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Jamie
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Jamie retweetledi
$ASTS I might set a record for blocks today, so many worthless trolls.
Has the news this year been all bad? Absolutely not.
They're ready to stack Block2s, they got FCC approval for the constellation, the court case with Viasat going well, TELUS partnership announced, very likely sensitive government news we can't hear about, and that's just off the top of my head.
BO screwed up putting BB7 into orbit. Rakuten sold a bundle of shares. AMZN is paying a bunch of money for a company in the sector. The US struck back at the Iranian regime after 50 years of terrorism and repression.
Most of the bad doesn't negatively impact ASTS at all, the good is tremendous for ASTS.
Ws >>> Ls here and it's only going to get better.
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Jamie retweetledi
$ASTS
Just to reiterate the obvious. Just 20 BlueBirds in orbit, brings cash flow equilibrium. Ignore these Shorts.
Take advantage of the Rakuten debt sale.
Ignore Farrar. He's the same ass clown who said the BlueBirds would never be stable and overheat. Wrong again!
An initial fleet of just 20 satellites... should be enough to get AST to break-even cashflow."
— Scott Wisniewski, President & CSO of AST SpaceMobile
Feb 13, 2025
Interview with Advanced Television (later reinforced at the Deutsche Bank Global Space Summit on Nov 20, 2025).
SpacBobby@SpacBobby
$ASTS - Some perspective here: AST SpaceMobile is targeting cash flow BREAKEVEN at a constellation size of 45 to 60 satellites. At this density, the revenue from their $1.2B backlog and carrier partnerships (AT&T, Verizon, etc.) is projected to exceed their operating costs and their capital expenditures. They should hit that target sometime in 2027. Know what you own!
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Jamie retweetledi
$ASTS IMO...
The thing that made FCC approval a catalyst relates to the institutional investment that could unlock. I believe 'permission to operate' was already somewhat priced in. But the paperwork that 'big money' acts on, that was not priced in.
Said institutions will know about Rakuten's requirements and are likely waiting on the sidelines for a moment of equilibrium. That time is very soon. The narrative will flip positive again, even before the next launch.
IMO.
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Jamie retweetledi
$ASTS Totally agree. ASTS *INVENTED* direct to cell and then the FCC framework had to be created from scratch to facilitate the service. Then they had to wait for approval to do the thing they invented!!! 😆
That’s very bullish 🐂🐂🐂🐂
PK_Fund@PK_Fund
$ASTS Couldn’t agree more Anpan … I don’t think the average retail investor understands that this FCC Commercial Approval was a decade in the making, backed by extensive testing and thousands of pages of documentation in an emerging technology that was fought every step of the way by every potential competitor and dinosaur telecommunications company that knew their days were numbered… This is HUGE ! This is the acceptance of a disruptive technology.
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Jamie retweetledi