tag:blogger.com,1999:blog-19852159.post7328413653131042296..comments2023-10-31T09:29:05.963-04:00Comments on 10Q Detective: Profits at GeoEye in Decaying Orbit?David J. Phillipshttp://www.blogger.com/profile/01447096336527192686noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-19852159.post-29352661071409093782009-04-06T15:16:00.000-04:002009-04-06T15:16:00.000-04:00Hi David:The fact that GEOY has older satellites i...Hi David:<BR/><BR/>The fact that GEOY has older satellites isn't different from DigitalGlobe (their competitor). <BR/><BR/>I also think your analysis overlooks how much new revenue and EBITDA GeoEye-1 is going to generate. When you look at what GEOY has done in historical op margins (mid 40s), this coming 18 months should be very strong.<BR/><BR/>This incoming EBITDA will help with debt. TheirAnonymoushttps://www.blogger.com/profile/08966031961479291676noreply@blogger.comtag:blogger.com,1999:blog-19852159.post-15120587990154602332009-04-06T05:03:00.000-04:002009-04-06T05:03:00.000-04:00Hey David,I did a full write up on GeoEye and have...Hey David,<BR/><BR/>I did a full write up on GeoEye and have been writing about and following the company for about 1 year now.<BR/><BR/>I can tell you from my analysis, that starting this month and going for years into the future, GeoEye-1 will deliver huge improvements to GeoEye's top and bottom line.<BR/><BR/>I would love to speak with you about GeoEye to clear any misperceptions up about Unknownhttps://www.blogger.com/profile/15265088224915966908noreply@blogger.com