Globalstar Inc (GSAT)

Ok, all you satellite folks, on 4/30 the FCC is almost 100% going to upgrade some policies that relate directly to NGSO and GSO platforms and it's going to be a very, very good thing.
If you don't have your positions ready now, you've got about 3 weeks. I say Gsat and Bksy are going to be among the big winners. There are a number of others , so pick your favorites accordingly.

GLTA

THV

Globalstar has surged on hype around satellite-to-device connectivity and its partnership with Apple, but the stock trades as if execution will be flawless, competition won’t intensify, and revenue growth will accelerate meaningfully. The reality is far more fragile. With customer concentration, limited spectrum monetization, high capital needs, and brutal competition from LEO giants, $GSAT carries meaningful downside risk if expectations cool.

1. Extreme Dependence on Apple Is a Structural Weakness
Globalstar’s biggest catalyst — and biggest risk — is its reliance on Apple for satellite SOS and future connectivity features. This creates:

customer concentration risk

pricing power imbalance

uncertainty around contract renewals

limited control over product rollout timelines

If Apple changes strategy, shifts to another provider, or builds its own LEO network, Globalstar’s revenue outlook collapses.

2. Revenue Growth Has Not Justified the Valuation
Despite the hype, GSAT’s revenue base remains:

small

slow-growing

heavily dependent on legacy services

The stock trades like a high-growth tech company, but the financials still look like a niche satellite operator. That disconnect is a classic bearish setup.

3. Competition From LEO Giants Is Brutal
Globalstar operates a mid-band satellite network that cannot match the performance of low-Earth-orbit (LEO) constellations. Competitors include:

Starlink (SpaceX)

Iridium

AST SpaceMobile

Lynk Global

These companies offer:

lower latency

higher throughput

broader coverage

faster innovation cycles

Globalstar risks being technologically outclassed.

4. Capital Expenditure Requirements Are Enormous
Satellite networks require:

expensive launches

constant maintenance

periodic fleet replacement

regulatory compliance

Globalstar’s balance sheet is not built for endless capex cycles. Any delay or cost overrun becomes a major financial strain.

5. Spectrum Monetization Has Been Slow and Uncertain
GSAT owns valuable spectrum, but monetizing it has been:

slow

inconsistent

dependent on regulatory approvals

tied to a small number of potential partners

Investors often price GSAT as if spectrum monetization is guaranteed. It isn’t.

6. Profitability Remains Weak
Even with the Apple partnership, Globalstar struggles with:

thin margins

inconsistent cash flow

high debt service

limited operating leverage

A company with weak profitability shouldn’t trade at a premium multiple.

7. Overbought Technicals After a Massive Rally
The stock has surged — as shown in the live snapshot — but the rally is sentiment-driven, not fundamentally driven. When a low-profit, high-risk satellite company rallies this fast, it becomes vulnerable to sharp reversals.

Crowded trades unwind violently.

Bottom Line
Globalstar is a speculative satellite-communications play trading at a valuation that assumes flawless execution, sustained Apple dependence, and rapid growth in satellite-to-device connectivity. With customer concentration, weak profitability, heavy capex needs, and fierce competition from LEO giants, $GSAT carries meaningful downside risk if expectations reset.

$GSAT: Pretty amazing 2025, am I right ?????????????


Now at $74 !!!!!!!!!!!!!!!!!!!!!!!!!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175790413

YOUR WELCOME !!!!!!!!!!!!!


GO $GSAT

$GSAT Globalstar Inc. (GSAT) has undergone a reverse stock split on February 11, 2025, at a ratio of 1-for-15. In practical terms, shareholders received 1 new share for every 15 shares they previously owned.

Reverse splits like this are often used when a company’s stock price drops too low. By consolidating shares, the company can raise its share price—sometimes to meet exchange listing requirements or to present a stronger image to investors.

📊 GSAT Reverse Split Snapshot
Date: February 11, 2025

Split Ratio: 1-for-15

$GSAT Total Debt (mrq ) $542.91M

10/30/25:
💲50.78 USD +9.24 (22.24%)today
Closed: Oct 30, 5:56?PM EDT • Disclaimer
After hours 52.50 +1.72 (3.39%)...

