Added to YB: 2025-09-08
Pitch date: 2025-07-21
TSAT [bullish]
Telesat Corporation
+11.58%
current return
Author Info
No bio for this author
Company Info
Telesat Corporation, a satellite operator, provides mission-critical communications solutions to support the requirements of satellite users in Canada, the United States, Asia, Australia, Latin America, the Caribbean, Europe, the Middle East, and Africa.
Market Cap
$532.9M
Pitch Price
$26.85
Price Target
140.00 (+367%)
Dividend
N/A
EV/EBITDA
21.62
P/E
-3.26
EV/Sales
11.06
Sector
Diversified Telecommunication Services
Category
special_situation
Telesat Corporation - $TSAT
TSAT: Canadian sat operator building 198-sat Lightspeed LEO constellation ($3.5B fully funded by gov/equity). Legacy GEO debt non-recourse to LEO assets. Geopolitical tensions drive Starlink alternative demand - $1.1B backlog, Orange/Viasat partnerships. Credit agreements suggest imminent LEO spinout catalyst. DCF shows $70-140 price target vs $25 current. 457% upside potential.
Read full article (8 min)