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UPCOMING EVENTS
sarria live model
sarria analysis
corporate filings
Results Call

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - video quality will improve to HD after 1minute.

 

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
Wolfgang Felix
SES - comment
Wolfgang Felix

Not so good news from another early refinancing. SES is taking out the November '27 notes more than a year early with a new

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Wolfgang Felix
Wolfgang Felix
SES - comment
Wolfgang Felix

We doubt this will become relevant to the credit. If you are the only user of MEO satellites, you might as well build

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

The Bonds still benefit from C-Band amnesia. Media revenues are now falling at -10% p.a., much faster than the -5% we had been

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Wolfgang Felix
Wolfgang Felix
Eutelsat, SES - comment
Wolfgang Felix

Good news for satellite operators. According to a Reuters article now approved by the FCC, the latter has set a $6.3bn incentive pool to clear

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

We were disappointed with today’s results, and we imagine we were not the only ones. If it weren’t for the strong capitalisation now, bonds should

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Wolfgang Felix