Reports mention preliminary discussions with SpaceX as a potential suitor.

Additionally...
The company is also strategic in its exploration of a potential sale and has other suitors in addition to SpaceX.

A nail biter for sure. Good stuff..
Watching.. waiting & listening.

9
👠

I am asking you please to rewrite your article and Due Diligence on Globalstar $GSAT and pay close attention to what just happened to EchoStar within the last month, and that Starlink & Space X paid them for the Spectrum they owned in a $17 Billion +/- deal. What is $GSAT worth overall with all of their Spectrum, SATCOM Infrastructure assets they own, Software, Subsidiaries, & Regulatory Filings completed.
I hope that Starlink or Amazon buys Globalstar because Elon Musk or Jeff Bezos and Andy Jassy would Pivot them ASAP to a Hardware + a Software Powerhouse!
Globalstar is NEXT IN LINE to get bought by a powerful Fortune 500 Company. Their CEO Paul Jacobs has the Wall Street & Silicon Valley connections to bring them to the Next Level. $GSAT needs new Board Members like Elon Musk or Jeff Bezos.

➡️. Globalstar Inc has 33.47% upside potential, based on the analysts' average price target.

➡️. Globalstar is forecast to grow earnings and revenue by 125.1% and 14% per annum respectively while EPS is expected to grow by 128.3% per annum.

➡️. Price Target
Based on short-term price targets offered by two analysts --
* the average price target for Globalstar comes to $52.50.
* The forecasts range from a low of $45.00 to a high of $60.00.
*The average price target represents an increase of 94.88% from the last closing price of $26.94.

https://www.zacks.com/stock/research/GSAT/price-target-stock-forecast

➡️. The average one-year price target for Globalstar, Inc. is $53.55.

https://fintel.io/sfo/us/gsat

➡️. Given the current short-term trend, the stock is expected to rise 47.64% during the next 3 months..

https://stockinvest.us/stock/
GSAT
---------------

..not good forecasts...
GREAT Forecasting

Fill me up ⛽🙂

9

👠
I truly believe investors ..
and analysts alike
often forget "good news" ..
anything over a month or two old..
Again... this wasn't.... "just news'!

It was a fact. Not hype.

You can't get better than a fact.
An investor cannot ask for more than that 🥳

And just for yucks.. I inquired as a cross check on Google.. and asked:

DID... Apple pay Globalstar up to $1.1 billion to fund a new constellation and invest $400 million in a Globalstar LLC that will own the new constellation, for a 20% equity stake..?

Result:
(of course it's in the SEC filing anyway..)

Yes,
Apple is investing significantly in Globalstar to expand iPhone satellite services. According to (SEC) filings from Globalstar, Apple will pay Globalstar up to $1.1 billion to fund a new satellite constellation and invest $400 million in a Globalstar LLC (a special purpose entity that will own the new constellation) for a 20% equity stake.

Continued -
... a good reminder ➡️

Additionally,

The funding will be used by Globalstar to expand its network capacity, purchase new satellites, and expand its ground infrastructure, according to CNBC. Notably, Globalstar has committed to allocating 85% of its network capacity to Apple's services within the new constellation.

...do you notice it didn't say the funds will be used for "general purposes"..

Apple has doubled down on its partnership with Globalstar.

You Go Global !!!

9

Gsat should be great... This good news will probably cost us a couple bucks/share.

Greetings 🙂

TY.. and isn't it something.. you are a gospel believer.. ditto.

In the beginning of my entering the market.. I believe I signed up in Stocktwits.. if I recall I was not keen on "allot" of the profanity, hostility & straying away from topic. Often too much chaos & nonsense ...on (some) of the stock tickers.

With that said, I don't have a clue where or what my sign in is. Very rarely do I review anything there, though it definitely has its moments & merits.

What in my GSAT post is important or would be of any value to repost on twits for them to see.. may I inquire? 🧐🙂

You have my permission to copy and paste that GSAT post with date/reference/etc.. if you like..

