections. That could dovetail with Apple's own ambitions in the sector. https://t.co/8SpJf5zCw6 EchoStar officials have hinted that the company will use its satellite spectrum holdings to pursue the market for phone-to-satellite connections. That could dovetail with Apple's own ambitions in the sector. https://t.co/8SpJf5zCw6" [X Link](https://x.com/brad_patnaude/status/1907827087433515103) 2025-04-03T16:06Z [---] followers, [---] engagements "@ProjectKuiper Lot of talk about ground connectivity run thru AWS #echostar $SATS" [X Link](https://x.com/brad_patnaude/status/1909389939336163695) 2025-04-07T23:36Z [---] followers, [---] engagements "@SpeedtestAddict @Techlife32 @SneedTech @ATR20pR @Terrell352 @CleverIv @carlostech702 $SATS" [X Link](https://x.com/brad_patnaude/status/1909724219803681150) 2025-04-08T21:45Z [---] followers, [---] engagements "$SATS The reality is that we are short spectrum. - Chairman @BrendanCarrFCC For that true 5G 6G experiencesomething like only 7% of that prime mid-band spectrum is available. We gotta find a way to move spectrum into the commercial marketplace. https://t.co/AGxM8KSqA9 The reality is that we are short spectrum. - Chairman @BrendanCarrFCC For that true 5G 6G experiencesomething like only 7% of that prime mid-band spectrum is available. We gotta find a way to move spectrum into the commercial marketplace. https://t.co/AGxM8KSqA9" [X Link](https://x.com/brad_patnaude/status/1920125566855840109) 2025-05-07T14:36Z [---] followers, [---] engagements "In the last section of the write up we get to the only point that matters: "At the heart of the disagreement between EchoStar and SpaceX is spectrum. EchoStar has some and SpaceX wants it." Its as simple as that. Ergen holds the cards. $SATS #SpaceX $TSLA The day $SATS reports record sub growth this is the article that Light Reading puts out π€ @mikeddano https://t.co/htpO0Yln09 The day $SATS reports record sub growth this is the article that Light Reading puts out π€ @mikeddano https://t.co/htpO0Yln09" [X Link](https://x.com/brad_patnaude/status/1921230097589080232) 2025-05-10T15:45Z [---] followers, [---] engagements "First they ignore then they laugh then they fight. This is a hit job I assume driven by SpaceX. If its not then obviously $SATS has engaged in fraud which is highly unlikely IMO. https://www.wsj.com/business/telecom/fcc-threatens-charlie-ergens-hold-on-satellite-5g-spectrum-licenses-e2913889 https://www.wsj.com/business/telecom/fcc-threatens-charlie-ergens-hold-on-satellite-5g-spectrum-licenses-e2913889" [X Link](https://x.com/brad_patnaude/status/1921999138763276302) 2025-05-12T18:41Z [---] followers, [---] engagements "The attack on $SATS by SpaceX who IMO is obviously influencing the @FCC to investigate only highlights the astronomical and growing demand/value for spectrum. They are going to try to steal it. This could be Ergens last stand" [X Link](https://x.com/brad_patnaude/status/1922294885186482550) 2025-05-13T14:16Z [---] followers, [---] engagements "Timeline of recent $SATS events: 5/6 @BrendanCarrFCC discusses shortage of midband spectrum/competition with China. 5/9 @mikeddano drops article from #SpaceX saying $SATS is lying about 5g capabilities 5/12 WSJ FCC investigation 5/14 SpaceX request for access to MSS 2ghz" [X Link](https://x.com/brad_patnaude/status/1923433237973434638) 2025-05-16T17:39Z [---] followers, [---] engagements "@mikeddano "AWS said it ended its private 5G offering due to limited spectrum" maybe they should buy some. $SATS" [X Link](https://x.com/brad_patnaude/status/1925559610397634820) 2025-05-22T14:29Z [---] followers, [---] engagements "$SATS I've been asked my thoughts on recent regulatory actions involving Echostar/Dish. Here's my statement: https://t.co/WirB70DKIX I've been asked my thoughts on recent regulatory actions involving Echostar/Dish. Here's my statement: https://t.co/WirB70DKIX" [X Link](https://x.com/brad_patnaude/status/1927351683740250275) 2025-05-27T13:10Z [---] followers, [---] engagements "$SATS 8k. They have [---] mil subs on net and added 88k subs in April. pretty good imo" [X Link](https://x.com/brad_patnaude/status/1927707093861089775) 2025-05-28T12:42Z [---] followers, [---] engagements "@mikeddano @BrendanCarrFCC Wow an article in support of $SATS Mike Love to see it" [X Link](https://x.com/brad_patnaude/status/1928141381937041834) 2025-05-29T17:28Z [---] followers, [---] engagements "$SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale restrictions improve flexibility etc)" [X Link](https://x.com/brad_patnaude/status/1928431646744682544) 2025-05-30T12:41Z [---] followers, [----] engagements "Where does Carr go from here $SATS Is this a 5th amendment violation ChatGPT reponses $SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale restrictions improve flexibility etc) $SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale" [X Link](https://x.com/brad_patnaude/status/1928450126751695322) 2025-05-30T13:55Z [---] followers, [---] engagements "@TobyC3PO @dan_tmt Carr "whether we like it or not good spctrm policy is not about who has the best engineers its about who has political capital. Re Pai the point is he took his political capital & spent it to free up spectrum. Every spectrum decision we made was a fight in DC and he won" $SATS" [X Link](https://x.com/brad_patnaude/status/1932104776000385334) 2025-06-09T15:57Z [---] followers, [--] engagements "$SATS Anyone following the $SATS $ASTS $GSAT #EchoStar #FCC #SpaceX Spectrum related world should read this. Nice work @trmcdonald https://trmcdonald.substack.com/p/an-open-letter-to-fcc-chairman-brendan https://trmcdonald.substack.com/p/an-open-letter-to-fcc-chairman-brendan" [X Link](https://x.com/brad_patnaude/status/1934958121493090487) 2025-06-17T12:55Z [---] followers, [----] engagements "@trmcdonald @BrendanCarrFCC @EchoStar @realDonaldTrump Insanity" [X Link](https://x.com/brad_patnaude/status/1935006891861815698) 2025-06-17T16:09Z [---] followers, [---] engagements "@thebigcat30 @yummyCenturyEgg 60ft might not be big enough to hold all the money. Ill meet you down there tho" [X Link](https://x.com/brad_patnaude/status/1936182888027849195) 2025-06-20T22:02Z [---] followers, [--] engagements "@FCC @BrendanCarrFCC @cspan Is there a telco building a more US vendor based and innovative network than $SATS Echostar" [X Link](https://x.com/brad_patnaude/status/1940409017895199094) 2025-07-02T13:55Z [---] followers, [---] engagements "@FREESPEECH1017 This is a heaping pile of garbage" [X Link](https://x.com/brad_patnaude/status/1940446726437114198) 2025-07-02T16:25Z [---] followers, [--] engagements "Is everyone having a good time $SATS #EchoStar" [X Link](https://x.com/brad_patnaude/status/1940769502377263206) 2025-07-03T13:48Z [---] followers, [----] engagements "@dan_tmt Interesting situation potentially. How does DOJ/Carr respond now if Elon is a buyer Do they bless that deal if Elon blows up relationship from the FCC filings" [X Link](https://x.com/brad_patnaude/status/1942666765655499230) 2025-07-08T19:27Z [---] followers, [--] engagements "New [--] week high for us $SATS folk. Thank you for your attention to this matter. Is everyone having a good time $SATS #EchoStar https://t.co/1aDk1PqCag Is everyone having a good time $SATS #EchoStar https://t.co/1aDk1PqCag" [X Link](https://x.com/brad_patnaude/status/1942672205613260979) 2025-07-08T19:48Z [---] followers, [---] engagements "1992 at $DISH Ergen says "in school they say dont put all your eggs in one basket. I say put in every damn egg youve got." If the company burned down Ergen said "hed toss the keys in the fire and walk away." Now its 33yrs later and Carr thinks Charlie is bluffing $SATS" [X Link](https://x.com/brad_patnaude/status/1945835572439716239) 2025-07-17T13:18Z [---] followers, [---] engagements "Ergen will make int payment $SATS $DISH" [X Link](https://x.com/brad_patnaude/status/1950531263271444676) 2025-07-30T12:17Z [---] followers, [---] engagements "$SATS https://www.bloomberg.com/news/articles/2025-07-30/echostar-urged-by-us-to-sell-spectrum-to-settle-squatting-claim https://www.bloomberg.com/news/articles/2025-07-30/echostar-urged-by-us-to-sell-spectrum-to-settle-squatting-claim" [X Link](https://x.com/brad_patnaude/status/1950661282820223223) 2025-07-30T20:54Z [---] followers, [---] engagements "Nice job by Hamid to speak for an hour and address precisely zero