Globalstar: Apple's Satellite Service Expansion And Nasdaq Uplisting Could Launch This Stock Into Orbit

Deep Value Investing profile picture
Deep Value Investing
1.77K Followers
(10min)

Summary

  • Globalstar's extended agreement with Apple is projected to double annual revenues and improve profitability margins.
  • I expect the Nasdaq uplisting in Q1 2025, accompanied by a reverse stock split, to attract more institutional investors.
  • I see potential in the IOT segment, which could leverage up to 15% of the new MSS network capacity for IOT applications in a rapidly expanding market.
  • Despite most profitability metrics lagging behind peers and current high valuation ratios, I believe this stock offers an asymmetric risk to reward opportunity. Therefore, I rate it as a strong buy.

Global network modern creative telecommunication and internet connection.

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Globalstar (NYSE:GSAT) made headlines earlier this month after filing an 8-K with important details about the extension of its partnership with Apple.

The share price jumped by nearly 40% on the announcement day and

This article was written by

Deep Value Investing profile picture
1.77K Followers
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well, you can land a Jumbo on the spread and still have clearance for take-off. From time to time, I buy shares, mostly to not be categorized as a degen by my fellow investor friends, therefore the 50%-50% allocation. My timeframe tends to be between 3-24 months.I like stocks that have experienced a recent sell-off due to non-recurrent events, particularly when insiders are buying shares at the new lower price. This is how I often screen through thousands of stocks, mainly in the US, although I may own shares in banana republics. I use fundamental analysis to check the health of companies that pass through my screening process, their leverage, and then compare their financial ratios with the sector, and industry median and average. I also do professional background checks of each insider who purchased shares after the recent sell-off. I use technical analysis to optimize the entry and exit points of my positions. I mainly use multicolor lines for support and resistance levels on weekly charts. From time to time I draw trend lines, taken for granted, in multicolor patterns. Note: I tried to keep my introduction as real, and authentic as possible. I dislike empty suits, high-level BS, deep-level BS, unnecessary jargon, and self-indulgent, third-person written introductions with an air of superiority.Thanks for reading my introduction!

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GSAT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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