SATS

Academic-Proof3700

Watch mango declaring "*theres too much satellites and eggheads are telling me its bad for them, WE ARE DECLARING BAN FOR LAUNCHING SATS EFFECTIVE NOW*"

rioferdy838

I have 20% in the markets and I still feel pain holding PLTR and fucking AXTI/META/SATS

rioferdy838

RUGGED Fuck pltr. fuck SATS.

The_Juice_Gourd

We don’t talk about SATS 🤫

devonhezter

Isn’t SATS SAME AS SPACE X????

Wrong-Bell437

With retail getting much less SPCX than they were looking for, I think we at least have one group of buyers that has a motivation to look past the “hair” on the deal, and buy SATS for the SPCX underlying. SPCX now trading at $203 versus $135 IPO - how else do I make up for this “missed opportunity”? I buy SATS at a (on the high side) 40% spread to the value of its SPCX holdings. SATS is also poised to run when the SPCX options start to trade today and provide a better way to hedge SPCX. The short interest on SATS has 5 days to cover - if I have to make a bet, I pick this as a tailwind for SATS.

JuryStanislaw

6/20 on degiro, NL. For everyone still looking for stock, $SATS could be an alternative. They holds a significant position in SpaceX since the last frequency band deal

JuryStanislaw

Here's the plan guys: $SPCX skyrocketed but $SATS didn't.. They hold a significant position in SpaceX since the last frequency band deal

JuryStanislaw

Whats about $SATS? Lever for $SPCX maybe?

JuryStanislaw

Whats about $SATS? They holds a significant position in SpaceX since the last frequency band deal? Could act similar as a lever

JuryStanislaw

Whats about $SATS? They holds a significant position in SpaceX since the last frequency band deal

JuryStanislaw

EchoStar $SATS holds a significant position in $SPCX since the last frequency band deal. What do you guys think? Is it worth a try?

JuryStanislaw

EchoStar (SATS) holds a significant position in SpaceX since the last frequency band deal. What do you guys think?

JuryStanislaw

EchoStar (SATS) holds a significant SpaceX position since the last frequency band deal. Could this be a good trade?

nknk_3

If you missed out on SPCX checkout SATS, they have 19 billion stake in SpaceX selling spectrum licenses

VagabondTrait

Elevator button is stuck Also rumor just posted that SATS has big SPCX exposure

imunfair

It may be a similar situation to the NASA ETF, where SATS just fell today because people were selling off the proxy to buy SpaceX directly. I would imagine both have been pumped significantly over the last few months for that reason, so they're just returning to a price that reflects normal demand.

BratacJaglenac

Probably, but on the other hand price of SATS even fell -10%, which appears as no one is factoring SPCX stake at all. Even if SPCX falls to half, let's say 80$, that means 35 billion for SATS. I am curious to see how they will adjust their BVPS for the next quarterly report. SATS might actually be a good play to jump on board before the next quarterly report.

imunfair

Sure it does, guess who's in ETFs like NASA with private shares of SpaceX? All the names OP listed: ticker | proper_name | shares | market_value | percent_of_nav ---|---|---|---|--- SATS | ECHOSTAR CORP | 2,893,483 | $330,088,540.64 | 10.20% RKLB | ROCKET LAB CORP | 2,950,423 | $302,093,810.97 | 9.34% MDA | MDA SPACE LTD | 5,938,482 | $221,327,224.14 | 6.84% SPACEX SPV | SPACEX SPV EXPOSURE | 1,350,259 | $217,324,219.53 | 6.72% ASTS | AST SPACEMOBILE INC | 2,136,174 | $176,042,099.34 | 5.44% LUNR | INTUITIVE MACHINES INC | 6,231,121 | $165,872,441.02 | 5.13% PL | PLANET LABS PBC | 4,800,956 | $149,549,779.40 | 4.62% VSAT | VIASAT INC | 2,024,104 | $142,031,377.68 | 4.39% FLY | FIREFLY AEROSPACE INC | 4,268,719 | $136,044,074.53 | 4.20% VNP CN | 5N PLUS INC | 4,668,635 | $131,047,646.25 | 4.05% VOYG | VOYAGER TECHNOLOGIES INC | 2,785,948 | $114,641,760.20 | 3.54% YSS | YORK SPACE SYSTEMS INC | 4,102,400 | $113,595,456.00 | 3.51% What happens when you sell an ETF to buy SpaceX directly instead? They sell the shares of the underlying that represent your position.