concerns of the analyst community. $SATS" [X Link](https://x.com/brad_patnaude/status/1951328464692290044) 2025-08-01T17:05Z [---] followers, [---] engagements "Musks bid is for a part of EchoStars spectrum that AT&T has been valued at roughly $30 billion by some analysts. It wasnt clear whether those negotiations are ongoing. $SATS T-Mobile initially expressed interest in nearly all of EchoStars licenses to use the taxpayer-owned frequencies and is still in talks about some of the pieces AT&T didnt buy according to the people. $SATS T-Mobile initially expressed interest in nearly all of EchoStars licenses to use the taxpayer-owned frequencies and is still in talks about some of the pieces AT&T didnt buy according to the people. $SATS" [X Link](https://x.com/brad_patnaude/status/1960698416062681587) 2025-08-27T13:38Z [---] followers, [---] engagements "@HonestAnalyst1 Really find it hard to believe Tmus picks this up (for Starlink to an extent) without a peep from Bezos or someone else" [X Link](https://x.com/brad_patnaude/status/1961074761192046636) 2025-08-28T14:33Z [---] followers, [---] engagements ""More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar" [X Link](https://x.com/brad_patnaude/status/1961080142391885878) 2025-08-28T14:55Z [---] followers, [---] engagements ""One potential buyer could be DirecTV (TPG) which could purchase EchoStar's pay TV business TD Cowen analyst Gregory William He hiked his price target on EchoStar's stock to $67 a share from $28" This always cracks me up πday late dollar short bud $SATS "More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar "More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar" [X Link](https://x.com/brad_patnaude/status/1961080467609841987) 2025-08-28T14:56Z [---] followers, [---] engagements "This article LOL "and Ergen's entire scheme is in ruins." Sounds like something Mike Dano would say but apparently hes not the only $SATS hater at Light Reading. The decommissioning of Dish's radio access network is bad news for AWS Fujitsu Mavenir Samsung and Wind River and could be another nail in the coffin of true open RAN. Read more on Light Reading: https://t.co/cPn81kaqaQ https://t.co/ZcVUIZf2bc The decommissioning of Dish's radio access network is bad news for AWS Fujitsu Mavenir Samsung and Wind River and could be another nail in the coffin of true open RAN. Read more on Light" [X Link](https://x.com/brad_patnaude/status/1961129230483210685) 2025-08-28T18:10Z [---] followers, [---] engagements "@HonestAnalyst1 Etrade has me at 100% maintenance requirement. but then again $SATS is the only thing I own π" [X Link](https://x.com/brad_patnaude/status/1963679655724220834) 2025-09-04T19:04Z [---] followers, [---] engagements "Amazon/Kuiper gonna let this go without a fight Where is Verizon $SATS #Echostar *STARLINK IS SAID IN ADVANCED TALKS TO ACQUIRE ECHOSTAR SPECTRUM The transaction could value the spectrum in the tens of billions of dollars and would allow Starlink to offer direct-to-device mobile service from space more independently. $SATS $DISH https://t.co/bzk4fKPiD9 *STARLINK IS SAID IN ADVANCED TALKS TO ACQUIRE ECHOSTAR SPECTRUM The transaction could value the spectrum in the tens of billions of dollars and would allow Starlink to offer direct-to-device mobile service from space more independently. $SATS" [X Link](https://x.com/brad_patnaude/status/1965003620883255389) 2025-09-08T10:45Z [---] followers, [---] engagements "Ill take the SpaceX shares tyvm $SATS #SPACEX" [X Link](https://x.com/brad_patnaude/status/1965009001672044686) 2025-09-08T11:07Z [---] followers, [---] engagements "@chlytle33 Yes. I keep saying it (idk if viable yet) but I think there is a biz as a network core operator. Basically a platform to manage spectrum assets slicing D2D integration & usage for the spectrum asset owner. I would have said with AWS but we havent seen them step up yet" [X Link](https://x.com/brad_patnaude/status/1965044417003507897) 2025-09-08T13:27Z [---] followers, [--] engagements "@peter_adderton @EchoStar @dish It was more so a defense against the narrative that Ergen was "weeks away from imminent bankruptcy" and that there was no other path forward or the only way to look at the company was to model an operating wireless business and dcf with no consideration for their balance sheet" [X Link](https://x.com/brad_patnaude/status/1965086379584741572) 2025-09-08T16:14Z [---] followers, [---] engagements "With the value of SpaceX stock portion of $SATS acquisition locked in. all Elon has to do now is give #Echostar a little . "nudge" to send it soaring. He'll make that 8.5b back instantly and walk with AWS4/Hblock for effectively nothing. Genius" [X Link](https://x.com/brad_patnaude/status/1965395517422403847) 2025-09-09T12:43Z [---] followers, [---] engagements "Is the retail cult about to meme this thing $SATS #Echostar #SpaceX $SATS Has Become the SpaceX Proxy Investment Wall Street Has BeenWaitingFor https://t.co/Rc8lrzyQGk $SATS Has Become the SpaceX Proxy Investment Wall Street Has BeenWaitingFor https://t.co/Rc8lrzyQGk" [X Link](https://x.com/brad_patnaude/status/1965396237152387565) 2025-09-09T12:45Z [---] followers, [---] engagements "@dan_tmt Are we POSITIVE there are no counter bids out there Re Straightpath I believe it was several weeks before VZ came in and ultimately won" [X Link](https://x.com/brad_patnaude/status/1966565617055445089) 2025-09-12T18:12Z [---] followers, [---] engagements "@dan_tmt Which would theoretically make Charlie an owner of VZ or TMUS. oh the irony. But then again maybe thats his play π€" [X Link](https://x.com/brad_patnaude/status/1966570415167352986) 2025-09-12T18:31Z [---] followers, [--] engagements "Havent done the math on this but the logic is spot on IMO $SATS except Im also a legacy holder NOT rotating out $SATS EchoStar: $74.89 Friday close. π§΅1/ First let's address the obvious: Yes Exec RSUs are dumping They should EchoStar was a dump equity for years. Yes event traders are unwinding. Yes legacy holders are rotating out. But they're selling into one of the most $SATS EchoStar: $74.89 Friday close. π§΅1/ First let's address the obvious: Yes Exec RSUs are dumping They should EchoStar was a dump equity for years. Yes event traders are unwinding. Yes legacy holders are rotating out. But" [X Link](https://x.com/brad_patnaude/status/1966843279745613964) 2025-09-13T12:35Z [---] followers, [---] engagements "@BDeveran Still havent been able to watch their presentation but to play devils advocate on why the disconnect: - Deal risk discount - DBS suit - SpaceX valuation way off - Market HATES Ergen trying to grow Boost/operate a network. - Sub acquisition etc - No ROC/ vague future m/a plans" [X Link](https://x.com/brad_patnaude/status/1967607880020082920) 2025-09-15T15:14Z [---] followers, [--] engagements "$SATS Please stay at $70 until my wire clears so I can buy more" [X Link](https://x.com/brad_patnaude/status/1968308185464447432) 2025-09-17T13:36Z [---] followers, [---] engagements "I piled in. Why not buy $1's for .8 Especially when it comes with a couple free businesses [--] million subs and the only proxy exposure to perhaps the most technologically advanced company in human history (SpaceX). $SATS π°ππ hmmm sell puts or just pile in now. hmmm sell puts or just pile in now" [X Link](https://x.com/brad_patnaude/status/1968464790700896338) 2025-09-17T23:59Z [---] followers, [---] engagements "$SATS In talks with VZ for spectrum. THATS WHY WE PILE IN" [X Link](https://x.com/brad_patnaude/status/1972780832671912379) 2025-09-29T21:49Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@brad_patnaude BradBrad posts on X about $sats, sats, $dish, spacex the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks cryptocurrencies finance technology brands celebrities automotive brands countries financial services products social networks
Social topic influence $sats, sats, $dish, spacex, market, $tmus, debt, market cap, network, $t
Top accounts mentioned or mentioned by @dantmt @mikeddano @echostar @masasoncap @trmcdonald @peteradderton @zacharygroupllc @tmfassociates @thebigcat30 @rogerentner @chlytle33 @patrickcomack @fcc @sneedtech @brendancarrfcc @fiercewireless @spacex @thebauminator @narmacnetworth @honestanalyst1
