I'm ignorant here... not sure if someone on HoFo is writing this or not but none the less it's an insightful and informative blog.

http://tmfassociates.com/blog/


About TMF Associates

Telecom, Media and Finance Associates, Inc. is a consulting and research firm based in Menlo Park, CA. We focus on business planning, technical analysis, financial and spectrum valuations and expert witness services in the satellite and telecom sectors and have particular expertise in Mobile Satellite Services (MSS), where we have worked for almost all of the leading operators over the last decade.

– we undertake single client consulting projects for satellite and wireless operators, equipment providers and investors

- we publish the only in-depth research service on Mobile Satellite Services for operators and investors in the sector

- we also produce longer publications on new developments in the satellite industry