Hello my dears,

Now that $GILT (+0%) 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 (-1,61%) 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 (+0%)

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/

$GILT (+0%)

Unfortunately not a good entry price, perhaps it would be better to set a limit.

Information on the company can be found in yesterday's post.

https://youtu.be/X0pGbXV3Srw?feature=shared

$GILT (+0%)

The incoming orders are attached to the first post for you.

You can also comment here.

$GILT (+0%)

"Buy when the cannons are thundering"

Hello my dears,

As the second company from Israel, I would like to

a growth company from an up-and-coming sector.

A company that has not yet been so hyped, but is on the verge of breaking out.

That's why your opinion in the comments is once again very important to me.

Due to a major expansion, the company initially recorded a decline in profits this year. However, the acquisition of Blue Solutions has now been completed. This will bear its first fruits next year with an enormous increase in profits.

As a result, the P/E ratio will even fall into the single-digit range. And the P/E ratio also remains attractive.

Gilat Satellite, based in Israel and with a market capitalization of just USD 420 million, specializes in satellite-based broadband communication solutions. In addition, Gilat has made significant acquisitions in recent years to strengthen its defense offering, with a particular focus on the US Department of Defense.

On February 12, the company reported strong Q4 figures, with earnings per share of USD 0.15 and revenue of USD 78.1 million, with strong cash flow generation. In particular, the Defense and In-Flight Connectivity segments showed strong momentum. On February 18, Gilat announced the formation of a new Defense Division. This strategic move is aimed at serving the growing demand for SATCOM solutions for government and defense facilities in the US. At the end of January, a USD 4 million order for portable SATCOM terminals was received. US defense spending is to be redistributed more and the area of space surveillance is to be strengthened, which could benefit Gilat.

Gilat Satellite Networks Ltd. provides solutions and services for broadband satellite communications and networks. The company is active in the following business areas: Fixed Networks, Mobility Solutions and Terrestrial Infrastructure Projects. The Fixed Networks division provides advanced fixed broadband satellite communication networks, satellite communication systems and related professional services, as well as comprehensive end-to-end solutions and fully managed satellite network service solutions. The Mobility Solutions division provides advanced mobile satellite communications equipment, systems and solutions, including airborne, maritime and ground-based satellite systems and solutions. The Terrestrial Infrastructure Projects division provides network infrastructure construction for PRONATEL's fiber optic and microwave network in Peru. The company was founded in 1987 by Yoel Gat, Gideon Kaplan, Amiram Levinberg, Joshua Levinberg and Shlomo Tirosh and is headquartered in Peru.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗜𝗣𝗢𝘀 🔔

Sono Motors - The company wants to accelerate the solar-powered automotive industry. Their solar-electric car Zion already has 16,000 pre-orders. The vehicles are scheduled to start production in the first half of 2023. So far, the company has posted a loss of $108.8 million, but that is expected to change as deliveries begin.

When it goes public, Sono Motors plans to issue 10 million shares at a price of $14 to $16.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Ex-dividend date: American Electric Power ( $AEP (+1,37%) ), American Water ( $AWC (+2,31%) ), Dover Motorsports ( $DVD ), Diamondback Energy ( $7DB (+2,67%) ), Greenbrier Companies ( $G90 (+10,69%) ), IBM ( $IBM (-1,31%) ), Matson ( $68M (+2,38%) ), Matador Resources ( $7MR (+3,46%) ), Olin Corporation ( $OLN (+6,16%) ), PPG Industries ( $PPQ (+2,19%) ), Rollins ( $RLS (+0,56%) ), Silicon Motion ( $S9M (-1,18%) ), Tempur Sealy International ( $TPD (+2,16%) ), WestRock ( $1WR ) and West Pharmaceutical Services ( $WPS (+1,49%) ).

𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈

Today 1&1 ( $DRI (-0,21%) ), About You ( $YOU (+0,45%) ), Alcon ( $2U3 (+0,69%) ), Associated British Foods ( $ASBFY ), Bakkafrost ( $6BF (+0%) ), Bayer ( $BAYN (+3,27%) ), DeNA ( $D2N (-4,78%) ), Fraport ( $FRA (+0,98%) ), Gilat Satellite Networks ( $GSA (+0%) ), Kirin Holdings Company ( $KNBWY ), Manz AG ( $M5Z (+5,86%) ), Medios AG ( $ILM1 (-0,8%) ), Münchener Rück ( $MUV2 (-0,85%) ), Nissan ( $NISA (-2,23%) ), OVB Holding ( $O4B (+1,84%) ), Porsche ( $PAH3 (+0,04%) ), Schaeffler ( $SHA ), Swiss Life ( $SLW1 (+0,7%) ), United Internet ( $UTDI (+1,53%) ) and Wienerberger ( $WIB (-1,76%) ) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Ceconomy ( $CEC1 ) - The group wants to expand with its Media Markt and Saturn brands and open 35 department stores. Group CEO Wildberger is pursuing the goal of becoming the first omnichannel platform that combines e-commerce and in-store retail. In doing so, he even wants to compete with Amazon ( $AMZ (+0,16%) ). During Corona, Ceconomy was already able to significantly improve logistics and thus shorten delivery times.

The stores will become smaller and more "smart shops" of 600 to 800 square meters will be built in the city centers, because 33% of the total turnover is already attributable to online trade.

Bayer ( $BAYN (+3,27%) ) - Bayer was supported by strong demand for seeds and crop protection products as well as over-the-counter medicines in the last quarter. Bayer shares recently rose 2.16 percent to €51.09. There will also be a change at the head of the Crop Science division. Rodrigo Santos will succeed Liam Condon, who terminated his contract early, as COO. In the third quarter, Bayer was able to increase sales for the entire group by almost 15 percent year-on-year to €9.8 billion. In total, the company made a profit of 85 million euros. The profit was depressed by the high costs of restructuring measures.

Elon Musk - The founder of Tesla ( $TL0 (-4,71%) ), let his fans vote on Twitter whether he should sell ten percent of his Tesla shares. More recently, he has been called upon to pay more taxes to help solve famine problems. Out of just over 3.5 million users, 58 percent voted in favor of a sale. This means that the block of shares to be sold would currently be worth about US$20 billion. Based on this vote, Tesla's share price collapsed by 8.47% to 965.66 euros.

Gazprom ( $SCF ) - After several months of energy crisis and rising prices, the Russian gas company is once again supplying gas to Germany and Austria under pressure from Putin. Gazprom's vice president also said that Russia has no interest in such high gas prices, as it would accelerate the transition to renewable energy in Europe.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

The crypto-currency market's gold rush - Last night, the two leading crypto-currencies Bitcoin ( $BTC-EUR (+0,42%) ) and Ethereum ( $ETH-USD (+0,97%) ) were able to reach new all-time highs. Bitcoin was able to set the mark now at $68,642.00 with a daily increase of almost 5%. This brings its market capitalization to $1.28 trillion, with bitcoin managing to leave Tesla ( $TL0 (-4,71%) ) behind it. Ethereum followed Bitcoin and also hit a new all-time high of $4,857.25. Successes like these have been evident in the market in recent weeks. For example, Cardano ( $ADA-USD (+1,1%) ), Ethereum's competitor, gained 12 percent overnight, and Litecoin ( $LTC-EUR (+0,46%) ), which had long been treading water, rose 20.3 percent in one day. This very strong performance, which can be seen across all crypto-currencies, led to the total market capitalization of all crypto-currencies crossing the US$3 trillion mark for the first time.

Shiba Inu- The co-founder and creator of Dogecoin, the origin of all

"meme coins" explicitly distanced himself from Shiba Inu on Sunday. He also stressed that he himself was not the holder of the coin. Before that, various theories have been circulating that he might be involved in the project.

🤜🏼🤜🏼🤜🏼 @MarketNewsUpdate

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗦𝗼𝗹𝗮𝗿-𝗔𝘂𝘁𝗼 / 𝗔𝗺𝗮𝘇𝗼𝗻𝘀 𝗻𝗲𝘂𝗲𝗿 𝗞𝗼𝗻𝗸𝘂𝗿𝗿𝗲𝗻𝘁 / 𝗕𝗮𝘆𝗲𝗿𝘀 𝗕𝗹𝗶𝗰𝗸 𝗮𝘂𝗳 𝗚𝗲𝘄𝗶𝗻𝗻 / 𝗞𝗿𝘆𝗽𝘁𝗼𝗺𝗮𝗿𝗸𝘁 𝗶𝗺 𝗚𝗼𝗹𝗱𝗿𝗮𝘂𝘀𝗰𝗵

𝗜𝗣𝗢𝘀 🔔

Sono Motors - The company aims to accelerate the solar-powered automotive industry. Their Sion solar-electric car already has 16 thousand pre-orders. Production of the vehicles is expected to start in the first half of 2023. So far, the company has made a loss of $108.8 million, but this is expected to change as deliveries begin.

