Added to YB: 2025-06-30
Pitch date: 2025-06-27
SATS [bullish]
EchoStar Corporation
Author Info
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Company Info
EchoStar Corporation, together with its subsidiaries, provides networking technologies and services in the United States and internationally.
Market Cap
$7.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Media
Category
value
Show full summary:
The Worst-Case Scenario for $SATS
SATS: Trading at 0.2-0.3x intrinsic value ($7B mkt cap vs $45B equity value) due to $60B spectrum assets. Three scenarios: 1) Bankruptcy w/no spectrum deals (unlikely); 2) Zombie mode—selling some spectrum but low ROI; 3) Price war suicide. Spectrum value clear but trapped by Ergen's control, poor IR, complex cap structure. Bears fear 'corporate vampire' scenario.
Read full article (4 min)