ANTERIX INC. DL -,0001

Gabelli's Global Content & Connectivity Fund cited Anterix as a top positive contributor in Q2, where the stock gained 169.6% and represented 8.8% of the fund's net assets. The rally followed the FCC's February approval to increase broadband allocation in the 900 MHz band from 6 MHz to 10 MHz, improving capacity and potential use cases. In May the FCC also approved an experimental license to test Lynk Global's satellite direct-to-device service in Anterix's licensed spectrum, supporting further upside for the company. » Altro su finance.yahoo.com

Anterix shares rose 7.1% in the morning to $91.37 after Q1 fiscal 2027 results. The company reported frequency revenues of $1.96m versus $1.42m a year earlier, $116m in cash and no debt. Management and the market see a significant valuation gap for the 900‑MHz spectrum (about $0.60 per MHz‑Pop versus roughly $2.50 at auctions) and around 85% of the inventory is still to be monetized. Anterix also reported a successful direct‑to‑device satellite test with Lynk Global and supportive regulatory developments, while an insider sale of about $10m barely dented the share movement. » Altro su de.investing.com

At the Oppenheimer conference, Anterix said scarcity of licensed low‑frequency spectrum is driving demand and the value of its 900‑MHz holdings. After deals with 11 utilities, about 85% of the nationwide MHz‑pops remain to be monetized; management currently values the market at roughly $0.60 per MHz‑pop versus recent auction prices of about $2.50. Anterix holds $116 million in cash, no debt, and is exploring satellite and hybrid uses in addition to utility contracts, but is reluctant to accept low‑priced offers. Initial tests of satellite‑enabled direct‑to‑device services were viewed positively, though they remain at an early stage. » Altro su de.investing.com