ASTS B 🅰️ gholder
26 posts

















Cape Canaveral. Next stop: orbit 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 BlueBirds 12 and 13 have arrived at Cape Canaveral, joining BlueBird 11 ahead of their imminent launch. These trucks carry more than satellites. They carry years of engineering, innovation, and execution. Production continues through BlueBird 38. Built in Texas. Cellular Broadband from space. A new layer of connectivity. 🌎📶📱🇺🇸 Build. Ship. Launch. Repeat. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds






I get it’s frustrating, but a couple big things happened since last $ASTS ER that could explain the need to raise at $149.2 1. Blue blew 2. Grain approved for D2C 3. JLeo award 4. Spectrum consolidation 5. Ligado & dod to settle 6. Blue raising $10b 7. 400k sqft new facility 8. BB8-10 1st composite batch success Net 1.5% dilution at effective share price of $149.2 & interest rate of 1.625% In theory that’s better than doing ATM right now or under written offering. They probably wouldn’t have added the capped call if they did it a couple weeks ago and therefore the net dilution share price would be about the same Let’s see what comes next week. They are getting demand signals & taking action on them.



















