In todays capital market, with China in trouble on a number of fronts, demographics, undeclared debt, weak sales numbers, this report puts in question who would put more money into NET, and at what price.
Did the Netlinkz pivot to Starlink come to slowly.
Cybersecurity, solving that, is still an open demand and getting bigger every day. What are the new products, new threats.
Unfortunately here in the U.S., for the first time, Musk is coming under real political attack. Attacks that will take a real bite out of him. Not right, but at a level that is very serious. If the USG decides to not support Starlink, even a little bit, it will stall out, rightly or wrongly, DOD is sewing doubt on Starlink.
If Musk files SpaceX IPO, in this hungry market, Musk will blow it out, but he may be taxed.
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- Ann: Preliminary Final Report
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