BratacJaglenac

What he wants to say - 3% of SpaceX is now worth 70 billion at this stock price. Whole market cap of SATS is 33 billion.

iSOBigD

SATS owns tens of billions of dollars worth too, and I'm annoyed that their stock didn't 2x or 3x because of it when their spacex ownership is worth several times their entire market cap.

jpewaqs

I don't understand SATS - it owns 3% of spaceX it should have moved massively today 

bulrfuc

Do we even need ASTS, RKLB or SATS no that we have Enron's SPCX? It has meme value and tweet catalyst retard strength. One tweet and it will go up.

theregalbeagler

I'd start buying again @ $65 tbh.  $50 if you want to risk it. Now they're promising block 3 SATS eoy.  Someone should tell them only 1 block 2 is in the air right now.

HEARTMOVESUNIQUE

Can someone tell me why SATS isn’t up already from its underlying stake in SpaceX

pingoo26

Fucking SATS dumping 15% lol fuck you

conteins

Easy. SATS != SPCX.

ThinkingOfTheOldDays

Bought SATS on the Liquidation dip around 116.7, expect the IPO to launch it back up, but who knows

Holiday_Guide_104

SATS have 35 B in SPCX and worth a bit less today 60% of shares are in short hand, could be a very big short squeeze potential

Holiday_Guide_104

Instead of chasing the SpaceX IPO, there may be an interesting opportunity in $SATS 🚀 Sometimes opportunities appear under the radar. Here’s the math behind what looks like a pricing discrepancy: SpaceX is expected to go public today (IPO) at $135 per share. According to the S-1 filing, Echostar ($SATS) owns 261.8 million shares of SpaceX. Using simple math, that stake alone would be worth approximately $35 billion. What’s unusual here? The entire market capitalization of Echostar yesterday was also around $35 billion. On top of that, it may be difficult to buy SpaceX at $135 once trading begins. IPO stocks often move significantly higher in pre-market and early trading. For investors who believe in SpaceX, buying $SATS could potentially provide discounted exposure to the company. In other words, you’re getting a company with tens of billions of dollars in assets… almost for free. If we remove the SpaceX stake from the equation, Echostar is still left with assets that appear substantial and, according to this thesis, are largely being ignored by the market. * A major FCC-approved transaction: sale of spectrum assets to AT&T for $22.65 billion in cash. * Net cash position (after debt): approximately $8.5 billion. * Additional approved spectrum assets: estimated value of roughly $10 billion. * Core operating business: potentially worth at least another $10 billion. Using a conservative estimate, the valuation of Echostar excluding the SpaceX stake could be around $86 billion. Potential for a Massive Short Squeeze 🔥 The next data point makes the story even more interesting: Short interest stands at 31% of the stock. The founder owns 50.5% of the company and controls 86% of the voting rights. That means that, relative to the actual public float available for trading, short sellers effectively represent more than 60% of the freely tradable shares. If buying pressure increases, the stock could have significant short-squeeze potential. Bottom Line This is not investment advice. Everyone should do their own research and make their own decisions. The situation is highly speculative, highly volatile, and anything can happen.

James_Vowles

should have sold SATS before the spacex ipo

drankleanonce

i just sold my SATS an hour ago fuck

ThinkingOfTheOldDays

SATS mooning 

WhyHopOnPop

Bunch of fucking pussies regurgitating the same bull shit. Who knows what will happen in 6 months, make money or stand on the sidelines acting like the victim. Calls on $SATS fuck your doomsday attitude.

VenserMTG

To.other companies that hold any spcx, like SATS or ETFs

Deep_Calls_007

I am gonna exit my SATS tomorrow premarket

Horn-Dog-6-9

$SATS

andresiss

Also they are not “way off” if anything they’re undershooting, SATS currently owns just over 2%

andresiss

You have no clue what you’re talking about. 11/25/25 SATS + SPCX deal is done, SATS gets 52mil shares at $212 per share. 5/4/26 in preparation for the ipo SPCX did a 5-for-1 stock split for its private investors. So SATS 52.36 mil shares turned into 261.79 million shares. Which at the projected SPCX ipo price of $135 a share. SATS shares would now be worth $35.34 billion….

