Ico Presentation

7/31/2019 Ico Presentation

1/25

ICO North America

Lehman Brotherso a a e e on erence

LondonMay 2007

ICO and the freedom figure logo are trademarks of ICO Global Communications.All other trademarks are the property of their respective owners.


2/25

s presentat on conta ns orwar - oo ng statements, nc u ng

statements regarding the Companys plans to develop a next-generationmobile satellite service, and projected timetables for such service. Theseforward-looking statements involve risks and uncertainties that could cause

.could cause actual results to differ from our expectations include, amongother things, that our and our vendors technology might not function

properly; that the FCC or another agency could revoke or limit our rightsrelating to spectrum or satellite operations; that we could lose our rights byfailing to meet certain milestones; that our satellite could be delayed,damaged or destroyed, or that we could fail to obtain sufficient funding tocarry out our business objectives. More information about these risk factorsis included in our filings with the Securities and Exchange Commission,

.looking statements speak only as of the date of this presentation, and thecompany expressly disclaims any obligation to update or revise suchstatements.


3/25

FCC license for 20 MHz MSS/ATC spectrum at 2.0 GHz

$4.2 Billion at AWS Auction value for comparable

spectrum (F Block) Note: ICOs total enterprise value, including cash, international assets, and

a $500 million GEO satellite, launch, and insurance, is $1.5 billion

,preparing for late 2007 launch

Next eneration hi h owered satellite


4/25

MSS/ATC provides Coverage and Capacity

GEO satellite provided full CONUS coverage

ICO has optimal orbital slot

Ground Based Beam Forming for flexible coverage

Scalable Capacity via

Terrestrial network built in a size and scale to fit product andservice offering needs


5/25

ICO G1 Satellite and S ace Se ment ICO G1 Satellite and S ace Se ment Space Systems LoralSpace Systems Loral


6/25

ICO G1 Atlas V Launch Vehicle -ICO G1 Atlas V Launch Vehicle -Lockheed Martin Commercial Launch ServicesLockheed Martin Commercial Launch Services


7/25


8/25

2 x 20 MHz of contiguous S band 2 GHz spectrum

2 x 10 MHz allocation for ICO


9/25

v w: qu yv w: qu y

$255 million in cash/equivalents at 3/31/07

$24 million restricted for bond interest

$84 million of remaining purchase commitments for, ,

$147 million available for insurance, terrestrial network,al ha trials, other vendor initiatives, o erations

Insurance estimated at $40-60 million

Alpha trial estimated at $30-40 million


10/25

ICO has ITU coordination priority for up to 2 x 30 MHz of S-band spectrum globally

ICO has re uested 2 x 12.5 MHz of S band for Euro e

Participating in new processes in Europe at CEPT, EU,and Ofcom

ICO F2 satellite is in operation


11/25

Contract with ViaSat for data and voice service trials over F2

Underway using German SAN and successful to date

Ongoing vendor discussions about Global multimedia business plan

Selected Alcatel Lucent and Hughes for North America

Selected University of Surrey for multicast technologies on F2 and MEO

Selected Fraunhofer Institute for customization of the DVB-SH standard for the

ICO MEO satellites

Evaluating dual launch study and launch options for MEO system

Signed contract to continue to store Boeing MEOs (6 substantially complete) in ICO

facility

-


12/25

ICO F2 Over Africa, Euro e, and AsiaICO F2 Over Africa, Euro e, and Asia8:00 AM 2 May 20078:00 AM 2 May 2007


13/25

Filling a need that others aren't addressing hasalways been a focus of the companies that I have

.