Top assets mentioned SATS (Ordinals) (SATS) DISH Network Corp (DISH) T-Mobile (TMUS) AT&T Inc. (T) Globalstar, Inc. (GSAT) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) United States Cellular Corporation (USM) TPG Inc. (TPG) Dell Technologies, Inc. (DELL) NVIDIA Corp. (NVDA) Verizon Communications Inc. (VZ) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"$DISH Having first analyst day in [--] years on May 10th. Merging DBS biz still inevitable. Have had multiple parties approach about buying co and or parts of it"
X Link 2022-02-24T17:51Z [---] followers, [--] engagements
"@RogerEntner @chlytle33 @trmcdonald @1_adoy @FierceWireless @malleven33 Literally any company interested in connectivity. Interesting to me that SpaceX Amazon and others also working on sat connectivity and nobody connects dot to $SATS and $DISH"
X Link 2023-03-14T18:25Z [---] followers, [---] engagements
"@dan_tmt not uncommon to see execs jump ship before inevitable merger. Not saying there is one. Folks might be right saying writing is on the wall. What is written is up for debate tho"
X Link 2023-07-11T17:48Z [---] followers, [--] engagements
"@chlytle33 @trmcdonald @retaox I believe the $TMUS guys mentioned 8/11 as the deadline on their call"
X Link 2023-08-01T14:40Z [---] followers, [--] engagements
"@MasaSonCap prob the same logic behind $tmus leasing 600MHz from $dish two years ago"
X Link 2023-08-02T16:20Z [---] followers, [---] engagements
"@MasaSonCap I dont know if they would share the [---] but im pretty sure dish would be willing to share their [---] to get the 800"
X Link 2023-08-02T19:25Z [---] followers, [--] engagements
"@patrickcomack [--] days on the clock according the $DISH 10q"
X Link 2023-08-16T13:16Z [---] followers, [---] engagements
"@dan_tmt @mikeddano @mikeddano just posted. $DISH filed e fcc to buy the [---] from tmus"
X Link 2023-08-17T17:06Z [---] followers, [---] engagements
"@narmacnetworth hard to say that when we dont know the financial terms of the deal"
X Link 2023-08-17T17:17Z [---] followers, [---] engagements
"@MasaSonCap @peter_adderton @FCC @dishwireless Does how soon matter Or is it more important that they have the potential to generate $1b of 5g network rev Thats likely our difference. Im an investor because I want to own a part of what $dish is building not because I want xyz return within [--] months"
X Link 2023-08-18T13:01Z [---] followers, [---] engagements
"Great lunch and discussion today with @RogerEntner re all things telecom and $dish. We may not agree on everything but I learned a lot and Roger picked up the tab Hes a man of his word"
X Link 2023-08-24T18:22Z [---] followers, [----] engagements
"@dan_tmt @RogerEntner I wont speak for Roger on specifics but he basically believes $DISH has underestimated difficulty and how much $ will be required to grow a sub base to a level of material profitability and Charlie has missed his window to make a deal with legacy telco/or new entrant"
X Link 2023-08-24T19:11Z [---] followers, [---] engagements
"Just ordered a @Boost_Infinite SIM card. Making the switch. Lets see what this is all about #dishwireless $DISH"
X Link 2023-08-27T19:04Z [---] followers, [---] engagements
"@BeckDavidsonV @MasaSonCap just transferred an iPhone [--] from xfinity mobile. Super easy"
X Link 2023-09-08T00:55Z [---] followers, [---] engagements
"@patrickcomack thats 50% of their current market cap lol"
X Link 2023-09-27T13:50Z [---] followers, [--] engagements
"@trmcdonald they are controlled by regulation not capital. Thus an artificial imbalance in the system. Also why prices of goods/services are not down and inflation is rampant"
X Link 2023-10-16T22:35Z [---] followers, [--] engagements
"@patrickcomack the write down "driven by a decrease in our estimated probability of exercising the option". so weird"
X Link 2023-11-06T12:29Z [---] followers, [--] engagements
"@patrickcomack thats why its weird. They negotiated and paid for the extension but marked it down due to decrease probability of exercise"
X Link 2023-11-06T12:45Z [---] followers, [--] engagements
"@unusual_whales this cant only be one way. If there is another crash people will be begging private equity to step in and buy"
X Link 2023-12-08T14:44Z [---] followers, [--] engagements
"@dan_tmt Where does SATS fall as battle between Kuiper and starlink heats up"
X Link 2023-12-26T18:57Z [--] followers, [--] engagements
"Good start to the year for $SATS"
X Link 2024-01-04T16:44Z [---] followers, [---] engagements
"@FierceWireless Seeing a lot more articles on adoption of oran recently $dish $sats were completely discredited for this approach as recently as [--] years ago"
X Link 2024-02-09T19:22Z [---] followers, [---] engagements
"soooo now what CHarlie $SATS $DISH #Echostar https://ir.echostar.com/news-releases/news-release-details/echostar-corporation-announces-expiration-exchange-offers-and https://ir.echostar.com/news-releases/news-release-details/echostar-corporation-announces-expiration-exchange-offers-and"
X Link 2024-02-12T13:44Z [---] followers, [---] engagements
"@HighyieldHarry TRUMP"
X Link 2024-02-14T14:27Z [---] followers, [----] engagements
"@Cmet98 @HighyieldHarry thats such a cheap hindsight criticism. "Youd be richer if you borrowed money and invested it all in Apple [--] years ago". the guy is a billionaire. Hes doing fine"
X Link 2024-02-14T14:32Z [---] followers, [--] engagements
"Seems like a good achievement or nah $DISH $SATS #Echostar should just hire me for IR at this point. https://ir.dish.com/news-releases/news-release-details/dish-expands-vonr-coverage-over-200-million-people https://ir.dish.com/news-releases/news-release-details/dish-expands-vonr-coverage-over-200-million-people"
X Link 2024-02-22T15:34Z [---] followers, [---] engagements
"@Techlife32 Is the tech in place that would allow subs to automatically roam to another network I know at $DISH it is"
X Link 2024-02-22T17:23Z [---] followers, [---] engagements
"@JRyanThomp @TMFAssociates @SpaceX @SpaceX should just buy $dish ($sats) so theyd have ubiquitous connectivity and be able to solve all these problems instead of endlessly petitioning the fcc back and forth"
X Link 2024-02-22T23:26Z [---] followers, [---] engagements
"@mikeddano Ergen $DISH $SATS & $APPL are tied in behind the scenes here via financing arrangements. Unclear how this was all resolved"
X Link 2024-02-23T15:09Z [---] followers, [---] engagements
"@dan_tmt @MasaSonCap id be pissed. If there is one company that needs MORE transparency not less its this one"
X Link 2024-02-29T20:48Z [---] followers, [---] engagements
"@Megaconstellati @Garmin @IridiumComm So which sat player is it I doubt starlink"
X Link 2024-03-03T00:09Z [---] followers, [---] engagements
"@FierceWireless they actually said "we no longer believe it is a probability that we will exercise the option." They did NOT say there is ZERO chance"
X Link 2024-03-05T15:27Z [---] followers, [--] engagements
"@FREESPEECH1017 @Megaconstellati $AMZN getting involved $SATS #Echostar $TSLA $DISH #Starlink"
X Link 2024-03-11T18:54Z [---] followers, [---] engagements
"Defranco is easily over $65 million of open market buys between $DISH and $SATS #Echostar over the last two years"
X Link 2024-03-13T12:44Z [---] followers, [---] engagements
"Hamids intro to the $SATS annual report got me kinda fired up. #echostar $DISH"
X Link 2024-03-20T22:23Z [---] followers, [----] engagements
"Book value/share for $SATS #Echostar is $73. This assumes current Bal Sheet value of $38B for all spectrum licenses"
X Link 2024-03-27T18:00Z [---] followers, [----] engagements
"@Squishy_Rishi @dan_tmt Ergen put a $100 mil deposit on it. I dont think hes one to waste $. Lets see what happens. There are other reasons they may have marked down the value to show a loss on year end"
X Link 2024-03-27T19:54Z [---] followers, [--] engagements
"I assume the $SATS $DISH option to buy $TMUS [---] mhz spectrum has expired. I also assume this does not mean that deal is completely dead"
X Link 2024-04-02T12:48Z [---] followers, [---] engagements
"@patrickcomack @TheJusticeDept Not a fan of gov intervention but the FCC has final say on the sale as part of the original closing conditions of Sprint/Tmus merger. Deadlines are typically arbitrary"
X Link 2024-04-02T12:58Z [---] followers, [--] engagements
"@MasaSonCap that was in the context of why someone might be interested to potentially finance it. That is not my bull case for $SATS"
X Link 2024-04-02T19:35Z [---] followers, [---] engagements
