Discover and read the best of Twitter Threads about #spacemob
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1/ $ASTS Q1 2023 Update: First how crazy is it America's top MNO @ATT ($300BN EV) views its work with AST as a major historic milestone in achieving the first 2-way voice call over cellular spectrum with an unmodified mobile phone. Hard Launch imminent? 🤯
#5GSpace #D2D #spacemob
#5GSpace #D2D #spacemob
@ATT 2/ $ASTS added 5 more MNOs bringing the total to 40 globally representing well over 2 billion potential customers for service. These sophisticated MNOs are undertaking their own due diligence and are choosing AST over other potential competitors like Lynk and Starlink.
@ATT 3/ $ASTS Abel confirmed testing has validated the entire architecture and no major changes to the design of Block 1 BlueBirds. It appears they've successfully achieved 3G connectivity and have the signal strength required to test and validate 4G/5G speeds (more on that later).
1/ For new members of the $ASTS #Spacemob, I realize there can be a lot of noise on the internet. But, based on Friday's "news," it seems like we might have a seminal event shortly...albeit the first of what will be many accretive weddings with most of the world's MNOs
2/ While I had expected the next "event" to be a 'First Call' - which was pretty clearly disclosed in FCC filings (I'll keep the surprise so it maintains its full impact!), we might have an accelerated path to an unlock in the share price
3/ What do I mean by unlock? See below. Lots of false positives thus far - you'd have thought the stock would have meaningfully de-risked after launch, then unfurling, then capital raise. Like me, you'd have been wrong...until you're not
2/113 I have often said that if the technology works and that AST continues to execute, everything else will take care of itself. With the start of the new year upon us, it's only natural to take a step back and look at what AST has accomplished over the last year.
3/113 That is even more true today.
While the stock price has gained 36.62% from the lows of the trading day on Wednesday to the close on Friday, unless you just entered into a position this week, it is difficult to be happy with the stock price performance.
While the stock price has gained 36.62% from the lows of the trading day on Wednesday to the close on Friday, unless you just entered into a position this week, it is difficult to be happy with the stock price performance.
1/61 The testing process of BlueWalker 3 - A look at what happens in the ground stations - a thread
AST SpaceMobile
$ASTS
#SpaceMob
AST SpaceMobile
$ASTS
#SpaceMob
2/61 I believe that if people are truly going to understand the testing process of BlueWalker 3, not only is at least a general understanding of the major architectural components of the SpaceMobile network needed, but it is necessary to take a step back and understand the goal…
3/61 …that @AbelAvellan had when he founded AST back in 2017.
"It always seems impossible until it is done." I wanted to share some experience as it relates to technical story stocks. I've been drawn to them in my career. Anyone who follows me knows that for the last 2 years, I've been really focused on $ASTS
These stocks fall to the event-driven crowd, at least at first. They are not yet mature enough or have large enough market caps for long-only's. These become the fodder for idea dinners and analysts relentlessly pitch each other their book until something happens.
However, in the lead-up, analysts do a lot of expert calls and DD. We saw @KerrisdaleCap do the same. Standard operating procedure. They generally use the same expert networks I use. Companies go recruit "experts" on my behalf and you pay $1k/hr to talk to them. It's useful
Dear #Spacemob, this is the $ASTS bear case. The benefit of this is that now, in theory a lot of funds will look into the stock. Knee-jerks will pass. More eyes and more money engaged in a battle ground stock gives investors their day in court. Ignored no more.
As we start this evaluation of their piece, let's first start with a character assault. I mean, we have to soften up the witness on the stand, right? Sahm Adrangi would not get NASA clearance to launch anything, ever. But I digress...
cnbc.com/2016/08/15/hed…
cnbc.com/2016/08/15/hed…
The first part of their thesis is that the satellite are destined to fail because of management's "uninspiring" backgrounds. An immigrant from an oppressive socialist wasteland moves to the U.S. and becomes a self-made rich person...uninspiring???
