mmm lucky there's something called Conditional Orders otherwise I would have been hammered by SDA.
I'm not 100% sure if Elon Musk's Space X satellites who will provide internet to remote areas will effect Speedcasts business model (cruise liners & boats apparently need to be stable to receive Space X's signal, which they're not, so maybe there is still a market there), but I'm all out of Speedcast ... too much disruption in their business.
Maybe Speedcast's defence & US government contracts won't flow over to Space X, maybe not.
It was a lovely ride but without Beylier & without certainty of any moat ... I'm out & not looking back. Good Luck thrill seekers
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