Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=17382Here we go again. Thermo has been in charge for 3 years. In that time they have gone from 100,000 subscribers to somewhat over 200,000 which is not a very good effort at all, and certainly they have defaulted on the opportunity to demonstrate a high level of demand at low prices per minute [meanin...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=1738238013210zxqwertasi'm shocked M093 has moved up to its operational slot after pulling within little less that 3000 miles from the in orbit satellite that will be working ahead of it (M091) while M078 has yet to be raised though it is only several hundreds of miles behind the operational sat it will trail (M072) M078 has to go up any ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289013845/17/2013 8:24:17 PMJon Koplik good stuff in here, in the pages after the boring lawyer stuff : apps.fcc.gov  Jon. .http://www.siliconinvestor.com/readmsg.aspx?msgid=288968925/15/2013 6:18:58 PMzxqwertasthere's a new additon to Geoff's link today Jay, Barbee & John Dooley spent last monday with the fcc apps.fcc.gov http://www.siliconinvestor.com/readmsg.aspx?msgid=288967225/15/2013 5:09:38 PMzxqwertasM093 just made the jump up to a peak of 867 M078 was bumped up this morning to where it's been peaking at 873 n2yo.com  M078 is just shy of the midway point between M091 & M072 once it works its way to a bit beyond the midway point it should make its final lift (i'm thinking sometime tomorrow)http://www.siliconinvestor.com/readmsg.aspx?msgid=288944515/14/2013 7:20:43 PMMaurice WinnHaving found little success with the $2 or $3 a minute arpu plans, they are now having a go at cheaper arpu plans, just as Globalstar tried 13 years ago when the first attempt to sell $3 a minute arpu plans failed. Double your minutes, for a limited time: globalstar.com  Mquricehttp://www.siliconinvestor.com/readmsg.aspx?msgid=288922115/13/2013 7:57:10 PMMaurice WinnGlobalstar's results. Danger, arpu alert. They still think arpu has got something to do with profitability. Reading it is a joke. If I wrote a spoof article about Globalstar I might not be able to get so much arpu into it. finance.yahoo.com  <Total revenue grew 16% from first quarter of 2012Adjusted EBITDA ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288852905/9/2013 5:00:07 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=288558444/24/2013 10:55:01 AMzxqwertasthe FCC's May 9th open meeting has commercial satellite service regs on its tentative agenda fcc.gov http://www.siliconinvestor.com/readmsg.aspx?msgid=288474974/19/2013 8:57:54 PMzxqwertastrivia: M068 (from one of the 2007 launches) is so far out of its position that it's running right along M088 (a 2nd generation sat) n2yo.com  looks like an accident waiting to happenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288334324/13/2013 2:54:01 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=288181924/5/2013 2:24:52 PMzxqwertassomething happened with the fcc but i don't know how to find the info transition.fcc.gov http://www.siliconinvestor.com/readmsg.aspx?msgid=288181604/5/2013 2:09:21 PMMaurice WinnMarkets are so much fun. The GSAT bonds are paying big heaps of interest [about 10%] and are at a high. Therefore, GSAT is a sound company with profits going to boom. Except that in 2006, many banks lending mega$billions to build houses were also at all time highs with everyone getting rich. Perhaps the GSAT b...http://www.siliconinvestor.com/readmsg.aspx?msgid=288139304/3/2013 2:24:37 PMJon KoplikThis link (if it works) indicates that Globalstar bonds are at highest price in a year ! cxa.gtm.idmanagedsolutions.com  (Proving, again, that things are not always as simple as a quick : "Well, this seems like a reasonable assumption" - type analysis.) Jon. .http://www.siliconinvestor.com/readmsg.aspx?msgid=288133554/3/2013 10:45:58 AMJon Koplikmaybe if a bondholder complains, the company will offer a free handset and a "good" monthly plan (?) ....................... Jon. .http://www.siliconinvestor.com/readmsg.aspx?msgid=288133134/3/2013 10:29:26 AMrobros.28 cheap? "...interest on the Notes for the six months ended March 31, 2013 in the aggregate amount of $2,064,365..." The Company has not made this payment. Under the Indenture, failure to pay this interest by April 30, 2013 will also constitute an event of default. Can't even pay the interest??http://www.siliconinvestor.com/readmsg.aspx?msgid=288097244/1/2013 12:20:05 PMMaurice Winn28c a share = back to stink cheap levels. Does this mean we are "On Plan"? Hopefully there will be some more "tweaking" of the arpu plans. Depending on old stocks of phones and how much they cost to buy a decade ago doesn't seem to be a good marketing plan for the next dozen years. Mquricehttp://www.siliconinvestor.com/readmsg.aspx?msgid=288097074/1/2013 12:15:13 PMpcstel<thales is trying to get the french defense ministry to add one of their payloads to the iridium sats> Thales is actively marketing the EliteBus satellite that was developed for Iridium. Thales hopes to sell EliteBus based satellite's to the French military. They