$GILT (-3,55 %) . @Multibagger

My dears, I remain invested.

Additional digital inclusion project in the Cusco region to connect public institutions to the internet and expand access to important services.

PETAH TIKVA, Israel, Aug. 26, 2025 (GLOBE NEWSWIRE) - Gilat Satellite Networks Ltd (NASDAQ: GILT, TASE: GILT), a global leader in satellite network technology, solutions and services, today announced that its Peruvian subsidiary, Gilat Perú, has signed an additional US$25 million contract with Pronatel (Programa Nacional de Telecomunicaciones), Peru's national telecommunications program. The contract is for the modernization of the regional broadband network in the Cusco region. The migration is planned for the next 12 months and the services are to be provided over a period of five years.

The modernized network will provide nearly 208 public facilities, including schools, health centers and police stations, as well as 69 free public Wi-Fi hotspots with high-speed Internet at 200 Mbps. This digital inclusion initiative will improve access to education, healthcare and public safety services while laying the foundation for future bandwidth expansion in rural areas that need it most.

This new project builds on the ongoing partnership between Gilat and the Peruvian state and underscores the company's commitment to bringing advanced connectivity to even the most remote and hard-to-reach regions.

"Thanks to our decades of experience implementing large-scale connectivity initiatives across Peru, we are able to complete this migration quickly and effectively," said Arieh Rohrstock, Corporate Senior Vice President and President of Gilat Peru. "In partnership with Pronatel, we are expanding digital inclusion by providing the high-speed infrastructure needed to strengthen critical public services in Peru's most remote communities."

https://www.globenewswire.com/news-release/2025/08/26/3139150/11105/en/Gilat-Receives-an-Additional-25-Million-Agreement-to-Advance-Digital-Inclusion-in-Peru.html

Hello my dears,

the love @yngfinn has asked me how I find shares. I would like to share my answer with you.

@yngfinn

Hello my dear,

as I have enough positions in my portfolio at the moment, I am no longer looking so intensively for new companies. I don't trade and am more long-term oriented.

My approach is quite different.

By sector:

I often look at which sectors and areas are currently on the move. Or what the areas of the future are, such as robotics, defense and aerospace, AI, etc.

But I also look at which sectors and countries in my portfolio are undervalued.

Or also in which sectors I see a need to catch up because they have been driven down unjustifiably. Like the healthcare sector, for example 🍊.

I watch reports and documentaries. Like exploring the oceans and seas. And discovering Kraken Robotic $PNG (-0,23 %) and Norbit $NORBT (-1,34 %) .

https://getqu.in/Ey45a0/

After Powel's speech on Friday, for example, it would now make sense to look for real estate and homebuilders. Like Buffet did with his stock Dr. Horten $DHI (+0,32 %) .

Unfortunately, the ongoing wars show the importance of drones and drone defense.

But also the increasing importance in agriculture (I have already written a post about this).

https://getqu.in/SdXvMm/

In the end, my choice here was $AVAV (+0,12 %) AeroVironment. And the contract manufacturer $KIT (+1,4 %) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (-0,85 %) Tesla or the contract manufacturer $JBL (+1,23 %) Jabil. I see Japan as very innovative here. As shown by $7012 (+1,52 %) Kawasaki shows. This is how I discovered the blade supplier $6481 (+0,43 %) THK (there was a post from me about this).

https://getqu.in/fZudqX/

By country:

When Iran attacked Israel, I took advantage of the dip and picked Israeli stocks.

For example, I discovered Gilat $GILT (-3,55 %) for example.

But as a long-term investor, I still see the USA in the lead. I also like to take a look at small and mid caps.

But I also often look at countries that are not quite so much in focus. Scandinavia or Italy.

I have found $LTMC (-0,93 %) Lottomatica and $CAMX (+3,81 %) Camurus.

I often only look at the companies by momentum from the various indices in these countries.

