@RJCcapital You can only build so much? This opens additional sources of revenue at much higher margins. I see nothing wrong tbh
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Vin 🚀
2.6K posts
Lol the nebius business model thing is not bullish. Anyone saying that it’s bullish is a grade A larper. How is it bullish for a company to just change their entire business model ? If the previous business model was working they wouldn’t need to change it. Companies only make a move like that when they know the prior model won’t work in the future or isn’t working currently. For $NBIS the reasoning is likely the former. It’s like the washed-up prom queen who stopped getting dates so she dyes her hair, changes her personality and gets long $SIVE at $90. These delusional clown larper bagholders screaming it’s bullish without thinking are dumb. Not bearish yet but mgmt better spit a real vision fast.
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My feed is saying everyone is drooling to buy the same damn 10ish stocks lol
$NBIS / $INTC / $SNDK / $SKHY / $CRDO / $ALAB / $MU / $AAOI / $LITE / $COHR …
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@StockSavvyShay Wish I just bought more rocket lab instead of ass mobile
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$RKLB is set to gain Iridium’s PNT chip which moved to commercial availability today and delivers authenticated LEO positioning and timing signals ~1,000x stronger than GPS.
The technology already has interest from more than 150 organizations.
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@SayNoToTrading Seems to be speculation it is related to securing equity in launch provider. Nonetheless, rough timing
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Was wondering if $ASTS might need money for remaining Dish networks bankruptcy assets but I don’t think so.
Seems $SPCX is good fit for buying those 24k cell tower sites and 144k radios/equipment.
This is because Dish built this 5G network using mid-band spectrum (AWS-4, H-block, etc.) that $SATS EchoStar/Dish held. Those exact bands were sold to SpaceX (with AT&T $T taking portions). Equipment is NOT compatible as-is with ASTS spectrum.
ASTS’s biz model is of course satellite-centric, so unless they were changing that, why would they want these assets even if compatible?
Or am I wrong?
Or are there other assets I’m not thinking of?
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@WallStConqueror Only positive could be given the current conditions, they felt it was imminent to raise and capture a potentially one off opportunity. If that’s not the case, $20s are in store
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VERY BAD NEWS AT A VERY BAD TIME
If this kind of capital increase had been carried out during the period when space sector stocks were at their peak (about 1.5 months ago), $ASTS could have raised funds with much less dilution cost and under far better terms.
Instead, announcing the offering amid the general sector collapse and the sharp decline in the share price means greater dilution risk and short-term pressure for existing $ASTS shareholders.
$SPCX $FLY $RKLB $NASA $RDW $ASTS $LUNR $PL $BKSY $SPIR $SATS
This is not financial advice.
Space Investor@SpaceInvestor_D
$ASTS: AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 AST SpaceMobile today announced its intent to offer, subject to market conditions and other factors, $1.0 billion aggregate principal amount of 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”). AST SpaceMobile also intends to grant 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 $150 million aggregate principal amount of Notes.
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@DaSteeringWheel @spacanpanman I give it a few days for them to announce something big and if not, I am hesitant to hold on to this
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$ASTS investors are finally beginning to wake up to @spacanpanman constant pro-management spinning.
Sure, invest in ASTS if you want. Just be weary of the bullshit artists in the Spacemob.
Cheradenine Zakalwe@Chezakalwe
@spacanpanman @DaSteeringWheel @AST_SpaceMobile His sentiment is correct tho - I’m a long-term holder but your unwavering positivity for every decision makes me wonder a little about your posts.
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@thekookreport I’ll be honest I was interested this year because you guys explicitly kept saying there would be no more dilution
You can’t invest in a company you don’t trust
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@thekookreport I don’t understand. They are going to own launch from BO? What are you implying
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How things all add up to me: what changed that caused the Company to do the one thing they know would create the most angst among their shareholder base?
Something that comes only once.
Something that matters.
$ASTS
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“I’ll be doing an X space this evening to discuss the implication of $ASTS management killing your pets for sport. I’m a servile buyer here, and always will be”
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@sullivanB1013 @bennybigbull They have been quite opportunistic about their stock issuance unlike this shit show
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$ASTS down nearly 15% after announcing $1B convertible notes offering due 2034.
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I don't care what they're using it for. This is absolute shit timing.
Benny The Bull@bennybigbull
Wow $ASTS just screwed their shareholders lol What a great idea to dilute after the stock has already been cut in half…
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Wow $ASTS just screwed their shareholders lol
What a great idea to dilute after the stock has already been cut in half…
Evan@StockMKTNewz
AST SPACEMOBILE $ASTS ANNOUNCES PROPOSED PRIVATE OFFERING OF $1.0 BILLION OF CONVERTIBLE SENIOR NOTES DUE 2034
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🚨 $ASTS AST SpaceMobile announces proposed $1B offering of convertible senior notes due 2034.
Stock down 8%.
Not gonna lie, I’m not very happy about this.
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@EndicottInvests Ripper to 300 when market gets its act together no question in my mind
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Does everyone see what $NBIS is doing?
Diversifying.
$1B Reflection deal going to 2029.
Asset-light model, allowing them to scale revenue faster without having to spend excessive amounts if Capex and dilute.
"We have 4 to 5 customers fighting per GPU". They were drowning in demand.
Asset-light model allows them to find those customers more compute using their GTM sales approach.
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Lotta crying on X about the $RKLB & $ASTS price action.
Nobody likes to see their position loose half its value, here’s some advice that has helped me through multiple 40% drawdowns, 3 deployments, 1 divorce, and life…. Cowboy the fuck up.
Dollar Cost Average great companies and your life will change for the better I promise.
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