are not attempting to "host a French payload" on I...http://www.siliconinvestor.com/readmsg.aspx?msgid=287974713/24/2013 11:42:04 PMpcstelGlobalstar still tweaking price offerings. Get a phone, activation, and one year unlimited airtime voice/data for $1,275. globalsatellitecommunications.com  Phone $499 One year unlimited service for $64.50/mo paid in advance. PCSTELhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287969223/24/2013 4:13:16 PMzxqwertasspacenews put out an article on the sat conference thales is trying to get the french defense ministry to add one of their payloads to the iridium sats sounds practical seeing how many french civilian lives have been lost over their country's military history by delays in their governments ability to communicate a fo...http://www.siliconinvestor.com/readmsg.aspx?msgid=287908513/21/2013 10:50:58 AMMaurice WinnRyanair boss explains arpu, capacity - only $40 arpu per passenger but that's not a quarterly or monthly figure per actual person. It shows how much money is going into each flight. Globalstar's arpu does not show how much money is going into each satellite - it bears no relationship at all to the revenue per sate...http://www.siliconinvestor.com/readmsg.aspx?msgid=287874283/19/2013 3:03:24 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=287855893/18/2013 4:13:46 PMpcstel>Globalstar likes to charge their customers "Use it or lose it" arpu prices < Simply untrue. With Globalstar.. If you don't use it, you don't lose it. Globalstar has "Rollover" so your alloted minutes each month DO NOT expire if you don't use them. Whereas, RyanAir collects all your money if you don't show up to ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287822843/16/2013 5:37:18 PMMaurice WinnWhen Globalstar is up to a load factor of 80%, perhaps I'd think they are doing a good job of pricing seats. The central point about Ryanair is that they make seats really cheap [providing they are covering marginal operating costs of course] but expensive on the busy days and flights. They respond to customer d...http://www.siliconinvestor.com/readmsg.aspx?msgid=287819503/16/2013 1:03:31 PMpcstel>I admit it's years since I traveled on Ryanair and the tickets are sold as below.< So no auction¿ No selling to the lowest bidder¿ I see their load factors are about 80%. So there are lots of rotting tomatoes that go unsold :-( No queues of crowds attempting to get in on the deal). A sad tale from your poster...http://www.siliconinvestor.com/readmsg.aspx?msgid=287819033/16/2013 12:31:40 PMMaurice WinnI admit it's years since I traveled on Ryanair and the tickets are sold as below. If you dither, the cheaper fares will be taken and the price will rise. As you can see, the pressure is on to buy megabytes on 5 and 6 April. But 10 and 11 April are still cheap. It's obvious that demand for some flights is a lot...http://www.siliconinvestor.com/readmsg.aspx?msgid=287815383/16/2013 5:31:53 AMpcstel>They sell megabytes and maximize their revenue for each of those Ryanair megabyte seats they have available. They do it by auction, putting aircraft on profitable routes so passengers can bid for the available seats.< Can you point me to the page on their web site where I can place a bid for a seat. I see lots of "...http://www.siliconinvestor.com/readmsg.aspx?msgid=287814753/16/2013 12:59:19 AMMaurice WinnOkay, so after all that convoluted jargon, Ryanair profits have got nothing to do with how much per month an individual person pays Ryanair: <It's how you determine if a route is profitable or not. > Ryanair has no idea and doesn't care how often I'm flying. They don't sell me an arpu plan. They sell megabyte...http://www.siliconinvestor.com/readmsg.aspx?msgid=287814363/16/2013 12:07:11 AMpcstel>So you were confusing passengers with occupied seats. I thought so.< No confusion at all. Each paying passenger has a occupied seat, but sometimes they occupy more than one. The Average in ARPU is the fact that Telecom companies typically don't have the same number of subscribers at the beginning of the reportin...http://www.siliconinvestor.com/readmsg.aspx?msgid=287813833/15/2013 11:31:07 PMMaurice WinnSo you were confusing passengers with occupied seats. I thought so. As I pointed out, the measurement is of arpp is not the same as arpu. They do have similar letters though. <ARPU in Telecom is the same. You have X amount of paying subscribers who generate X amount of revenue over the quarter. You divide the...http://www.siliconinvestor.com/readmsg.aspx?msgid=287812993/15/2013 10:25:19 PMpcstel>Really? Do you think they keep track of all passenger names who travel with them, add up the money spent and maintain records for years so they can calculate average revenue per passenger? < Why would they do that? Both ARPP and ARPU are metrics used on a quarterly bases so you can compare the business (growth / de...http://www.siliconinvestor.com/readmsg.aspx?msgid=287810953/15/2013 7:41:43 PMMaurice WinnReally? Do you think they keep track of all passenger names who travel with them, add up the money spent and maintain records for years so they can calculate