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Bogd🅰️n Yeroshenko
102 posts

Bogd🅰️n Yeroshenko
@BYeroshenko
Nft and Cypto trader. +passive investor
Serbia Katılım Mart 2014
222 Takip Edilen45 Takipçiler
Bogd🅰️n Yeroshenko retweetledi

$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
☑️Block-2 Launches in Batches of 3-4x or 6-8x satellites every 1-2 months
☑️FCC Approval for Full US SCS Commercial Service
☑️HALO Europa 1st Task Order
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More than 50 global MNOs
☑️FirstNet Investment and Definitive Commercial Agreement
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Unlocking portion of $20M, $25M, and $65M in Revenue Prepayments from AT&T, Vodafone and Verizon upon completion of milestones
☑️Beta Testing w/ AT&T and FirstNet in 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:
✅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
GIF
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Bogd🅰️n Yeroshenko retweetledi

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States
businesswire.com/news/home/2026…

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Bogd🅰️n Yeroshenko retweetledi
Bogd🅰️n Yeroshenko retweetledi

You want a CEO that has an incentive to push the share price higher and sees the company as his mission.
Abel doesn't take a salary but owns (and hasn't sold any) 78m shares.
He's working night shifts and has slept on the factory floor to get the next BBs in the sky $ASTS


Big Brain Business@BigBrainBizness
Peter Thiel: the single most predictive question before investing in a startup is "what is the CEO's salary?"
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Bogd🅰️n Yeroshenko retweetledi

AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral
businesswire.com/news/home/2026…

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Bogd🅰️n Yeroshenko retweetledi
Bogd🅰️n Yeroshenko retweetledi

BlueBird is on board! @AST_SpaceMobile's satellite is now integrated with our NG-3 launch vehicle. Next up: rollout for hotfire.

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Bogd🅰️n Yeroshenko retweetledi

$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.

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Bogd🅰️n Yeroshenko retweetledi

The Space Force is ready to ingest a large expected budget boost for fiscal 2027, with plans to expand current capabilities and move faster to field capabilities currently under development, Chief of Space Operations Gen. Chance Saltzman said yesterday.
He stressed that this is the first time there has been widespread agreement that the Space Force needs not just to grow, but to "accelerate" its growth to meet the threats.
The service "can’t wait five, six, seven years to do what we need to do. We need to be there in two years, three years. And it looks like the resourcing is going to now match those aspirations," Saltzman said.

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Bogd🅰️n Yeroshenko retweetledi

NG-3 Update: We're targeting launch of the @AST_SpaceMobile BlueBird 7 satellite for no earlier than Friday, April 10.
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Bogd🅰️n Yeroshenko retweetledi

Recommended money according to age:
0: $0
1: $0
2: $0
3: $0
4: $0
5: $0
6: $0
7: $0
8: $0
9: $0
10: $0
11: $0
12: $0
13: $93
14: $232
15: $465
16: $1,395
17: $3,255
18: $6,975
19: $13,950
20: $23,250
21: $37,200
22: $55,800
23: $83,700
24: $120,900
25: $167,400
26: $232,500
27: $325,500
28: $465,000
29: $651,000
30: $930,000
31: $1,209,000
32: $1,581,000
33: $2,046,000
34: $2,604,000
35: $3,255,000
36: $4,092,000
37: $5,115,000
38: $6,417,000
39: $7,998,000
40: $9,858,000 (Peak)
41: $9,765,000
42: $9,672,000
43: $9,579,000
44: $9,440,000
45: $9,300,000
46: $9,114,000
47: $8,928,000
48: $8,742,000
49: $8,556,000
50: $8,370,000
51: $8,138,000
52: $7,905,000
53: $7,672,000
54: $7,440,000
55: $7,208,000
56: $6,975,000
57: $6,743,000
58: $6,510,000
59: $6,278,000
60: $6,045,000
61: $5,766,000
62: $5,487,000
63: $5,208,000
64: $4,929,000
65: $4,650,000
66: $4,371,000
67: $4,092,000
68: $3,813,000
69: $3,534,000
70: $3,255,000
71: $2,976,000
72: $2,697,000
73: $2,418,000
74: $2,139,000
75: $1,860,000
76: $1,581,000
77: $1,302,000
78: $1,023,000
79: $744,000
80: $465,000
81: $279,000
82: $140,000
83: $46,500
Death: $0
From 15 to 40 → Work hard
From 40 to 80 → Enjoy
Are you on track? 🤔
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Bogd🅰️n Yeroshenko retweetledi
Bogd🅰️n Yeroshenko retweetledi
Bogd🅰️n Yeroshenko retweetledi

