Re:Starlink Maritime
by walrus01 on Thursday July 07, 2022 @06:56PM
(#32020721)
Viasat while it has a lot of consumer facing exposure (and contracts to do things like build teleports for the DoD) is not a major player in the market of actually owning geostationary satellites. Look at entities like Intelsat and SES.
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Re:Starlink Maritime
by lotsofpulp on Thursday July 07, 2022 @07:05PM
(#32020796)
Intelsat’s numbers look horrible, and Wikipedia says they recently filed for bankruptcy:
https://www.macrotrends.net/stocks/charts/INTEQ/intelsat-sa/...
SES SA is doing well, but only a couple years of data:
https://www.macrotrends.net/stocks/charts/SGBAF/ses-sa/profi...
Several years ago I ensured that nothing in my 401k and other retirement savings plans has any exposure to geostationary owner stock.
Re:Starlink Maritime
by InvaderFizz on Thursday July 07, 2022 @09:36PM
(#32022000)
I did the same as soon as Starlink launched. I saw it as an existential threat it is to all the Geo operators.
I was headhunted for a SRE position with Viasat last year due to my extensive Satcom background. I noped out as soon as I found out it was Viasat. Not because I dislike them personally, but because I don't want to be laid off next year.
Without going into too much detail I know someone who was headhunted for Telesat's proposed LEO network (too late, too low budget, too little technical clue) and ran away quickly once he had an idea of what he would be getting into.
Make sure Energy Vault (NRGV) is not in there either.