@Merdaculopostin @spacanpanman Good question...Speaking of debt what is the deal with USEXIM? Haven't heard anything from the company on this lately.
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ITguy83🅰️
482 posts
@spacanpanman what does this approval mean debt/financially wise? better rates? more institutional interest?
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@ginosplace3 @WSJ @AST If you knew anything about what you were talking about you would know that $RKLB doesn't have a rocket capable of launching an AST sized satellite.
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Jeff Bezos’s rocket company said a satellite from customer AST SpaceMobile was deployed into an incorrect orbit. on.wsj.com/4sJnERM
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@GSfaerial @QuinnHaze I have seen some dumb comments today but this one is up there with the dumbest.
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@QuinnHaze Hot take: I would not be surprised to see this dip down to 20's by end of May. It was there less than a year ago building base for a long time.
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$ASTS gotta say 30 more days (minimum) to ship BB8-10 is another massive disappointment.
should have been shipped months ago.
How many days to ship BB45?
3 years?
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@shortmsger @AST_SpaceMobile This is a rare occasion where I agree with you.
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@AST_SpaceMobile (A-1/n) PRs are good. PRs are appreciated. Do MOAR PRs.
Your satellites have been "getting ready to ship" for months upon months - using that misleading language is NOT appreciated. Don't even MENTION getting ready to ship - if you must, say something about "undergoing test"...
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We are excited for this weekend's launch. Big rocket and the biggest satellite!
BlueBirds 8 - 32 in production in TX, next batch getting ready to ship. More structures arriving by the big Antonov, the next seven did arrive this week.
We are accelerating our buildout space-based cellular broadband together with our 50+ mobile operator partners with nearly 3 billion subscribers.
🌎🚀📶📱
Built in Texas. The future of connectivity.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@spacanpanman If 8-10 are still in production then they have very little time left to finish, get them through testing, and still be on schedule to ship this month.
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$ASTS: 🚨 Next BATCH™️ of BlueBirds almost ready to ship to Florida!
BlueBirds 8-32 in production. 7 new composite rings for BB14 through BB20 arrived by AN-124, which I covered in my spaces this week
+50 MNO partnerships covering 3 billion subscribers - what competition?!?
LFG 🚀🚀🚀
AST SpaceMobile@AST_SpaceMobile
We are excited for this weekend's launch. Big rocket and the biggest satellite! BlueBirds 8 - 32 in production in TX, next batch getting ready to ship. More structures arriving by the big Antonov, the next seven did arrive this week. We are accelerating our buildout space-based cellular broadband together with our 50+ mobile operator partners with nearly 3 billion subscribers. 🌎🚀📶📱 Built in Texas. The future of connectivity. #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@GlobalSenate Huh?...Amazon didn't buy Globalstar for its satellites, it bought it for its spectrum. AST had already secured access to better spectrum long before this deal was even a rumor and has the advanced sats to use it. AST is not behind and definitely doesnt want to become Global star
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Spacemob 2024:
"Globalstar is a dinosaur and worthless. ASTS is the future. We have better TeKnoLojEEs"
Spacemob 2026:
"Oh shit. You mean spectrum is important to satellites? How do we become like Globalstar? We're so far behind!!"
$gsat $asts $amzn $aapl $irdm $spy $qqq
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@spacanpanman Really great timing for what is normally a pre-launch run up.
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$ASTS: BB7 Launch Is Here! Panicans Crashing Out. x.com/i/spaces/1OGwb…
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@BrendanCarrFCC Where is the FCC at on its approval process for AST SpaceMobile?
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President Trump is restoring U.S. leadership in technology & connectivity.
America will be first out of the gate with multiple competitors offering fast, next-gen connectivity straight from satellites to your smartphone anywhere in the country.
Starlink, Amazon, & others are now empowered to seek out opportunities in this emerging space.