"@MasaSonCap That $SATS will refi near term debt improve their capital structure and make the pivot from construction of a modern network - commercialization and monetization"
X Link 2024-04-02T19:37Z [---] followers, [---] engagements
"@TMFAssociates @MasaSonCap @peter_adderton Thats a fair point. I would add that the consumption of oil is not increasing at nearly the same rate as the consumption of data. Additionally supply can be controlled"
X Link 2024-04-04T13:55Z [---] followers, [---] engagements
"@TMFAssociates @MasaSonCap @peter_adderton also if $SATS can become anything like any of the big [--] oil companies I will be quite pleased"
X Link 2024-04-04T13:58Z [---] followers, [---] engagements
"@mikeddano @iainwmorris but nobody needs more capacity MIMO is a gamechanger and $DISH $SATS spectrum is worth less than book value. Oh and traffic growth will start slowing right"
X Link 2024-04-16T14:58Z [---] followers, [---] engagements
"$SATS #Echostar $DISH earnings Wed 5/8 Looking for financing updates"
X Link 2024-05-02T20:17Z [---] followers, [---] engagements
"@SneedTech Relax"
X Link 2024-05-03T19:56Z [---] followers, [---] engagements
"@thebigcat30 @dishwireless @EchoStar Hes such a hater. Hes been doom and gloom for over [--] years"
X Link 2024-05-04T14:42Z [---] followers, [---] engagements
""Moffett admitted that EchoStars spectrum had an enormous value but he did not see likely buyers such as AT&T Verizon or T-Mobile being in a position to buy extra spectrum." Literally as they announce a deal to buy more spectrum $USM $SATS $DISH $TMUS $VZ"
X Link 2024-05-10T12:32Z [---] followers, [---] engagements
"@trmcdonald @EchoStar Only happens at $SATS"
X Link 2024-05-10T19:53Z [---] followers, [---] engagements
"Odd that the US Gov and DOD would be issuing [--] yr contracts to companies supposedly going bankrupt in 4-6 months dont ya think $SATS #Echostar $DISH #Ergen"
X Link 2024-05-15T19:39Z [---] followers, [----] engagements
"@SneedTech @trmcdonald They get zero credit. Unbelievable accomplishment to build especially the majority of which was during COVID"
X Link 2024-05-17T19:57Z [---] followers, [---] engagements
"@thebigcat30 @dishwireless @EchoStar For one the population density and geography of Japan is astronomically different than the US. They also require a partner to deliver SAT connectivity"
X Link 2024-05-22T01:09Z [---] followers, [--] engagements
"How do you not even mention $SATS #Echostar in this NEW Nvidia a giant in the AI chipset sector is looking to test open RAN equipment on a private wireless 5G network using standalone technology at its Santa Clara California headquarters. https://t.co/u68HeMEZab NEW Nvidia a giant in the AI chipset sector is looking to test open RAN equipment on a private wireless 5G network using standalone technology at its Santa Clara California headquarters. https://t.co/u68HeMEZab"
X Link 2024-05-30T18:15Z [---] followers, [---] engagements
"$SATS $DISH We appreciate the work of @FCC Chairwoman @JRosenworcelFCC & the Wireless Bureau to propose an NPRM to enhance the CBRS band. More efficient use of this valuable mid-band spectrum is critical for U.S. leadership in 5G.https://t.co/v4FsBMT7pp We appreciate the work of @FCC Chairwoman @JRosenworcelFCC & the Wireless Bureau to propose an NPRM to enhance the CBRS band. More efficient use of this valuable mid-band spectrum is critical for U.S. leadership in 5G.https://t.co/v4FsBMT7pp"
X Link 2024-06-13T23:18Z [---] followers, [---] engagements
"@chlytle33 @dan_tmt Or SpaceX/Starlink"
X Link 2024-06-14T12:28Z [---] followers, [--] engagements
"All [---] services in MA are down. Someone having network issues $T $VZ $TMUS"
X Link 2024-06-18T18:50Z [---] followers, [---] engagements
"Step in the right direction $SATS $DISH Surprise Boost Infinite and Boost Mobile are moving in together bringing you something fresh π The same Infinitely Better coverage under one Boost Mobile roof π Give us a follow @boostmobile to stay up to date & ask any questions https://t.co/CYomeLb7Za Surprise Boost Infinite and Boost Mobile are moving in together bringing you something fresh π The same Infinitely Better coverage under one Boost Mobile roof π Give us a follow @boostmobile to stay up to date & ask any questions https://t.co/CYomeLb7Za"
X Link 2024-07-17T12:59Z [---] followers, [---] engagements
"@dan_tmt Bondholder suit prob still holding things up. $SATS filed motion to dismiss but I believe there is a revised complaint due by tmrw or Fri. @ZacharyGroupLLC had the court docs"
X Link 2024-07-17T14:22Z [---] followers, [---] engagements
"@poopgernade $SATS"
X Link 2024-08-15T14:32Z [---] followers, [--] engagements
"@dan_tmt Nov DBS bonds trading at $98 today. Dealer ask on YTM now as low as 13%. Bond market is saying this debt maturity basically zero concern. Equity up 25% since bottom after q2 call"
X Link 2024-08-23T15:41Z [---] followers, [---] engagements
"@dan_tmt Some interesting OI on the [----] $30 C as well. Bloomberg noted an offer from convert holders and potential settlement meeting last week. Wonder if 25/30 are the conversions"
X Link 2024-09-11T17:23Z [---] followers, [---] engagements
"Here we go $SATS $DISH multiple catalysts in the fold here. DirecTV Dish Discuss Merger to Form 20M-Subscriber Pay-TV Giant $DISH $T $TPG . More π https://t.co/NUY6P1fxHW DirecTV Dish Discuss Merger to Form 20M-Subscriber Pay-TV Giant $DISH $T $TPG . More π https://t.co/NUY6P1fxHW"
X Link 2024-09-14T01:12Z [---] followers, [----] engagements
"@ashy_ankles @MasaSonCap Morning fellas"
X Link 2024-09-16T13:38Z [---] followers, [--] engagements
"@thebigcat30 @ZacharyGroupLLC Nightmare fuel for the 12% short selling losers and haters"
X Link 2024-09-16T16:52Z [---] followers, [--] engagements
"@TMFAssociates Would be nice if SpaceX to just went public and bought $SATS entirely"
X Link 2024-09-16T20:11Z [---] followers, [----] engagements
"Wow $SATS https://ir.echostar.com/static-files/79cd2b04-d23e-45a2-bca3-2b68e5a11a81 https://ir.echostar.com/static-files/79cd2b04-d23e-45a2-bca3-2b68e5a11a81"
X Link 2024-09-23T10:50Z [---] followers, [---] engagements
"@ZacharyGroupLLC $DELL went public again this week"
X Link 2024-09-25T01:03Z [---] followers, [--] engagements
"@ZacharyGroupLLC Charlie telling the Nov DBS holders the trains about to leave the station better get on board and make a deal quick"
X Link 2024-09-25T11:20Z [---] followers, [---] engagements
"@thebigcat30 @ZacharyGroupLLC @EchoStar This article immediately following the 8k that debt negotiations have concluded aint a coincidence fellas"
X Link 2024-09-25T13:15Z [---] followers, [---] engagements
"Last reading I saw for $SATS was 12% (14.4M shares) short. Thats two weeks to cover. Seeing that DTV would assume DBS debt AND pay cash. Good luck everyone"
X Link 2024-09-27T13:35Z [---] followers, [---] engagements
"$SATS $DISH DBS bonds. How bout it"
X Link 2024-09-27T14:31Z [---] followers, [----] engagements
"@SneedTech This makes $SATS more valuable"
X Link 2024-09-29T16:27Z [---] followers, [---] engagements
"$T $SATS $DISH https://www.wsj.com/business/media/at-t-to-sell-rest-of-directv-to-tpg-4543d52f https://www.wsj.com/business/media/at-t-to-sell-rest-of-directv-to-tpg-4543d52f"
X Link 2024-09-30T10:36Z [---] followers, [--] engagements
"$DISH $SATS https://ir.echostar.com/news-releases/news-release-details/echostar-announces-suite-transformative-transactions-delever-its https://ir.echostar.com/news-releases/news-release-details/echostar-announces-suite-transformative-transactions-delever-its"
X Link 2024-09-30T11:26Z [---] followers, [---] engagements
"@ZacharyGroupLLC There is still a SUBSTANTIAL short position against $SATS. β What are those guys doing today"
X Link 2024-09-30T11:30Z [---] followers, [---] engagements
"Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs. Overwhelmingly positive for $SATS imo. Market is weird"
X Link 2024-09-30T16:05Z [---] followers, [----] engagements
"Ergen buying $400 mil at a 13% premium to todays $SATS price AND his [----] will be fully unencumbered for the future. Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs. Overwhelmingly positive for $SATS imo. Market is weird. Equity markets have attributed $0 value to $DISH DBS biz for a long time. This transactions removes a $0 asset lets them keep the cash flow for a year and removes over $10B of debt burden with fresh $ on the bs."
