x*********n
发帖数: 28013 | 1 Good side:
Still looking good on tower based technology.
Only license holder for tower based antenna
Bad side:
1. GOGO got too much attention on retail investors as well as strong
institution investors. We can see big player are keep shorting this poor guy
2. Only licensed tower base technology is outdated. 4Mbps is F slow and
useless
3. Satellites based technology does cost too much, GOGO is renting as the
same as row44, via sat, but via sat has tons of experience in this industry
and they got better relationship with satellite renting company
4. Contract is no longer exclusive, even in US, loyalty friend United is
using Panasonic as partner. And southwest is Never using GOGO. JetBlue? No.
5. Low take rate. 2hours flight doesn't require wifi, as well as night and
early morning flight. 16 dollars is not a big deal for a lot of people. But
like most people don't pay 10 dollars snacks in flight, 16 is still
something for many of you. Low price wifi can't make even, and 4mbps
technology cannot have too many connections
6. TA side, sell strength is way too strong, unless a big player getting
into this, otherwise no hope.
7. Buyout is almost impossible. GOGO is still burning money at this time,
and partner with T-Mobile will make other ISP stop. At least, it will not
happen in short term. And, how much can GOGO get from t mobile free text
service?
8. Convertible notes on the last year indicated this ISP required tons of
money on initial stage. Cash flow is a sure worrying.
9. Fidelity had at least 7+ independent research report showing bearish on
this stock, should mean something
YMYD | m***u
发帖数: 391 | 2 大牛厉害,大牛最终终于不看好gogo啦！！short gogo to death! | q********g
发帖数: 10694 | 3 呵呵。。一周前我看到GOGO招人。。这个思路跟当年张嘎很像。 | S*********g
发帖数: 24893 | 4 昨天晚上装逼，今天就被置顶打脸
FEYE涨了6.1%
GOGO涨了8.47% | j**z
发帖数: 109 | 5 Good analysis from a typical MBA outlook, who might never invest companies
like google, netflix, amazon in early stage because all the bad side you
mentioned. For investors, who have to understand the nature of the business,
the potential and the execution to make an educated bet.
The key of GOGO's success is really depending on how well it runs in the
next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
are very different companies. VSAT/Panasonic makes living by building and
selling bandwidth. Satellite is where their expertise.And they are not only
selling to planes in the air. They sell to ground stations as well.
GOGO on the other side is building businesses in the in-flight internet
ecosystem, connectivity is just an enabler. Examples are private jet
business (recently announced 4G air to ground) and other software investment
on the real-time aviation business which is a brand new area.And aviation
business is a HUGE HUGE area! One of the use cases they mentioned is real-
time navigation based on weather/wind conditions to save fuel. That will be
a win-win for GOGO and airlines. Airplane & engine manufactures are already
lined up for real-time data. There are tons of usages and all limited by
today's bandwidth.Selling bandwidth to business is a higher margin Low take
rate should not be a major concern as GOGO has to set the price high to
limit the number of users because of the bandwidth limitation.GOGO has never
wanted to sell to everyone on-board with its current technology.
My suggestion is accumulating some at low price for long run.Next 12 month
is key to their success. They have been investing huge amount money in the
past few years and has been quiet, better deliver what they said.
Those are not often shown in the balance sheet and you have to attend | j**z
发帖数: 109 | 6 Good analysis from a typical MBA outlook, who might never invest companies
like google, netflix, amazon in early stage because all the bad side you
mentioned. For investors, who have to understand the nature of the business,
the potential and the execution to make an educated bet.
The key of GOGO's success is really depending on how well it runs in the
next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
are very different companies. VSAT/Panasonic makes living by building and
selling bandwidth. Satellite is where their expertise.And they are not only
selling to planes in the air. They sell to ground stations as well.
GOGO on the other side is building businesses in the in-flight internet
ecosystem, connectivity is just an enabler. Examples are private jet
business (recently announced 4G air to ground) and other software investment
on the real-time aviation business which is a brand new area.And aviation
business is a HUGE HUGE area! One of the use cases they mentioned is real-
time navigation based on weather/wind conditions to save fuel. That will be
a win-win for GOGO and airlines. Airplane & engine manufactures are already
lined up for real-time data. There are tons of usages and all limited by
today's bandwidth.Selling bandwidth to business is a higher margin Low take
rate should not be a major concern as GOGO has to set the price high to
limit the number of users because of the bandwidth limitation.GOGO has never
wanted to sell to everyone on-board with its current technology.
My suggestion is accumulating some at low price for long run.Next 12 month
is key to their success. They have been investing huge amount money in the
past few years and has been quiet, better deliver what they said. | x*********n
发帖数: 28013 | 7 Business section got dominated by GOGO already, growth would be minimum,
last quarter is only 20%.
Their big potential growth will be on international airlines.
business,
only
【在 j**z 的大作中提到】
: Good analysis from a typical MBA outlook, who might never invest companies
: like google, netflix, amazon in early stage because all the bad side you
: mentioned. For investors, who have to understand the nature of the business,
: the potential and the execution to make an educated bet.
: The key of GOGO's success is really depending on how well it runs in the
: next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
: are very different companies. VSAT/Panasonic makes living by building and
: selling bandwidth. Satellite is where their expertise.And they are not only
: selling to planes in the air. They sell to ground stations as well.
: GOGO on the other side is building businesses in the in-flight internet
| x*********n
发帖数: 28013 | 8 Good side:
Still looking good on tower based technology.
