Deformed Gangsta
91 posts

Deformed Gangsta
@CamSlim4
I’m deformed and I’m gangsta like Khamzat
Katılım Aralık 2020
69 Takip Edilen7 Takipçiler

@DYTRDR1 @CaptainScuzzy @kingtutcap But still hitting their projection. Doesn’t sound like an execution problem at all.
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@CaptainScuzzy @kingtutcap That is correct. The absolute low end is now the projection.
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$ASTS: Wen launch? Wen satellites? Wen moon?
Those who just focus on that are missing the bigger picture by miles.
AST’s tech has worked as promised on every single satellite they’ve launched. They have partnerships with over 50 MNOs worldwide. Those MNOs have installed gateways specifically for AST SpaceMobile service. The satellites are being used by the government across various defense applications with six satellites just launched. This is all proof that AST’s tech is far and away better than everything out there based on pure facts. Nothing more, just pure facts.
When you look at competitors like Starlink, their current service is subpar at best. It’s not providing broadband or 5G speeds. If you think about it Starlink, they promised broadband too from day 1 and the best they could for now is texting and SOS. The next generation satellites they’re planning to launch are contingent on Starship being successful, which is still TBD, maybe six months to a year or more. Elon timelines so who knows. And even when they do launch, it’s still going to take time to build the full constellation and make sure the service is tested and works. So basically, let’s say 2-3 years out. And btw, no one is talking about how Elon basically gutted their entire direct-to-cell team last year. The two co-founders of Swarm who were put in charge of the D2C division were let go last year. This is equivalent of Abel or Scott leaving.
If Starlink D2C was making any real advancement, you would have seen way more MNOs sign with them and way more defections from AST. If they were as good as AST, they would have signed up most of the market already because everyone in the industry would want to work with them if they believed it was the best or only option. Competitors like Amazon and others are not even in the picture for four or five years.
So people are talking about a six-month or even a year delay for AST’s constellation when every competitor is years away from achieving what AST has already achieved.
As long as the technology works as promised, the only issue is getting the satellites up. They will get there sooner or later. Is it going to take six months? A year? A year and a half? It really doesn’t matter,
because AST has the lead for a first-of-its-kind technology. Funny enough, if AST was a private company it would be easily be valued triple its current market cap.
It’s just a matter of getting production right, and things seem to be getting better. The company clearly is going through production hell which is no surprise. AST went from a lean startup to 10x their operations in 2 years from staff to footprint. Many innovative companies failed because they couldn’t scale and went bankrupt. The company has $3.5B in cash. Three point five billion. Cash is king and buys you time, people, satellites, spectrum, etc. And every single exec is busting their ass and working night and day. Abel is literally sleeping on the factory floor. If you go check the Glassdoor reviews, people who left complain about long and insane working hours.
In the cheesiest way possible, they are giving it their all and have been fully aligned with shareholders in the process in terms of insider selling. Any company that ran that much would have seen nonstop insider selling (See PLTR or many other names out there).
All things said, the company is on the right track. Every satellite comes closer to the next one. BB7 came a couple weeks after BB6, and now three months later we’re getting three satellites. The production cadence is catching up. Whether we hit 25 or 45 this year doesn’t really matter in the bigger picture. It’s coming (albeit slowly) but it’s coming.
A bet on AST is a bet on the direct-to-cell market, because at this point in time, and based on all the facts and all the technological milestones achieved so far, they are the market leader.
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@Katzmer80 Not really impulsive to recognize 10%+ down ain’t good.
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@Blockchain4Bull @dom_lucre Good split. Chimaev clearly took 2 rounds, as did Strickland, and I’d say 5 was a coin toss.
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@dom_lucre Chimaev should have won that match. Rigged
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@LloydLegalist That phyzeek is something...might just be the fit, but he look 'bout 5'
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@WWUTTcom There are plenty of conditionals in the scripture, so you can get the text to say what you.
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So let me get this straight...
The Bible explicitly says God predestined the murder of His own perfect Son, and who would do it (Acts 4:27-28), man's greatest evil for God's greatest good (Genesis 50:20), as foreordained by God.
The Bible explicitly says nothing comes to pass, good or bad, unless God has commanded it (Lamentations 3:37-38). It explicitly says every single one of your days was written in God's book before a single day came to be (Psalm 139:16), and you cannot change it (Job 14:5), nor can you add even a single moment more to your span of life (Matthew 6:27).
But you're still certain that God does not ordain whatsoever comes to pass? Hm.
GIF
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@_DIGB Not great stuff, and crowd work is lazy, but my hunch is that you just don’t like him.
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