By company:

I also often look at which companies are currently the stars on the stock market. Like Rheinmetall, for example, but then I don't go into the overvalued shares, but look for suppliers, i.e. blade suppliers. That's how I came across Kitron $KIT (+1,4 %) for example. Kitron as a contract manufacturer for the defense sector.

Or when Novo Nordisk was still a star, I discovered the Novo supplier $YPSN (-0,59 %) discovered.

Nvidia supplier $HY9H (+1,55 %) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (+1,31 %) IES Holding and $VRT (+3,1 %) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (+0,28 %) and $ERJ (+0,62 %) strong. That's how I came across Embraer and $MTX (+0,24 %) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (-0,16 %) (CAUTION never buy based on a story).

https://getqu.in/OIiwhP/

Good company figures with a growth story could also be a reason. As for example with $GILD (-1,6 %) Gilead.

https://getqu.in/iF8BDY/

Takeover fantasies:

Takeover rumors usually mean that the share price of the company to be taken over rises.

As was the case with $AWE (-1,65 %) Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (+0,48 %)

https://getqu.in/WJnLFp/

https://getqu.in/VnK4Xk/

CAUTION: Something can always go wrong here and send the share price plummeting.

I experienced this myself with i robot when the UK did not agree to a takeover by Amazon.

No matter in which area. My approach is usually to pick out the momentum stocks. I then look at the multiples, news, order situation and, of course, the company.

Compounders and long-term runners:

In my core, I only invest in quality stocks with a moat.

Here it makes sense not to buy at the ATH, but on the dip.

Multiples:

What is important to me with multiples:

-profitable company, or in the next year

Profitable.

Preferably double-digit profit growth with a falling P/E ratio.

-Percentage profit growth is higher than sales growth.

-good and rising EbiT margin.

-PEG below or around 1

-increasing free cash flow taking into account capex.

My dears,

I hope my brief summary of my approach perhaps offers you a little added value.

Please let me know in the comments.

Suggestions for improvement are also welcome. 😘😘

$GILT (-3,55 %)

My dears, I remain invested.

Orders mark milestone for Gilat's Linefit ESA strategy and drive in-flight connectivity expansion.

Petah Tikva, Israel, August 20, 2025 - Gilat Satellite Networks Ltd (NASDAQ: GILT, TASE: GILT), a global leader in satellite networking technology, solutions and services, today announced that its Commercial Division has received orders valued at over $60 million from a leading satellite operator for its Stellar Blu ESA sidewinder in-flight connectivity terminals. Delivery is expected within the next 12 months.

These orders for hundreds of additional Sidewinder ESA terminals will support the retrofit of new airline fleet contracts and the first production run of Sidewinders for the eventual OEM linefit terminal for Boeing.

"The Stellar Blu Sidewinder ESA is redefining connectivity in the air, delivering the performance and flexibility that today's airline customers demand," said Tracy Trent, president of Gilat Stellar Blu . "This momentum opens up significant opportunities to expand into high-value markets such as VVIP and specialty aircraft and provide advanced solutions that meet the most demanding connectivity requirements."

https://www.gilat.com/pressreleases/gilat-awarded-over-60-million-for-stellar-blu-esa-sidewinder-terminals/

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (+3,95 %)
$NBIS (+3,78 %)
$LMND (-0,41 %)
$AAPL (+0,15 %)
$BMNR (+0 %)

$ELF (+4,07 %)
$9868 (-4,27 %)
$XPEV (-3,84 %)
$UCG (+0,05 %)
$PRY (+2,3 %)

$G1A (+0,88 %)
$LOTB (+3,75 %) +10% $UFPT (-2,19 %) +9,34%. $AHT (-0,78 %) 7,15%. $UNH (-0,73 %) 20,26%

$ETH (+0,44 %)
$NB (-0,63 %)
$VLA (+0,29 %)

$HOT (+1,27 %) +13%. $CWCO (+0,35 %) +14%

$ALV (-0,33 %) +6,4 %. $MAIN (+0,39 %) +5,3%. $TUI1 (-0,3 %) +18,3%

$RDDT . $GUBRA (-0,58 %)
$ONDS (+13,24 %)
$IREN (+10,07 %)

My shares would be

$MU (+3,96 %) +17%. $GILT (-3,55 %) +20%. $APP (+4,58 %) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

$GILT (-3,55 %)

Gilat Satellite (NASDAQ: GILT) reported second quarter EPS of $0.210, $0.17 more than the analyst estimate of $0.040.

