on the plus side I think Iridium will push the enhanced bandwidth pretty hard and take up maybe quick
on the downside I wonder to what extent they have shared components with Zoleo meaning. Ramp up of Certus sales will either add further constraints to Zoleo production or mean trade offs in supporting volume of one versus the other.
BCC Price at posting:
22.0¢ Sentiment: Buy Disclosure: Held
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