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10:33
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Originally posted by Logic[Al]
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Hi all,without propulsion - this IP has definitely NOT being priced in. Fairly huge deal to say the least but the real test of it comes with the full constellation. Irrespective it's a milestone that should be appreciated!'potential key telco and corporate customers' - what makes them 'key'? ...because they will bring in the majority of our revenue? or because they will become a strategic partner with deep pockets that will help fund the rest of the constellation. This has been alluded to in past anns and would explain why there's 0 mention of how they will fund the constellation. I don't think Meir & Meidad are the type to be laying in bed one night and say "sh!t!!!! How are we going to pay for the rest of the 200 satellites!?" They're meticulous.material revenues expected H2 2019. - Then we must define material. Obviously it needs to be material relative to their projected revenues of 300-500m since no more than half of the constellation could be up by the end of H2 2019.'seen as a major potential revenue stream' . I guess that made up a good portion of their revenue projections. Good thing that relationship is underway then...June quarter' , so I won't get too carried away with throwing stones just yet.
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"I don't think Meir & Meidad are the type to be laying in bed one night and say "sh!t!!!! How are we going to pay for the rest of the 200 satellites!?" They're meticulous." @Logic[Al]
