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It is inevitable that EchoStar will sell Dish $SATS
Ben Deveran
2,194 posts
Ben Deveran
@BDeveran
Distressed Asset Investor~415%+ ROE 03/23 inception | Founder, Rubicon PR & Next Wave Marketing (EXIT) | Real Estate Today (Acquired~Matrix Global) Thesis＞Theta
- There were so many chances to buy $ASTS, but my contrarian mind wouldn't let me. I remember seeing it below $20 in Jan Even a month ago I loaded EchoStar for a 500k position, when I could have bought that inversion dip on ASTS at like $34 — that was only a month ago.
GIF - Rivian $RIVN just closed above $13 for the first time since Sept. 19, and today’s price action confirms a significant technical shift: it not only broke above its 200-day moving average, but tested and consolidated there, signaling a potential long-term trend reversal from
- Just released: My full equity research report on Blade Air Mobility $BLDE 🔗 bendeveran.com/article/blade Let me level with you. I’m a distressed guy. I usually don't look at companies like Blade. Too clean. Too well-run. Too rational. But that’s exactly what made this so hard to
- For all the hate the $TLRY gets, underneath the hood it’s actually a great company trading at a dirt cheap valuation. Don’t let the share price or market mechanics fool you. • Acquisition of Montauk Brew Co. alone is a hidden gem 💎… Cannabis theme is definitely going to pick
- $LUNR 👇🏼👇🏼👇🏼👇🏼👇🏼 I recently initiated a buy in Intutive Machines, after starting to follow the company and doing some equity research — I am very bullish on the following: Intuitive Machines represents a compelling, distressed entry into NASA's structural reallocation cycle
- $SATS Reuters reports: "EchoStar will have 24B in cash after Spectrum Sales + Debt Payments." EchoStar market cap 21.55b — expected proforma cash ~ 24B. Not including ANY remaining assets or enterprise value. Let me clarify: ~ $15.5B in annual revenue = $0 value ~ 15.3M
- Replying to @BDeveranI even had a huge position in Viasat Est. $800k value in Jan at like $8.60 P/S and had a bunch of signal on ASTS with the whole Ligado spectrum deal when I was thumbing through Inmarsat before it was even widely known by the Space mob ~ I knew ASTS had legs. Coulda, shoulda,
- $BAER — The Preferred/Debt Overhang: This is true distressed investing. The Capital Stack Reality: • Senior bonds: 11.5% coupon, mature Sept 2027, callable Sept 2025 • Series A Preferred: $387M face, accrues 7% → 9% → 11%, convertible at $11.00, matures 2032. Held by
- $SATS EchoStar: $74.89 Friday close. 🧵1/ First, let's address the obvious: Yes, Exec RSUs are dumping — They should, EchoStar was a dump equity for years. Yes, event traders are unwinding. Yes, legacy holders are rotating out. But they're selling into one of the most
- Buy Blade Air Mobility — Thank me later, $BLDE Current Market Cap: $198M 1-Year Revenue (TTM): $260M Net Assets: $220M Cash on Hand: $120M Debt: 0 This is a high-conviction play on the eVTOL thematic. Once the broader market stabilizes, Blade is poised for a significant
- Full equity research report on $SATS — EchoStar bendeveran.com/article/echost… Thanks X community for sharing additional information ~ helping us blend our updated research, especially net proceeds from spectrum post Corp Income Tax + NOL blend & remaining debt service cost to FCF.
- Replying to @CBSSportsCFBHe was going to Skyler, the pass was tipped. Bad commentary by the announcer