Deep_Calls_007

Who bought SATS today retards? 🙋‍♂️

ThinkingOfTheOldDays

EchoStar (SATS) owns ~2.5% of SpaceX. Current valuation is about 2% of the 1.75 trillion valuation, which will probably jump over the first couple of reading days.  Full port on this Arb trade. See you at Arby's if I fail. 

ThinkingOfTheOldDays

Buying SATS after hours. For funsies. 

HankIvans

Just buy SATS ..they own over 2% of space x shares

VenserMTG

>The problem is that by the time most retail investors can actually buy it, the stock may already be trading well above the IPO price. Buy SATS. They own a lot of SpaceX.

Chemical-Librarian85

SATS ripping pre SPCX IPO so nice.

dvdmovie1

> I'd imagine people will be investing SATS as well for exposure if SPCX price gets too high. The short interest is around 35% - perhaps people long via private used it as a proxy to hedge their exposure to some degree? No idea how it or SPCX does in the long-term but in the short-term - especially if the IPO does well - I think you could see some short covering.

Jealous_Bookkeeper20

If you look at the Yahoo/Alibaba example, Yahoo's stock traded at a 30% to 40% discount to its Alibaba holdings for years. The market applied that conglomerate discount because Yahoo could not sell or distribute its Alibaba shares without triggering a massive corporate tax liability. Echostar faces the same friction. Even if their SpaceX stake is worth $31B, SATS cannot simply hand those shares to its own investors or liquidate them without corporate capital gains taxes. The no-arbitrage math does not work in practice because the tax drag is built into the holding structure. How do you think they will handle the tax liability on the SpaceX stake?

jamaltheripper

By all measures, there is huge interest in SpaceX stock, from both retail and industry. The risk is will SATS track SpaceX in the short term? In 2014, Yahoo's stock went slightly down after Alibaba's ipo. But if SpaceX demand is huge, I'd imagine people will be investing SATS as well for exposure if SPCX price gets too high.

dvdmovie1

In terms of SpaceX, SATS.

Katalystor

SATS owns 2.2% of SpaceX shares and it's market cap is roughly equivalent to that position 1:1. Don't say I didn't warn you.

Snoo-90587

Is anyone playing $SATS calls for this Friday?

Katalystor

Nowhere near the biggest. SATS owns 2.2% of SpaceX and trades basically as a proxy. My understanding is that Barron's owns 1.25% of SpaceX.

-medicalthrowaway-

SATS is worth considering if you want a gamble

Cool_Two906

If it's going to the moon why have SATS and NASA been dropping?

pegasusCK

I think you should consider adding SATS. tiny company but own 3% or 11 billion worth of SpaceX directly and its basically 99% of their net worth right now.

TheSelfishMan

I did say those $SATS puts looked juicy

ObviousDoxx

SATS is such a piece of shit holy fuck lol fuck you spacex

Katalystor

The share deal was agreed upon before the 5:1 stock split and before the xAI acquisition. It was for 2.9% of all SpaceX Stock at the time. With the acquisition this was diluted to around 2.35%. now with the IPO adding an additional 555 million shares, we get to a final ownership stake of 2.2%. SATS is currently the purest SpaceX Proxy available. Funnily enough the math almost works out so that the share prices should be almost 1:1. I think SATS at 134$ is equivalent to SpaceX at 135$. So currently available at discount. Going to be fun come Thursday 👀

-medicalthrowaway-

XOVR or SATS for some spacex lottos?

LordDarthRasta

If SATS owns %2.7 of SpaceX, shouldn't it go up as well?

bulrfuc

RKLB, ASTS, SATS are probably gonna tank more. Elon needs money.

TheSelfishMan

SATS puts

TheSelfishMan

What’re the thoughts on $SATS? Seems like it’s priced pretty richly even though it’s trading as a SpaceX proxy.

