M🅰️ttForASTS
4K posts

M🅰️ttForASTS
@DallamMatt
I believe in science! Bachelor of Science in Natural Resource Science, Cal Poly, Humboldt, Ca.
Weat Coast Katılım Mart 2016
1K Takip Edilen431 Takipçiler

And to think Bloomberg or AST hasn’t even made a formal announcement yet.
SpaceMob has known this is coming for weeks…now it’s official.
This should re-rate $ASTS to $120+ very soon as we see official PR
Nikkei Asia@NikkeiAsia
Rakuten-led group set for subsidies to build Japan's answer to Starlink Government readies $900m in support for homegrown satellite-to-mobile access s.nikkei.com/4v4DIia
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@Defiantclient2 @TMFAssociates @AST_SpaceMobile @Defiantclient2 Do you mean 20-25 Block 2 in orbit EOY or 20-25 B1+B2?
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$ASTS: @TMFAssociates claims that there will be no D2D service besides Starlink/Globalstar/Skylo until 2028.
Tim Farrar is pretty much suggesting @AST_SpaceMobile won't start service until 2028.
Another easy one to add to the list of claims: istimwrongagain.com
x.com/TMFAssociates/…

Tim Farrar@TMFAssociates
@Knownasdan1 If Starlink stop the T-Satellite service then no one has any service options (apart from Apple & Skylo) until 2028. So that's not a problem for T-Mobile, they can wait
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@DiscoMagmaKGLW @spacanpanman Yes! I was just coming back to correct myself and thank you! At 26:45 is where it starts. Makes me feel much better, and I hope the market reflects!
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$ASTS: 🚨🇺🇸FCC CHAIRMAN BRENDAN CARR SPEAKS POSITIVELY ABOUT AST SPACEMOBILE AND ITS IMPORTANCE IN HELPING THE USA LEAD THE WORLD IN DIRECT-TO-DEVICE TECHNOLOGY
"If you step back, what AST is doing is working on direct-to-device technology. We think that direct-to-device, where you go from a LEO satellite directly to a smart phone, is one of the more significant technology advancements that's going to take place now and over the next couple of years."
Another Smith Here@1MoreSmithHere
Wow! What a huge vote of confidence from Chairman Carr on what $ASTS is accomplishing. I wanted to add a quote but the entire clip is quote worthy.
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I posted twice this week that something big is brewing on the defense side of $ASTS based on job postings and LinkedIn activity. That was speculative.
This isn't.
$ASTS just filed with the FCC for authorization to test RADIOLOCATION capabilities - that's radar on their existing in-orbit satellites. Starting June 12. Customer named directly in the filing: Space Development Agency, U.S. Space Force.
What was public - a $30M HALO contract for "tactical satellite communications." What this filing reveals - the satellites can do radar. That connection was never disclosed.
902-928 MHz. Short pulse transmissions. Completely separate band from the commercial 700/800 MHz broadband service. The satellites are multi-band. Cellular broadband for AT&T on one frequency. Radar for the Space Force on another. Same satellite.
Classified defense work stays hidden. But you can't transmit from a satellite over US soil without telling the FCC. The regulatory requirement just exposed what the job postings were hinting at - the C2/ISR/PNT qualifications, the radar testing roles, the TS/SCI clearances, the Tysons Corner move. It all connects now.
One constellation. Carrier revenue. Defense revenue. Two completely different TAMs on the same hardware.
Testing starts June 12. Same day SpaceX begins trading.
Dual-use & defense pipeline isn't a speculative thesis anymore. It's an FCC filing.
$ASTS 🛰️


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@Bull_Bull357 @NASAAdmin There is redundancy in all systems except launchpads. Perfect point!
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@NASAAdmin If you were running dual test sites @NASAAdmin, you'd still be operational right now, something to think about. 🇺🇸
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Setbacks happen in this business. What matters is how we respond.
NASA is deploying experts to help determine root cause, support recovery efforts, and keep critical lunar systems moving forward. We are putting extreme focus on the lander to ensure timelines for the Artemis III orbital test mission remain on schedule.
At NASA, we remain laser focused on our mission to return astronauts to the lunar surface before 2028. We test, we learn, we improve and we will never stop until the objective is achieved.
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@thekookreport @Polymarket Lol! Gunna need a special AI for that one!
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@DWDInvesting That's the way I read it too! I think Scott said a hand full of launches by EOY. In the fishing industry, a hand full is 5, 5 fingers per hand.
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$ASTS - Sp🅰️ceMob - I need your help!
The AST SpaceMobile Podcast is on a mission to bring SpaceMob DD and deep dives to a wider audience around the globe.
If you haven't already, please head over to our channel on YouTube, hit that Subscribe button, and like or share the videos. Every single interaction helps push $ASTS content to more screens.
Link below! 👇 Thanks!
@ASTSpaceMobilePodcast" target="_blank" rel="nofollow noopener">youtube.com/@ASTSpaceMobil…
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M🅰️ttForASTS retweetledi

$ASTS: "The question investors should be asking themselves with respect to AST is what happens when you’re still in the process of building the infrastructure itself? Consider this absurdity: No rational investor would value a partially constructed oil pipeline based on its current lack of revenue. Only an absolute dimwit would dismiss the Alaska Pipeline as worthless because it generated zero cash flow during construction, then suddenly recognize its value only after oil began flowing. The pipeline’s worth was always its future cash-generating capacity, not its current operational metrics. And of course, the risk involved with the construction of the asset itself."
- Ryan O'Connor, Crossroads Capital @AboveAvgOdds
GIF
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@DWDInvesting @SpacBobby Now I really hope they get them up, that would be pure entertainment!! Would you cut it off first, and BBQ it, or just have cock sashimi?
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@SpacBobby If they have 45 sats in orbit, not counting Blue Walker, EOY, I will eat my cock live on X. This is one of my comments where I hope I am wrong, but I have skin literally in the game, so I hope I am wrong, but 44 sats would work!
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$ASTS - Folks forget AST management has said several times over the past few earnings calls they have OVERBOOKED launches over the next year in order to get to their 45 satellites by year end.
Nothing had changed. A few months delay won’t change what is coming in the next 1-2 years. We are also not only building 1 constellation. The grand plan is 4 over 2-3 years. Think bigger picture!
“The gap between being right and being rewarded is where most investors lose their nerve. Our portfolio is not built to outperform in any particular quarter. It’s built to compound over years as the transformations we‘ve identified play out on their own schedule—not the market’s, and certainly not ours.”
- Crossroads Capital
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