LA
latentbiologist
Community Contributor
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.
View narrativeUS$38.60
FV
28.2% undervalued intrinsic discount3.87%
Revenue growth p.a.
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2 months ago author updated this narrative
WA
Consensus Narrative from 7 Analysts
Launch Of NTN Direct Will Expand Global Communication Services
Key Takeaways Iridium's NTN Direct using L-band technology and Certus IoT service expansions aim to grow its consumer and maritime communications markets, driving revenue growth. Strategic partnerships and acquisitions, including Satelles for PNT solutions and expanded government contracts, enhance Iridium's market offerings and revenue stability.
View narrativeUS$40.43
FV
31.4% undervalued intrinsic discount4.60%
Revenue growth p.a.
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15 days ago author updated this narrative