Revenue for the quarter totaled $104.97M, compared to the average estimate of $100.99M.

https://de.investing.com/news/earnings/gilat-satellite-eps-ubertrifft-schatzungen--um-017---umsatz-besser-als-erwartet-3100094

$GILT (-3,55 %)

Hello my dears, I'm simply staying in the future and growth sector of aerospace 🚀📡🛰️

PETAH TIKVA, Israel - Gilat Satellite Networks Ltd (NASDAQ:GILT, TASE:GILT), a $450 million market capitalization company whose share price has risen nearly 75% in the past year, announced on Tuesday that its Peruvian subsidiary has received orders worth about $60 million from Peru's national telecommunications program Pronatel. According to data from InvestingPro, the company is showing strong momentum, trading near its 52-week high of $8.17.

The contracts are for the expansion of regional broadband infrastructure in the regions of Apurímac, Huancavelica and Ayacucho. According to the company's press release, the project will provide almost 800 public institutions, including schools, health centers and police stations in 280 towns, with high-speed internet at 200 Mbit/s.

The migration is scheduled to take place over the next 12 months and the services will be provided over a period of four years.

Arieh Rohrstock, Corporate Senior Vice President and President of Gilat Peru, said: "Thanks to our extensive experience in implementing complex connectivity projects throughout Peru, we are well qualified to carry out this critical migration in record time."

The aim of the infrastructure modernization is to improve digital access in rural communities by providing connectivity for education, healthcare and public services.

Gilat Satellite Networks, headquartered in Israel, provides satellite-based broadband communications in the commercial and military markets. The company has been in business for over 35 years, according to the announcement.

The project represents a continuation of the existing relationship between Gilat and the Peruvian government in the development of telecommunications infrastructure in remote areas of the country.

Gilat Satellite Networks Ltd. recently announced several important developments. The company secured a $40 million contract for its SkyEdge IV platform, which is scheduled for delivery over the next 24 months. This platform is designed to drive the transformation of the satellite ground network and is aligned with future 5G NTN standards. In addition, Gilat's Commercial Division received a 27 million dollar order for its ESA terminal technology. Most deliveries are expected next year. The company also received orders worth over 22 million dollars from satellite operators worldwide, underlining its role in the in-flight connectivity market. In addition, Gilat DataPath, a subsidiary of Gilat, was awarded a support contract with the US Army worth over 7 million dollars. Potential extensions bring the total to 70 million dollars. These developments underscore Gilat's growing influence and capabilities in satellite network technology.

https://www.investing.com/news/company-news/gilat-secures-60-million-in-orders-for-peru-broadband-upgrade-93CH-4145573

...I always have the Gilet advertisement in my head, but I think my legs are just as smooth.

$GILT (-3,55 %)

Investing.com - Shares of Gilat Satellite Networks Ltd (NASDAQ: GILT ) rose 4.3% after the satellite network technology company announced that it has received orders worth more than $22 million from leading satellite operators worldwide.

The orders, scheduled for delivery over the next twelve months, are from multiple satellite operators and reflect Gilat's growing role in providing advanced connectivity across multiple satellite constellations, including GEO, MEO and LEO. In particular, the company has seen positive development in the fast-growing in-flight connectivity (IFC) market.