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$ASTS: 2 year blanket STA
FCC Filing Alerts@fccfilingalerts
🚨🚨 $ASTS AST& - FCC Docket 0544-EX-CN-2025 This document is an experimental license granted by the FCC to AST&Science LLC, call sign WP2XXQ, for radio communications using specified frequencies. It authorizes operation of radio transmitting facilities for experimentation described in the license application, subject to the Communications Act of 1934 and FCC regulations. The license is effective until April 1, 2028, and allows testing in specific frequency bands (734-746 MHz, 869-894 MHz, 704-716 MHz, and 824-849 MHz) for satellite transmissions and reception with earth stations in the US, in coordination with AT&T. AST SpaceMobile is limited to 2000 handset units and may not conduct commercial operations under this license. The license includes several special conditions regarding bandwidth, notification of affected operators, interference, point of contact, and adherence to previous Commission decisions. 🔗 apps.fcc.gov//els/GetAtt.ht….
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If you have this shit in your name here, respectfuly shut the fuck up.
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@SRBednarek Interesting how the $1.5T company feels the need to throw shade towards a ~$30B company. Someone is jealous.
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Great to be working with so many wonderful partners. Real contracts, not memos of understanding.
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The ASTS bros are in full panic mode. Just take a look at the replies here lol.
The only thing they had going was basically that Starlink didn't have many contracts with partners. But that has rapidly changed in the last couple months.
Now they are screwed.
Stephanie Bednarek@SRBednarek
Great to be working with so many wonderful partners. Real contracts, not memos of understanding.
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👇 With so many press releases flying at #MWC26, you must separate the real from the vapor. @SRBednark and the @Starlink Mobile team are locking down real contracts for real service!! 🚀
Stephanie Bednarek@SRBednarek
Great to be working with so many wonderful partners. Real contracts, not memos of understanding.
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@nomadicTyler @endless_frank I don't think they have learned this yet. Unfolding was great news followed by bad news within 24 hours.
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@ITStockguy83 @endless_frank No, I think they purposely did it before to follow earnings with good news. It's smarter to do bad before good as you mature as a company and not pump then release bad.
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$ASTS If I’m reading this correctly, it appears the 8K filed last night shows a total of $1.075b raised so a little less than was expected given the extra allotment was for 150m totaling a cap of $1.15b.
This and the warm PCE put pressure on high beta/momentum Friday.
Warm PCE is a blip that will fade and so will these funding pressures.
More up coming soon.
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@TMFAssociates @SpaceInvestor_D Maybe sit this one out....you don't have such a great track record yourself 😂
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@SpaceInvestor_D So why lie about it being "guidance"? Wall Street has such a great track record of forecasting satellite phone businesses...
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We can all agree that whoever came up with that nonsense is insane... (and it's not "guidance", that's just a lie from the #cluelesscult)
Space Investor@SpaceInvestor_D
$ASTS Current revenue guidance for the next few years. That growth trajectory is insane.
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@thekookreport Dumb question...but do you need to raise funds just to license your technology?
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Makes sense this could be the case. The IP around the real estate (size) to have that much power in orbit is valuable. It was always something on the list of possibilities
$ASTS
Kuljit@PepRoy10
$ASTS I could be totally off, but there is a decent probability this may mean some kind of tech licensing or partnership for @blueorigin TeraWave and/or Space AI Data Centers.
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@thekookreport Have you dug into Inmarsat appealing the decision that required them to support the FCC application to use the Ligado spectrum?
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@philliplyle410 "Analyst projections: > 2026: $299M revenue (Can’t hit this)" - This is your opinion, not fact.
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More than half of this is wrong. I've corrected it below.
