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European AI OSINT applied to stockmarkets 🇪🇺

Joined August 2024
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What Eutelsat OneWeb management doesn’t explain: By 2032, group revenues will approach €3B, driven by the IRIS² concession (€1.2B in EU government revenues) combined with core growth in private multi-orbit LEO connectivity. Next-gen GEN2 satellites nearly triple current bandwidth and drop latency below 50ms. It's not about competing with Starlink—it's about securing a sovereign European slice of the pie. $ETL #FinTwit #Investing #Stocks #IRIS2 #SpaceTech
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Stockbots.ai retweeted
Ukrainian forces most often use Starlink Mini on drones to send data back to command posts. The terminal weighs 1.1 kg. Ukraine could turn to France’s Eutelsat OneWeb network and Israeli-made terminals, writes Mind. 1/
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Next-gen Eutelsat OneWeb LEO satellites built by Airbus are launching imminently into orbit, with immediate performance upgrades hitting the network as the first units go live and scaling rapidly throughout the deployment. End users will see a direct leap in connection bandwidth alongside sharper sub-50ms latency across the 1,200 km orbital architecture. The new payload capabilities fully unlock nano-format terminals under 1 kg, bringing high-speed broadband to ultra-compact mobile setups. Built for enterprise, aviation, and defense, the network delivers guaranteed Committed Information Rates backed by formal SLAs. #SATCOM #SpaceTech #EutelsatOneWeb #Airbus #LEO
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Get Sat was acquired by the European French company Thales in 2024. The deliver small size (phased array nano and pico formats) terminals for civil and military connections using Eutelsat Oneweb LEO and GEO. $ETL.PA #Eutelsat $HO.PA #Thales getsat.com/esa/
Ukrainian forces most often use Starlink Mini on drones to send data back to command posts. The terminal weighs 1.1 kg. Ukraine could turn to France’s Eutelsat OneWeb network and Israeli-made terminals, writes Mind. 1/
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The deadline on November 5th is a huge catalyst for $ETL.PA EUTLF and $SESG.PA Eutelsat set to submit its transition plans to the FCC, unlocking up to $504M in incentive payments—plus another ~$750M in 100% reimbursed tech migration costs if they proceed with the migration. SES stands to receive $5.6B. Let’s see if Eutelsat decides to migrate and grab extra $750M Major catalyst for operators as Upper C-band spectrum clearing enters execution. #Satellite #Telecom #Eutelsat #SES #FCC #Cband
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Stockbots.ai retweeted
Transmedics has selected Gogo Galileo HDX, connected by our OneWeb LEO constellation, to equip its fleet of 22 aircraft supporting organ transport missions across the United States ✈️ Eutelsat aviation services: keeping critical operations connected when every second counts.
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Fallacher @fallacher : Playing It Safe at Eutelsat The satellite sector is undergoing a generational shift, but Eutelsat’s leadership continues to play a game of risk-averse bureaucracy. Under Jean-François Fallacher, the strategy can be summed up in one phrase: playing it safe while keeping its head barely above water. Geopolitical conflicts like Ukraine inevitably offer far more value in brand visibility and reputation than in immediate, long-term balance sheet gains. No sound business can depend financially on the revenue generated by a war that is here today and hopefully gone tomorrow. Yet, Eutelsat could and should do far more to leverage this moment to its advantage. Fallacher has not even bothered to make clear public statements regarding Eutelsat’s current positioning or future roadmap in Ukraine. Barring strict national security protocols requiring absolute confidentiality, this silence is completely unjustifiable—especially following a brutal stock crash of over 50% in just one month that wiped out nearly 1 billion euros of French state value. Is it a total lack of strategic vision, or perhaps an unstated fear that a rogue Russian satellite might drift out of orbit and destroy an entire orbital plane? By the way, Fallacher might want to finally update his X profile, where he still poses in front of the logo of Orange, his former company. Unless, of course, the recent market speculation turns out to be true—that Orange and a consortium of legacy telcos are preparing to take over a major stake in Eutelsat, with the engineered stock collapse serving as a convenient mechanism to execute a buyout on the cheap. This silence is even more inexplicable given Eutelsat's current operational reality: Unused LEO Capacity: Eutelsat’s LEO constellation currently sits at roughly 50% capacity, leaving massive bandwidth uncommercialized and waiting for aggressive market deployment. Cutting-Edge Military Hardware: Latest terminal developments, such as the HDX low SWaP (Size, Weight, and Power) military-grade antennas, offer performance metrics remarkably close to Starlink, making them ideal for unmanned aerial systems and tactical mobile units. When geopolitics handed Eutelsat an unprecedented strategic tailwind, it was the exact moment to step up, claim real European sovereignty, and orchestrate a bold narrative to reinvigorate investor sentiment. Instead, what we witnessed was a masterclass in bureaucratic timidity. Rather than seizing the moment to position Eutelsat as an aggressive, front-line alternative and driving market enthusiasm to reignite the stock, Fallacher defaulted to the classic legacy telecom playbook. By failing to project audacity and vision, Eutelsat missed a rare opportunity to re-rate its equity and open the door to lower-cost private shareholder capital. The cost of this indecision is heavy. By neglecting the public equity markets as an engine for growth, Eutelsat remains shackled to legacy financial institutions. These clientelist lenders continue to extract lucrative fees and interest, effectively feeding off European taxpayers, state-backed initiatives, and traditional telecom balance sheets. In an industry where figures like Elon Musk operate with ruthless speed, Europe cannot afford satcom leaders who act like cautious civil servants. Fallacher’s failure to leverage geopolitical momentum leaves Eutelsat reliant on expensive debt while missing the chance to turn its sovereign satellite constellation into a compelling equity story. Playing it safe isn't leadership. It's a slow path to irrelevance.
