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Intro Capital and Legal Structure - 12 Feb 25

Satellites, Industry Players, Dynamics - 12 Feb 25

Merger Rationale, Company - 12 Feb 25

Areas for Further Work - 12 Feb 25

Investment Discussion - 12 February 25

 
SARRIA News -INTU
SES/Intelsat - The Margin - Model Update
Wolfgang Felix
SES/Intelsat - The Margin - Model Update
Wolfgang Felix

Please find our updated note on SES here.

This name is now more about spread risk than default, but between its confidence fuelled SPACE refinancing last month and its

Wolfgang Felix
Wolfgang Felix
SES - comment
Wolfgang Felix

Following its merger with Intelsat, the Luxembourg satellite operator is tendering for its outstanding subordinated perps, funded with a

Wolfgang Felix
SES - comment
Wolfgang Felix
SES - comment
Wolfgang Felix

Results came in close to target, which was well guided for. Overall, the disclosure of pro forma financials (as if Intelsat had been consolidated from the

Wolfgang Felix
Wolfgang Felix
SES/Eutelsat - comment
Wolfgang Felix

Yes, IRIS2 is committed to, but this is not the shift of funds that will boost the slower-than-expected government satellite

Wolfgang Felix
SES - comment
Wolfgang Felix
SES - comment
Wolfgang Felix

Q325 revenue lags somewhat behind our expectations, but makes it up in costs. Most segments are on target, but we had expected more from

Wolfgang Felix