X Link 2024-09-30T16:08Z [---] followers, [----] engagements
"$SATS $T $DISH DISH Network/DBS noteholders are not willing to accept debt exchange terms offered alongside $SATS EchoStar's deal to sell its satellite TV biz and new money raise. The group is working on extending its coop pact as it plots next steps. More on @9finHQ: https://t.co/vRz0tB2vNk DISH Network/DBS noteholders are not willing to accept debt exchange terms offered alongside $SATS EchoStar's deal to sell its satellite TV biz and new money raise. The group is working on extending its coop pact as it plots next steps. More on @9finHQ: https://t.co/vRz0tB2vNk"
X Link 2024-10-01T23:02Z [---] followers, [---] engagements
"EchoStars new deal: Let the wireless games begin $SATS $DISH #Ergen https://www.fierce-network.com/broadband/op-ed-echostars-new-deal-let-wireless-games-begin https://www.fierce-network.com/broadband/op-ed-echostars-new-deal-let-wireless-games-begin"
X Link 2024-10-04T13:34Z [---] followers, [---] engagements
"Does anyone in the $T $SATS $DISH world have an outline of all upcoming critical dates/deadlines Exchanges DBS suit DTv and DBS merger FCC etc"
X Link 2024-10-07T14:14Z [---] followers, [---] engagements
"Hmm this seems pretty neat $sats #d2d #iot https://ir.echostar.com/news-releases/news-release-details/echostar-mobile-and-connected-partner-deliver-reliable-grid https://ir.echostar.com/news-releases/news-release-details/echostar-mobile-and-connected-partner-deliver-reliable-grid"
X Link 2024-10-08T10:32Z [---] followers, [---] engagements
"More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper https://echostarmobile.com/product/em2050-oem-module/ https://echostarmobile.com/product/em2050-oem-module/"
X Link 2024-10-08T13:59Z [---] followers, [---] engagements
"By leveraging EchoStar's geostationary satellite EchoStar XXI the device offers extensive coverage across Europe Connected plans to extend this service to the U.S. by late [----]. $SATS https://t.co/8TUo28TwjG More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper https://t.co/8TUo28TwjG More info. $SATS #IOT S-band #connectivity #SpaceX #Kuiper"
X Link 2024-10-08T14:01Z [---] followers, [---] engagements
"@ZacharyGroupLLC Could be both. Didnt Jupiter launch on a spacex rocket"
X Link 2024-10-09T20:25Z [---] followers, [--] engagements
"Id be shocked if Charlie sells spectrum without gaining something other than just cash he doesnt need it. $SATS Deutsche Telekom announces investment capacity of $36bn for M&A and other investments which per @mikeddano could include spectrum acquisition from @Echostar. Earlier this week @teltarif reported the German company is also in direct discussions with Echostar (sidelining @SpaceX Deutsche Telekom announces investment capacity of $36bn for M&A and other investments which per @mikeddano could include spectrum acquisition from @Echostar. Earlier this week @teltarif reported the German"
X Link 2024-10-11T11:25Z [---] followers, [---] engagements
"@mikeddano For reference $SATS has this spectrum marked on their books at $6.2B"
X Link 2024-10-18T19:08Z [---] followers, [--] engagements
"@JSB152sbcg5268 @thebigcat30 @EchoStar Its honestly incredible people give them no credit for this and assign ZERO value to it. Forget the spectrum value"
X Link 2024-10-18T19:10Z [---] followers, [---] engagements
"@Starbucks $SBUX should give estimated mobile wait time BEFORE you order not ONCE you have ordered. 21-28 min ugh π"
X Link 2024-10-19T17:13Z [---] followers, [--] engagements
"@dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet"
X Link 2024-10-21T13:54Z [---] followers, [---] engagements
"Additionally $SATS trades at a steep discount to BOOK value. @dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet. @dan_tmt I repeat; $SATS has their [---] valued at $6.2b on their balance sheet"
X Link 2024-10-21T13:55Z [---] followers, [---] engagements
"But the FED Could be some very interesting times ahead for real estate investors/CRE lenders. https://finance.yahoo.com/news/treasury-10-yields-may-hit-063041035.html https://finance.yahoo.com/news/treasury-10-yields-may-hit-063041035.html"
X Link 2024-10-21T14:34Z [---] followers, [--] engagements
"Lol sellers are in denial. Prices are still way too high. Real Estate prices do NOT only go up. https://www.wsj.com/economy/housing/home-sales-on-track-for-worst-year-since-1995-9a2029aemod=hp_lead_pos1 https://www.wsj.com/economy/housing/home-sales-on-track-for-worst-year-since-1995-9a2029aemod=hp_lead_pos1"
X Link 2024-10-23T19:00Z [---] followers, [--] engagements
"@dan_tmt For less money"
X Link 2024-10-23T21:30Z [---] followers, [---] engagements
"This @CNN town hall for Kamala is not going well. Still cant say one way how she differ from Biden"
X Link 2024-10-24T01:22Z [---] followers, [---] engagements
"Could be an interesting week $SATS $T $DISH Creditors say the proposal is unworkable and want to be paid back in full; DirecTV is threatening to walk away entirely if theres no agreement on the exchange by Oct. [--]. https://finance.yahoo.com/news/dish-lenders-call-directv-current-231232696.html https://finance.yahoo.com/news/dish-lenders-call-directv-current-231232696.html"
X Link 2024-10-28T19:57Z [---] followers, [---] engagements
"Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS"
X Link 2024-11-04T15:40Z [---] followers, [----] engagements
"Compared to [--] Trump is up [--] points in favorability [--] ntl and [--] in battlegrounds. I believe Trump wins tomorrow with up to [---] electoral votes the largest % of minority vote won by GOP in my life and all time high GOP turnout. NH and VA are both in play"
X Link 2024-11-04T19:28Z [---] followers, [---] engagements
"@trmcdonald @EchoStar Hard to leave Amazon Apple Meta Google Etc off this list in my opinion. Connectivity will only become more integrated with peoples lives and these tech co's will be orchestrating"
X Link 2024-11-06T15:12Z [---] followers, [---] engagements
"@dan_tmt just bought some"
X Link 2024-11-07T15:06Z [---] followers, [--] engagements
"$SATS Tomorrow is deal day. Will something happen Anything Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS Nov [--] deadline on the DBS deal. Completely arbitrary IMO. The deal is in TPG's hands. Basically zero trading vol at $SATS . no earnings call date. meanwhile $GSAT making deals and $NVDA talking to $TMUS"
X Link 2024-11-11T14:59Z [---] followers, [---] engagements
"@dan_tmt Looks like a straddle no Similar position via $22 puts. Either way pretty large implied volatility"
X Link 2024-11-11T17:20Z [---] followers, [--] engagements
"Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone"
X Link 2024-11-12T16:07Z [---] followers, [----] engagements
"First time in [--] years $SATS guys have put any sort of number on their spectrum value / share price. Hamid says its +$100/share just on spectrum value (exludes network assets etc) Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone. Hamid says there are TENS of billions of dollars worth of spectrum not currently reflected by their market cap. $SATS Going concern disclosure is gone"
X Link 2024-11-12T16:41Z [---] followers, [---] engagements
"@peter_adderton disagree. They need active institutional support. Stock was getting beat up prior to the call. The CEO plainly stated their stock is worth 5x current level. Zero mkt reaction is an opportunity"
X Link 2024-11-12T17:38Z [---] followers, [---] engagements
"@peter_adderton Comcast Apple Amazon Meta Google Verizon TMobile AT&T Nvidia Microsoft Dell Tesla SpaceX. Every single one of those companies is hundreds of billions if not trillion market cap. $SATS is $6b"
X Link 2024-11-12T20:39Z [---] followers, [---] engagements
"@peter_adderton @MasaSonCap Lmao dont get him started. Im not in the mood"
X Link 2024-11-12T20:46Z [---] followers, [--] engagements
"$SATS CEO - on AI "connectivity will be a primary enabler and wireless spectrum will be the most scarce resource. We believe there are upwards of 10s of billions of dollars in asset value that is not accounted for in our current market cap.""
X Link 2024-11-13T13:59Z [---] followers, [---] engagements
"So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum assets. $SATS "private 5G networks is only one angle. And I actually believe that may be an angle that -- it's got a hockey stick type of future in it. It's picking up." "private 5G networks is only one angle. And I actually believe that may be an angle that -- it's got a hockey stick type of future in it. It's picking up.""
