JuliusW
$GCTS
The end-user device market off Eutelstat is massive. Also bear in mind that GCTS would be in the Airbus ecosystem, the manufacturer of Eutelstat satellites, and be right in the middle of the orbital military/logistical arms race underway. In that regard, the new drone agreement makes perfect sense.
For me, it's 30% globalstar/amazon, 70% Eutelstat. Either is a winner. I hope GCTS waits for the revenue ramp before naming the partner.
As always, just info + an open mind.
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