WhoWasUsing

6 posts

WhoWasUsing

WhoWasUsing

@JoesAutopen

انضم Nisan 2026
20 يتبع3 المتابعون
WhoWasUsing
WhoWasUsing@JoesAutopen·
@cfrischer1 @lindenstcapital There was 0% chance of it making the agenda today. OIRA hasn’t even changed the 3/30 meeting from scheduled to completed. They need to do that and then approve the original FCC filing. We may not even make the May agenda.
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Charles Frischer
Charles Frischer@cfrischer1·
@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.
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Charles Frischer
Charles Frischer@cfrischer1·
$NN I have put some thoughts together for investors interested in today's trading activity.
Charles Frischer tweet mediaCharles Frischer tweet media
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WhoWasUsing
WhoWasUsing@JoesAutopen·
@GameTheoryPP How do you know NN met with OIRA? There was no meeting notice. The 3/30 meeting was opposition
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Tit For Tat
Tit For Tat@GameTheoryPP·
Today at 1:30 p.m. CST, the FCC will be announcing its April agenda. I’m expecting NextNav ( $NN) to be on there, if not this month, then next month. In my opinion, it’s just a matter of time. NextNav’s largest debt holder is Josh Lobel, CEO of the Milken Family Office, who also sits on President Trump’s National Intelligence Advisory Board and advises on these kinds of issues. That means the CEO of a firm holding most of NextNav’s debt also advises the President, who in turn appoints and oversees FCC leadership, including Commissioner Brendan Carr. In addition, OIRA met with NextNav about a week ago, which is a standard step every NPRM must go through before it can be cleared for approval. I wrote a probability analysis yesterday not taking any of the points made above into account to keep things as conservative as possible, see dropbox link: dropbox.com/scl/fi/pigk85u…
Tit For Tat@GameTheoryPP

x.com/i/article/2034…

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ValueInvestorMasochist
ValueInvestorMasochist@CheapStockGuy·
$NN did something leak? My understanding was blog post supposed to be tomorrow.
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Summit Markets
Summit Markets@summitmarkets·
$NN feels like something leaked
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