TSAT Telesat Corp - Ordinary Shares - Class A

$TSAT if they default on geo, currently think it just help the bottom line for tsat. It’s segregation would wipe that debt but allow them to contue pursuing leo. If the debt interest is more than geo is making why would they refinance? In bk debt holders get geo but know they don’t wanna own it so prolly have tsat buy it back for Pennies. So debt holders just have to bend the knee and take what tsat offers.

$TSAT Satellites still need launching. Debt still needs refinancing. December 6 is coming. 😅

$TSAT Q3 '26 Earnings Results & Recap Telesat reiterated 2026 GEO revenue of $300M to $320M and adjusted EBITDA of $210M to $230M, excluding non-recurring debt refinancing costs; Lightspeed spending is expected at $1.1B to $1.3B.

CIBC initiated coverage of Canadian satellite operator Telesat with an Outperform rating and a CAD$105 price target, arguing that investors significantly undervalue its flagship Lightspeed low-Earth-orbit (LEO) satellite constellation. The report, published over the weekend, triggered buying interest at Monday’s open. CIBC estimates that the market currently assigns approximately CAD$5.6 billion in equity value to Lightspeed, compared with its base-case valuation of CAD$9.5 billion. The constellation comprises 225 satellites, is fully funded and has secured a CAD$5.6 billion order backlog before entering service. It also has a 15-year, CAD$2.7 billion anchor contract with the Canadian government, with commercial operations targeted for the end of Q1 2028. CIBC sees Lightspeed’s estimated value as equivalent to roughly 70% of Telesat’s projected 2032 EBITDA guidance. $TSAT

$TSAT lenders putting together rescue package for TSAT debt to avoid default in December? Thought the GEO debt was ring-fenced from LEO ... I guess unlikely TSAT could just hand GEO over to lenders as Canadian gov't wouldn't allow it.

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$TSAT reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: TSAT has beaten EPS estimates in 3 of its last 8 reports.

$TSAT the Starlink news will help put TSAT much higher for Canada's leverage on remaining sovereign. Bullish. I flipped through the list of companies on offer from Carney's investment day and this one still stands out to me. It's a pipeline for profit, once it's up and running.