Yes, Flashy that looks like the intention. They seem to have a...

Yes, Flashy that looks like the intention. They seem to have a several tiers of marketing occurring at the same time. China is still obviously in the background as it deals with its Covid issues, but remains as the really big market for the VSN network due its scalability as much as the security. Then there are apparently possible contracts with a cluster of US companies via one, or perhaps two re-sellers.

Not sure what's happening in India and Malaysia. Nothing substantive yet apparently. The Middle East we are told is about to start after the World Cup.

But then there is this quite surprising deal with Starlink which gives a higher profile for the VSN because of the association with SpaceX, the organization which is contracted to so NASA Space Shuttle missions and is able to bring Stage One of the Falcon back to earth in upright position. A mind boggling achievement of maths and physics. .

For no effort or outlay Starlink gets to supply a secure network suite to add value to its business service. Remote internet access is a boon for miners etc but not so marvellous if the business connects a whole lot of devices which hackers use as gates to flood in and wreck the business. The more mines go digital, the more risk they potentially run.

There are systems managing acid tanks, pumps, conveyors, ventilation, power, water etc etc.

The impression I get from looking at a half a dozen US tech talk sites is that Starlink has so much on its plate in making the terminals and delivering them to about 45 countries it may be relieved to have a sales partner which not only adds further value with its software, but is offering a back up service for the business version. One US satellite service comparison site gives no gold stars for Starllink after sales services (partly because the retail kit is so easy to use) but does give multiple ticks for bandwidth and almost zero latency. On technical performance "Starlink business" is way out in front with up to 550 Mbps.

Essentially the success of Starlink/SpaceX depends on the speed with which it can get enough satellite arrays up to service more and more terminals so that average prices can fall - this is the Tesla approach. so that it can then attract more demand. While the high volume of retail is good, the business/government revenues is better as the subscription costs are higher and each order tends to be larger: tens and hundreds,

Whether this applies in Australia in exactly the same way we'll gradually find out, but the chat on US sites tends to be that the business version is where the margins are. If so, that's good for the territories allotted to Netlinkz, but an extra revenue source for Spacelink in all the other territories so a potential win-win for both. Of course this is counting eggs well before they are hatched, but not so unlikely either. Why not take out practical cyber insurance for your business if its a small additional cost?

One last point. Macquarie's appearance on the registry is certainly curious, but my theory is that it may be simply a hedge. It owns half of Vocus with Aware Super and if Netlinkz has got a good length ahead of Vocus in this early stage of the race - as seems apparent - this may be simply laying off by putting a few bob on the dark horse - the one connections have been keeping under wraps.

Then there's the other theory: Netlnkz is building out a security network service which is effectively a sub-utility inside the internet.
Macquarie likes utilities and infrastructure assets for their recurring income and collateral value. It is the largest investor in these sort of assets globally. A small holding to take a look would be an obvious thing to do, especially if Starlink itself embraces the VSN globally.