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[@Bprew7](/creator/twitter/Bprew7)
"@compound248 I still feel pretty novice in the space but on a simpleton view of valuation vs growth since IPO plenty of western union share donation remaining etc it feels worthwhile to take a small position in remitly and continue learning"  
[X Link](https://x.com/Bprew7/status/1979557796703052091) [@Bprew7](/creator/x/Bprew7) 2025-10-18T14:38Z XXX followers, XX engagements


"VERY roughly each XXX aircraft that goes live on Galileo adds $20m in gross profit dollars. This should come with very modest added operating expense as this new connectivity solution matures. This is how you get to the FCF ramp those of us who are most optimistic anticiapte"  
[X Link](https://x.com/Bprew7/status/1979951626778501430) [@Bprew7](/creator/x/Bprew7) 2025-10-19T16:43Z XXX followers, XXX engagements


"2) Line fits will be huge but felt more down the line just given the relative sizing of deliveries vs active fleet (700-800 deliveries vs 30000+ active aircraft). We NEED MROs out of the gate and it appears they're enthusiastic"  
[X Link](https://x.com/Bprew7/status/1978867887143059547) [@Bprew7](/creator/x/Bprew7) 2025-10-16T16:57Z XXX followers, XX engagements


"I do think we'll do well with OEMs. Neither company will clean-sweep. The largest jets (globals at bombardier and Gulfstreams) will incorporate both options eventually. Bombardier said this outright. I think we virtually sweep Embraer and Textron. Not sure about Dassault still"  
[X Link](https://x.com/Bprew7/status/1978867888808194419) [@Bprew7](/creator/x/Bprew7) 2025-10-16T16:57Z XXX followers, XX engagements


"That DOES NOT mean they won't continue to sell a fair few units in fairness. They entered Bizav much faster than I imagined in all regards. If their product road map stops with this initial adaption/extension of their product without focused iteration Gogo will do Great"  
[X Link](https://x.com/Bprew7/status/1978867904419332423) [@Bprew7](/creator/x/Bprew7) 2025-10-16T16:57Z XXX followers, XX engagements


"8.) Regarding ATG/5G - I think there's almost zero chance that product fails from here. I do think 5G may slip into January as there seems to have been delays coordinating flight testing with FAA (maybe shutdowns don't help). the equipment is well-validated"  
[X Link](https://x.com/Bprew7/status/1978867906088690167) [@Bprew7](/creator/x/Bprew7) 2025-10-16T16:57Z XXX followers, XX engagements


"@noahpetey Line-fits: I think in the next several years we will see virtually every plan larger than a Cj series be delivered with connectivity hardware installed. Textron is cutting in HDX very soon. Bombardier says 2027 (probably does both SL and Galileo on globals as options)"  
[X Link](https://x.com/Bprew7/status/1978849278555525217) [@Bprew7](/creator/x/Bprew7) 2025-10-16T15:43Z XXX followers, XX engagements


"I am increasingly of the view that Galileo can move at least this many annual units (At least run rate this) by the middle of next year as all STCs are live and especially as OEMs begin incorporating the product towards 2027"  
[X Link](https://x.com/Bprew7/status/1979951624190603618) [@Bprew7](/creator/x/Bprew7) 2025-10-19T16:43Z XXX followers, XX engagements


"It will be very interesting to see where ATG troughs over next 3-4 quarters but if Galileo ramps at anything like the pace above and 5G conversions are underway soon with that ARPA lift service revenue line should ramp despite any lingering weakness in legacy aircraft"  
[X Link](https://x.com/Bprew7/status/1979951630369141085) [@Bprew7](/creator/x/Bprew7) 2025-10-19T16:43Z XXX followers, XXX engagements


"For a bit of context in $gogo AVANCE's first full year of availability XXX units went live (L5 + L3). Year X adds XXX Year X adds XXX Year X adds XXX That was without international or military reach. Company has said Galileo demand eclipses early AVANCE days"  
[X Link](https://x.com/Bprew7/status/1979951621221290412) [@Bprew7](/creator/x/Bprew7) 2025-10-19T16:43Z XXX followers, XXX engagements


"@mustang_cap23 I could be wrong but they were doing well over XXX AVANCE units nearly a decade ago competing only domestically & primarily in lighter jets. Starlink will take some capacity for sure. But we now compete on all sizes in all geographies and in milgov. We'll see though"  
[X Link](https://x.com/Bprew7/status/1980275296805806289) [@Bprew7](/creator/x/Bprew7) 2025-10-20T14:09Z XXX followers, XX engagements