• Manufacturing: 6 satellites per month from their Texas facility. (No/misleading – likely “capacity”)
• New Glenn can carry 8 BlueBirds per launch. (No/likely no more than 6 for the foreseeable future, initial launches less)
• 10x the bandwidth capacity of Block 1 satellites. • Up to 120 Mbps peak speeds. (No/Missing ASIC. No ETA as to when it will be installed in satellites)
50+ mobile network operators globally with 3 billion combined subscribers $1B+ in hard contracted revenue commitments (Most have not signed DAs and some have defected to Starlink)
• Early 2026: Intermittent nationwide coverage with 25 satellites • Late 2026: Continuous 24/7 coverage with 45-60 satellites (Both not attainable)
Analyst projections: > 2026: $299M revenue (Can’t hit this)
• 60 MHz S-Band + 45 MHz L-Band spectrum ownership. (They don’t own any of this – nothing in S band and a lease on L band in the US/Canada)
Five launches by end Q1 2026. (Was never achievable – may only have 2 / 5 by end of March)
Then monthly cadence. > Beta services with AT&T and Verizon launching H1 2026. (Nope. Verizon won't launch anything until closer to continuous coverage, and nothing for either in 1H).
> U.S. government contracts for military tactical communications already signed. (Nope – they may have won a small SDA award, nothing else is “signed”. Their existing Fairwinds deals are for non-communication purposes.)
$ASTS
Black Panther Capital@BlackPantherCap
While everyone’s fearing $ASTS at current levels, I’m backing up the truck before it EXPLODES, here’s why: > BlueBird 6 just went up December 23rd from India. > BlueBird 7 launches late February on Blue Origin’s New Glenn from Cape Canaveral. > Then it’s one launch every 1-2 months through 2026. The Math is Insane: • Manufacturing: 6 satellites per month from their Texas facility. • New Glenn can carry 8 BlueBirds per launch. Falcon 9 carries 3. • Target: 45-60 satellites in orbit by end of 2026. • Each Block 2 BlueBird = 2,400 square feet. Largest commercial communications array ever deployed in LEO. • 10x the bandwidth capacity of Block 1 satellites. • Up to 120 Mbps peak speeds. The Customer List is Untouchable: > AT&T: Definitive commercial agreement through 2030 > Verizon: $100M strategic investment + definitive commercial agreementVodafone: > 10-year partnership + European JV for sovereign satellite service > 50+ mobile network operators globally with 3 billion combined subscribers $1B+ in hard contracted revenue commitments This isn’t soft interest. These are locked contracts. The Timing is Perfect: • Early 2026: Intermittent nationwide coverage with 25 satellites • Late 2026: Continuous 24/7 coverage with 45-60 satellites • T-Mobile already launched Starlink D2D in July 2025. AT&T and Verizon need this. They’re months behind their biggest competitor. The pressure to execute is immense. The revenue is guaranteed. Why This Changes Everything: > $ASTS has $3.2B in cash and liquidity. > Fully funded to hit 60 satellites. Analyst projections: > 2026: $299M revenue > 2027: $958M revenue (earnings turn positive) > 2028: $2.2B revenue From a company that did $14.7M in Q3 2025. That’s not a forecast. That’s contracted capacity coming online. The MOAT Nobody’s Pricing In: • 3,700+ patents. • 95% vertical integration. • 60 MHz S-Band + 45 MHz L-Band spectrum ownership. You can’t just “build a competitor” when they own the spectrum, the manufacturing, and have AT&T/Verizon locked in. SpaceX bought S-band spectrum in October. That wasn’t competition. That was validation. The Setup Right Now: > First reusable New Glenn booster launching BlueBird 7 in late February. > Five launches by end Q1 2026. Then monthly cadence. > Beta services with AT&T and Verizon launching H1 2026. > U.S. government contracts for military tactical communications already signed. My Position: Holding through volatility. Accumulating when possible before BlueBird 7 launch. This is the infrastructure play for the next decade of connectivity. When AT&T and Verizon flip the switch on nationwide satellite-to-cell in late 2026, $ASTS will be the only name that matters. The constellation is building. The revenue is contracted. The launches are scheduled. Still buying $ASTS. Note: This is not financial advice.
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