2013 | 2014 | ||||||
Price: | 0.65 | EPS | $0.00 | $0.00 | |||
Shares Out. (in M): | 665 | P/E | 0.0x | 0.0x | |||
Market Cap (in $M): | 363 | P/FCF | 0.0x | 0.0x | |||
Net Debt (in $M): | 740 | EBIT | 0 | 0 | |||
TEV (in $M): | 1,100 | TEV/EBIT | 0.0x | 0.0x |
2 show sort by |
# | AUTHOR DATE SUBJECT |
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192 | |
https://www.engadget.com/2017/02/22/fcc-approves-first-lte-u-devices/
There is ZERO reason to use the GSAT guard band. Chardan upgraded it today. Looks like an equity raise is coming. | |
189 | |
http://tmfassociates.com/blog/2016/11/10/back-to-the-future-part-2/
| |
188 | |
Congrats- your call looks very right in the fullness of time. Does getting lower power approval for their licensed 11.5 Mhz of 2.4 Ghz spectrum give them anything of value, even if approved? While TLPS... login to read the rest | |
187 | |
http://www.globalstar.com/en/ir/docs/Statement_11_10_16.pdfGSAT finally gives up on Channel 14, a 20Mhz channel that combines licensed and unlicensed spectrum. It was never going to work even if it did get approved, which it did not, and GSAT is... login to read the rest | |
179 | |
katana has gotten me to re-read some of this thread and really think about TLPS and who might want to deploy. While we all agree that large tech companies sometimes make un-economic acquistions, it is... login to read the rest | |
177 | |
There is not really a coherent bull thesis, rather that a rich uncle who doesn't care about return on capital (AMZN, FB, GOOG, MSFT) will buy it for an uneconomic price for an intangible benefit... login to read the rest | |
176 | |
Katana (or anyone else) - what is the bull thesis at current levels? is there a plausible operating business scenario or are the build-out costs simply too high? under what circumstances would the value of... login to read the rest | |
174 | |
We completely disagree with the analysis you quote. In fact, given the intensity of the current opposition to Globalstar's TLPS petition, it is less realistic than ever to expect the FCC to allow high-power LTE... login to read the rest | |
172 | |
I think we are already seeming games with GSAT mark into year end.
The article on TheStreet.com is pretty funny.
http://www.thestreet.com/story/12996396/1/another-reason-globalstars-gsat-future-looks-cloudy-new-wi-fi-technology.html?puc=yahoo&cm_ven=YAHOO
He uses Devin Akin as an expert who has zero educational background in engineering or anything technical.... login to read the rest | |
170 | |
At the risk of starting a conversation that will lead to more webcasts or presentations, i wanted to ask a question that seems more relevant to GSAT's fundamental value in light of the AWS-3 auction. ... login to read the rest | |
169 | |
Thanks for the response Kerrisdale. Few questions
Did Kerrisdale pay Devin Akin to write his Seeking Alpha piece or his white papers on TLPS? I see in his Seeking Alpha and White Paper that he has a... login to read the rest | |
168 | |
Thanks Bruno. With respect to your questions in post 166, I don't believe they're relevant to the discussion of what GSAT's TLPS is worth. Over the past few months, a lot of people have written about... login to read the rest | |
166 | |
Kerrisdale
There is one issue that is very troubling to me and I think it would be for most VIC members "that there has been a concerted effort by Kerrisdale to actively share its short thesis... login to read the rest | |
165 | |
On an technical analysis of TLPS matters why should the background of the people making the case or and against not matter.
If the supposed expert on WIFI Devin Akin has an opinion on TLPS... login to read the rest | |
164 | |
Thanks Bruno. I'm happy to answer any questions about Globalstar's business and valuation, and why we think its TLPS concept will not be viable. Your questions don't seem to pertain to that. You mention that... login to read the rest | |
163 | |
Kerridale
In the spirit of vigorous debate and actual data can you please explain
http://kerrisdalecap.com/wp-content/uploads/2014/10/Globalstar-GSAT-presentation.pdf Page 1 disclaimer has text “others with who we have shared our research”
http://kerrisdalecap.com/wp-content/uploads/2014/10/Globalstar-GSAT.pdf Last page full legal disclaimer has text “others that... login to read the rest | |
162 | |
We stopped writing on VIC because we assumed there was no interest in discussing what has essentially become the latest reincarnation of UNXL, UNIS, PLUG and the many other stock promotes that trade based on... login to read the rest | |
161 | |
Kvothe
Got the data in a better format. See Post 158.