banana_diet

SATS

LordDarthRasta

What will echostar SATS do on the SpaceX IPO. I believe they own 2.7%

TheSelfishMan

$SATS puts looking juicy

dvdmovie1

> If it’s jumped recently only because of SpaceX going public why would people want to own it after SpaceX goes public? What is the value of the SpaceX stake? "In late 2025, SpaceX was valued close to $450 billion assuming more than two billion shares outstanding. The share count rose with its purchase of Musk-controlled xAI for $250 billion earlier this year. Williams values EchoStar at $155 a share on a sum-of-the-parts basis. **At a $1.75 trillion SpaceX valuation, he sets EchoStar’s SpaceX equity stake at $31 billion**, or, by Barron’s estimate, some $600 a share. Recent SpaceX private market transactions have reportedly been closer to $650 a share." (https://www.barrons.com/articles/how-high-can-echostar-ride-spacex-924cb174) SATS market cap is about 35B and SATS is more than just the SpaceX stake. Stock has also been heavily shorted already, probably by people who own private shares who are looking for a proxy to short to hedge that value. 36% of the float is short already. "why would people want to own it after SpaceX goes public?" It will still own those SpaceX shares. I know Reddit haateeeeeeeessssss SpaceX but if it at least does well for a little while, the value of those shares held doesn't suddenly decline. If anything, I could see some short covering around the IPO. I have owned SATS since the deal was announced, largely because I thought it was an interesting play on OTHER people's interest in the stock and it was an interesting sum of the parts play. It's done well. Have sold a little, will probably sell a little more in the IPO and days after, or - if it opens stronger than Reddit predicts - will dump the rest. If I was more interested in SpaceX, I'd keep some either way, but for me Starlink is compelling and the rest not as much. " Seems like an easy bet it’ll drop back down closer to $70." If you think SpaceX will crater then short SATS. Otherwise, I don't agree that it will decline in the short-term because of the IPO. Medium-to-long term who knows.

TheSelfishMan

Anyone loading up on puts on $SATS? If it’s jumped recently only because of SpaceX going public why would people want to own it after SpaceX goes public? Seems like an easy bet it’ll drop back down closer to $70.

TheSelfishMan

Anyone loading up on puts on $SATS? If it’s jumped recently only because of SpaceX going public why would people want to own it after SpaceX goes public? Seems like an easy bet it’ll drop back down closer to $70.

TheSelfishMan

Anyone else in EchoStar? ($SATS)

Lookingud

$SATS CALLS NEXT WEEK? this shit trading below cash lol

munkeymoney

Long-term growth stocks: ONDS NVTS GSIT USAR LUNR SATS ASTS

ThatGlockGuy22

Look, I’m no genius, but if SpaceX is going to IPO at $135/sh and SATS holds approx 259.4 million shares that brings the value of their holdings to roughly $35,000,000,000. Coincidently, the closing price of $120/sh gives them a market cap of $35,000,000,000… which means their regular business is worth nothing?

ab216

SATS is a proxy for SpaceX stock, it doesn’t trade on anything else really

alreadysharpened

I’m wondering if SATS is a good play since they own pre-IPO shares. Not sure if I should risk it though

DVNVSEN

Just loaded up on SATS calls, Inshalla these will print 🫩😩

ObviousDoxx

SATS is the play

pingoo26

SATS too have a significant stake dont they?

PhrezzSucka

Cody 5/20/26,10:15 AM Q. You've mentioned several times that once SpaceX perfects Starship, that they will make it impossible for RKLB to compete. Have you factored in that RKLB is developing their own version of Starship, which they say will be ready in 2027? A. Not sure what you mean about Rocket Lab trying to build its own version of Starship. Rocket Lab is trying to build the Neutron rocket ship that would maybe be their own version of Space's Falcon 9. They're hoping that Neutron will bring their launch costs down somewhere closer (but still far away from SpaceX's current launch costs. And Starship will drop the cost of launch per pound another 95-99% from where Rocket Lab is HOPING to get to NEXT year. Q. My current plan is to request as many shares of SpaceX as I can from Fidelity (I think they will get a portion). I also think it will be luck of the draw and they probably won't give me very much but if one can get SpaceX shares at IPO price from their brokerage do you think it's a good idea to buy them? A. Yes. Q. How's the plan coming to start selling out of our SATS positions? Will we. Be out of our SATS by the IPO or keep some for after? Also ideas on how to scale into SpaceX? I believe it's going to explode at the get go and possibly never come down lol. A. I keep telling you guys that we will have to see how SATS and SPCX are trading if/when the IPO finally hits. Other than telling you that I definitely would like to own SPCX directly and not have the additional risk of owning SATS as a proxy for SPCX but I can't really even have a plan for that until we get

