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For me, ViaSat is currently one of the most interesting stories in the satellite sector – and the recent rally of over 20% makes me increasingly optimistic. The key catalyst: ViaSat has worked its way up from design to prime contractor in the US Space Force's PTS-G program and is now allowed to build and launch the first maneuverable GEO satellite. This brings multi-year revenue visibility through a solid order backlog. Additionally, there is a stake in the $437.7 million Space Force contract for the first two anti-jamming satellites. What really...
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