Bóveda Inversión retweetledi
AST SpaceMobile Announces Launch Date for BlueBird Satellites 11, 12, and 13
businesswire.com/news/home/2026…
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Bóveda Inversión
4.5K posts
Bóveda Inversión
@BovedaInversion
Inversiones personales. Cartera ecléctica: DGI, growth, value. Me gustan las empresas sólidas con resultados. Uso opciones para generar ingresos recurrentes.
Spain Katılım Şubat 2021
570 Takip Edilen2.4K Takipçiler
Bóveda Inversión retweetledi
Resulta difícil entender que un país que dispone de solo 7 hidroaviones para cubrir 17 comunidades autónomas y 2 ciudades autónomas destine dinero a financiar el tranvía de Marruecos, el tren de Egipto, proyectos de género en Guinea o iniciativas de la Agenda 2030 en Bolivia.
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Time to also negotiate a treaty on the Estate Tax
Mario Nawfal@MarioNawfal
🇪🇸🇺🇸 Spain wins the World Cup → $51M prize… but the IRS wants a cut? Because the 2026 tournament was hosted in the US, a big chunk of the winnings could face up to 30% US withholding tax (~$15M+), sparking bipartisan backlash on Capitol Hill. Nuance matters: The prize goes to Spain’s federation (which may get exemptions), players are taxed on their share, and the US-Spain tax treaty could slash the final bill significantly. Still, government taxing World Cup champions? Fair or overreach? Source: The Guardian, @PolymarketSport / Writer: Val
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Bóveda Inversión retweetledi
🇪🇸🇺🇸 Spain wins the World Cup → $51M prize… but the IRS wants a cut?
Because the 2026 tournament was hosted in the US, a big chunk of the winnings could face up to 30% US withholding tax (~$15M+), sparking bipartisan backlash on Capitol Hill.
Nuance matters: The prize goes to Spain’s federation (which may get exemptions), players are taxed on their share, and the US-Spain tax treaty could slash the final bill significantly.
Still, government taxing World Cup champions? Fair or overreach?
Source: The Guardian, @PolymarketSport / Writer: Val
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📅 22/07 -> día echado hoy desde la off season 09:06AM en 📈📉trading de OPCIONES $SPX con la #Microcuenta0DTE ($3.5K)
💲115💰con BCS ATM➕ITM 7490/85 x2… abiertas 🔓a ruptura ema50 (15’) y orden take profit estimada a S1 🔐-> ya venía de $30 madrugadores mal cerrados 😇…
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Bóveda Inversión retweetledi
BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit.
We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.
Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters!
BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42.
All of this is happening in Texas. 🤠🇺🇸📶🌎📱
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Bóveda Inversión retweetledi
🇪🇸🇦🇷 A champion’s first thank you.
Nico giving his medal to his mother says everything.
Family over everything.
Writer: Daniyal
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Bóveda Inversión retweetledi
✅ Carril bici y lucha contra el cambio climático en Dakar: 1,7 Millones €
✅ Botas Moradas para mujeres de la Amazonia ecuatoriana: 8,1 Millones €
✅ Modernización del metro de El Cairo: 228 Millones €
✅ Trenes y desaladora en Marruecos: 750 Millones €
❌ Financiación del único fármaco que frena la progresión del Alzheimer: 0 €
Después se extrañan de que cada vez haya más españoles, a derecha e izquierda, a favor de la Prioridad Nacional.
okdiario.com@okdiario
🔴 El Gobierno no financiará el único fármaco que frena la progresión del Alzheimer. #Echobox=1784219467-1" target="_blank" rel="nofollow noopener">okdiario.com/salud/gobierno…
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Bóveda Inversión retweetledi
🇦🇷 Alguien ha hecho un resumen de 13 minutos con todas las acciones sucias de los argentinos en la final.
Vídeo de jugar al fútbol no hay, eso sí. x.com/Pessi14Yrs/sta…
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Bóveda Inversión retweetledi
I built a real estate business worth tens of millions of dollars.
Then I lost most of it.
A failed partnership, the financial crisis, and a stroke changed how I think about investing forever.
Today, I share the lessons I've learned and why I believe wide-moat investing remains one of the best ways to build long-term wealth. In my latest @SeekingAlpha article, I highlight:
• Equinix ($EQIX)
• American Homes 4 Rent ($AMH)
• Howard Hughes ($HHH)
Sometimes your greatest investment lessons come from your biggest failures.