X Link 2024-11-13T14:03Z [---] followers, [---] engagements
"Now we have network assets and other assets. Not even including those I think just on an asset value vastly vastly underpriced. $SATS So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum assets. $SATS So $30 billion worth of unrealized assets [---] million shares. That speaks to $100 additional share price value that is not reflected in our current market cap if we were just to catch up with fair market value of our spectrum"
X Link 2024-11-13T14:04Z [---] followers, [---] engagements
"The price of $SATS is 20% less than it was a few days ago. Did the value of the company change Did their prospects change Did they lose 1/5th of their assets Earnings potential"
X Link 2024-11-13T15:18Z [---] followers, [---] engagements
"@MasaSonCap Youve said $SATS is a spectrum play. If so why does dbs matter DTV deal is not that relevant to the future of $SATS. Ergen already got what he needed. Hes left with a win/win however it plays out"
X Link 2024-11-13T15:29Z [---] followers, [---] engagements
"The argument youre making would be relevant if $SATS traded at a premium to book value. @MasaSonCap Fine but both views (DTV deal and wireless business) ignore the value of the assets on their balance sheet. @MasaSonCap Fine but both views (DTV deal and wireless business) ignore the value of the assets on their balance sheet"
X Link 2024-11-13T15:35Z [---] followers, [---] engagements
"@trmcdonald CORRECT As a matter of fact it may incrementally benefit $SATS if the deal does NOT close"
X Link 2024-11-13T15:59Z [---] followers, [---] engagements
"@FoxBusiness FFS This deal is NOT a critical lifeline to $SATS #Echostar is the entire journalist community and market missing this"
X Link 2024-11-13T20:16Z [---] followers, [---] engagements
"@dan_tmt Is there widespread confusion as to what $SATS EchoStar assets are at risk in the case of a DISH bankruptcy This makes zero sense"
X Link 2024-11-14T15:28Z [---] followers, [---] engagements
"Ergen S4 just posted for his pipe subscription at nearly 30% over todays closing price on $SATS. Who knows $SATS value better Charlie or the people who think DBS bond holders have a claim to $SATS spectrum"
X Link 2024-11-14T22:55Z [---] followers, [---] engagements
"Hmm if only there was an asset rich telco suited for AI/Software/Cloud looking for a partner. $SATS https://www.lightreading.com/5g/softbank-goes-radio-gaga-about-nvidia-in-nervy-days-for-ericsson https://www.lightreading.com/5g/softbank-goes-radio-gaga-about-nvidia-in-nervy-days-for-ericsson"
X Link 2024-11-15T15:25Z [---] followers, [---] engagements
"@trmcdonald @EchoStar This should be expanded to alignment between Musk & Ergen re Vehicle connectivity/autonomous driving. $TSLA is the clear leader. $TSLA + (SpaceX + $SATS) makes a lot of sense to me"
X Link 2024-11-18T16:11Z [---] followers, [---] engagements
"Basically zero options volume on $SATS. Nobody is paying attention to this company"
X Link 2024-11-18T20:14Z [---] followers, [---] engagements
"Zero options volume. Bonds arent moving. Equity is stuck. The widespread confusion persists. $SATS Basically zero options volume on $SATS. Nobody is paying attention to this company. Basically zero options volume on $SATS. Nobody is paying attention to this company"
X Link 2024-11-19T15:49Z [---] followers, [---] engagements
"This is a great breakdown of CBRS/3.5/etc. HOWEVER Its another example of wrongfully thinking about $DISH as $SATS and vice versa re spectrum assets and bankruptcy. $SATS is a different entity. A dbs bankruptcy does not mean a bankruptcy at Echostar. #Widespreadconfusion Why hasn't Boost Mobile-Dish-Echostar built out their CBRS network Simple they want to gain an edge. If (big if) rules change for the frequency they benefit immensely. $SATS https://t.co/cbyGvXPZN6 Why hasn't Boost Mobile-Dish-Echostar built out their CBRS network Simple they want to gain an edge. If (big if) rules change for"
X Link 2024-11-20T15:03Z [---] followers, [---] engagements
"One day left for DBS Bondholders. $DISH $SATS Id buy tickets to watch the negotiations if I could"
X Link 2024-11-21T14:27Z [---] followers, [---] engagements
"This is a metaphor for $SATS Charlie Ergen moving from legacy tv to connectivity company. https://www.youtube.com/watchv=2eye3f6xk_g https://www.youtube.com/watchv=2eye3f6xk_g"
X Link 2024-11-21T18:43Z [---] followers, [---] engagements
"@junkbondanalyst Honestly a positive for $SATS in my worthless opinion"
X Link 2024-11-22T02:01Z [---] followers, [---] engagements
"Market logic on $SATS: $SATS makes deal to sell DISH = $SATS down $SATS gets to keep DISH = $SATS down $SATS needs financing = $SATS down $SATS gets financing/removes going concern = $SATS down $SATS spectrum is woth $100b = $SATS down #widespreadconfusion"
X Link 2024-11-22T14:30Z [---] followers, [---] engagements
"@narmacnetworth Irrational cynicism and widespread confusion. $SATS"
X Link 2024-11-25T18:35Z [---] followers, [--] engagements
"$SATS Boost Mobile commercials on Peacock. Interesting. Marketing is still weak imo but good to see efforts ramping up on building subs"
X Link 2024-11-30T23:31Z [---] followers, [---] engagements
"They should make a bid for $SATS https://finance.yahoo.com/news/nvidia-cfo-says-m-possible-153519117.html https://finance.yahoo.com/news/nvidia-cfo-says-m-possible-153519117.html"
X Link 2024-12-03T16:41Z [---] followers, [---] engagements
"@mikeddano @thebauminator $SATS"
X Link 2024-12-03T18:06Z [---] followers, [---] engagements
"$SATS was first mover here. Are they a potential target for comcast or amazon "Fitting a broader industry trend Comcast has migrated its 5G wireless core to AWS a move designed to help Comcast accelerate the launch of new features optimize network performance and automate more 5G operations." https://t.co/z9PvPLUucm via @thebauminator "Fitting a broader industry trend Comcast has migrated its 5G wireless core to AWS a move designed to help Comcast accelerate the launch of new features optimize network performance and automate more 5G operations." https://t.co/z9PvPLUucm via @thebauminator"
X Link 2024-12-03T18:07Z [---] followers, [---] engagements
"@ZacharyGroupLLC Wouldnt mind seeing $SATS sell DBS and Boost to $CMCSA make a leaseback deal for the network and go build enterprise biz. Let Cmcsa deal with retail"
X Link 2024-12-03T20:11Z [---] followers, [---] engagements
"@dan_tmt More $SATS"
X Link 2024-12-06T16:41Z [---] followers, [--] engagements
"How many of these co's need or are interested in connectivity $SATS The top [--] largest stocks in the world are now worth a new combined high of $22.1 Trillion up from $21.7 last week https://t.co/CvoJ0nEvGZ The top [--] largest stocks in the world are now worth a new combined high of $22.1 Trillion up from $21.7 last week https://t.co/CvoJ0nEvGZ"
X Link 2024-12-14T15:58Z [---] followers, [---] engagements
"@StockMKTNewz @MorningBrew Lol So SpaceX is worth $350B and $SATS is worth $6.5B Are the launch capabilities worth 60x"
X Link 2024-12-20T16:36Z [---] followers, [----] engagements
"The cynics get to be right (for now) but the optimists get to be rich - Puri $SATS"
X Link 2024-12-21T14:41Z [---] followers, [---] engagements
"@dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger"
X Link 2025-01-17T20:57Z [---] followers, [---] engagements
"$SATS Two interesting new job postings by @Apple from last week indicate: (a) Apple intends to secure additional MSS spectrum for satellite services on top of the @Globalstar spectrum (b) Apple is getting actively involved in regulatory matters (a consequence of @Starlink's attempt to https://t.co/gF3Y1UgCY8 Two interesting new job postings by @Apple from last week indicate: (a) Apple intends to secure additional MSS spectrum for satellite services on top of the @Globalstar spectrum (b) Apple is getting actively involved in regulatory matters (a consequence of @Starlink's attempt to"
X Link 2025-01-22T16:40Z [---] followers, [---] engagements
"@peter_adderton No mention of $SATS #Echostar as per usual. Not like they are the only company that owns both satellites and Global Spectrum rights or anything"
X Link 2025-01-22T17:12Z [---] followers, [---] engagements
"@trmcdonald @EchoStar Hardly even a debate π€ market consensus is $SATS spectrum is worth pennies on the dollar. Hence the opportunity"
X Link 2025-01-23T16:10Z [---] followers, [---] engagements
"@TMFAssociates covered Ergen accommodating Apple & $GSAT . Its still unclear to me what Ergen got for the favor. $SATS #Echostar Are @Apple about to close a deal with @Echostar for their S-band MSS spectrum Indications: - Apple's job postings implying spectrum additions: https://t.co/3lYHqiSbVx - recent whitepaper supported by $GSAT highlighting S-band value: https://t.co/OrPPdpYeNo - $GSAT share price https://t.co/6NBKvRTN4k Are @Apple about to close a deal with @Echostar for their S-band MSS spectrum Indications: - Apple's job postings implying spectrum additions: https://t.co/3lYHqiSbVx -"
X Link 2025-01-29T15:02Z [---] followers, [---] engagements
"Reminder re short interest on $SATS @dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger @dan_tmt Meanwhile short interest has crept back up to 13% + on $SATS . prime candidate to make a deal impending golden era and Charlie aint getting any younger"
X Link 2025-02-06T16:49Z [---] followers, [---] engagements
"Such an unnecessary hit job on $SATS. Seems apparent that people are in the tank for other telcos and to attempting to divert capital away from EchoStar EchoStar the company behind Dish Network and @boostmobile is no longer facing bankruptcy. But its 5G play still shows little sign of making the 'formidable' impact company officials once promised. https://t.co/K5n4YcTcy0 $SATS EchoStar the company behind Dish Network and @boostmobile is no longer facing bankruptcy. But its 5G play still shows little sign of making the 'formidable' impact company officials once promised."