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Here is where resides Eutelsat intrinsic value.
やっちまったな。世界各国で宇宙へのアクセスができる国は、みんなスターリンクに変わる自前の衛星通信網を作ろうとするだろう。 スターリンクに比べれば小さくて能力も劣るだろうが、自国でコントロールできな通信網に価値はない。 スペースXは将来の巨大な市場価値を失った。
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Don't hand over the skies above our beloved Europe to Elon Musk. 🇪🇺 Eutelsat ($ETL) isn't just a generational investment that will pay off soon—it’s a vote for European satellite sovereignty. 🛰️ Invest in our future. $ETL.
Look at the post below. Yesterday, we reported that Europe’s four biggest mobile operators 🇩🇪🇫🇷🇪🇸🇬🇧are exploring a joint bid to take on Starlink: phones connected straight to satellites, no tower needed. The replies came on cue: “Europe can’t launch. Europe has no satellites. Europe has no money. SpaceX has no competition. Period.” We hear this every time Europe talks about tech independence. But are they right? 👇 ❌ “Europe can’t launch.” ✅ True, SpaceX launches far more: 165 Falcon 9 flights in 2025. That gap is real. But even Amazon booked 24 launches on Europe’s Ariane 6 for its own Starlink rival. Ariane 6 has already put 100 of its satellites in orbit. In September, @isaraerospace, a German 🇩🇪 startup, reached orbit. At the same time, Europe’s first reusable rocket prototype is on its pad in Sweden 🇸🇪. And the @esa has put €900M+ behind a new generation of rockets. That’s more than twice the ~$400M NASA gave SpaceX to develop Falcon 9 and its Dragon capsule. What will happen to American launchers once these are operational? ❌ “Europe doesn’t build satellites.” ✅ Galileo, Europe’s GPS, is the most precise satellite navigation system in the world. Over 4.5 billion devices use it. Probably yours too. Finland’s 🇫🇮 @iceye_global runs the world’s largest fleet of radar satellites, which see through clouds and at night. @Thales_Alenia_S, in Turin, Italy 🇮🇹, built over half of the International Space Station’s living space. It also built the current satellites of Iridium, the American satellite-phone network. @AirbusSpace, @ThalesAerospace and @LDO_Space are merging their space businesses into one 25,000-strong champion. And IRIS², the EU’s own 348-satellite network, is moving to full deployment of its governments and defence infrastructure. If Europe has “nothing”, why are NASA’s astronauts living in it and your phone navigating with it? ❌ “Europe doesn’t have the money.” ✅ EU households keep €12 trillion in cash and bank deposits. That’s more than Nvidia and Apple, the world’s two most valuable companies, combined. Enough to buy SpaceX five times over. On top of that, Europeans hold $8 trillion in US stocks and bonds. For now. Because something has changed. Every year, €300bn of European savings leaves the EU. Europe is done watching it go: it has started building a single market for savings and investment, so that European money grows European companies. Some, like Danish 🇩🇰 pension funds, have already started dumping US government bonds. What will happen the day Europe offers a real alternative to American financial markets? ❌ “Europe is years behind on innovation.” ✅ 3 of the last 4 Nobel laureates in physics were born in Europe 🇬🇧🇫🇷🇧🇪. All three did their prize-winning work at American universities. The world’s first microprocessor, the chip that became the brain of every computer, was designed at Intel by an Italian 🇮🇹: Federico Faggin. Google’s AI lab, DeepMind, was born in London 🇬🇧. OpenAI was co-founded by scientists born in Poland 🇵🇱 and Slovakia 🇸🇰. Now Washington is cutting research funding, and applications from US-based scientists to the European Research Council have more than doubled. The EU has proposed doubling its budget too. Europe’s red tape can be cut with a vote. Can America win back the trust it has destroyed by threatening, humiliating and insulting its allies? ❌ “Europe needs America more than America needs Europe.” ✅ Look closer. In April, NASA flew astronauts around the Moon for the first time in over 50 years. The module that powered their spacecraft, pushed it to the Moon and kept them alive was European, assembled in Bremen, Germany 🇩🇪. NASA’s Webb telescope launched on a European Ariane 5, so precisely that its fuel should last about 20 years instead of 10. And the world’s most advanced AI chips can only be made with machines from one company: ASML, in the Netherlands 🇳🇱. We’ve seen this film before. In 1970, American planemakers ruled the skies. Europeans pooled their strengths and built Airbus. Airbus has out-delivered Boeing every year since 2019. The US just turned 250. The University of Bologna, in Italy, was founded in 1088, 938 years ago. Europe has been written off many times. Those trying to convince Europeans we can’t stand on our own forget who gave the world the Renaissance, the scientific revolution, the welfare state and the World Wide Web, born at CERN in Geneva 🇨🇭. Betting against Europe isn’t analysis - it’s hubris. And that arrogance is pushing European public opinion towards one conclusion: we’re done with America. One day, those repeating “weak, dependent Europe” will wake up to a Europe running on its own rockets, satellites, capital and talent. That day is closer than they think. 🇪🇺
