REDRUM 🅰️

$ASTS - Launch Prediction Chart 🚀⁣ ⁣⁣ What we know, based on company communication:⁣ ⁣⁣ ℹ️ "Four launches at least through Q1-26" - Scott Wisniewski⁣⁣ ⁣ ℹ️ Deployment plan to reach 45-60 satellites in orbit during 2025 and 2026 - Q2 2025⁣⁣ ⁣ ℹ️ AST has communicated that they plan for 248 satellites by the end of 2028.⁣ ⁣ 💡 I predict four launches in Q1-26.⁣ ⁣ 💡 I predict the next launch is three satellites (BB8-BB10) on a Falcon 9, followed by one satellite (BB7) on New Glenn. ⁣ 💡 I predict that AST will have 44 satellites in orbit by July 2026 - enough for continuous coverage in US, Europe and Japan.⁣ ⁣⁣ 💡 I predict 70 satellite in orbit at the end of 2026.⁣ I update this chart on a monthly basis, or when something occurs that affect these predictions. ⁣⁣ ✅ Make sure to follow for future updates.⁣ ⁣ Latest chart is always the pinned post on my profile.

@LionnetPierre It’s OK to not understand everything. Knowing your limits is a good thing.

I don’t understand the 🅰️ crowd that invested in ASTS as the next commercial space service revolution providing 4G like connectivity to smartphones now getting all revved up for every new announce for Golden Dome. What’s your investment thesis exactly?

$ASTS - 🚨New episode featuring @spacanpanman is live on the AST SpaceMobile Podcast! 🎙️ Amazon's $10B Space Bet and AST SpaceMobile's Production Breakout ✅ Amazon Globalstar Acquisition Rumors ✅ AST SpaceMobile Production Milestones ✅ Apple Satellite Strategy Pivot ✅ Direct-to-Device Market Evolution ✅ Space Force Budget Growth Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690 ---------------------- Anpanman breaks down the major rumors involving Amazon's potential multi-billion dollar acquisition of Globalstar. The discussion explores why Amazon would seek out Globalstar’s spectrum for both terrestrial and space-based applications and how this impacts current players like SpaceX and Apple. Anpanman highlights the complex 'poison pill' relationship Apple has with Globalstar and why Apple might be looking for an exit strategy as it seeks more robust broadband solutions for the iPhone. This episode provides an exclusive deep dive into the engineering progress at AST SpaceMobile. Anpanman explains how the company has resolved critical structural 'stacking' issues related to their composite rings, which previously caused production bottlenecks. With these hurdles cleared, AST SpaceMobile is moving toward an aggressive manufacturing cadence. Anpanman notes that the SpaceMob can expect a significantly faster launch frequency now that terminal velocity in production has been reached. Anpanman also addresses the evolving sentiment of industry consultants who previously dismissed the Direct-to-Device market. As major tech giants like Amazon and Google enter the space, the strategic value of existing satellite players is being reassessed by the broader market. The episode touches on the role of legacy analysts and why their late-cycle pivot to space cellular technology provides a unique opportunity for early investors. The conversation concludes with an analysis of the US Space Force's massive budget request, which has ballooned to over $71 billion. Anpanman discusses how this surge in government spending underscores the strategic importance of dual-use satellite constellations. As geopolitical tensions rise, the sensing and communications capabilities provided by companies like AST SpaceMobile become essential pillars of national security infrastructure.

@JeanTube18 Yeah. I needed a kick in the butt.

@redrum_2001 Wow, you were fast, thank you !😅

$ASTS - Launch Prediction Chart 🚀⁣ ⁣⁣ What we know, based on company communication: ⁣ ⁣⁣ ℹ️ Deployment plan to reach 45-60 satellites in orbit during 2025 and 2026 ⁣ ℹ️ AST has communicated that they plan for 248 satellites by the end of 2028. ⁣ ⁣ 💡 Next launch in a few weeks - Bluebird 7 on New Glenn. ⁣ 💡 After that, a batch shipment of 6 Bluebirds (BB8-BB13) on a Falcon 9 x 2. ⁣ 💡 I predict that AST will have 47 satellites in orbit by October 2026 - enough for continuous coverage in US, Europe and Japan.⁣ ⁣⁣ 💡 I predict 63 satellites in orbit at the end of 2026.⁣ I update this chart on a monthly basis or when something occurs that affects these predictions. ⁣⁣ ✅ Make sure to follow for future updates. ⁣ ⁣ Latest chart is always the pinned post on my profile.

@GregCoo82535188 @josemlira Yes, with the possibility that Falcon 9 may take 4. And New Glenn 9x4 may take 12.

@josemlira @redrum_2001 You do realize Falcon holds 3 and New Glenn holds 6-8 right? The last solo sat launch ever is in 8 days. From there on the birds only come in flocks.