#REITs #Investing #RealEstate #WideMoat
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Buen balance SEMANAL en 📈📉trading de Opciones 0DTE $SPX con la #Microcuenta0DTE ($3.5K)… esa de $50/día (detraídas comisiones) como 🎯
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💲885💰 // 🎯 354%
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Está semana pude dedicarle más tiempo en cantidad y calidad -> target objetivo $250 netos …
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▪️Media diaria de 5,5 trades … 100% Spreads 5 puntos
▪️79% BCS // 21% BPS
▪️+0.76R media
▪️Par USD/EUR -> 0.874
▪️Rentabilidad directa semanal S/capital total 25.2%
Mira que no suele gustar el verano ☀️ para operar, y yo siempre tengo mejores resultados … ya hemos hablado, semana que viene zasca seguro 😅
.
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Bóveda Inversión retweetledi
$ASTS - Hidden in the convert filing tonight is confirmation that AST SpaceMobile/Rakuten have been awarded the J-LEO project....👀
I'm loading the boat tomorrow on this sell-off. This is massive!!
SpacBobby@SpacBobby
$ASTS - Definitely interesting use of language for use of proceeds...👀
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Bóveda Inversión retweetledi
‼️ This is actually better than many investors were expecting. Here’s what it means in plain English $ASTS
1. AST borrowed $1 billion very cheaply
The notes pay only 1.625% interest.
That means AST pays about:
$16.25 million per year in interest on a $1 billion loan.
For a company that’s still pre-cash-flow, that’s a very low borrowing cost. It suggests institutional investors were willing to accept a low yield because they see upside in the stock.
2. The conversion price is effectively $149.20/share
The investors cannot convert their debt into common stock unless the stock is worth around $149.20 (after accounting for the capped call structure).
So if $ASTS is trading:
$80 → no conversion.
$120 → no conversion.
$149+ → conversion becomes economically attractive.
3. The “capped call” is the really bullish part
$ASTS spent some of the proceeds buying what’s called a capped call, think of it like insurance.
Normally, if the notes convert, shareholders get diluted.
The capped call offsets most or all of that dilution up to about $149.20/share. Only ~1.5% potential dilution.
Without the capped call, the dilution could have been much larger.
4. Why is this bullish 🚀🚀🚀
Management is effectively saying:
“We’re comfortable issuing debt that doesn’t really become equity unless our stock is around $150.”
They’re also protecting existing shareholders by buying the capped call.
Example:
Suppose AST reaches:
$60 → no dilution.
$100 → still essentially no dilution.
$140 → still protected by the capped call.
Around $149 → conversion starts becoming relevant.
Well above $149 → some dilution may occur depending on the exact capped call terms.
My biggest takeaway
The financing tells me several things:
Institutional investors were willing to lend $ASTS $1 billion at only 1.625%.
$ASTS raised the money with very little near-term shareholder dilution!!!!
Management now has an enormous amount of capital to execute its plans while protecting shareholders much better than if they had simply sold $1 billion of new stock.
$ASTS is a screaming BUY at these levels and I expect insiders to start buying at these levels again!
Anp🅰️nman@spacanpanman
$ASTS: $1B convert is priced with 1.625% coupon and capped call, raising the effective conversion price to $149.20 or 1.5% potential dilution. AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 (Effective Conversion Price of $149.20 per Share with Capped Call) Business Wire MIDLAND, Texas -- July 15, 2026 AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced the pricing of $1.0 billion aggregate principal amount of 1.625% convertible senior notes due 2034 (the “Notes”) in a private offering (the “Notes Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The sale of the Notes to the initial purchasers is expected to settle on July 20, 2026, subject to customary closing conditions. Key Elements of the Transaction: $1.0 billion 1.625% convertible senior notes due 2034, which have an initial conversion price of approximately $79.57 per share of AST SpaceMobile’s Class A common stock, which represents a premium of approximately 20.0% over the last reported sale price of AST SpaceMobile’s Class A common stock on July 15, 2026. Capped call transactions entered into in connection with the pricing of the Notes have an initial cap price of $149.20 per share of AST SpaceMobile’s Class A common stock, which represents a premium of 125.0% over the last reported sale price of AST SpaceMobile’s Class A common stock on July 15, 2026. Option to Purchase Additional Notes: AST SpaceMobile also granted the initial purchasers of the Notes in the Notes Offering an option to purchase, for settlement within a 13-day period beginning on, and including, the first date on which the Notes are issued, up to an additional $150.0 million aggregate principal amount of Notes. Use of Proceeds: AST SpaceMobile estimates that the net proceeds from the Notes Offering will be approximately $983.6 million (or approximately $1,131.2 million if the initial purchasers’ option to purchase additional Notes is exercised in full), after deducting the initial purchasers’ discounts and commissions and estimated offering expenses payable by AST SpaceMobile. AST SpaceMobile intends to use $96.9 million of the net proceeds from the Notes Offering to pay the cost of the capped call transactions described below. AST