X Link 2025-02-06T20:31Z [---] followers, [----] engagements
"My point (to reiterate) was asking why this particular article was 100% framed in a negative light when there are opposing and positive views of build progress spectrum value network potential etc. @peter_adderton @MasaSonCap No but its not a binary outcome. I dont disagree with you guys the results/stock performance has obviously not been great but the game goes on. The same analysts quoted in the article said bankruptcy was supposed to already have happened @peter_adderton @MasaSonCap No but its not a binary outcome. I dont disagree with you guys the results/stock performance has obviously"
X Link 2025-02-07T01:31Z [---] followers, [---] engagements
"@GlobalSenate coincidence $SATS schedules earnings for same day as $GSAT"
X Link 2025-02-21T13:31Z [---] followers, [---] engagements
"$SATS Seems like these guys hit the turning point. Plenty of cash on hand and customers starting to come onto the network. Momentum will build. Imo still an asset story/way too early to place a value on it based on cash flow/network earnings"
X Link 2025-02-27T17:04Z [---] followers, [---] engagements
"$SATS #Echostar @brad_patnaude $33B in AWS-3&4 $10B in [---] MHz $43 billion in security $35 billion in EV today Zero for satellite Zero for network Zero D2D Zero for DBS Zero for Boost Asymmetric return @brad_patnaude $33B in AWS-3&4 $10B in [---] MHz $43 billion in security $35 billion in EV today Zero for satellite Zero for network Zero D2D Zero for DBS Zero for Boost Asymmetric return"
X Link 2025-02-27T17:42Z [---] followers, [---] engagements
"$SATS from mstar - Michael Hodel "EchoStar has made a massive bet on wireless spectrum spending about $30 billion (more than $100 per EchoStar share) to acquire various spectrum licenses over the past [--] years" this is their COST"
X Link 2025-02-28T14:02Z [---] followers, [---] engagements
"When do the $SATS shorts cover 16.43M shares short as of 2/15. $SATS [--] days to cover. Shorts are you sure 16.43M shares short as of 2/15. $SATS [--] days to cover. Shorts are you sure"
X Link 2025-03-03T17:02Z [---] followers, [---] engagements
"$SATS #Echostar Charlie Ergen is building a cloud based connectivity co in the face of conventional telco wisdom. Everyone has been saying hes wrong & will fail so the table is set for some outsized returns. Lets see. Jeff Bezos on taking big swings: https://t.co/u7mYNLtNfu Jeff Bezos on taking big swings: https://t.co/u7mYNLtNfu"
X Link 2025-03-20T14:57Z [---] followers, [---] engagements
"@Techlife32 Curious because $SATS is on the hook for any delta if sale price to Grain was less than the option price Dish had"
X Link 2025-03-21T00:26Z [---] followers, [---] engagements
"@HonestAnalyst1 Its clear at this point $SATS is at a min coordinating with $APPL and $AMZN. Both multi trillion $ co's have independently voiced their LEO connectivity ambitions yet $SATS still trades at a steep discount to book and a measly 7.4b mkt cap"
X Link 2025-03-27T13:34Z [---] followers, [---] engagements
"$SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions said. It explored investments in the Colorado-based satellite operator EchoStar" https://www.wsj.com/tech/apple-elon-musk-satellite-cell-phone-services-ed2d2730 https://www.wsj.com/tech/apple-elon-musk-satellite-cell-phone-services-ed2d2730"
X Link 2025-03-31T12:55Z [---] followers, [---] engagements
"$SATS entire market cap is less than 1% of $Appl. What could Apple afford to pay for $SATS Hamid says they are mispriced by over $100/share based on their balance sheet alone. https://t.co/Ufhkrjez49 $SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions said. It explored investments in the Colorado-based satellite operator EchoStar" https://t.co/Ufhkrjez49 $SATS #Echostar "Apple has held talks with other satellite providers over the years to secure more spectrum people familiar with those discussions"
X Link 2025-03-31T14:00Z [---] followers, [----] engagements
"@mikeddano @TMFAssociates can you clarify your quote "It is hard to think of any possibilities for an #EchoStar $SATS partner other than $APPL " are u saying Apple makes the most sense Or likely that nobody else is interested How bout $AMZN Kuiper $TSLA or SpaceX"
X Link 2025-04-03T16:03Z [---] followers, [---] engagements
"$APPL $SATS #Echostar $7b Charlie Ergen vs (or with) $3T Apple. Lets make a deal EchoStar officials have hinted that the company will use its satellite spectrum holdings to pursue the market for phone-to-satellite connections. That could dovetail with Apple's own ambitions in the sector. https://t.co/8SpJf5zCw6 EchoStar officials have hinted that the company will use its satellite spectrum holdings to pursue the market for phone-to-satellite connections. That could dovetail with Apple's own ambitions in the sector. https://t.co/8SpJf5zCw6"
X Link 2025-04-03T16:06Z [---] followers, [---] engagements
"@ProjectKuiper Lot of talk about ground connectivity run thru AWS #echostar $SATS"
X Link 2025-04-07T23:36Z [---] followers, [---] engagements
"@SpeedtestAddict @Techlife32 @SneedTech @ATR20pR @Terrell352 @CleverIv @carlostech702 $SATS"
X Link 2025-04-08T21:45Z [---] followers, [---] engagements
"$SATS The reality is that we are short spectrum. - Chairman @BrendanCarrFCC For that true 5G 6G experiencesomething like only 7% of that prime mid-band spectrum is available. We gotta find a way to move spectrum into the commercial marketplace. https://t.co/AGxM8KSqA9 The reality is that we are short spectrum. - Chairman @BrendanCarrFCC For that true 5G 6G experiencesomething like only 7% of that prime mid-band spectrum is available. We gotta find a way to move spectrum into the commercial marketplace. https://t.co/AGxM8KSqA9"
X Link 2025-05-07T14:36Z [---] followers, [---] engagements
"In the last section of the write up we get to the only point that matters: "At the heart of the disagreement between EchoStar and SpaceX is spectrum. EchoStar has some and SpaceX wants it." Its as simple as that. Ergen holds the cards. $SATS #SpaceX $TSLA The day $SATS reports record sub growth this is the article that Light Reading puts out π€ @mikeddano https://t.co/htpO0Yln09 The day $SATS reports record sub growth this is the article that Light Reading puts out π€ @mikeddano https://t.co/htpO0Yln09"
X Link 2025-05-10T15:45Z [---] followers, [---] engagements
"First they ignore then they laugh then they fight. This is a hit job I assume driven by SpaceX. If its not then obviously $SATS has engaged in fraud which is highly unlikely IMO. https://www.wsj.com/business/telecom/fcc-threatens-charlie-ergens-hold-on-satellite-5g-spectrum-licenses-e2913889 https://www.wsj.com/business/telecom/fcc-threatens-charlie-ergens-hold-on-satellite-5g-spectrum-licenses-e2913889"
X Link 2025-05-12T18:41Z [---] followers, [---] engagements
"The attack on $SATS by SpaceX who IMO is obviously influencing the @FCC to investigate only highlights the astronomical and growing demand/value for spectrum. They are going to try to steal it. This could be Ergens last stand"
X Link 2025-05-13T14:16Z [---] followers, [---] engagements
"Timeline of recent $SATS events: 5/6 @BrendanCarrFCC discusses shortage of midband spectrum/competition with China. 5/9 @mikeddano drops article from #SpaceX saying $SATS is lying about 5g capabilities 5/12 WSJ FCC investigation 5/14 SpaceX request for access to MSS 2ghz"
X Link 2025-05-16T17:39Z [---] followers, [---] engagements
"@mikeddano "AWS said it ended its private 5G offering due to limited spectrum" maybe they should buy some. $SATS"
X Link 2025-05-22T14:29Z [---] followers, [---] engagements
"$SATS I've been asked my thoughts on recent regulatory actions involving Echostar/Dish. Here's my statement: https://t.co/WirB70DKIX I've been asked my thoughts on recent regulatory actions involving Echostar/Dish. Here's my statement: https://t.co/WirB70DKIX"
X Link 2025-05-27T13:10Z [---] followers, [---] engagements
"$SATS 8k. They have [---] mil subs on net and added 88k subs in April. pretty good imo"
X Link 2025-05-28T12:42Z [---] followers, [---] engagements
"@mikeddano @BrendanCarrFCC Wow an article in support of $SATS Mike Love to see it"
X Link 2025-05-29T17:28Z [---] followers, [---] engagements
"$SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale restrictions improve flexibility etc)"
X Link 2025-05-30T12:41Z [---] followers, [----] engagements
"Where does Carr go from here $SATS Is this a 5th amendment violation ChatGPT reponses $SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale restrictions improve flexibility etc) $SATS π€― Its become apparent that Carr has tremendously f'd up re FCC letter. Ergen has an opportunity he is now taking full advantage of. The remedy will likely require Carr to dramatically over correct (publicly endorse lift sale"
X Link 2025-05-30T13:55Z [---] followers, [---] engagements
"@TobyC3PO @dan_tmt Carr "whether we like it or not good spctrm policy is not about who has the best engineers its about who has political capital. Re Pai the point is he took his political capital & spent it to free up spectrum. Every spectrum decision we made was a fight in DC and he won" $SATS"
