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Disagree SpaceX is not a SAS shareholder or friend! This a...

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Juanfrau

218 Posts.

67

21/02/18

11:14

Post #: 31215781
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Originally posted by OzJ ↑

I'm responding not to the troll but for the benefit of myself and anyone else that finds it useful.

Affordability is undoubtedly an issue. It could be that the target market cannot afford a $40 base station plus whatever monthly fee. I think that concern is overstated (IMO) but it's certainly a possibility. If it is an issue, then the competitive threat will not be coming via a SpaceX "relatively small" device the article says will cost $100 - $300 plus whatever monthly charges. The threat will be no market at all, not a market captured by SpaceX as described in this article.

Additionally, all the testing for the SpaceX test sats that apparently just launched will be in North America presumably for space-based capabilities that match land-based internet capabilities. Again, not the target market or services. SpaceX will be four years late to the party, and from the look of the device cost projections, three to ten times more expensive than SAS with a service far in excess of what the target market demands.

Competitive challenges will not be coming from Elon Musk. Other small-sat operators will be the challenge. Most are working on tier 1 services for sophisticated markets. And none have completed testing like SAS (voice, data, etc, over nano-sats).

So, yes, keep a wary eye. But SpaceX is much more likely to be a launch partner in the event that Virgin can't deliver the goods than a competitor.

IMO; DYOR; DYOC

(Also, not today. See you all tomorrow morning)

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Disagree SpaceX is not a SAS shareholder or friend! This a significant development.

As an investor one should remain diplomatic and pragmatic remember OzJ its not your company you clearly chose to invest in it however, be diligent, understand and appreciate new market forces.

SAS Price at posting: 15.5¢ Sentiment: Sell Disclosure: Held
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0 Great analysis

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