Thank you, please convey when your time permits...😉

9

Apple will pay Globalstar up to $1.1 billion to fund a new constellation and invest $400 million in a Globalstar LLC that will own the new constellation, for a 20% equity stake, according to a new Globalstar filing with the Securities and Exchange Commission (SEC) ...
""Though this news excerpt was displayed Nov of 2024, this was a huge update not to be forgotten.
Source: Satellite today
-- Am Bullish in the long term.. but any piece of additional promising or BIG news can change it all in a nano second;
Conversely, any piece of poor news could cause an adverse price drop however.. I believe temporary.
GSAT is worth hanging onto.

P.S. lol.. Where is everybody?? Did this GSAT' forum "fade to black'' ..
or swim down stream..
This is a stellar stock worth following.

$GSAT Globalstar, Inc. (GSAT) implemented a 1-for-15 reverse stock split effective February 11, 2025.

$GSAT $542.04M DEBT

$GSAT : CEO on CNBC this am.............. Competition to STARLINK

At least to discuss lower orbit satellites.
$GSAT was last $1.50
Now at $23.40 and halted for trading............. LISTING TODAY on Nasdaq from NYSE


WATCHING !!!!!!!!!!!!!

$GSAT Total Debt (mrq) $422.91M

https://www.theregister.com/2025/01/02/satellite_phone_services_starlink/

RECORD EARNINGS TOMORROW $$$$$$$$$$$$$$$$$. CO WILL DISCLOSE TON. WE SHOULD BE OVER $2 TOM ON WAY TO $5. OVER 100 SATALITES LAUNCHING NEXT YEAR

GSAT $5 TARGET

GSAT Guns N’ Roses Paradise City👊🤑💸

GSAT🤑

GSAT............................https://stockcharts.com/h-sc/ui?s=GSAT&p=W&b=5&g=0&id=p86431144783

Up past the blue line

GSAT up , up and away. $2.06 today. Paul Jacobs taking this stock up

Could this stock be merging with IQST ?

GSAT it didn’t die

GSAT is possible to up 5$. Go

Wow. GSAT up to $192, Paul Jacobs is running the show.

To the moon 🌙

WOW. This is where I make money. 1.39

GSAT Files to sell 3.5 million shares.

GSAT Moved up 5 pennies to $1.50. Paul Jacobs will bring this up.

WOW Picked up some cheap shares. 2000 to start. This stock will never see a dollar.
Paul Jacobs is a specialist. And has connections.

WOW. This is a goldmine waiting to happen. I will pay the premium .50 pennies in OS. Erwin and Paul and Q. Nice

Mixed shelf filed after earnings miss, this will go below 1.00 and then a R/S in time to fix the O/S, way too many shares, all imo

I was educated to the extent of their corruptive power the day the Apple news broke. Brokerages had millions on 1.6x calls the next day. Never in a million years did I believe they could stop and then reverse that locomotive in a mere 2 hours....but the bastards did. The weekly calls have been a choke collar to shareholders and cash machine to bookies...(I mean brokers) for far too long. The weekly calls end on 11/04. With one more on 11/18.

It Is Not the tech, CEO, balance sheet, nor GSAT debt.... Nor is it lack of PR as we have had an avalanche of positives and catalysts each day since the Apple announcement.

What has held the shareprice where it is simply greed.

Nailed It !!

Definately. It will take a combination of all to meet demand.

$MULN Has $ 60.93M in cash

It’s mostly failures and jackasses who do reverse splits, with few exceptions.

“It will require Globalstar to allocate 85% of its "current and future network capacity" to support the service,”

With projections of 300 million revenue by 2026 at 1.8 billion OS do the math, basically no current way to grow the company if 85% is allocated to Apple, and no phone call ability, just texts. Cool if it works but 300/1800 is not 10 dollars a share imo, 1.8 billion revenue at 300 million OS might get it there. GSAT should take out a huge billion dollar loan and use half of it to buy another company, then do a reverse split, then dilute the stock down to 1’again, take that money and buy another company to create two more revenue streams. Banks would likely provide major loans to them for acquisitions now that Apple basically backing them. Apple is keeping them afloat with the deal, more would be required to grow the SP imo, hence the mention of Goldman Sacs to raise funds for them.