SpaceMobile intends to use the remaining net proceeds from the Notes Offering to pursue an expanding universe of growth initiatives and secure additional access to orbit for its space-based cellular broadband network, including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers. AST SpaceMobile currently does not have any understandings or agreements with respect to any such strategic transactions. If the initial purchasers exercise their option to purchase additional Notes, AST SpaceMobile expects to use a portion of the net proceeds from the sale of the additional Notes to enter into additional capped call transactions with the option counterparties (as defined below), with the remainder of the net proceeds to be used as described above. Additional Details of the Notes: The Notes will be senior, unsecured obligations of AST SpaceMobile. The Notes will accrue interest at an annual rate of 1.625%, payable semiannually in arrears on February 1 and August 1 of each year, beginning on February 1, 2027. The Notes will mature on February 1, 2034, unless earlier converted or repurchased. Prior to the close of business on the business day immediately preceding November 1, 2033, noteholders will have the right to convert their Notes only upon the satisfaction of specified conditions and during certain periods. On or after November 1, 2033 and until the close of business on the second scheduled trading day immediately preceding February 1, 2034, noteholders may convert their Notes at any time regardless of these conditions. The initial conversion rate will be 12.5672 shares of AST SpaceMobile’s Class A common stock per $1,000 principal amount of Notes (equivalent to an initial conversion price of approximately $79.57 per share of AST SpaceMobile’s Class A common stock, which represents a premium of approximately 20.0% over the last reported sale price of $66.31 per share of AST SpaceMobile’s Class A common stock on the Nasdaq Global Select Market on July 15, 2026), subject to adjustment in certain circumstances. AST SpaceMobile will settle conversions of Notes by paying or delivering, as the case may be, cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election. The Notes will not be redeemable at AST SpaceMobile’s option prior to the maturity date, and no sinking fund is provided for the Notes. Noteholders will have the right, subject to certain conditions and exceptions described in the indenture governing the Notes (the “indenture”), to require AST SpaceMobile to repurchase for cash all or a portion of their Notes upon the occurrence of a fundamental change (as defined in the indenture) at a purchase price of 100% of their principal amount plus accrued and unpaid interest, if any, to, but excluding, the relevant repurchase date. In addition, following certain corporate events that occur prior to February 1, 2034, AST SpaceMobile will, in certain circumstances, increase the conversion rate for a noteholder who elects to convert its Notes in connection with such corporate events. Capped Call Transactions: In connection with the pricing of the Notes, AST SpaceMobile entered into capped call transactions with certain of the initial purchasers of the Notes or affiliates thereof and other financial institutions (the “option counterparties”). The capped call transactions cover, subject to customary adjustments, the number of shares of AST SpaceMobile’s Class A common stock initially underlying the Notes. The capped call transactions are expected generally to reduce the potential dilution to AST SpaceMobile’s Class A common stock upon any conversion of Notes and/or offset any cash payments AST SpaceMobile is required to make in excess of the principal amount of converted Notes, as the case may be, with such reduction and/or offset subject to a cap. The cap price of the capped call transactions is initially $149.20 per share, which represents a premium of 125.0% over the last reported sale price of AST SpaceMobile’s Class A common stock of $66.31 per share on the Nasdaq Global Select Market on July 15, 2026, and is subject to certain adjustments under the terms of the capped call transactions. In connection with establishing their initial hedges of the capped call transactions, AST SpaceMobile expects the option counterparties or their respective affiliates will enter into various derivative transactions with respect to AST SpaceMobile’s Class A common stock and/or purchase shares of AST SpaceMobile’s Class A common stock concurrently with or shortly after the pricing of the Notes, including with, or from, as the case may be, certain investors in the Notes. This activity could increase (or reduce the size of any decrease in) the market price of AST SpaceMobile’s Class A common stock or the Notes at that time. In addition, the option counterparties or their respective affiliates may modify their hedge positions by entering into or unwinding various derivatives with respect to AST SpaceMobile's Class A common stock and/or purchasing or selling AST SpaceMobile’s Class A common stock or other securities of AST SpaceMobile in secondary market transactions following the pricing of the Notes and prior to the maturity of the Notes (and are likely to do so during the 20 trading day period beginning on the 21st scheduled trading day prior to the maturity date of the Notes, or, to the extent AST SpaceMobile exercises the relevant termination election under the capped call transactions, following any repurchase or conversion of the Notes). This activity could also cause or avoid an increase or a decrease in the market price of AST