X Link 2025-06-09T15:57Z [---] followers, [--] engagements
"$SATS Anyone following the $SATS $ASTS $GSAT #EchoStar #FCC #SpaceX Spectrum related world should read this. Nice work @trmcdonald https://trmcdonald.substack.com/p/an-open-letter-to-fcc-chairman-brendan https://trmcdonald.substack.com/p/an-open-letter-to-fcc-chairman-brendan"
X Link 2025-06-17T12:55Z [---] followers, [----] engagements
"@trmcdonald @BrendanCarrFCC @EchoStar @realDonaldTrump Insanity"
X Link 2025-06-17T16:09Z [---] followers, [---] engagements
"@thebigcat30 @yummyCenturyEgg 60ft might not be big enough to hold all the money. Ill meet you down there tho"
X Link 2025-06-20T22:02Z [---] followers, [--] engagements
"@FCC @BrendanCarrFCC @cspan Is there a telco building a more US vendor based and innovative network than $SATS Echostar"
X Link 2025-07-02T13:55Z [---] followers, [---] engagements
"@FREESPEECH1017 This is a heaping pile of garbage"
X Link 2025-07-02T16:25Z [---] followers, [--] engagements
"Is everyone having a good time $SATS #EchoStar"
X Link 2025-07-03T13:48Z [---] followers, [----] engagements
"@dan_tmt Interesting situation potentially. How does DOJ/Carr respond now if Elon is a buyer Do they bless that deal if Elon blows up relationship from the FCC filings"
X Link 2025-07-08T19:27Z [---] followers, [--] engagements
"New [--] week high for us $SATS folk. Thank you for your attention to this matter. Is everyone having a good time $SATS #EchoStar https://t.co/1aDk1PqCag Is everyone having a good time $SATS #EchoStar https://t.co/1aDk1PqCag"
X Link 2025-07-08T19:48Z [---] followers, [---] engagements
"1992 at $DISH Ergen says "in school they say dont put all your eggs in one basket. I say put in every damn egg youve got." If the company burned down Ergen said "hed toss the keys in the fire and walk away." Now its 33yrs later and Carr thinks Charlie is bluffing $SATS"
X Link 2025-07-17T13:18Z [---] followers, [---] engagements
"Ergen will make int payment $SATS $DISH"
X Link 2025-07-30T12:17Z [---] followers, [---] engagements
"$SATS https://www.bloomberg.com/news/articles/2025-07-30/echostar-urged-by-us-to-sell-spectrum-to-settle-squatting-claim https://www.bloomberg.com/news/articles/2025-07-30/echostar-urged-by-us-to-sell-spectrum-to-settle-squatting-claim"
X Link 2025-07-30T20:54Z [---] followers, [---] engagements
"Nice job by Hamid to speak for an hour and address precisely zero concerns of the analyst community. $SATS"
X Link 2025-08-01T17:05Z [---] followers, [---] engagements
"Musks bid is for a part of EchoStars spectrum that AT&T has been valued at roughly $30 billion by some analysts. It wasnt clear whether those negotiations are ongoing. $SATS T-Mobile initially expressed interest in nearly all of EchoStars licenses to use the taxpayer-owned frequencies and is still in talks about some of the pieces AT&T didnt buy according to the people. $SATS T-Mobile initially expressed interest in nearly all of EchoStars licenses to use the taxpayer-owned frequencies and is still in talks about some of the pieces AT&T didnt buy according to the people. $SATS"
X Link 2025-08-27T13:38Z [---] followers, [---] engagements
"@HonestAnalyst1 Really find it hard to believe Tmus picks this up (for Starlink to an extent) without a peep from Bezos or someone else"
X Link 2025-08-28T14:33Z [---] followers, [---] engagements
""More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar"
X Link 2025-08-28T14:55Z [---] followers, [---] engagements
""One potential buyer could be DirecTV (TPG) which could purchase EchoStar's pay TV business TD Cowen analyst Gregory William He hiked his price target on EchoStar's stock to $67 a share from $28" This always cracks me up πday late dollar short bud $SATS "More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar "More spectrum sales will surely follow and if the AT&T transaction is any indication those too could fetch more than we had imagined" Moffett said. $SATS #echostar"
X Link 2025-08-28T14:56Z [---] followers, [---] engagements
"This article LOL "and Ergen's entire scheme is in ruins." Sounds like something Mike Dano would say but apparently hes not the only $SATS hater at Light Reading. The decommissioning of Dish's radio access network is bad news for AWS Fujitsu Mavenir Samsung and Wind River and could be another nail in the coffin of true open RAN. Read more on Light Reading: https://t.co/cPn81kaqaQ https://t.co/ZcVUIZf2bc The decommissioning of Dish's radio access network is bad news for AWS Fujitsu Mavenir Samsung and Wind River and could be another nail in the coffin of true open RAN. Read more on Light"
X Link 2025-08-28T18:10Z [---] followers, [---] engagements
"@HonestAnalyst1 Etrade has me at 100% maintenance requirement. but then again $SATS is the only thing I own π"
X Link 2025-09-04T19:04Z [---] followers, [---] engagements
"Amazon/Kuiper gonna let this go without a fight Where is Verizon $SATS #Echostar *STARLINK IS SAID IN ADVANCED TALKS TO ACQUIRE ECHOSTAR SPECTRUM The transaction could value the spectrum in the tens of billions of dollars and would allow Starlink to offer direct-to-device mobile service from space more independently. $SATS $DISH https://t.co/bzk4fKPiD9 *STARLINK IS SAID IN ADVANCED TALKS TO ACQUIRE ECHOSTAR SPECTRUM The transaction could value the spectrum in the tens of billions of dollars and would allow Starlink to offer direct-to-device mobile service from space more independently. $SATS"
X Link 2025-09-08T10:45Z [---] followers, [---] engagements
"Ill take the SpaceX shares tyvm $SATS #SPACEX"
X Link 2025-09-08T11:07Z [---] followers, [---] engagements
"@chlytle33 Yes. I keep saying it (idk if viable yet) but I think there is a biz as a network core operator. Basically a platform to manage spectrum assets slicing D2D integration & usage for the spectrum asset owner. I would have said with AWS but we havent seen them step up yet"
X Link 2025-09-08T13:27Z [---] followers, [--] engagements
"@peter_adderton @EchoStar @dish It was more so a defense against the narrative that Ergen was "weeks away from imminent bankruptcy" and that there was no other path forward or the only way to look at the company was to model an operating wireless business and dcf with no consideration for their balance sheet"
X Link 2025-09-08T16:14Z [---] followers, [---] engagements
"With the value of SpaceX stock portion of $SATS acquisition locked in. all Elon has to do now is give #Echostar a little . "nudge" to send it soaring. He'll make that 8.5b back instantly and walk with AWS4/Hblock for effectively nothing. Genius"
X Link 2025-09-09T12:43Z [---] followers, [---] engagements
"Is the retail cult about to meme this thing $SATS #Echostar #SpaceX $SATS Has Become the SpaceX Proxy Investment Wall Street Has BeenWaitingFor https://t.co/Rc8lrzyQGk $SATS Has Become the SpaceX Proxy Investment Wall Street Has BeenWaitingFor https://t.co/Rc8lrzyQGk"
X Link 2025-09-09T12:45Z [---] followers, [---] engagements
"@dan_tmt Are we POSITIVE there are no counter bids out there Re Straightpath I believe it was several weeks before VZ came in and ultimately won"
X Link 2025-09-12T18:12Z [---] followers, [---] engagements
"@dan_tmt Which would theoretically make Charlie an owner of VZ or TMUS. oh the irony. But then again maybe thats his play π€"
X Link 2025-09-12T18:31Z [---] followers, [--] engagements
"Havent done the math on this but the logic is spot on IMO $SATS except Im also a legacy holder NOT rotating out $SATS EchoStar: $74.89 Friday close. π§΅1/ First let's address the obvious: Yes Exec RSUs are dumping They should EchoStar was a dump equity for years. Yes event traders are unwinding. Yes legacy holders are rotating out. But they're selling into one of the most $SATS EchoStar: $74.89 Friday close. π§΅1/ First let's address the obvious: Yes Exec RSUs are dumping They should EchoStar was a dump equity for years. Yes event traders are unwinding. Yes legacy holders are rotating out. But"
X Link 2025-09-13T12:35Z [---] followers, [---] engagements
"@BDeveran Still havent been able to watch their presentation but to play devils advocate on why the disconnect: - Deal risk discount - DBS suit - SpaceX valuation way off - Market HATES Ergen trying to grow Boost/operate a network. - Sub acquisition etc - No ROC/ vague future m/a plans"
X Link 2025-09-15T15:14Z [---] followers, [--] engagements
"$SATS Please stay at $70 until my wire clears so I can buy more"
X Link 2025-09-17T13:36Z [---] followers, [---] engagements
"I piled in. Why not buy $1's for .8 Especially when it comes with a couple free businesses [--] million subs and the only proxy exposure to perhaps the most technologically advanced company in human history (SpaceX). $SATS π°ππ hmmm sell puts or just pile in now. hmmm sell puts or just pile in now"
X Link 2025-09-17T23:59Z [---] followers, [---] engagements
"$SATS In talks with VZ for spectrum. THATS WHY WE PILE IN"
X Link 2025-09-29T21:49Z [---] followers, [---] engagements
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