Space-🅰️-teer

$ASTS RSI (14) dropped below 38 today. Since 2025 it has dropped below 38 level six times, including today. In the prior 5 cases when it dipped below 38 a bottom was made within 1-5 days, in some cases making a lower low. This signal has been stronger when coupled with a hammer candle. We have both today. If the pattern holds, confirmation will be the RSI getting back above 38 and not making a lower low. *NFA

@asymmetric_bets @Reformed_Trader Doesn’t change the fact that they’re embarrassingly behind schedule. Their communicated targets are way off actual delivery. I get that they want to push the team, but keep that communication internal! Don’t release it to the market…

Many in the market don’t understand that each shipment/launch so far has been unique. Changes in the satellite size, DOW specifications, stacking for the first time with the new design for BB 8-10, etc. We’re just now reaching the point where the manufacturing process should become mostly standard and repetitive.

$ASTS great overview. As I’ve mentioned, the market is assuming that manufacturing won’t ramp up because of past delays, without considering the context. Manufacturing bottlenecks are not permanent. Once a design is thoroughly completed and tested, the ramp can begin. While the market is fixated on the timeline of the launch ramp, it’s overlooking the inevitable nature of it. Additionally, it’s applying a standard to ASTS that it’s unwillingly extending to SpaceX and now Amazon. The market is eager to believe that SpaceX will undoubtedly commence launching their new D2D constellation in 2027 without any setbacks, and Amazon will follow suit in 2028 (despite the absence of a known prototype or adequate spectrum for a comparable D2D solution) without any setbacks either. Whether the manufacturing hockey stick materializes over the next few months or next few quarters there is a clearer path that by 2027 ASTS will have enough sats in orbit with MNO partners that cash flow generation will be one for the history books.

@Reformed_Trader The only thing that matters is getting sats in the air.

$ASTS daily charts: the key concern is we officially closed below the uptrend from last April. This opens up downside without a quick reclaim or a failure to hold the 175ema and 200sma. This brings into focus the anchored VWAP from last April which sits just above $66, which aligns with my weekly chart level of the weekly 50sma also around $66. There's a trend line on the linear chart that is just below today's close that we tested on Monday's open. If we lose that trend it aligns with another trend also around $66. Since going public, every April has printed an April low that often preceded a strong rally that peaked at the end of June to as late as August. Only in 2022 during the bear market did it take out April's low, but it still rallied far higher by August. The 300EMA currently aligns with the $65/$66 point of interest. With this much confluence both where we closed today and at $66 we have two points of interest that will be very important into next week. Losing last week's low sets it up for a rapid sweep to $66 area imo. How we react at either Monday's low or $65/$66 will determine how deep and how long this correction could last. My lean is a major low will be put in next week or possibly the start of May. Whether that's low to mid $70 or mid $60 probably won't matter by the summer as I still expect this to trade much higher by then. Lastly, it's worth noting that technical levels can undercut and not necessarily invalidate if a reclaim materializes. Have a good weekend! *NFA

@spacanpanman That is one long list! 💪🔥 Thanks @spacanpanman

$ASTS: AST SpaceMobile Catalyst Tracker™️ A review of what has been and what is to come Upcoming Catalysts: ☑️BB8 - BB10 Delivery to Florida and Launch on Falcon 9 ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️Block-2 Launches in Batches of 3-4x or 6-8x satellites every 1-2 months ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More than 50 global MNOs ☑️Unlocking portion of $20M, $25M, and $20M in Revenue Prepayments from AT&T, Vodafone and Verizon upon completion of milestones ☑️Beta Testing w/ AT&T and FirstNet in 1H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 11x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 8 to 32x Block-2 BlueBirds in currently in Production ☑️Confirmation of Production Ramp to 6x satellites a Month ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in late 2026 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Commercial agreements ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: 🚨 FCC Approval for Full US SCS Commercial Service ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅$63M to 71M of 2H 2026 Revenue ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅1,800 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Reached +3,800 Patent & Patent pending Claims ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Signed 2-3x Additional Global MNOs, Bringing the Total to +53x Covering +3.2B Subscribers ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

@spacanpanman The strength of your conviction is admirable. Thanks for sharing your honest views.

