satellite upside offset by valuation and capex
Space Mobile (AS) has huge long-term upside as a smartphone-to-satellite network with major carrier partnerships, but its massive past share run, enormous launch capex and ultra-rich EV/sales make me prefer waiting for a significant pullback before buying.
Space Mobile's smartphone-to-satellite network with major carrier partnerships offers substantial long-term upside, but an enormous past share run, heavy launch capex, and ultra-rich EV/sales multiples argue for waiting on a significant pullback before initiating.
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