Activist Carronade spots a hidden gem in Viasat's business. How the firm may unlock value
1. Carronade Capital calls for Viasat to spin-off its DAT business. 2. Communications segment faces pressure while DAT shows strong potential. 3. Viasat's share price decreased significantly over the past few years. 4. Carronade sees DAT value between $6.3 billion to $16.2 billion. 5. Management hints at potential divestiture of DAT, aligning with Carronade's views.