$ASTS: With the haters and doubters out in full force celebrating the loss of BlueBird-7, I'm taking advantage of the dip to add.

@tottaway22 @RKLBMan Where are you getting monthly SpaceX launches from? We’re constantly delayed.

Bunch of retail panic dumping shares overnight, will be scooped up tomorrow. Next sats done shortly, launch by mid June. Monthly SpaceX launches. Will be all good. One lessen for everyone is what’s possible on launches especially with new vehicles. Hopefully Neutron doesn’t have a failure, but important to remember when the time comes.

$ASTS getting murdered premarket. Reminder: BB7 worked and it wasn't their fault. Blue Origin failed. Complete overreaction IMO. And yes, some macro in these numbers too.

@blueorigin @Defiantclient2 @grok when is this launch Sydney time?

Our third New Glenn launch may be visible to those in the regions below, depending on weather conditions. Here’s when and where to look to the skies!

@spacanpanman I greatly admire the size of your cahunas.

$ASTS: The great thing about "competitive" noise and a large holder needing to sell shares to right their financial picture - you know why exactly a stock is off, which yields an attractive entry point ahead of positive catalyst. While people complain, I've been busy this week.

@spacanpanman I greatly admire the size of your balls.

@CatSE___ApeX___ Thanks Catse. Who filed to deploy L-Band on AST sats? (sorry if it’s a stupid q, trying to get around understanding this)

@CatSE___ApeX___ Interesting take Catse. Would you be able to address the fact that the FCC is saying they’re looking at three players in the market (AMZN, SpaceX and AST)? To what extent would AMZN have to disclose any arrangement with AST to get regulatory approval?

🍎We’re stuck with NB but need to keep our emergency SOS selling pitch running. 🅰️Well your spectrum is compatible with our broadband satellites Block3 launching 2027. 🍎It’s not really ours and they won’t sell it without the satellites. 🧶🐈‍⬛ 1/

$ASTS Abel Avellan must have the biggest balls on the planet going up against the two richest people in the world. Surely at some point he must have told Elon and Bezos that asts isn't for sale. The confidence he must have in his plan and technology is hard to fathom.

@JacobKeeton20 And also Anpanman; do you envisage a scenario in which BO acquire ASTS?

Space Stock Weekly V2 - It died... x.com/i/spaces/1Oxwb…

@JacobKeeton20 Are we concerned with Starlink and AMZN being able to launch their own satellites whenever they need due to their in house launch capability?

@Defiantclient2 @CatSE___ApeX___ @tomster000 Correct me if I’m wrong but her comment was in relation to the BO launch, not necessarily this news??

@CatSE___ApeX___ @tomster000 Yes

Amazon to buy Globalstar

@thekookreport Possible but unlikely. We literally have the FCC telling us that there will be three players - AMZN deploying on ASTS would be unlikely given this, wouldn’t it?

Not saying this will happen, but it would be one hell of a plot twist if the $GSAT deal really was just $AMZN buying spectrum and then deploying it via $ASTS like all of the other MNO partners.

@Only6inches If only the chart of launches looked similar..

$ASTS Still hiring like crazy biggest month since June 2025. The company is rapidly becoming a juggernaut of the industry (more FTEs than $IRDM, $GSAT, $TSAT etc.) We will likely have more FTEs hired YTD by end of April than we had when I started tracking in October 2021.

@AST_SpaceMobile @Reformed_Trader Can we build and launch our satellites please?

DSTA AND AST SPACEMOBILE DEEPEN SPACE-BASED CELLULAR BROADBAND PARTNERSHIP dsta.gov.sg/docs/default-s…

@Defiantclient2 @orange @AST_SpaceMobile I hope so Kevin!

@Spaceateer @orange @AST_SpaceMobile I think you'll be in for a treat after hours at the AST quarterly update

$ASTS: 🚨 @orange partners with @AST_SpaceMobile and Satellite Connect Europe on Direct-to-Device (D2D) satellite connectivity, starting with demonstrations in Romania Orange has ~270M mobile customers as of late 2025. ✅ orange.com/en/press-relea…