T🅰️M
1.4K posts
@AntiFeminismGuy @endless_frank Yeah. I'm in the same boat. I'm skeptical we see a direct investment/partnership/DA with FirstNet that isn't through ATT. Doesn't really make sense. FirstNet is laying ATT for the capabilities we just happen to be the current satellite supplier.
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$ASTS FirstNet is literally advertising an AST Spacemobile satellite here.
Obviously a definitive agreement is coming.
+$40 to the share price.
FirstNet Authority@FirstNetGov
FirstNet is built for when it matters the most. This week’s Emergency Response Showcase gave public safety a look at new tech & deployables at a full-scale disaster response simulation. The FirstNet Authority joined stakeholders to see AT&T’s disaster response assets in action.
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T🅰️M retweetledi
(+) Regulatory approval in world's largest wireless market
AST SpaceMobile@AST_SpaceMobile
FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States businesswire.com/news/home/2026…
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@Kan27111 @endless_frank Nah, this was a qualifying flight for blue origin. They needed success to get gov contracts and be validated. This hurt them more than it hurt ASTs. It was one satellite lol
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@endless_frank What do you think the chance BO purposely fck up our stock, to delay our launching progress and give their Amazon Leo more time to playing catch up? It hard to think otherwise since they just buy GSAT last week. Or it is just a frustrating error in their launching business.
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$ASTS This is not me being a panican. I’m not selling, but if I was Andrew Johnson, Abel Avellan and/or Scott Wisniewski, I’d be on the phone right now asking Bezos or my well funded MNO partners to take a stake against the Rakuten sale to stabilize the stock tomorrow.
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@Joswayin @spacanpanman This wasn't reactive, this was planned well before Amazon news. Coincidental is all.
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@spacanpanman You think they planned the sale or was it a reaction to the Amazon news? The timing was interesting but maybe just an unfortunate coincidence 🤷🏻♂️
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$ASTS: Rakuten’s market cap is $11B vs $35B of total debt and annual interest expense of $517M which is going higher due to rates skyrocketing in Japan. Micky Mikitani has stated their focus is to deleverage. Entry into a 10b51 program to sell up to half of their holdings makes sense.
I’m a buyer today
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$ASTS IT'S ON!!! We decided to travel to the launch in style in celebration of @AST_SpaceMobile first launch with Blue Origin!! With the delays, my wife can't make the trip....so.....there are 5 open seats on the plane (pic below) If any SpaceMob members need a ride down and back we'll be leaving ILM (Wilmington, NC) Saturday around 1pm with the return dependant on launch but planned for Sunday. My treat! Priority to OG spacemob members and any accounts I interact with. Last minute scramble I know, but hey, it'll be a SpaceMob Air flight!! DM me if interested and I'll provide details!
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$ASTS: Will @AST_SpaceMobile meet their guidance of having the first batch Ready To Ship in April?
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@endless_frank I mean $33k of $ASTS from 2 years ago is $1.4m today.
April 16th 2024 = $2.09 -> Today = ~$90
But yes, it is about to do it again!!!
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$ASTS They will be saying this about us in 2 years.
shirish@shiri_shh
$33,000 in Sandisk 1 year ago is $1,023,000 today.
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Not really a dumb take. Do you think Musk is going to hrlp $ASTS out? That is a dumb take.
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Any $ASTS business model that relies on competitors to launch our satellites long term is flawed. My theses was based on Amazon and $ASTS eventually working together, lets hope that is still the case.
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$ASTS: Based on a sample size of 52 investors in the Space Stocks Discord, around half of retail investors expect @AST_SpaceMobile to miss their guidance of having the first batch of composite satellites Ready To Ship in April.
@AbelAvellan @scottwisniews @cisnerosadriana Let's prove them wrong!
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@diegomintz10 @AlexfromBabylon In other words, it is AST holding us back not launch providers.
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It isn't launch - it is still production. The sats literally aren't (weren't) ready. The main delay was a stacking design on the new composites but since the last quarterly call that has been resolved.
This is why there were no "5 launches in Q1" - if the company announces the first batch this month like promised you will see production scale and launch cadence follow.
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$ASTS At the risk of stating the obvious the richest men in the world are not buying MSS spectrum for 10-20 billion just to white label it to legacy MNO’s. That is the short-medium term fairy tale story and I am wuite sure nobody serious is falling for that anymore.
They bought this to supercharge their LEO connectivity bundles via Prime and Starlink equivalent, directly competing with those same MNO’s long term and to power their own AI at the edge ambitions without middlemen
AST literally the white knight in shining armour here for MNO’s. Without it long term they risk being cut out of the rural customer. That’s why MNO’s will never give those two lowband spectrum. That’s like signing your own execution.
This market is so large and AST will be market leader with a market cap exceeding 250B in 5+ years.
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We currently have like 4-5 launches already prepaid/deposited with F9, yes. But not a full launch campaign like with BO.
But remember SpaceX even launches Amazon LEO a literal direct competitor and launched Block 1. They are very vocal about launching competitors.
Lastly, BO and Amazon are two different companies, currently, (although related via Bezos) and I think will continue to launch AST as well.
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@diegomintz10 @AlexfromBabylon We literally have a contract inked with BO to launch 60 sats. That's US/EU coverage right out the gates.
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@AlexfromBabylon Asts is the white knight for the fallen incumbents. AT is already gone, and MNO will follow if Asts fails to find a launcher that doesn't compete.
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Many are thinking it is a shipment of castings from Hyderabad.
"and a Antonov An-124 on site to support satellite transport for AST SpaceMobile." keeps me optimistic but we also saw a semi arrive there lol and this account was wrong in their post for 6/7 as Kevin pointed out on Reddit. They have no clue what AST is actually doing just that it is for them.
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$ASTS
This is interesting and was posted on Facebook. Anybody know what this is about?
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$asts ng-3, i'm betting 70% success.
it's so important for asts and also for blue origin
that blue origin tweet — "welcome back to LC-36, 'Never Tell Me The Odds.' up next: NG-3 hot fire" — honestly hits different when you think about it.
2 flights, 1 failure. NG-1 didn't make orbit, blue origin called it a "flight anomaly." NG-2 only fully succeeded last november. and now they're trying to reuse a booster from the ocean for the first time on an orbital class vehicle. this stuff is never easy.
seven BE-4 engines. ng-3 flies a new higher-thrust variant that hasn't been flown yet. the booster spent three months on a ship in saltwater. heat shield on reuse? who knows.
idk, maybe i'm overthinking it. NG-2 was clean. the recovery was clean. blue origin has every reason to be confident. but 70% is what 70% means — there's still a real 30% where things go wrong.
that's just where blue origin is right now. learning curve is real. and the data doesn't lie.
$ASTS #NewGlenn #BlueOrigin
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@kingtutcap 5 years is nothing. Needs to add a 0 and yearly inspections.
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I'll play devil's advocate.
Wouldn't this dilute us and reduce upside? Why are we rooting to merge into a lower margin, capital heavy business. Even SpaceX is 80% Starlink, launch is the keys but not the revenue.
Unless the idea would be getting exposure to Amazon LEO's success? Idk, I'm happy if AST just scales alone lol
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@Defiantclient2 @JeffBezos @blueorigin @AST_SpaceMobile They should merge and take BO public that way
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@shaydonshaydon Launch isn't the bottleneck though, currently - the sats aren't ready. The biggest bottleneck is still production. Specifically, it was stacking design which was said to be resolved on Q1 call.
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