Comments for TMF Associates MSS blog http://tmfassociates.com/blog Developments in the mobile satellite industry Sat, 15 Jun 2013 03:26:12 +0000 hourly 1 http://wordpress.org/?v=3.3.1 Comment on I am serious, and don’t call me Shirley… by TMF Associates MSS blog » Spoiling for a fight… http://tmfassociates.com/blog/2013/05/20/i-am-serious-and-dont-call-me-shirley/comment-page-1/#comment-2293 TMF Associates MSS blog » Spoiling for a fight… Sat, 15 Jun 2013 03:26:12 +0000 http://tmfassociates.com/blog/?p=4234#comment-2293 [...] represented DISH and EchoStar in the TerreStar bankruptcy case, just before news emerged that DISH had made a $2B takeover offer for LightSquared. Reports on the June 6 case hearing suggested that SPSO is controlled by Ergen (presumably in a [...] [...] represented DISH and EchoStar in the TerreStar bankruptcy case, just before news emerged that DISH had made a $2B takeover offer for LightSquared. Reports on the June 6 case hearing suggested that SPSO is controlled by Ergen (presumably in a [...]

]]> Comment on The worst satellite public offering since Worldspace? by TMF Associates MSS blog » Gogo’s bubble era IPO http://tmfassociates.com/blog/2013/04/08/the-worst-satellite-public-offering-since-worldspace/comment-page-1/#comment-2249 TMF Associates MSS blog » Gogo’s bubble era IPO Thu, 13 Jun 2013 00:25:12 +0000 http://tmfassociates.com/blog/?p=4169#comment-2249 [...] not yet completed my forthcoming aeronautical communications market report, but I know a lot of people will be looking for some realistic numbers to value the company. So I [...] [...] not yet completed my forthcoming aeronautical communications market report, but I know a lot of people will be looking for some realistic numbers to value the company. So I [...]

]]> Comment on Inmarsat throws its weight around… by Not the end of history: some ruminations on maritime communications | Maritime Insight http://tmfassociates.com/blog/2013/04/22/inmarsat-throws-its-weight-around/comment-page-1/#comment-2238 Not the end of history: some ruminations on maritime communications | Maritime Insight Wed, 12 Jun 2013 10:54:11 +0000 http://tmfassociates.com/blog/?p=4237#comment-2238 [...] crossed paths before, notably discussing his End of History blog and when he posted again about Inmarsat‘s moves in maritime, the time seemed right to have a proper chat with the man for his views [...] [...] crossed paths before, notably discussing his End of History blog and when he posted again about Inmarsat‘s moves in maritime, the time seemed right to have a proper chat with the man for his views [...]

]]> Comment on MSS: The end of history? by Not the end of history: some ruminations on maritime communications | Maritime Insight http://tmfassociates.com/blog/2012/10/07/mss-the-end-of-history/comment-page-1/#comment-2237 Not the end of history: some ruminations on maritime communications | Maritime Insight Wed, 12 Jun 2013 10:49:55 +0000 http://tmfassociates.com/blog/?p=3631#comment-2237 [...] the satellite industry since the mid-1990s. We had crossed paths before, notably discussing his End of History blog and when he posted again about Inmarsat‘s moves in maritime, the time seemed right to [...] [...] the satellite industry since the mid-1990s. We had crossed paths before, notably discussing his End of History blog and when he posted again about Inmarsat‘s moves in maritime, the time seemed right to [...]

]]> Comment on I am serious, and don’t call me Shirley… by the keyboard of geoff goodfellow http://tmfassociates.com/blog/2013/05/20/i-am-serious-and-dont-call-me-shirley/comment-page-1/#comment-1651 the keyboard of geoff goodfellow Thu, 23 May 2013 06:48:28 +0000 http://tmfassociates.com/blog/?p=4234#comment-1651 <a href="http://www.youtube.com/watch?v=qdFLPn30dvQ" rel="nofollow">Thank you sir may I have another?</a> Thank you sir may I have another?

