Tweets By:

Bio: We tweet investment ideas. Please read our legal disclaimer at https://t.co/UJsUPnBfan.

10:12 AM  08/10/18 reply  |  re-tweet

$VSAT (Msgs, Twts): Another weak quarter. EBITDA down -26% YoY (-17% below consensus), still burning cash, net leverage heading… https://t.co/BvXR4ixlJD

11:07 AM  08/02/18 reply  |  re-tweet

$I (Msgs, Twts): Good question from BTIG. The fight over the first 100MHz may be Epic 🚀 https://t.co/8hnjPiazyM

07:59 PM  08/01/18 reply  |  re-tweet

RT @MarketCurrents: Kerrisdale re-ups bullish Intelsat stance; shares +4.3% https://t.co/qU8ZHKvyZe $I (Msgs, Twts) $SGBAF (Msgs, Twts) $INTC (Msgs, Twts)

09:10 AM  08/01/18 reply  |  re-tweet

$I (Msgs, Twts): Since releasing our report, we’ve had countless conversations with sellside, buyside and additional industry ex… https://t.co/K2em3lZq7j

10:07 AM  07/25/18 reply  |  re-tweet

$I (Msgs, Twts): Senate hearing on 5G spectrum begins now, livecast available — https://t.co/DiFZu8IYOr

11:38 AM  07/13/18 reply  |  re-tweet

RT @QTRResearch: Sahm Adrangi joins me on the QTR podcast this evening to talk Intelsat $I (Msgs, Twts) and anything else I wanna talk about. Should be…

11:47 AM  07/12/18 reply  |  re-tweet

$I (Msgs, Twts): FCC meeting comments were super positive. O'Rielly wished he could sign final order now; stressed need for doin… https://t.co/Fcw6u5kf5O

09:11 AM  07/10/18 reply  |  re-tweet

This @FCC letter should terrify every $DISH (Msgs, Twts) shareholder. $I (Msgs, Twts) is the far better way to play #5G https://t.co/d7LmR1Q9kW

11:30 AM  07/03/18 reply  |  re-tweet

Amazingly excellent! $I (Msgs, Twts) https://t.co/pOQRUIVFtG

09:27 AM  07/02/18 reply  |  re-tweet

$I (Msgs, Twts): @NewAmerica hosted an informative panel discussion featuring $I (Msgs, Twts) & $SESG (Msgs, Twts) reps and other involved parties to disc… https://t.co/KUcznRiXZq

09:17 AM  06/28/18 reply  |  re-tweet

$I (Msgs, Twts): Replay of call yesterday available at https://t.co/afi6uc8d3v . Also, check out Q&A section of @SeekingAlpha ar… https://t.co/sEYusuH8xr

09:17 AM  06/27/18 reply  |  re-tweet

We've been bearish on almost every spectrum story out there, for years. But $I (Msgs, Twts) and $SES (Msgs, Twts) are different, and the upsi… https://t.co/lgJJ31Od4T

09:16 AM  06/27/18 reply  |  re-tweet

Will the FCC let satco's keep the proceeds? Yes – the proposal from $I (Msgs, Twts) & $SESG (Msgs, Twts) is exactly the kind of industry-led,… https://t.co/xptDmv1Hon

09:16 AM  06/27/18 reply  |  re-tweet

Reasonably valued at >$0.50/MHz-pop, that spectrum is worth $60bn+. With so much incentive for $I (Msgs, Twts) & $SESG (Msgs, Twts) to find i… https://t.co/gShE9DSO9W

09:16 AM  06/27/18 reply  |  re-tweet

After a detailed look at incumbent uses of the band, we believe $I (Msgs, Twts) and $SESG (Msgs, Twts) can free up (over a few years) and mon… https://t.co/gJohTvn8sI

09:15 AM  06/27/18 reply  |  re-tweet

$I (Msgs, Twts) and $SESG (Msgs, Twts) are satellite operators and by far the largest players in the 3.7-4.2GHz frequency range. This is a hu… https://t.co/bUH25iZuo6

09:14 AM  06/27/18 reply  |  re-tweet

We're long $I (Msgs, Twts) (Intelsat) and $SESG (Msgs, Twts) (SES). Report available at https://t.co/fFTekZe6gO. We value $I (Msgs, Twts) at $150 (up ~9x)… https://t.co/woc8PmOula

04:11 PM  06/26/18 reply  |  re-tweet

In 2014, we wrote on $GSAT (Msgs, Twts). In 2015, it was $STRP (Msgs, Twts). 2016 was $DISH (Msgs, Twts). 2017, $VSAT (Msgs, Twts). Tomorrow, we release this year’s re… https://t.co/eMKzXTAnUe

05:21 PM  06/06/18 reply  |  re-tweet

$PTI (Msgs, Twts) down ~35% after the close on weak Phase 1 data for PTI-801. No discernible (let alone statistically significan… https://t.co/TUgsBTmgFI

04:40 PM  05/25/18 reply  |  re-tweet

$NAK (Msgs, Twts) down 33% today as First Quantum backs out of deal. Down 85% from when published in Feb 2017. As we said all al… https://t.co/YWu6NPNALh

09:17 AM  05/14/18 reply  |  re-tweet

2 yrs ago today, we released our report on $DISH (Msgs, Twts) (https://t.co/GZIjzutpol). Then: $47. Now: $31. Despite our effort… https://t.co/kbdAxyoSeb

09:34 AM  04/24/18 reply  |  re-tweet

$JOE (Msgs, Twts)’s largest shareholder, Fairholme, has shrunk to $1.6b from over $16b. St Joe stake is now 10m shares over the… https://t.co/UdSeLeOA6h

09:34 AM  04/24/18 reply  |  re-tweet

$JOE (Msgs, Twts)’s core operations don’t come anywhere close to supporting its $1bn valuation. Recent cash flow has been buoyed… https://t.co/D0HPh5dphF

09:33 AM  04/24/18 reply  |  re-tweet

The only sellside analyst covering $JOE (Msgs, Twts) assumes FIFTY yrs of impossibly robust growth for the Bay-Walton Sector pla… https://t.co/qk9ad8NFkM

09:33 AM  04/24/18 reply  |  re-tweet

$JOE (Msgs, Twts)’s Bay-Walton Sector Plan remains stalled because it makes little sense. Retirees have better alternatives, mar… https://t.co/xffFrKfcEZ

Top Searches Feeds

StockTalk Aggregated Feed (includes All Daily and Weekly Editions) Add to My Yahoo! Add to Google
Top Searches Today - 10 (10 hottest stocks) Add to My Yahoo! Add to Google
Web BuZZ Today - 10 (10 hottest stocks) Add to My Yahoo! Add to Google
Twitter BuZZ Today - 10 (10 hottest stocks) Add to My Yahoo! Add to Google
140 close
You will be redirected to the Twitter's authorization page to approve the BoardCentral to connect to your Twitter account. After your approval, the tweet you have entered will be posted.
Out