ObjectiveRe🅰️lity

Just fell to my knees in a Walmart $ASTS

$ASTS This SES possible partnership plus the FCC enabling SCS beyond land in international waters is sneaky big and makes me wonder. With AST’s current infrastructure the network could realistically reach close to 90% of maritime traffic. Most global shipping lanes sit within range of land based gateways. Wonder how $VSAT is feeling 😳 Love seeing the small fish turn into big fish. Massive disruption happening right in front of our eyes. Below you can see the SES infrastructure and AST Bluebird field of view. This setup should be able to cover most major shipping lanes.

$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.