PhrezzSucka

He recently said this When the SpaceX IPO hits this summer, we’ll be ready for it. We plan to rotate out of SATS into SpaceX stock but we’ll be diligent in our tactics as the time comes. I’m not sure how bubblicious the SpaceX stock and/or Echostar stock will be when it all hits but it will be bubbilicious, that’s for sure. Most space stocks not named Echostar or SpaceX are wildly overvalued and quite bubbled up already. We’re not chasing these smaller competitors. We focus on owning the most dominant platforms in the Tech Revolutions we invest in, as it’s the best long term way to maximize upside while minimizing risk. SpaceX isn’t just the 800-lb gorilla in what will be the biggest industry in the history of humankind. It’s the 8000-lb monopoly and its lead is still increasing! One other note to make before we go here comes from another quote in my first 2019 article on The Space Revolution that I previously quoted to start this article off: “There’s a lot of hard work to do, trends to follow, technologies to discover and ideas to fund for many years ahead and I assure there’s one place you’ll be able to stay ahead of the Space Revolution -- here with us!” The point to make here is that while so much of the market is currently obsessed with The AI and The Space Revolutions, we’re already focused on another Revolution that’s about to go mainstream and soon thereafter, bubbled up. Robotics is currently the least appreciated First Tier Revolution that is about to become as hyped as The AI Revolution and The Space Revolutions currently are. We have been positioned for The AI and Space Revolutions like few other funds for the last few years and we are presently getting positioned for The Robotics Revolution too. Of course, none of these Revolutions happen in a vacuum. The Robotics Revolution is built upon The AI Revolution and the only way The Space Revolution accomplishes all the things it will accomplish in the next few decades is by utilizing Robots and AI in space. It’s all the same song.

PhrezzSucka

He is in since 2017 and has SATS too from like 60$ ish he will sell his SATS after ipo and piece himself into a position could take 6-18 months but he is long and says it will be at least a 30 trillion $ company in the future. Cheers!

ObviousDoxx

SATS pump soon

ObviousDoxx

It is quite that SATS (an actual spacex proxy) is absolute dog shit while SPCE is providing generational wealth

dvdmovie1

Reddit: hates it like much of Reddit has hated the market going up the last couple of years. Elsewhere: people are going to be interested like any other big name IPO. The amount of focus that it's gotten on Reddit is to the point of feeling very "inverse Reddit" - if it does well, the amount of frustration on here is going to be palpable. " valuation doesnt make sense" Valuations are high for tons of things. So many people have responded "just index and forget it" over the years to people on here talking about individual stocks but SpaceX becoming 1% of their index fund and they're "SELLING ALL THEIR INDEX FUNDS." Am long SATS given the SpaceX holdings and bought about when that deal was announced. Did well, took some profit already and will probably sell either most of the position or all of the position into the IPO depending on how it opens.

CalebVanPoneisen

SATS PL RDW VOYG and MAL. There's a whole bunch.

Key_Improvement_9229

$SATS is the true SpaceX morons

Key_Improvement_9229

Actually, REAL exposure = Echostar stock $SATS

dvdmovie1

The more Reddit hates it, the more I think - at least initially - it'll do well. Have been long SATS for a bit, sold a little lately and depending on how the IPO goes, will either sell most or all of the rest around that time.

After_Elk4668

All in on SATS Stock and SPCE Stock!!

Zombyourfaceoff

SPCE, LUNR, SATS to the moon! 🚀

After_Elk4668

SATS Stock. SpaceX IPO is gonna blow it up

solon89

SATS finally decided to join the rest of the space stocks

Accomplished_Cell428

Finally, SATS

GlitteringEngine2172

SATS has sizable debt obligations and ongoing losses. I am also concerned if they will distributes SpaceX proceeds back to investors or re-invest in their business (which might not pay off well)

After_Elk4668

Guys I just ported my whole portfolio in SATS Stock….im kinda freaked out

ChanceStunning5407

SATS is not a space company

OppositeSimilar

Those of you who are looking for space stocks that can explode but haven't been mentioned much look at $YSS $SIDU$ SATS

photosN

SATS the satellite company? How does that make sense to purchase at all? It's not an ETF, it doesn't have SPCX shares at all. It's just company stock.

ObviousDoxx

SATS such a piece of shit

dvdmovie1

I think it's more likely that money comes out of other areas to get thrown at SpaceX than money comes out in the runup to SpaceX. Reddit is the only place I'm seeing where there is the sort of outrage and concern over it. Went long SATS about when the SpaceX share deal happened. Have done well, taken a little profit but will sell more when it IPOs and perhaps keep a bit depending. If it prices very expensively and opens at an absolutely ridiculous price (see the CRBS ipo the other day for an example of that) I'll probably sell the whole position into that.