Laughing Water Capital on X
NextNav ($NN) does not seek 907 to 918 MHz, despite RFID’s strongest signal at 915 MHz and narrower RFID allocations in Europe and China.
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Everything we have picked from this writer, newest first.
Laughing Water Capital on X
NextNav calls for interference testing in the 902-928 MHz band and questions RFID’s use of the spectrum. An NPRM could require real-world tests.
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$NN https://t.co/rn1GCqqeWI
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AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.
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$AVNS https://t.co/EbJi0nn0Vj
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Lifecore Biomedical's Series A preferred can PIK rather than force an equity raise, preserving upside if its delayed operating inflection arrives.
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@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
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$NN https://t.co/q3EOINP0pt
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NextNav’s appointment of CTIA CEO Ajit Pai to its board is presented as a signal of confidence in its FCC regulatory outlook.
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Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
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$NN https://t.co/WSPZtvXkj1
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Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
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In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
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@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN
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@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
Laughing Water Capital on X
@mil01425146 @yummyCenturyEgg @JBonfato @23Titan31 Happy to talk about $NN, Part 15, antenna science, radar science, tolling, etc., but I prefer to not be tagged on anything having to do with baked goods and personal proclivities. TYIA.
Laughing Water Capital on X
Interesting framing for $NN. $95 is pretty far above my upside case, but agree the $T / FirstNet arrangement is interesting context, despite some obvious differences. https://t.co/b3FsHVkivk
Laughing Water Capital on X
Verizon, T-Mobile and other carriers could move quickly for NextNav’s 900 MHz spectrum, following AT&T’s rapid purchase of 600 MHz licenses.
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$NN argues coexistence avoids relocating most Part 15 users because 11 MHz is unwanted and much equipment will reach end of life before deployment.
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NextNav says its San Francisco M-LMS network has operated for over a decade without Part 15 interference and that its 5G plan would lower emissions.
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@yummyCenturyEgg to be specific as I already said, tolls already primarily operate in the 11 mhz $NN doesn't want. NN will pay "tens of millions" for a software retune to move the toll readers not already in the 11 mhz to the 11 mhz.
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@yummyCenturyEgg the "studies" that the opposition have submitted are full of false assumptions and bad data, as demonstrated by $NN. Why would objectors willingly submit bad studies? logical explanation is b/c proper studies show no interference.
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@yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the 900 band is not messy. Assume the $NN bears will ignore this, as they ignored the above points. https://t.co/wqpbmn33X7