$ASTS - THIS COULD BE HUGE! 🚨🚀
I’ve been an investor in Apptronik for over a year, but today’s company update delivered a massive "Ah-ha!" moment. $T (AT&T) just entered as a HEADLINE Apptronik investor! (link to release below)
CONNECT THE DOTS: 👇
🧠 The Brain: Google DeepMind (Major Early Investor) in both $ASTS & Apptronik
🦾 The Body: Apptronik Apollo → Mass Production via Jabil
📶 The Network: AT&T + $ASTS
This isn't just a robot. It’s the birth of the first Globally Connected Autonomous Workforce.
With the $ASTS constellation, these bots won't need Wi-Fi. They can deploy to remote oil rigs, disaster zones, and massive smart farms (John Deere just invested too! 🚜).
AT&T isn't just buying bots; they are securing the nervous system for physical AI.
The TAM for $ASTS just expanded dramatically . 🌍🛰️

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Bogd🅰️n Yeroshenko retweetledi

$ASTS: 🚨 AST SPACEMOBILE ADDED TO MSCI WORLD INDEX
According to ChatGPT and Gemini, index funds will need to buy between an estimated 3 to 8 million ASTS shares by February 27th to reflect its inclusion
A more accurate assessment will be published by index desks of investment banks over the next 2 weeks.

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Bogd🅰️n Yeroshenko retweetledi
Bogd🅰️n Yeroshenko retweetledi

AST SpaceMobile Successfully Completes Unfolding of BlueBird 6, the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit
businesswire.com/news/home/2026…

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Bogd🅰️n Yeroshenko retweetledi

Christian singer Matthew West shared a powerful story about taking his daughter to camp. During an exercise, the daughters were blindfolded and the dads were told to guide them through the woods after repeating three instructions: I will never leave you. You can ask me anything. And only listen for my voice.
At first, he could guide her easily. Then the counselors signaled for him to remove his hand. He was no longer allowed to speak unless his daughter remembered she could ask him anything. Eventually, they got off track on their hike and a counselor quietly led her into a ditch without her realizing it.
After standing there blindfolded and confused, she finally asked, “Dad, are you there?”
Matthew said he teared up as he answered, “Yeah. I’m here.”
This moment reminded him how often we forget the same truths about God: that He never leaves us, we can ask Him anything, and we need to listen for His voice.
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Bogd🅰️n Yeroshenko retweetledi

$ASTS just got FCC approval to start testing BlueBird 6 in the United States.
This is MASSIVE for the direct-to-device space race.
What Just Got Approved (60-Day Special Temporary Authorization):
$ASTS can now test supplemental coverage from space operations with:
• Five in-orbit BlueBirds plus FM-1 (BlueBird 6)
• Direct-to-device testing with commercially available phones
• Partnership testing with $T (AT&T), $VZ (Verizon), and FirstNet
• 700/800 MHz service downlinks to standard consumer devices
• Gateway earth station testing at 37.5-42 GHz downlinks
Translation: They are testing REAL phones connecting to satellites in orbit over the U.S.
This is not lab testing. This is live network testing with actual AT&T and Verizon devices that consumers already own. No special hardware required.
Why This Matters:
$ASTS has been testing internationally. This is the first FCC authorization for U.S. commercial network testing with their MNO partners.
The full 248-satellite deployment application is still pending. But this 60-day STA lets $ASTS and their partners validate technical capabilities and performance before commercial launch.
The Testing Parameters:
• Unprotected, non-harmful interference basis
• All testing coordinated with AT&T, Verizon, and FirstNet in advance
• Only authorized user devices and gateways
• If any interference detected, transmissions cease immediately
• Full compliance with U.S. and international authorizations
The Bigger Picture:
AT&T and Verizon are invested partners. FirstNet (government first responder network) is involved. FCC is approving testing.
This is the path to commercial deployment. Testing leads to data. Data leads to full authorization. Full authorization leads to revenue.
$ASTS is up Big Today. But this testing approval is the kind of regulatory milestone that de-risks the entire thesis.
Five BlueBirds in orbit. Partners ready to test. FCC approval granted. 60 days to prove the technology works on U.S. soil with standard consumer smartphones connecting directly to satellites.
The direct-to-device revolution is happening.
$ASTS is leading it.

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Bogd🅰️n Yeroshenko retweetledi

@ASTS_SpaceMob I have been asking strangers, usually waiting in line, gym etc. Do you invest in stock market. Have you heard of ASTS? 95% of the time it’s No what’s ASTS? We are still very early and in our own world.
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