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Gogo has unveiled a roadmap for improving service for its Galileo low-Earth-orbit satcom systems, which run on Eutelsat’s OneWeb LEO satellite network. Read more ⬇️
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DT, Orange, Telefónica & Vodafone bidding for EU satellite spectrum is a race against ITU’s 2, 5 & 7-yr deployment deadlines. With 0 satellites in orbit, lead times make organic deployment impossible—therefore, takeovers (OPA) of Eutelsat and SES are necessary.
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European telco giants (Telefónica, Orange, Vodafone, DT) want to compete with Starlink—yet they own 0 satellites in orbit. The only realistic play? A full takeover of Europe’s satellite core: Eutelsat & SES. Key highlights of the rumored transaction: Valuation: ~€20B enterprise value (EV), including debt for 100% of both firms. Governance: France, the UK, and Luxembourg would retain golden shares to protect national sovereignty. Financing: Backed by a syndicate of major European banks alongside the European Investment Bank (EIB). Without their own orbital assets, M&A is their only ticket to space.
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Russia could gain the ability to control drones in real time within the next six months through the development of its own Rassvet satellite network. If this technology reaches its full potential, it could fundamentally change the nature of the war and create new threats for Ukraine. We must prepare now, not wait until this threat becomes reality.
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They've been cooking up a takeover bid for Eutelsat for months, and it's basically a no-brainer.
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Eutelsat Appraisal 👇 nitter.gq/StockbotsAI/status/209…
After the meetings I was able to attend today and discussions with various figures in the aerospace sector, it is clear that Eutelsat has instantly become a potential target for a takeover bid by a massive European consortium. I believe we will soon see how this unfolds. $ETL.PA
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After the meetings I was able to attend today and discussions with various figures in the aerospace sector, it is clear that Eutelsat has instantly become a potential target for a takeover bid by a massive European consortium. I believe we will soon see how this unfolds. $ETL.PA
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The debate surrounding Ukraine's military satellite connectivity is no longer about whether Starlink can be replaced, but when this transition will take place. Technically speaking, replacing Starlink with European alternatives—most notably Eutelsat OneWeb—is fully feasible. The technology and infrastructure are available to maintain operational capabilities. What remains is a political decision and an execution timeline. In this regard, tomorrow's European Council meeting could deliver a decisive response and set the roadmap for this shift.
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🇫🇷Eutelsat Communications shares jumped roughly 23% yesterday, marking the stock's largest one-day gain in more than a year. The surge was triggered by reports that Ukraine flagged new speed caps and restrictions on 🇺🇸SpaceX's Starlink and Starshield military-grade services. Eutelsat operates a hybrid fleet consisting of 31 geostationary (GEO) satellites and a low Earth orbit (LEO) constellation of more than 600 satellites, primarily through the OneWeb network. Investors anticipate that 🇪🇺EU governments and defense customers will turn to the Eutelsat network to reduce reliance on SpaceX and its Starlink network. Eutelsat also gained momentum from reports regarding potential regulatory authorisarions for 🇬🇧OneWeb services in India ahead of competitors. SpaceX did not get an 🇮🇳Indian license for commercial services. SpaceX has approximately 11,127 active Starlink satellites in low orbit (LEO). Eutelsat market capitalisation is €2.2 billion. SpaceX market cap is $2.1 trillion. Are there realistic grounds for making Eutelsat almost a thousand times less valuable than SpaceX?
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