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The groundbreaking acquisition of Gilat & Stellar Blu

Exclusive Gilat interview

Hello my dears,

for all those interested, here is a YouTube video of my new acquisition Gilat. Here he talks about the advantages of the Stellar Blu acquisition.

Discover how Gilat's cutting-edge satellite technology and Stellar Blu's innovative aviation solutions are revolutionizing connectivity in commercial aviation, military and other expansive markets. In this exclusive conversation, Ron Levin, President of Gilat's Commercial Division, and Tracy Trent, President of Gilat Stellar Blu, explain how this strategic acquisition unlocks new competitive advantages, secures critical government and defense contracts, and reshapes the future of in-flight connectivity.

What does this mean for the industry - and for investors? Take a look now and find out.

https://youtu.be/qlIUKz2V1_I?si=xwREqDZPe2stG1b3

https://youtu.be/LKQeof3TD4g?si=xpa7pOgW8z_wl3No

https://www.gilat.com/exclusive-interview-gilat-stellar-blus-game-changing-acquisition/

www.youtube.comStellar Blu Sidewinder: Multi-Orbit Aero Terminal with ESA

30 Comments

~ S.@Semos25

I think it's too late to get started

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Tenbagger2024@Tenbagger2024

@Semos25
Perhaps during a correction. You'll have to take a closer look to see if it fits well into your portfolio.

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Tenbagger2024@Tenbagger2024

@Semos25
Are you also part of NU Holding?

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~ S.@Semos25

@Tenbagger2024 I sold them before the crash. I was no longer sure about NU. That's why I sold them

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Tenbagger2024@Tenbagger2024

@Semos25
What a shame, but maybe you'll go back in now. It's attractive

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~ S.@Semos25

@Tenbagger2024 all shares are currently rising. 🍊will shake up the market again

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Tenbagger2024@Tenbagger2024

@Semos25
But the stock market is relatively stable at the moment.
Even the geopolitical conflict has hardly had any impact on the market

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~ S.@Semos25

@Tenbagger2024 you mean. When israel started, the stock market went up 📉. Well, I hope it continues to rise. 📈

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Tenbagger2024@Tenbagger2024

@Semos25
Small corrections are necessary and healthy.
And a good time to buy.
But it will continue to rise in the long term.
Bitcoin rises when taxes are lowered, then coinbase goes 🚀

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~ S.@Semos25

@Tenbagger2024 Yes, I know that. When interest rates are lowered, the party really gets going here - and not just with Bitcoin and Coinbase.
But what really annoys me and why I sometimes get fed up with the market is precisely situations like this: E.g. with Coinbase. I've always wanted the share, especially when I saw how much it was going down. I had the opportunity to buy it so many times, but I never did - simply because I got tired of the market at some point. And now the share has run away from me again. Things like that really make me wonder whether it wouldn't be better to just stop.

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Tenbagger2024@Tenbagger2024

@Semos25
Why are you talking so badly about yourself?
I think you're doing a MEGA job.
And how many stocks do you think I've watched that have run away from me?
What the heck, there are as many great companies as there are stars on the horizon.
And there will still be plenty of opportunities.
You may have to learn to press the buy button when the panic is at its greatest, even if you then go into the red.
Elf Beauty has shown us how quickly things can go in the other direction again.
And then you can have fun in the market again.

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View all 14 further answers

PikaPika0105@PikaPika0105

I'm already so heavily invested in Rocket Lab, do you think that makes sense?

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Tenbagger2024@Tenbagger2024

@PikaPika0105
Difficult to judge without knowing your portfolio.
But I see potential in Gilat and think the valuation is okay

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PikaPika0105@PikaPika0105

@Tenbagger2024 you can follow me to see my portfolio. Rocket Lab 55% 🫣

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Tenbagger2024@Tenbagger2024

@PikaPika0105
Yes Mega, you've found a really good entry point.
What makes you have tomra and envipco in your portfolio?

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PikaPika0105@PikaPika0105

23H

@Tenbagger2024 think the circular economy is the future. Both are expected to grow very strongly. Tomra now also does metal recycling and food sorting. Envipco is expected to grow particularly strongly, especially in medium-sized markets. EU legislation will force everyone to introduce something like this from 2029 anyway, so it's a matter of deciding who positions themselves now. In the long term, all countries will like the idea of not using their environment as a landfill and both will benefit from this. The whole thing is far from exhausted.

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