EPA:ETL
Eutelsat Communications SA
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
EUR 1.75
Buy <=wait / entry
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Trim >=take some off
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Thesis breaknot set
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Expanded multi-year multi-million dollar agreement with Station Satcom to scale OneWeb LEO services across maritime fleet with over 1,000 vessels in deployment pipeline
- Airbus Defence and Space completion of first 32 new OneWeb LEO satellites ready for SpaceX launch as part of 669-satellite renewal program
- Call-off contract under NEXUS framework agreement for immediate deployment of sovereign Low Earth Orbit capabilities