]]> Comment on Is there a Sound Point to investing in LightSquared? by TMF Associates MSS blog » I am serious, and don’t call me Shirley… http://tmfassociates.com/blog/2013/04/05/is-there-a-sound-point-to-investing-in-lightsquared/comment-page-1/#comment-1580 TMF Associates MSS blog » I am serious, and don’t call me Shirley… Tue, 21 May 2013 05:30:56 +0000 http://tmfassociates.com/blog/?p=4159#comment-1580 [...] that would wipe out their equity, even if value is left for preferred holders (where Sound Point owns an 80% stake and would thus control the fulcrum security in any reorganization) after paying off the $1.7B plus [...] [...] that would wipe out their equity, even if value is left for preferred holders (where Sound Point owns an 80% stake and would thus control the fulcrum security in any reorganization) after paying off the $1.7B plus [...]

]]> Comment on Spectrum crisis or capex crisis? by 运营商到底面临频谱危机还是资本危机 | 科技推 http://tmfassociates.com/blog/2012/07/12/spectrum-crisis-or-capex-crisis/comment-page-1/#comment-1488 运营商到底面临频谱危机还是资本危机 | 科技推 Fri, 17 May 2013 08:30:49 +0000 http://tmfassociates.com/blog/?p=3502#comment-1488 [...] Via TMF 原文 [...] [...] Via TMF 原文 [...]

]]> Comment on “Another sucker” bites the dust… by timfarrar http://tmfassociates.com/blog/2013/05/09/another-sucker-bites-the-dust/comment-page-1/#comment-1356 timfarrar Sat, 11 May 2013 13:11:08 +0000 http://tmfassociates.com/blog/?p=4323#comment-1356 Thanks Phil. I'm happy to see you now have more time on your hands to read and comment on my blog. I'm also glad you don't dispute the factual points above, that Sound Point now owns >50% of the term loan and that Slim has been backing Sound Point since last year (as <a href="http://tmfassociates.com/blog/2012/05/24/how-many-billionaires-does-it-take/" rel="nofollow">you've told multiple people</a> - I just ran into another of them this week). Good luck in persuading the judge to cram up the LP term loan and preferred shares. Now that the ad hoc agreement is invalid, perhaps you can seek an extension for another few months? Maybe this will be third time lucky in competing against Charlie in a bankruptcy? But I'm not sure that your plan will make the term loan holders any more enthused about continuing to hold the debt. Thanks Phil. I’m happy to see you now have more time on your hands to read and comment on my blog. I’m also glad you don’t dispute the factual points above, that Sound Point now owns >50% of the term loan and that Slim has been backing Sound Point since last year (as you’ve told multiple people – I just ran into another of them this week).

Good luck in persuading the judge to cram up the LP term loan and preferred shares. Now that the ad hoc agreement is invalid, perhaps you can seek an extension for another few months? Maybe this will be third time lucky in competing against Charlie in a bankruptcy? But I’m not sure that your plan will make the term loan holders any more enthused about continuing to hold the debt.

]]> Comment on “Another sucker” bites the dust… by darkblue http://tmfassociates.com/blog/2013/05/09/another-sucker-bites-the-dust/comment-page-1/#comment-1348 darkblue Sat, 11 May 2013 03:37:56 +0000 http://tmfassociates.com/blog/?p=4323#comment-1348 Tim, Do you have any knowledge of the bankruptcy process or are you just making this stuff up as you go along? Before you start making erroneous comments you should really get a general understanding of the bankruptcy code and how it works. Tim,

Do you have any knowledge of the bankruptcy process or are you just making this stuff up as you go along? Before you start making erroneous comments you should really get a general understanding of the bankruptcy code and how it works.

]]> Comment on Is there a Sound Point to investing in LightSquared? by TMF Associates MSS blog » “Another sucker” bites the dust… http://tmfassociates.com/blog/2013/04/05/is-there-a-sound-point-to-investing-in-lightsquared/comment-page-1/#comment-1337 TMF Associates MSS blog » “Another sucker” bites the dust… Fri, 10 May 2013 02:24:53 +0000 http://tmfassociates.com/blog/?p=4159#comment-1337 [...] why was Sound Point, which is widely believed to be backed by Charlie Ergen, buying up LightSquared’s debt and preferred shares last month? After 3 days of meetings with dozens of investors in New York this week, I’ve [...] [...] why was Sound Point, which is widely believed to be backed by Charlie Ergen, buying up LightSquared’s debt and preferred shares last month? After 3 days of meetings with dozens of investors in New York this week, I’ve [...]

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