Im betting on both.
Personally, I far prefer fuel cell, especially for delivery trucks, school buses, etc.
I'll keep gas for my motorcycles, truck and Civic.

welcome. I followed you which I do not do often because I looked through your posts and saw you posting on some stocks I have been in for over 20 years like Plug Power and Fuel Cell. wow was I way to early on those. I had thought in 2000 that most cars or many cars would be hydrogen fuel cell powered by 2010. Instead they are pushing litium battery powered cars which are an ecological disaster or will be soon.

Thanks Jimmy!

GSAT is a well backed company with some big institutional investors. It has a over $3 billion market cap. Which makes it a small to mid cap company not a penny stock. It is a new player compared to the other communication satellite company. Therefore it has the most debt as it is in start up mode. It also means it has the latest and best technology as well as the newest satellites. It plans to be the major player in The Internet of Things (the major future evolution of the internet) connecting things like ships at sea, remote cell towers and major industrial installations. They most importantly OWN the radio spectrum the Qualcomm built in connection to its latest communications chip. This Qualcomm chip is in the iPhone 14. Apple is paying for 90% of the new satellites that will be launched and GSAT only 10%. This should add some debt to GSAT but only 10% of the costs of this tremendously valuable asset on the cutting edge of IoT. GSAT is setting up to be the major player in Satellite Communications and IoTs. This requires debt but Apple is paying 90% of the cost. This is an incredible deal for GSAT they are in effect partnered with Apple and Qualcomm. This might also signal Apple and Qualcomm are moving in on IoT heavier. This might not be about satellite phone connection at all but about Industrial connections to the IoT. GSAT owns the Real Estate here on this very important spectrum. It is the spectrum that Qualcomm and Apple chose so they are in effect tenants of the Real Estate GSAT owns and Apple is paying 90% of the costs to the improvements of the Real Estate so it fits Apple's purpose. It looks like GSAT Apple and Qualcomm are is stealth mode until they can capture the most important
future market share of IoT.
This looks to be a long term investment that might turn into a monstrously profitable enterprize.. It also bodes well for Qualcomm and Apple to establish a major position in IoT.

So who is this penny stock Apple is dealing with?

The fact that Globalstsr didn’t get paid billions up front to dedicate their satellites to Apple shows that Apple didn’t care about this tech, doesn’t respect it and could have waited or gone with another company easily, asking GSAT to raise money via Goldman is embarrassing for Apple, for a Trillion dollar company to ask that makes Apple look terrible, the GSAT Shareprice should have graduated to major stock having a deal with Apple, and yet it’s under 2 dollars, Apple is dealing with a penny stock for its Satellites, laughable, SP will decrease on fundraising news and on that rumor until it is completed imo.

Is this a 20 billion dollar company? No because Apple screwed them over by not paying them billions up front, every GSAT shareholder should get 1 Apple share as a dividend.

And GSAT estimates that those fees (revenue) will top out in 2023 at 230 million dollars, not 230 billion dollars. 230 million revenue at 1.8 billion OS is not getting to 10 dollars a share, this isn’t a 20 billion dollar company and the multiple isn’t 100:1.

10 dollars a share x 1.8 billion OS is almost a 20 billion dollar company, nope, not at 230 mill revenue a year and new satellites not due till 2026, P/E ratio would have to be 100:1, shareholders got screwed over by the us deal because GSAT had stars in its eyes when talking to Apple’s negotiators who could have used anybody, Shame on Apple too. Should have been an upfront licensing payment of 10 billion to GSAT or no deal. Apple has the money, drop in the bucket their shareholders wouldn’t have cared they wanted the tech. Apple embarrassed itself leaving GSAT as a penny stock makes Apple look bad. Apple making GSAT raise funds ? What a joke. Trillion dollar Apple taking advantage of a small company, shareholders as of the date of the deal should sue Apple for 10 billion to be distributed to shareholders as of that record date. By the way, that is only an 5 to 13 per share dividend.