RE:RE:RE:GOOD NEW the PAA going to market in Q4Hi,
Regarding the PAA market and the direct to satellite phone capabilities, every phone needs an antenna. Any device commuinicating with another device needs an antenna. In current cell phones, the antenna is embedded into the device. It is there, you just don't know it is there.
In traditional wireless phones we use now, the cell towers are never more than 35km away I believe so the antenna / amplifier is smaller and because the towers are in a fixed location they are omni-directionals (braodcast everywhere all the time).
Low Earth Orbit (LEO) sattelites, such as those from Starlink, are around 550KM away from the earth. Therefore, you need to have a much more powerful signal amplifier. In order to save aplification / energy / RF magnetic wave emissions you need to have a very very specialized antenna that is able to send a very focused radio frequency with the signal 550KM away.
So once you understand the role of a PAA in connecting a phone (that is moving on earth) to a satellite 550KM away that is why the PAA is perhaps the most critical enabler of the mobile to satellite phone service.
The way that a Phased Array Antenna "points" itself at the satellite in the sky is by electronically manipulating the beam that is produced.
If you want an absolutely excellent tutorial on how this is done, I strongly recommend you watch this youtube video.
https://www.youtube.com/watch?v=vtPPAnvJS6c
I tried reaching out to the guy who made it but I believe he works for a defense contractor and didn't respond to me.
So back to the original question, how does mobile to satellite phones use PAA. The answer is that this service cannot work without a PAA.
If you look at other satellite phone services such as Iridium, you will see the size of the antenna. It isn't practical or cost effective. The PAA is only way to enable this service.
The size and effectiveness of the antenna is measured in power used vs signal strength achieved.
I have gone down every rabbit hole before I made a very significant investment in this company.
If the CMI PAA works the way it appears that the R&D progress suggest it has, this is my retire paid for with a very nice cottage in Georgian Bay and my kids going to Ivy League schools. In my opinion, this is one of the technology advances that fundamentally changes the world and I am not being over dramatic.
My past career as a top ranked equity analyst and hedge fund portfolio manager was based on successfully finding stocks like this early in there development and waiting for the rest of the market to "discover" the product, the market and their transformative revenue / earnings impact and watch stocks gone from being <$1 to $40-50/share. CMI has the potential for this kind of appreciation. I have done this over and over again and I am as convinced of this as I was with any of the others I have found and invested in.
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Thanks
Thoughts from others? I love the dialouge.