I am not sure if it reflects settlement date. I never knew the data was available on a daily basis till I started digging into the... login to read the rest | |
160 | |
GSAT
SI
Price
Delta SI
Vol
11/13/2014
63,730,208
$2.83
942,808
5,429,651
11/12/2014
62,787,400
$2.75
234,488
4,527,129
11/11/2014
62,552,912
$2.60
-311,200
4,327,809
11/10/2014
62,864,112
$2.63
-63,544
3,240,390
11/7/2014
62,927,656
$2.62
393,004
6,631,539
11/6/2014
62,534,652
$2.48
472,400
4,181,316
11/5/2014
62,062,252
$2.48
-299,412
3,250,612
11/4/2014
62,361,664
$2.43
-1,944,408
3,907,834
11/3/2014
64,306,072
$2.33
1,050,588
4,083,959
10/31/2014
63,255,484
$2.37
-684,164
4,606,586
10/30/2014
63,939,648
$2.23
-591,224
3,658,962
10/29/2014
64,530,872
$2.16
311,828
2,590,511
10/28/2014
64,219,044
$2.16
-323,412
5,074,230
10/27/2014
64,542,456
$2.19
-1,357,900
3,862,918
10/24/2014
65,900,356
$2.26
-1,182,672
2,331,522
10/23/2014
67,083,028
$2.34
-1,518,796
5,061,368
10/22/2014
68,601,824
$2.27
1,990,624
5,765,035
10/21/2014
66,611,200
$2.26
350,816
4,396,018
10/20/2014
66,260,384
$2.29
1,248,848
7,751,636
10/17/2014
65,011,536
$2.34
-1,745,188
7,113,512
10/16/2014
66,756,724
$2.17
2,274,796
9,090,683
10/15/2014
64,481,928
$1.91
1,241,148
10,349,597
10/14/2014
63,240,780
$1.76
807,052
12,369,505
10/13/2014
62,433,728
$1.71
77,800
11,922,275
10/10/2014
62,355,928
$1.80
91,784
18,691,905
10/9/2014
62,264,144
$2.10
-5,104,600
11,382,032
10/8/2014
67,368,744
$2.20
-906,200
10,262,108
10/7/2014
68,274,944
$2.34
641,504
17,573,370
10/6/2014
67,633,440
$2.26
-3,623,056
34,338,752
10/3/2014
71,256,496
$3.01
13,757,400
14,456,210
10/2/2014
57,499,096
$3.02
12,550,492
29,767,973
10/1/2014
44,948,604
$2.98
7,566,852
33,083,213
9/30/2014
37,381,752
$3.66
-502,792
3,313,376
9/29/2014
37,884,544
$3.78
712,296
1,153,207
9/26/2014
37,172,248
$3.81
3,038,420
1,165,553
9/25/2014
34,133,828
$3.83
451,700
3,988,428
9/24/2014
33,682,128
$3.92
-373,004
2,765,250
9/23/2014
34,055,132
$3.86
-157,300
4,346,014
9/22/2014
34,212,432
$3.87
656,400
3,066,729
9/19/2014
33,556,032
$4.03
209,796
5,495,678
9/18/2014
33,346,236
$3.89
1,044,682
4,102,218
9/17/2014
32,301,554
$3.92
533,450
5,593,423
9/16/2014
31,768,104
$3.77
850,198
2,778,285
9/15/2014
30,917,906
$3.79
1,551,114
4,076,661
9/12/2014
29,366,792
$3.85
43,708
3,257,652
9/11/2014
29,323,084
$3.83
522,140
3,763,064
9/10/2014
28,800,944
$3.75
-157,828
4,101,593
9/9/2014
28,958,772
$3.76
637,390
4,822,869
9/8/2014
28,321,382
$3.79
102,850
2,824,353
9/5/2014
28,218,532
$3.81
407,392
2,362,240
9/4/2014
27,811,140
$3.80
439,370
2,583,174
9/3/2014
27,371,770
$3.89
312,628
1,882,272
9/2/2014
27,059,142
$3.92
-39,886
1,981,992
9/1/2014
27,099,028
$3.98
33,100
1,376,069
8/29/2014
27,065,928
$3.98
544,550
1,301,047
8/28/2014
26,521,378
$3.96
-1,103,596
1,482,662
8/27/2014
27,624,974
$3.99
1,827,122
1,770,892
8/26/2014
25,797,852
$3.98
-851,636
2,059,649
8/25/2014
26,649,488
$4.00
393,220
1,951,482
8/22/2014
26,256,268
$4.04
1,316,732
2,208,651
8/21/2014
24,939,536
$4.02
493,440
2,551,529
8/20/2014
24,446,096
$4.02
248,700
3,282,321
8/19/2014
24,197,396
$4.14
-1,132,700
3,948,708
8/18/2014
25,330,096
$4.14
1,714,100
2,661,979
8/15/2014
23,615,996
$3.99
-3,686,088
6,583,891
8/14/2014
27,302,084
$4.00
3,920,566
1,573,652
8/13/2014
23,381,518
$3.77
207,094
4,981,051
8/12/2014
23,174,424
$3.70
315,800
2,304,359
8/11/2014
22,858,624
$3.86
-1,229,860
2,152,978
8/8/2014
24,088,484
$3.69
1,600,682
2,362,891
8/7/2014
22,487,802
$3.72
-314,482
3,053,461
8/6/2014
22,802,284
$3.76
-2,163,000
4,772,399
8/5/2014
24,965,284
$3.77
-1,006,900
2,409,073
8/4/2014
25,972,184
$3.94
1,301,100
3,208,579
8/1/2014
24,671,084
$3.90
3,476,871
| |
158 | |
Markit has a subscription service for short data.
