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latentbiologist
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Iridium Communications
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.
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US$38.60
FV
31.5% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
5
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5 months ago
author updated this narrative