These new contracts underscore the industry's confidence in Gilat's product portfolio, which includes ground segment infrastructure, system management solutions and specialized offerings for mobility and broadband services. The company's technology is designed to meet the performance and scalability requirements of next-generation satellite networks.

"Our ongoing partnership with leading satellite operators underscores Gilat's critical role in the evolution of satellite connectivity," said Ron Levin, President of Gilat's Commercial Division. "These new contracts demonstrate confidence in our ability to support large-scale, high-performance deployments while strengthening our position as a key player in all orbital architectures."

Gilat continues to evolve its multi-orbit portfolio to meet the growing global demand for broadband, mobility and enterprise connectivity services. The company is positioning itself as a key technology provider that enables satellite operators to expand their service offerings in different market segments.

https://www.investing.com/news/stock-market-news/gilat-stock-rises-after-securing-22-million-in-satellite-orders-93CH-4128273

Hello my dears,

Now that $GILT (-3,55 %) Gilat has found a place in my portfolio. The next satellite share is just around the corner. Which I would like to introduce to you today.

$GOGO (-3,1 %) Gogo

2027. 2026. 2025

KGV 15.94 19.61 32.16

PEG. +0,85. +0,50

Profit growth +23.65% +54.17% +380.00%

Sales in million 966.00. 935.91. 903.35

Profit in million 119.85. 95.82. 59.40

Free cash flow in million 152.44. 123.61. 78.59

EbiT margin. 19,31%. 18,67%. 15,60%

Due to the good multiples, I am considering adding Gilat's competitor to the portfolio in the event of a consolidation.

The P/E ratio is falling and the PEG is below 1.

Important key figures are rising.

Gogo Inc (GOGO) is one of the leading providers of WLAN services for aviation and offers business aviation services in particular. The niche player is thus benefiting in particular in the business aviation segment, where demand for connectivity in aviation is growing. Expansion is also being accelerated. At the end of September, it was announced that an agreement had been reached to acquire Satcom Direct. According to the agreement, the purchase will cost USD 375 million in cash and five million Gogo shares. In addition, further payments of up to USD 225 million are possible, which are linked to the achievement of certain performance targets over the next four years. The transaction is expected to be immediately accretive to earnings and cash flow per share and is expected to generate annual cost synergies in the range of USD 25 to 30 million in the two years following closing.

On November 5, the Group's Q3 report was convincing. According to the report, turnover increased by 2.6% year-on-year to USD 100.50 million. Meanwhile, tax effects and the acquisition of Satcom Direct caused EPS to fall from USD 0.16 to USD 0.08. Nevertheless, the management was satisfied, as the basis for future growth was laid with the takeover. It is expected to accelerate Gogo Galileo's market penetration in the globally underserved business aviation market as well as in the military and government segments. Oakleigh Thorne, Chairman and CEO of Gogo, added: "The unprecedented demand for Galileo and Gogo 5G will drive strong growth in equipment sales in 2025 and an increase in profitable recurring service revenue from 2026." Meanwhile, the consensus for Q3 was only USD 97.3m in revenue and EPS was expected to be USD 0.05.

For the current financial year, the Group is still targeting revenue in the range of USD 400 million to USD 410 million, but adjusted EBITDA is now expected to reach USD 120 million to USD 130 million instead of the upper end of a range of USD 110 million to USD 125 million. This guidance reflects increased legal costs due to ongoing litigation and approximately USD 20 million in operating expenses for strategic and operational initiatives, including Gogo 5G and Gogo Galileo. The forecast range for free cash flow has also been raised. Instead of a range of USD 35 million to USD 55 million, a range of USD 55 million to USD 65 million is now being targeted. This includes USD 35 million in reimbursements from the FCC Reimbursement Program.

https://www.gogoair.com/

https://mobile.aktien-mag.de/nachrichten/chart-tweets/gogo-inc-galileo-und-gogo-5g-sollen-2025-die-hardware-und-2026-die-service-nachfrage-antreiben/id-130328

$GILT (-3,55 %)

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/