1Mes·

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

42 Commenti

~ S.@Semos25

1Mes

I think it's too late to get started

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Visualizza tutti 34 ulteriori risposte

PikaPika0105@PikaPika0105

1Mes

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

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Tenbagger2024@Tenbagger2024

1Mes

@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

1Mes

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

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Tenbagger2024@Tenbagger2024

1Mes

@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

1Mes

@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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Chris@Multibagger

@PikaPika0105 For me, $ENVI is the more interesting investment case. As you say, all EU countries have to introduce a deposit system, including many economically weaker ones. In my opinion, this is where the opportunity of the cheaper $ENVI beats the competition. $TOM is the top dog, but is also very expensive in terms of machines and tends to be the Ferrari of machines.

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PikaPika0105@PikaPika0105

@Multibagger yes Envipco definitely has the potential to become a tenbagger, or more.

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