ICO Chairman Craig McCawBusiness Week, July 24, 2006


14/25

eas ree compe ng us ness p ans or e mar e ,

each with different capital needs and market potential

operate on regular way cellular networks as well as to

and from our satellite A broadband data network driven largely by terrestrial

deployment which utilizes the satellite for voice andnarrowband data

A completely new integrated service which incorporatesmobile video, interactivity, and navigation


15/25

Up to 20 MHz (10 + 10) nationwide spectrumavailable for voice and data build-out starting in2007

CDMA, GSM, others

Emergency Satellite Communications developed to match terrestrial link

No device size impact

Minimal handset cost impact (


16/25

Nationwide Wireless Broadband

Up to 20 MHz nationwide for terrestrial service in

Protocol agnostic platform (WiMAX, GSM, CDMA)

Ex lodin market

Fully mobile platform for services

Voice, Data, Messaging, Services

Dense terrestrial build to match service area S-band ideal for high capacity mobile network

on guous spec rum = es e c ency


17/25

Small cell phone screen (320x240) Current screen size is 2.5-5

Interactivity is a part of the phone notthe video product

Screen size of 7-10+

Integrated interactive mediaexperience

In car and portable devices

Advanced devices (DVD players,, ,

Future Landscape


18/25

The bottom line: Verizon Wireless brin s mobile entertainmentto a new level with its new V Cast

ORLANDO, FLA. Wireless executives here at this month's ctia wireless 2007 talked about almost

Mobile TV, but more simulcast programming would make it a truly rich experience. CNet 4/9/07

. , , ,high-speed wireless-data chips embedded in everyday consumer electronics devices. TWICE 4/9/07

NBC Universal plans to start selling ads for its mobile videoprogramming in May. Thats thelatest piece of evidence that the once-scoffed-at business of TV on cellphones is gainingmomentum. RCR Wireless News 4/2/07

Video is a pain point in concerns over 3G's capacity to handle user demands down the road, saidAmerican Technology Research analyst Albert Lin. Mobile video'sfuture appears bright -- orworrisome, depending on whether carriers can handle its potential popularity, Lin said. He sees amarket of 10 million users in the U.S. alone within two years, though he thinks disappointingex eriences could dam en the res onse. ARNet 3/29/07


19/25

Telematics Research Group (TRG) projects that 60 million

inputs by 2011, up from just 3 million in 2005or 90% of2009/2010 models

they would definitely recommend their system to a friend

TRG doesnt believe mobile satellite units will make it to

the back seat because the antennas are so hugeSource: Telematics Research Group

Consumer Electronics Association


20/25

OnStar said those with 2004 and newer vehicles will have to

go to their dealerships for an upgrade that will cost more than$200. But many other current OnStar customers can expect a

of the year and the only option to have OnStar is to spendmoney on a new car. The State Journal, 4/3/07

Dash Express is the smartest, most Internet-connected navigationsystem on the road. In fact, it's the first and only automotivenavi ation s stem with two-wa connectivit . Which means it ets

you where you want to goin the fastest time possibleanddelivers the most relevant informationright to your dashboard.Plus, Dash Express is the only device on the market that

,you have to do is drive. Dash Website


21/25

Portable Navigation Devices (PNDs) Units Shipped

Date Number Average Price

, ctua

2006 2,245,000 Actual $ 395

2007 3,376,000 Estimated $ 349

2010 9,000,000 Projected

the flood of portable navigation products into the market has shiftedthe balance of shipments heavily in favor of PNDs who currentlyout-ship their fixed model cousins 20:1

. . ,traffic info)will also drive future purchases

Source: Consumer Electronics Association


22/25

PNDsUltra Mobile PCs Portable DVRs

Portable DVDs Laptops PSPs


23/25

, ,


24/25

Extremel attractive ra idl rowin mobile video

market World class vendor: Alcatel Lucent Standards based technology: DVB

Convergence of interactivity and navigation on same video

screen World class vendor: Hughes Standards based technology: GMR

e a ve y ow cap a cos erres r a ne wor

Fully leverages ICOs asset strengths Broad satellite coverage

Flexible spectrum usage


25/25

Success in MSS requires ICO has

Satellite assets 95% com lete

Launch 95% complete

Contiguous nationwide spectrum 20 MHz S bandomm tte sta e un ng port on comp ete

Sponsorship McCaw et al

Board and Mana ement Best in class

Governance NASDAQ

Alignment Management = Shareholders

Documents

Ico Presentation