NoCalledStrikes Posted October 6, 2014 Share Posted October 6, 2014 I watched Sahm Adrangi's Globalstar presentation today. His case looks pretty strong on the fundamentals, and the physics of his wifi/radio material sounds correct to me. Did anyone catch any flaws? The low power restrictions on the 2.4GB band really devalues the asset tremendously. I wouldn't go as far as Sahm to say that the bandwidth is worthless, but it does appear that its been priced as a premium channel by the market when its a highly restricted asset at best. If the bandwidth is sold, it would be at the low end of bandwidth prices even if you factor in its national presence. Link to the presentation http://kerrisdalecap.com/blog/ Link to comment Share on other sites More sharing options...
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