NET (ASX) Cash Flow Positive?

Originally posted by jcallaway: ↑

The Starlink Sales team, would have run this by the Engineering team, before any representation would have been allowed to be made by NET.

I presume they are aware, I know them, I will lob in a call tomorrow and ask.

I believe NET issued an official statement a while ago, that the NET source was no longer related to any code written by anyone other than Australian Nationals.

You are correct that Starlink would never be supporting CCP originated code, as you pointed out, that would defeat the Starlink security message, especially since the Starlink technology was critical to the early stages of the Ukraine war with Russia.

This is from Starlink site. September 13 2022. So NET seems to be on the leading edge here.

Speedcast nets first Starlink reseller deal for enterprise and maritime
byJason Rainbow—September 13, 2022
Starlink terminals during maritime tests with Speedcast. Credit: Speedcast

PARIS — Remote communications provider Speedcast has become the first company to sign a distribution deal to resell SpaceX’s Starlink broadband services to enterprise and maritime customers.
Announcing the agreement Sept. 13 during World Satellite Business Week here, Speedcast said SpaceX’s low Earth orbit (LEO) constellation would enable higher speeds and lower latency for its customers on oil rigs, merchant vessels, and those in other remote areas.
Speedcast currently connects these locations via capacity it buys from satellites operating farther from the Earth in geostationary orbit.
“Starlink is an exciting new communications pathway for customers,” Speedcast CEO Joe Spytek said in a statement, “offering significant diversity and added capacity at a time when remote sites continue to push to the farthest ends of the Earth and when bandwidth demand is ever increasing.”
Speedcast said their agreement marks the first deal of its kind with Starlink, which typically prefers to sell directly to customers.
Starlink branched out of consumer broadband into the enterprise and maritime markets earlier this year as SpaceX continues to expand its constellation globally.
There is a high barrier to entry to serve energy customers in particular, Euroconsult Canada managing director Nathan de Ruiter said, and this distribution deal is one way for SpaceX to break into that market.
The energy industry is a premium user of satellite capacity and has high service requirements to ensure safety and resilient operations.
The other large satellite communications provider in this market is Rignet, which was sold to Starlink’s GEO broadband rival Viasat in 2020.
James Trevelyan, who leads Speedcast’s global enterprise business, said the company expects to start providing Starlink services in the near-term globally — depending on where the network is available, and the regions SpaceX has permission to operate.
“We can’t get enough capacity,” Trevelyan said on the sidelines of World Satellite Business Week.
“It’s fundamental to our whole ethos of bringing more bandwidth to the edge. The fact that it’s a different technology doesn’t really matter. Our mission is to bring bandwidth to these sites and make sure they work all the time.”
Spytek told SpaceNews in April that demand for capacity was outstripping supply amid a lack of new GEO satellites.
Speedcast also has a partnership to sell broadband services from LEO operator OneWeb, which currently only has coverage at 50 degrees and north while it waits to resume satellite deployments this year.

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Unfortunately a statement issued by any software company cannot be taken at face value, what Net should be saying is the code was given to the Australian Signals Directorate on xxx day of xx month and they have reviewed the code and it is now certified. I have not seen that statement nor ASD saying this is a recognized software for use in Telcoms or government networks. ASD have a webpage where they state what can be used and Net is not on that page. I heard they talked to Telstra a few years ago, why was it not picked up by them? Which crypto libraries are they using and who issued them should be what they are talking about as you can check that and see if its an Australian library or not.

Equally well for use in 5 eyes countries the software should be certified by the central agencies. As I think what they are doing is reselling Starlink and then adding the NEtlinkz platform on top its doubtful that Starlink would look at the netlinkz product. Its also doubtful you would need Netlinkz as Starlink already has encrypted comms, so encrypting encrypted links seems over kill.