I assume it is used mainloy by short sellers and quant funds. | |
157 | |
Bruno,
Out of curiousity, where are you getting daily short interest figures from (assuming I understand the data you posted). Thanks, Ncs590 | |
156 | |
I posted some data on GSAT short interest - formating is a little off.
The data shows that most of the shorting took place around $3.
I also suspect there that there has been a significant change... login to read the rest | |
155 | |
GSAT
SI
Price
Delta SI
Vol
11/13/2014
63,730,208
$ 2.83
942,808
5,429,651
11/12/2014
62,787,400
$ 2.75
234,488
4,527,129
11/11/2014
62,552,912
$ 2.60
-311,200
4,327,809
11/10/2014
62,864,112
$ 2.63
-63,544
3,240,390
11/7/2014
62,927,656
$ 2.62
393,004
6,631,539
11/6/2014
62,534,652
$ 2.48
472,400
4,181,316
11/5/2014
62,062,252
$ 2.48
-299,412
3,250,612
11/4/2014
62,361,664
$ 2.43
-1,944,408
3,907,834
11/3/2014
64,306,072
$ 2.33
1,050,588
4,083,959
10/31/2014
63,255,484
$ 2.37
-684,164
4,606,586
10/30/2014
63,939,648
$ 2.23
-591,224
3,658,962
10/29/2014
64,530,872
$ 2.16
311,828
2,590,511
10/28/2014
64,219,044
$ 2.16
-323,412
5,074,230
10/27/2014
64,542,456
$ 2.19
-1,357,900
3,862,918
10/24/2014
65,900,356
$ 2.26
-1,182,672
2,331,522
10/23/2014
67,083,028
$ 2.34
-1,518,796
5,061,368
10/22/2014
68,601,824
$ 2.27
1,990,624
5,765,035
10/21/2014
66,611,200
$ 2.26
350,816
4,396,018
10/20/2014
66,260,384
$ 2.29
1,248,848
7,751,636
10/17/2014
65,011,536
$ 2.34
-1,745,188
7,113,512
10/16/2014
66,756,724
$ 2.17
2,274,796
9,090,683
10/15/2014
64,481,928
$ 1.91
1,241,148
10,349,597
10/14/2014
63,240,780
$ 1.76
807,052
12,369,505
10/13/2014
62,433,728
$ 1.71
77,800
11,922,275
10/10/2014
62,355,928
$ 1.80
91,784
18,691,905
10/9/2014
62,264,144
$ 2.10
-5,104,600
11,382,032
10/8/2014
67,368,744
$ 2.20
-906,200
10,262,108
10/7/2014
68,274,944
$ 2.34
641,504
17,573,370
10/6/2014
67,633,440
$ 2.26
-3,623,056
34,338,752
10/3/2014
71,256,496
$ 3.01
13,757,400
14,456,210
10/2/2014
57,499,096
$ 3.02
12,550,492
29,767,973
10/1/2014
44,948,604
$ 2.98
7,566,852
33,083,213
9/30/2014
37,381,752
$ 3.66
-502,792
3,313,376
9/29/2014
37,884,544
$ ... login to read the rest | |
154 | |
Follow
Kerrisdale Capital@KerrisdaleCap
$GSAT: We'd like to address some topics discussed on Yahoo/InvHub. We'll host call Thurs 10/30 1pm #: 877-662-3589/804-681-3878 ID: 27243568
Just in time for month end marks
| |
153 | |
Thanks for the response. I still see you as having reduced your argument to 5+ is open, free and performs well enough that TLPS will fail to have economic value. This argument can support a... login to read the rest | |
152 | |
Kerrcap
Are you willing to disclose how much you paid Allion Engineering Service to analyze wifi spectrum in the report you submitted to FCC?
Just looking on Amazon the total hardware used to analyze the wifi spectrum... login to read the rest | |
151 | |
Why would you go to jail when your disclosure says everything you say can be false and you are free to trade your positions ?
You investor presentation with the disclosure are materially different from your... login to read the rest | |
150 | |
I will respond to some recent comments and provide some updates on GSAT.Updates can be seen via our www.factsaboutglobalstar.com/updates. Generally speaking, there has been a lot of improvement in GSAT investors’ understanding of how Wi-Fi spectrum... login to read the rest | |
149 | |
http://apps.fcc.gov/ecfs/document/view?id=60000975262
This one does not have the discloser statement that everything in the presentation could be made up.
Report or more correctly more point slides by Allion Engineering Services is included.
Company can now present its own... login to read the rest | |
148 | |
Kerrisdale issued another report with anonymous sources and experts. With this fine disclaimer language.
As of the publication date of this report, Kerrisdale Capital Management LLC and its affiliates (collectively "Kerrisdale"), others that contributed research to... login to read the rest |
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