SpaceMobile’s Class A common stock or the Notes, which could affect a noteholder’s ability to convert the Notes and, to the extent the activity occurs during any observation period related to a conversion of Notes, it could affect the number of shares, if any, and value of the consideration that a noteholder will receive upon conversion of its Notes. The Notes are only being offered and will only be sold to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act by means of a private offering memorandum. Neither the Notes nor the shares of AST SpaceMobile’s Class A common stock potentially issuable upon conversion of the Notes, if any, have been, or will be, registered under the Securities Act or the securities laws of any other jurisdiction, and unless so registered, may not be offered or sold in the United States, except pursuant to an applicable exemption from, or in a transaction not subject to, such registration requirements. This announcement is neither an offer to sell nor a solicitation of an offer to buy any of the Notes or any shares of AST SpaceMobile’s Class A common stock potentially issuable upon conversion of the Notes and shall not constitute an offer, solicitation, or sale in any jurisdiction in which such offer, solicitation, or sale is unlawful. About AST SpaceMobile AST SpaceMobile is building the first and only global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on our extensive IP and patent portfolio, designed for both commercial and government applications. Our engineers and space scientists are on a mission to enable 4G and 5G space-based cellular broadband to every device, everywhere, for today’s nearly 6 billion mobile subscribers globally. Forward-Looking Statements This communication contains “forward-looking statements” that are not historical facts, including statements concerning the completion of the Notes Offering, the potential effects of entering into the capped call transactions, and the expected use of the net proceeds from the Notes Offering. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “potential,” “will,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Such risks include, but are not limited to, whether AST SpaceMobile will consummate the Notes Offering, prevailing market conditions, the anticipated principal amount of the Notes, which could differ based upon the exercise of the initial purchasers’ option to purchase additional Notes, the anticipated use of the net proceeds from the Notes Offering, which could change as a result of market conditions or for other reasons, whether the capped call transactions described above will become effective, the effects of entering into these transactions, and the impact of general economic, industry or political conditions in the United States or internationally. AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors in AST SpaceMobile’s Form 10-K for the fiscal year ended December 31, 2025 filed with the SEC on March 2, 2026, its Form 10-Q for the fiscal quarter ended March 31, 2026 filed with the SEC on May 11, 2026 and the future reports that it may file from time to time with the SEC. AST SpaceMobile’s securities filings can be accessed on the EDGAR section of the SEC’s website at sec.gov. Except as expressly required by applicable securities law, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise. businesswire.com/news/home/2026…
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Bóveda Inversión retweetledi
BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida.
Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds
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@AleInversor ¿Prejubilado de 47 años con 2000€/mes?
Si se aburre es porque quiere.
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El otro día conocí a un funcionario prejubilado de la administración pública a los 47 años. Según me contaba, todo se debió a un "error de tramitación interna". ¿Su condena? Una paga vitalicia de 2.000€ limpios al mes que pagamos entre todos.
Lo más gracioso es que el tío me admitía que está desquiciado del aburrimiento. Ha solicitado por activa y por pasiva volver al curro, recuperar su plaza y aportar algo, pero la propia administración le ha denegado la reincorporación porque el papeleo ya está cerrado.
¿Qué pensáis de este nivel de gestión pública?
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Lo malo es cuando te das cuenta que tu hija bate tu cartera 🤣🥰
Alberto | Inversor por vocación@StockDividendos
El fondo indexado al MSCI World que abrí hace un tiempo a nombre de mi hija, haciendo aportaciones mensuales, lleva una revalorización del +19,60%. Ojalá no lo necesite nunca y siga aportando. Tendrá el camino mucho más llano.
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Bóveda Inversión retweetledi
Me parece increíblemente sencillo: si esperas el tiempo suficiente en una parada de autobús, tienes la garantía de coger un autobús; pero si vas corriendo de parada en parada, puede que nunca lo cojas.
— Howard Marks
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💰Dividendos
- $MO → $134,62
- $VICI → $51,75
- $ITW → $106,26
- $DNP → $42,90
Total: $335,53
Seguimos trabajando.
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📈Opciones
- $RKLB BPS 85/80 (17 JUL): prima cobrada +$121,61
- $ASTS 95 PUT rolo 17 JUL → 21 AGO - prima neta +$403,86
🔽
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Semana 6-10 JUL 📅
$335,53 en dividendos.
Rolo la PUT de $ASTS en vez de dejarla vencer en contra.
🛒Acciones
- $MSFT a $386,24 (ampliación)
🔽
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