Only license holder for tower based antenna
Bad side:
1. GOGO got too much attention on retail investors as well as strong
institution investors. We can see big player are keep shorting this poor guy
2. Only licensed tower base technology is outdated. 4Mbps is F slow and
useless
3. Satellites based technology does cost too much, GOGO is renting as the
same as row44, via sat, but via sat has tons of experience in this industry
and they got better relationship with satellite renting company
4. Contract is no longer exclusive, even in US, loyalty friend United is
using Panasonic as partner. And southwest is Never using GOGO. JetBlue? No.
5. Low take rate. 2hours flight doesn't require wifi, as well as night and
early morning flight. 16 dollars is not a big deal for a lot of people. But
like most people don't pay 10 dollars snacks in flight, 16 is still
something for many of you. Low price wifi can't make even, and 4mbps
technology cannot have too many connections
6. TA side, sell strength is way too strong, unless a big player getting
into this, otherwise no hope.
7. Buyout is almost impossible. GOGO is still burning money at this time,
and partner with T-Mobile will make other ISP stop. At least, it will not
happen in short term. And, how much can GOGO get from t mobile free text
service?
8. Convertible notes on the last year indicated this ISP required tons of
money on initial stage. Cash flow is a sure worrying.
9. Fidelity had at least 7+ independent research report showing bearish on
this stock, should mean something
YMYD | m***u
发帖数: 391 | 9 大牛厉害,大牛最终终于不看好gogo啦！！short gogo to death! | q********g
发帖数: 10694 | 10 呵呵。。一周前我看到GOGO招人。。这个思路跟当年张嘎很像。 | | | S*********g
发帖数: 24893 | 11 昨天晚上装逼，今天就被置顶打脸
FEYE涨了6.1%
GOGO涨了8.47% | j**z
发帖数: 109 | 12 Good analysis from a typical MBA outlook, who might never invest companies
like google, netflix, amazon in early stage because all the bad side you
mentioned. For investors, who have to understand the nature of the business,
the potential and the execution to make an educated bet.
The key of GOGO's success is really depending on how well it runs in the
next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
are very different companies. VSAT/Panasonic makes living by building and
selling bandwidth. Satellite is where their expertise.And they are not only
selling to planes in the air. They sell to ground stations as well.
GOGO on the other side is building businesses in the in-flight internet
ecosystem, connectivity is just an enabler. Examples are private jet
business (recently announced 4G air to ground) and other software investment
on the real-time aviation business which is a brand new area.And aviation
business is a HUGE HUGE area! One of the use cases they mentioned is real-
time navigation based on weather/wind conditions to save fuel. That will be
a win-win for GOGO and airlines. Airplane & engine manufactures are already
lined up for real-time data. There are tons of usages and all limited by
today's bandwidth.Selling bandwidth to business is a higher margin Low take
rate should not be a major concern as GOGO has to set the price high to
limit the number of users because of the bandwidth limitation.GOGO has never
wanted to sell to everyone on-board with its current technology.
My suggestion is accumulating some at low price for long run.Next 12 month
is key to their success. They have been investing huge amount money in the
past few years and has been quiet, better deliver what they said.
Those are not often shown in the balance sheet and you have to attend | j**z
发帖数: 109 | 13 Good analysis from a typical MBA outlook, who might never invest companies
like google, netflix, amazon in early stage because all the bad side you
mentioned. For investors, who have to understand the nature of the business,
the potential and the execution to make an educated bet.
The key of GOGO's success is really depending on how well it runs in the
next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
are very different companies. VSAT/Panasonic makes living by building and
selling bandwidth. Satellite is where their expertise.And they are not only
selling to planes in the air. They sell to ground stations as well.
GOGO on the other side is building businesses in the in-flight internet
ecosystem, connectivity is just an enabler. Examples are private jet
business (recently announced 4G air to ground) and other software investment
on the real-time aviation business which is a brand new area.And aviation
business is a HUGE HUGE area! One of the use cases they mentioned is real-
time navigation based on weather/wind conditions to save fuel. That will be
a win-win for GOGO and airlines. Airplane & engine manufactures are already
lined up for real-time data. There are tons of usages and all limited by
today's bandwidth.Selling bandwidth to business is a higher margin Low take
rate should not be a major concern as GOGO has to set the price high to
limit the number of users because of the bandwidth limitation.GOGO has never
wanted to sell to everyone on-board with its current technology.
My suggestion is accumulating some at low price for long run.Next 12 month
is key to their success. They have been investing huge amount money in the
past few years and has been quiet, better deliver what they said. | x*********n
发帖数: 28013 | 14 Business section got dominated by GOGO already, growth would be minimum,
last quarter is only 20%.
Their big potential growth will be on international airlines.
business,
only
【在 j**z 的大作中提到】
: Good analysis from a typical MBA outlook, who might never invest companies
: like google, netflix, amazon in early stage because all the bad side you
: mentioned. For investors, who have to understand the nature of the business,
: the potential and the execution to make an educated bet.
: The key of GOGO's success is really depending on how well it runs in the
: next 12 month, after launching the new 2Ku. To me, GOGO and VSAT/Panasonic
: are very different companies. VSAT/Panasonic makes living by building and
: selling bandwidth. Satellite is where their expertise.And they are not only
: selling to planes in the air. They sell to ground stations as well.
: GOGO on the other side is building businesses in the in-flight internet
| x*********n
发帖数: 28013 | 15 like it？
guy
industry
【在 x*********n 的大作中提到】
: Good side:
: Still looking good on tower based technology.
: Only license holder for tower based antenna
: Bad side:
: 1. GOGO got too much attention on retail investors as well as strong
: institution investors. We can see big player are keep shorting this poor guy
: 2. Only licensed tower base technology is outdated. 4Mbps is F slow and
: useless
: 3. Satellites based technology does cost too much, GOGO is renting as the
: same as row44, via sat, but via sat has tons of experience in this industry
|
|