average revenue per passenger? <ARPP is AVERAGE Revenue per Passenger. > How many decades do they keep the records to get a good average? Do they divide th...http://www.siliconinvestor.com/readmsg.aspx?msgid=287795463/15/2013 2:45:50 AMpcstel<Telecom arpu is revenue for an individual subscriber on a monthly basis. When Ryanair calculates their average revenue per passenger, it's really per seat filled rather than per passenger. > No you are incorrect. ARPU is AVERAGE Revenue per Subscriber. ARPP is AVERAGE Revenue per Passenger. Passenger and Subs...http://www.siliconinvestor.com/readmsg.aspx?msgid=287786103/14/2013 4:32:32 PMMaurice WinnIt's not average revenue per passenger in the sense of telecom arpu. Telecom arpu is revenue for an individual subscriber on a monthly basis. When Ryanair calculates their average revenue per passenger, it's really per seat filled rather than per passenger. They need to know their average revenue per flight s...http://www.siliconinvestor.com/readmsg.aspx?msgid=287770243/13/2013 7:32:40 PMpcstelRyanair does provide a "similar" airline industry metric... ARPP - Average revenue per passenger And so it goes, PCSTELhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287769733/13/2013 7:05:07 PMMaurice WinnRyanair order for more Boeings zooms Boeing share price. Ryanair, which does not sell arpu tickets, has made a fortune and gained enormous market share. While Globalstar can not really afford another half dozen satellites, Ryanair spends up large and is rumoured to be ordering $18 billion of new airliners: < The...http://www.siliconinvestor.com/readmsg.aspx?msgid=287757163/13/2013 5:19:32 AMJon Kopliktext of : small piece of debris crashed into small Russian satellite - story ......................................... Mar 12, 2013 Russian satellite hit by remnants of destroyed Chinese spacecraft by Staff Writers Moscow (Voice of Russia) A small Russian spacecraft in orbit appears to have been struck by remnant...http://www.siliconinvestor.com/readmsg.aspx?msgid=287756183/13/2013 12:05:47 AMzxqwertasa small piece of debris crashed a small russian sat working at app. 517 miles altitude spacedaily.com http://www.siliconinvestor.com/readmsg.aspx?msgid=287745603/12/2013 1:43:13 PMqueliciousmq - i didnt want to reply too quickly, as i have an image to maintain ;) am i correct that gsat has over $750m in debt? if so, the equity has nothing to lose* (it has already lost it) unless something radically positive happens. same old same old just doesn't add up in this situation. i am tempted to pick up some sh...http://www.siliconinvestor.com/readmsg.aspx?msgid=287718713/11/2013 10:05:50 AMpcstelwllm: Thanks for that link... With an average of 1 post a year over the last 8 years. You really should try and refrain from posting so often. :-) Perhaps use Mqurice as a "role model"?? PCSTELhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287713973/10/2013 9:36:07 PMwllmIf you can't beat 'em, join 'em. Maybe all is not lost. From the FT: Top financial supporters in the last election include ...Irwin Jacobs, founder of Qualcomm. Financial Times, 2:10pm Friday March 8th, 2013 Obama’s money in politics stance criticised -- By Stephanie Kirchgaessner in Washington -- Activists claim th...http://www.siliconinvestor.com/readmsg.aspx?msgid=287710813/10/2013 3:59:35 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=287630833/6/2013 11:39:31 AMMaurice WinnRegarding Apple or somebody with loads of $billions sloshing around buying Globalstar, it is likely that Globalstar is a hobby for Thermo to play with and it's not for sale. My guess is that the share price will go down as the latest attempt to sell minutes at about $3 each goes awry. Maybe they'll do megabytes at ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287590423/4/2013 1:51:40 PMqueliciousHi pcs, I am amazed (in a good way) at the energy you and Mquarice continue to put into the debate surrounding GSAT and its ability to generate revenues. Mq is legendary enough - but what else is there to do in kiwiland... :) I get what Mq is pushing and, to be honest, if GSAT announced that Mq had become Marketing Dir...http://www.siliconinvestor.com/readmsg.aspx?msgid=287589783/4/2013 1:12:26 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=287550653/1/2013 7:15:58 PMzxqwertasSorry PCS let me try again transition.fcc.gov  should show filings for a launch extension for orbcomm and another 180 STA for 3 iridium satshttp://www.siliconinvestor.com/readmsg.aspx?msgid=287547513/1/2013 3:48:52 PMpcstelhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287546843/1/2013 3:18:24 PMzxqwertashttp://www.siliconinvestor.com/readmsg.aspx?msgid=287545963/1/2013 2:22:27 PMzxqwertasM078 just started up (it's in the low 600's) n2yo.com  it will go into the plane with M072 & M091 and whichever other new sat starts up next (all shown in the above link)http://www.siliconinvestor.com/readmsg.aspx?msgid=287543373/1/2013 12:34:40 PMFUBHOhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287538113/1/2013 9:45:44 AMPaul Leehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287538063/1/2013 9:44:02 AM