rian
194 posts
NEW TEGUS INTERVIEW WITH FORMER AST SPACEMOBILE EMPLOYEE They think that AST could be a potential buy out candidate for Amazon 👀 $ASTS $AMZN
$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
$ASTS - 🚨Space Force budget nearly doubles to $71B in FY27 President’s Budget🚨 This is a clear “skate to where the puck is going” moment in history whereby USSF is moving from prototype to production to deployment. The $1.6B looks to be for MILNET commercial LEO. So, this doesn’t quite inform as to the status of the PWSA T3TL AoA. (SDA is behind schedule with future tranches, so perhaps they’re still evaluating prototypes, feasibility and how to split roles among internal competition.) Spend Plan vs Request: 👉🏽Classified Programs is 4x increase 👉🏽RDT&E is 7x increase breakingdefense.com/2026/04/golden…
This tees up a potential debate in Congress about the future of the organization and the service’s plan for managing both tactical and enterprise communication needs. MORE: airandspaceforces.com/space-force-bu… #SpaceForce #Guardian
A reminder that $ASTS CEO is playing for equity upside. He's a true owner operator. - Base Salary. Mr. Avellan has historically asked not to be paid any base salary in excess of applicable minimum wage requirements under federal law. He has not received any base salary from the Company since the consummation of the Business Combination in April 2021. - Cash Bonus. Mr. Avellan did not participate in our annual bonus program in 2025 and received no cash bonus payouts for 2025 performance.
$ASTS Great news FCC confirmed the more narrow definition of SpaceX exclusivity in the 2 Ghz band. This means 10 x 10 mhz from EU 2027 reallocation is still very much possible with US licensed satellites. Up 10 mhz between 1980-2000 and down between 2170-2180. Also AST can still pursue smaller unblocked S-band internationally. Net net this round is a big win for AST with Ligado protected and narrow S-band still intact.
