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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Vayda who wrote (27814)5/19/2010 7:23:21 PM
From: pcstel  Respond to of 29986
 
Okay folks, not to rehash an old subject, but have you all thought about what your 'aggressive' price is?

Unlimited calls.. $39.95 per month
256kbs data service. 25¢/MB
SPOT/unlimited SMS/EMail.. $10/month

Pcstel and Geoff, what price runs you off?
27Mhz of Worldwide Harmonized Spectrum is what I am focused on.

And...more importantly from my point of view, what price signals to the big money out there that the service can be a winner and opens the flood gates?

The Flood Gates?? You mean as in "rapid appreciation" in share price?? Like Qualcomm in 1999?? Those kinds of Flood Gates?? Like a "Story Stock"???

The only Flood Gates that will open here is when/if complete ungated flexibility is provided to Globalstar and its spectrum in the US. Followed by a large denomination annual lease covering areas not applicable to the Open Range Agreement. Followed by another country.. Like France, also providing this flexibility.

Then suddenly everyone whips out their calculators and begins the Mhz/POP calculations multiplied over huge population numbers.

When those Mhz/POP calculation valuations reach unreasonable levels. I'm out!!

Until then.. There are satellites to launch and niche services to provide.

PCSTEL



To: Jeff Vayda who wrote (27814)5/20/2010 12:19:43 AM
From: Maurice Winn1 Recommendation  Read Replies (2) | Respond to of 29986
 
Jeff, I'm not into losses [contrary to what PCSTel says]. <there is a loss leader price which gets some market traction. > I say make it profitable from day 1. That does not mean they need to include capital already committed, gone, and done. No matter what happens, the cost of the constellation and what-not will be gone as soon as the launch program is finished.

They should cover marginal costs involved in new customers so that each time somebody connects, there's a gain, not a loss.

So they shouldn't give away loss leader megabytes which they have to buy from some termination company. They should charge what it costs in money out the door, plus a little bit.

Without knowing what the marginal costs are, I guess they are generally less than half a cent a megabyte covering a wide swathe of the civilized world. Something like 1c per minute for voice or 10c per MB would be enough to charge. Globalstar to Globalstar calls could be free.

They could charge for the devices at a highly profitable rate - there's no need to sell those cheaply. It's the megabytes which will be in huge surplus immediately after launching, not the devices to use them - depending on how many devices are bought as a job lot. If they buy a million phones, that should be enough to get going with reasonable economies of scale and low enough unit costs.

People could buy a couple of Globalstar phones for $1000 and enjoy free walkie-talkie communications across the USA for example.

Mqurice



To: Jeff Vayda who wrote (27814)5/24/2010 3:25:35 PM
From: Geoff Goodfellow  Respond to of 29986
 
re: Geoff, what price runs you off?

jeff, trying to pin down or define the price that runs me off of GSAT, at this point, is like trying to pin down or define quality and/or pornography: i can't plainly state it, but i surely know it when i see/feel/taste/touch/smell it!

the reason i'm here (and abiding my time for the "i'll know it when i see it" run off moment) is that GSAT, The Not So Currently Beloved (aka the reincarnation of The Dearly Beloved), is a straight forward #1.) diamond in the rough/downtrodden company; #2.) operating in a presently out-of-favor market sub-sector; that #3.) is being successfully turned-around by new management that #4.) has demonstrated itself to be above board, ethical and put itself "pari passu" with us, The Common Shareholders.

it's in situations like these where i just load up the boat -- buying heaps on the cheap -- sit tight, be patient while enjoying the (wild) ride up as Mr. Market takes notice and (re)recognizes intrinsic value.

someday at sometime in the future, this will become A Story Stock and A Most Dearly Beloved again (and Most Rightly So!) and its share price will #1.) first exceed cash value; #2.) exceed book value; #3.) attain a reasonable P/E ratio and then #4.) go into the stratosphere where "unreasonable" P/E ratio's, multiples and such become present... and is at that point, i'll be exiting -- at what price or point that is, i don't know but i do know that i'll "recognize/feel it when i see it"... and i'll be sure to disclose that "feeling" or "seeing" here when that day comes... my intuition/gut feeling is we are still at least 18 to 24 months away from that kind of ramp/multi-multi bagger scenario. in the interim: it's patience and deep breathing while Our Management Team has their collective heads down and shovels full further building and executing on the foundation and firm footing that thermo has established and done nothing short of a Yeoman's Duty with respect to achievements in this (formerly SHORT) shareholders opinion.

hope this helps!?

sincerely,
geoff
a happy and soundly sleeping GSAT shareholder