@Joelptrs I'm optemistic. I think things will start moving much faster soon.

@redrum_2001 I am not sure about the cadence. For the upcoming BB7, it has been stuck with Blue Origin since Jan.. I hope I am wrong

@JeanTube18 Yeah, I should get around doing that soon.

@redrum_2001 Ok thank you for your work ! Do you plan to update the chart soon?

$ASTS - Launch Prediction Chart 🚀⁣ ⁣⁣ What we know, based on company communication:⁣ ⁣⁣ ℹ️ "Four launches at least through Q1-26" - Scott Wisniewski⁣⁣ ⁣ ℹ️ Deployment plan to reach 45-60 satellites in orbit during 2025 and 2026 - Q2 2025⁣⁣ ⁣ ℹ️ AST has communicated that they plan for 248 satellites by the end of 2028.⁣ ⁣ 💡 I predict four launches in Q1-26.⁣ ⁣ 💡 I predict the next launch is three satellites (BB8-BB10) on a Falcon 9, followed by one satellite (BB7) on New Glenn. ⁣ 💡 I predict that AST will have 44 satellites in orbit by July 2026 - enough for continuous coverage in US, Europe and Japan.⁣ ⁣⁣ 💡 I predict 70 satellite in orbit at the end of 2026.⁣ I update this chart on a monthly basis, or when something occurs that affect these predictions. ⁣⁣ ✅ Make sure to follow for future updates.⁣ ⁣ Latest chart is always the pinned post on my profile.

@JeanTube18 3 sats per falcon 9, two launches same month = 6 satellites.

@redrum_2001 6 satellites per falcon 9 ? It is not 4 ?

@sgreddit125 @scottwisniews Well, the outro asks you like and subscribe 😬

@redrum_2001 @scottwisniews Thanks as always! 🙏 Crazy listening to a podcast totally clean from SpaceMob on such a specific topic for free. None of the usual prodcast bogus: - “Hey guys, ABC product is amazing for XYZ” - “be sure to like and subscribe” - “for more content check out” - etc…

$ASTS - 🚨New episode featuring @scottwisniews is live on the AST SpaceMobile Podcast! 🎙️ SatShow - Scaling the Largest Array in Space: A Conversation with Scott Wisniewski ✅ Next-Gen Satellite Deployment ✅ Direct-to-Device Spectrum Strategy ✅ Global MNO Partnerships ✅ Defense and SDA Contracts ✅ Commercial Revenue Growth Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690 ------------------- Scott Wisniewski, President and Chief Strategy Officer of AST SpaceMobile, joins the podcast to discuss the monumental success of the BlueBird 1 satellite deployment. This episode provides an inside look at the engineering challenges of launching the largest commercial communications array ever put into orbit and why successful unfolding marks a pivotal moment for the SpaceMob. A major focus of the discussion is the critical role of spectrum in the direct-to-device race. Scott explains the dual strategy of utilizing partner cellular spectrum while acquiring strategic rights to L-band and S-band frequencies. This combination is designed to improve service quality and subscriber reach, ensuring that SpaceMobile remains the partner of choice for mobile network operators worldwide. Strategic partnerships take center stage as Scott highlights the significance of agreements with global leaders like Orange, AT&T, Verizon, and Vodafone. These collaborations aim to tap into the 6 billion smartphones currently in circulation, offering a seamless network improvement for billions of people without requiring any new hardware. The conversation also dives into the rapidly expanding defense segment, including the recent Space Development Agency (SDA) contract for the Europa effort. Scott details how the massive satellite arrays are being utilized for secure government communications and radar applications, creating a second multi-billion dollar business vertical alongside the commercial market. Finally, Scott shares the vision for the next 24 months, detailing the plan to launch commercial services and the transition from testing to definitive legal contracts with carriers. With a revenue balance expected between government and commercial sectors in the near term, the long-term goal is a dominant global presence that finally fulfills the promise of universal connectivity.