In going public, Sono Motors plans to issue 10 million shares at a price of $14 to $16.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, American Electric Power ($AEP (+1,37%)), American Water ($AWC (+2,31%)), Dover Motorsports ($DVD), Diamondback Energy ($7DB (+2,67%)), Greenbrier Companies ($G90 (+10,69%)), IBM ($IBM (-1,31%)), Matson ($68M (+2,38%)), Matador Resources ($7MR (+3,46%)), Olin Corporation ($OLN (+6,16%)), PPG Industries ($PPQ (+2,19%)), Rollins ($RLS (+0,56%)), Silicon Motion ($S9M (-1,18%)), Tempur Sealy International ($TPD (+2,16%)), WestRock ($1WR) and West Pharmaceutical Services ($WPS (+1,49%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, 1&1 ($DRI (-0,21%)), About You ($YOU (+0,45%)), Alcon ($2U3 (+0,69%)), Associated British Foods ($ASBFY), Bakkafrost ($6BF (+0%)), Bayer ($BAYN (+3,27%)), DeNA ($D2N (-4,78%)), Fraport ($FRA (+0,98%)), Gilat Satellite Networks ($GSA (+0%)), Kirin Holdings Company ($KNBWY), Manz AG ($M5Z (+5,86%)), Medios AG ($ILM1 (-0,8%)), Munich Re ($MUV2 (-0,85%)), Nissan ($NISA (-2,23%)), OVB Holding ($O4B (+1,84%)), Porsche ($PAH3 (+0,04%)), Schaeffler ($SHA), Schloss Wachenheim AG ($SWA (-0,66%)), Swiss Life ($SLW1 (+0,7%)), United Internet ($UTDI (+1,53%)) and Wienerberger ($WIB (-1,76%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Ceconomy ($CEC (+1,8%)) - The Group plans to expand with its Mediamarkt and Saturn brands and open 35 large stores. Group CEO Wildberger is pursuing the goal of becoming the leading omnichannel platform, combining e-commerce and bricks-and-mortar retail. In doing so, he even wants to compete with Amazon ($AMZ (+0,16%)) to compete. During Corona, Ceconomy was already able to significantly improve logistics and thus shorten delivery times.

The stores are to become smaller and more "smart stores" with 600 to 800 square meters are to be built in the city centers, as 33% of total sales are already attributable to online retailing.

Bayer ($BAYN (+3,27%)) - tailwinds provided Bayer with high demand for seeds and crop protection products as well as over-the-counter medicines in the past quarter. Bayer shares recently rose 2.16 percent to 51.09 euros. There will also be a change at the top of the Crop Science division. Rodrigo Santos will take over as COO from Liam Condon, who terminated his contract early. Bayer increased Group-wide sales in the third quarter by nearly 15 percent year-on-year to 9.8 billion euros. The Group posted a total profit of 85 million euros. Profits were depressed by high costs for restructuring measures.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Crypto market in gold rush - Last night, the two leading cryptocurrencies Bitcoin ($BTC-EUR (+0,42%)) and Ethereum ($ETH-USD (+0,97%)) reached new all-time highs. Bitcoin was able to set the mark now at $68,642.00 with a daily increase of almost 5%. This puts its market capitalization at $1.28 trillion, which means bitcoin managed to outpace Tesla ($TL0 (-4,71%)) behind it. Ethereum followed Bitcoin's lead and also set a new all-time high of $4,857.25. Successes like these have been evident across the market in recent weeks. For example, Ethereum competitor Cardano ($ADA-USD (+1,1%)) gained 12% overnight, or even Litecoin ($LTC-EUR (+0,46%)) was able to grow by 20.3% in one day. This very strong performance, which can be seen across all cryptocurrencies, led to the total market capitalization of all cryptocurrencies breaking through the 3 trillion US dollar barrier for the first time.

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