
$ASTS - “SDA PWSA Tranche 3” 🚨Speculative🚨 T3TL’s delay may be intentional…and it isn’t a bad thing: 👉🏽T3TL wasn’t paused only because the AoA or MILNET debate or the bad $14M budget estimate that is currently $20M. 👉🏽Another plausible factor is the sequencing: prototype👉🏽transition👉🏽scale. Programs like HALO Europa exist to validate new entrant architectures before scaling. T3TL’s contract language added: open architecture, S-band, D2D, PNT which raises risk and ambition considering HALO Europa has yet to be fully executed - to our knowledge. ⚠️Thus, waiting for demo results isn’t weakness. It is actually smart and a disciplined acquisition process before committing hundreds of millions of dollars at scale. ✅Now with FM1 + FM2 launched and being prepped for launch, respectfully, I wouldn’t be surprised to see an AoA resolution and subsequent action for pending T3TL award soon.




