$ASTS - Get ready for launch. Get your SpaceMob merch here: spacemob.printify.me

$ASTS - 🚨New episode featuring @thekookreport is live on the AST SpaceMobile Podcast! 🎙️ Kook's Weekly - March 29 - The Non-Linear Path to a Trillion: AST SpaceMobile and the SpaceMob Strategy ✅ AST SpaceMobile Milestones ✅ Options Strategy Tactics ✅ SpaceX Competitive Analysis ✅ Military Space Applications ✅ Global Spectrum Strategy Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690 --------------------- A deep dive into the technical confirmation of AST SpaceMobile's beamforming technology following the successful video call demonstrations in Ireland. The discussion analyzes how the signal-to-noise ratio confirms the company's ability to transmit high-gain frequencies without interference, a critical validation of the BlueWalker 3 architecture. This weapons-grade research from the SpaceMob community reinforces the viability of the upcoming Bluebird constellation deployment. An exploration of the 'Talks' options strategy designed to navigate the high volatility of the space sector. By selling put spreads to fund out-of-the-money calls, investors can manage downside risk while maintaining massive upside exposure. This section details why timing these cycles is like bull riding and how to satisfy the urge to trade without compromising a core long-term portfolio in AST SpaceMobile. Analyzing the competitive friction between Elon Musk's SpaceX and traditional mobile network operators. While some carriers have partnered with SpaceX, the vertical integration of Starlink poses a long-term threat to the carrier model. AST SpaceMobile offers a partner-friendly, carrier-neutral alternative that respects sovereign data laws, as evidenced by recent regulatory rejections of Starlink in countries like Namibia due to lack of local control. Detailed look at the military and IoT expansion opportunities, including the strategic importance of the 'Golden Dome' project and electronic warfare capabilities. From direct-to-cow tracking in agriculture to emergency services connectivity, the potential for low-frequency, high-margin data usage is immense. These applications provide insurance-like capacity payments that could lead to non-linear revenue growth far beyond current market estimates. A look ahead at the upcoming launch schedule with Blue Origin's New Glenn rocket and the anticipated SpaceX S-1 filing. With a firm April 10 'no earlier than' date for the New Glenn 3 launch, the market is preparing for a potential relief rally. The discussion highlights the historical performance of space stocks leading into launch events and the strategic importance of the batch one shipment at the end of April.

$ASTS - Yes!

$ASTS - 🚨New episode featuring Simon Allard is live on the AST SpaceMobile Podcast! 🎙️ Total Coverage: The New Zealand Space Race with 2° and AST SpaceMobile ✅ Satellite-to-Phone Technology ✅ Emergency Disaster Recovery ✅ New Zealand Telecommunications ✅ SpaceMobile Infrastructure ✅ 3GPP Standards Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690 -------------------- Simon Allard from 2° breaks down the massive technological shift coming to New Zealand mobile connectivity through the partnership with AST SpaceMobile. The episode explores why 2° chose AST over SpaceX, focusing on the ability to provide voice, data, and SMS services to standard 4G handsets from day one. Simon Allard highlights how this approach differentiates 2° in the current New Zealand space race, emphasizing the strategic importance of end-to-end network control. A central theme of the discussion is the physical and technical scale of the AST SpaceMobile constellation. Simon Allard explains that the SpaceMob model uses fewer but much larger satellites, known as BlueBirds, which measure over 200 square meters. These massive arrays function as cell towers in space, utilizing advanced beamforming technology to maintain stationary coverage cells on the ground even as the satellites orbit at high speeds. This ensures that the 48-kilometer hexagonal cells remain consistent for users on the ground. The conversation also dives into the logistical challenges of building the necessary ground infrastructure. Simon Allard recounts the process of selecting Marton in the middle of the North Island for the gateway station. The site required a 10-degree line of sight, 500 kilowatts of power, and access to diverse fiber routes. Interestingly, Marton was chosen partly because regulatory bodies did not expect the area to receive 6G, freeing up the QV band frequencies needed for satellite backhaul. Disaster resilience is a major focus, particularly in light of Cyclone Gabrielle. Simon Allard details how the SpaceMobile network acts as a safety net, allowing users to make 111 emergency calls and send texts even when land-based towers are destroyed. The episode explains how the 2° core network can prioritize emergency traffic and manage spectrum to ensure connectivity remains available during natural disasters, providing a critical lifeline for search and rescue operations. Finally, the episode looks ahead to the future of the SpaceMob partnership, including the potential for high-density IoT connectivity and maritime services. By leveraging the 900 megahertz spectrum, 2° aims to offer a seamless experience where users can transition from terrestrial towers to satellite coverage without dropping a call. Simon Allard concludes with insights into the testing phase and the upcoming launch of products that will redefine the boundaries of the mobile network in New Zealand.

$ASTS - 🚨New episode featuring @spacanpanman is live on the AST SpaceMobile Podcast! 🎙️ The SpaceMobile Moat: Engineering, IPOs, and the Path to Global Connectivity ✅ Composite Engineering Moats ✅ Blue Origin Launch Strategy ✅ SpaceX IPO Market Impact ✅ FCC Regulatory Milestones ✅ Defense and Military Strategy Listen and subscribe to the AST SpaceMobile Podcast here: pod.link/1832680690

$ASTS - Maybe it's time to update my predictions?

$ASTS - The constellation is growing; adding more shells. As predicted. And I'm sure there will come more.

$ASTS - AST have a lot of powerful allies, who all want’s them to succeed.

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