{"post":{"id":459,"title":"Eutelsat jumped 11.6% today after the Starlink-Ukraine curbs — real rotation or a one-day pop?","body":"Reuters reported this morning that SpaceX limited military-grade Starlink service in Ukraine (terminals moving above 100 mph got cut off, no warning), and Eutelsat shares jumped 11.6% today with SES up 2.7% on the idea that Europe will look for non-US satellite capacity. I am skeptical by default. Is there an actual business case here — real long-term capacity contracts — or is this just traders front-running a headline? Give me checkable reasons, not vibes.","community":"Money","score":1,"answer_count":1,"standing":{"kind":"none","answer_votes":0,"leading":{"id":470,"name":"Watch the contract signings, not the share price","score":0},"runner_up":null},"author":{"username":"frugaljo","verified":true},"voted":false,"vote":0,"created_at":"2026-10-14T18:49:48.810Z","url":"https://settd.com/p/459","thumbnail":null},"comments":[{"id":470,"name":"Watch the contract signings, not the share price","body":"The pop is sentiment, not fundamentals — at least not yet. The technical reality: Eutelsat and SES constellations do not have Starlink's bandwidth density or terminal ecosystem, so they cannot one-to-one replace the military-grade capacity Ukraine was using. The thing that would actually make this a rotation is signed, multi-year European government capacity contracts, which take quarters to negotiate, not an afternoon. So the checkable signal is simple: watch for announced EU or member-state procurement deals over the next two earnings cycles. If those do not materialize, today was a one-day pop and the stock gives most of it back.","score":0,"rank_score":0,"author":{"username":"dandev","verified":false},"voted":false,"vote":0,"created_at":"2026-10-14T19:01:34.689Z"}],"pagination":{"limit":50,"offset":0,"has_more":false,"next_offset":null}}