#MeetTheTeam SpaceX had entered the mobile phone race and I heard questions about whether they'd go recruit all of $ASTS's employees. First of all, if you are an ambitious engineer, do you want to work at a $125bn valuation company or a $2bn company? Starting point matters...
Quick aside, the other day I saw a sky blue Porsche Taycan Turbo S with the plates "MARSHIP" that had a SpaceX plate holder. To say SpaceX has been a place of wealth generation is an understatement. As well it should be. They should all be canonized for their achievement
But there is a reason that there has always been talent flow out of winners like Apple, Microsoft, Google, Facebook, Goldman Sachs, etc...talent wants to ring the bell for themselves if they were late comers. If they were early, they want to do it again. "LFG!"
1/68 AST SpaceMobile and the impact of competition entering the market - a thread
2/68 $ASTS
#SpaceMob
#SpaceMob
3/68 OK, it's the weekend.
Most know what has transpired over the past few days.
$ASTS was continuing it's pre-launch ramp on Wednesday. It was up around 7%, and then a couple of tweets came out.
SpaceX announced a press conference with T Mobile
Most know what has transpired over the past few days.
$ASTS was continuing it's pre-launch ramp on Wednesday. It was up around 7%, and then a couple of tweets came out.
SpaceX announced a press conference with T Mobile
1/ $ASTS SpaceX and T-Mobile just announced a satellite direct to phone messaging service partnership with the hope of using a slice of T-Mobile PCS spectrum to provide emergency services. A large phased array of 7m will be incorporated into Starlink 2 satellites to enable...
2/ $ASTS ... them to communicate with unmodified cell phones. Sound familiar? The technology is being developed at SpaceX and beta trials will start sometime late 2023. The service will be low speed in nature, totaling 1-2mbits per cell, allowing for intermittent texting and...
3/ $ASTS voice and perhaps some images. The companies will need to get through regulatory approvals and of course they actually have to produce the technology. T-Mobile is asking other carriers to partner with them to offer this service.
2/50 The tone of this earnings report was a bit different from what SpaceMob has become used to.
3/50 Not just because the stock hit a 52 week high in trading before the earnings report, and not just because we know with certainty that the launch of BlueWalker 3 is just a few weeks away, but because AST pre-announced financial results for the 2nd quarter on July 18th.
First, the subject that was on everyone's mind going into the call - would AST be ready for the launch window of Summer '22, or would there be a delay?
I am more than happy to say that everything is on track for BW3 to be ready in time to meet the launch window.
If you will
2/n
I am more than happy to say that everything is on track for BW3 to be ready in time to meet the launch window.
If you will
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recall when the March/April '22 launch was delayed, the company had to notify SpaceX 90 days before the launch if they weren't going to be able to make the launch.
For purposes of preparing for the launch, the customer has to assume that SpaceX is going to launch on the
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For purposes of preparing for the launch, the customer has to assume that SpaceX is going to launch on the
3/n
A deeper look into the mutli-satellite launch agreement between AST SpaceMobile and SpaceX - a thread
$ASTS
#SpaceMob
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$ASTS
#SpaceMob
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So by now, I am sure that all of SpaceMob has heard the news.
You either saw the tweet from @AST_SpaceMobile, you subscribed to emails from Investor Relations, or you were curious why your portfolio was up so much today and you started looking for answers.
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You either saw the tweet from @AST_SpaceMobile, you subscribed to emails from Investor Relations, or you were curious why your portfolio was up so much today and you started looking for answers.
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A multi-satellite launch agreement has been made with SpaceX.
But other than shares in the common stock going up 44.9% today, warrants going up 50.68% today, some 51 million plus shares of the common trading hands in a stock with a free float of 39 million shares and call
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But other than shares in the common stock going up 44.9% today, warrants going up 50.68% today, some 51 million plus shares of the common trading hands in a stock with a free float of 39 million shares and call
3/n
So if you have been paying attention to the last 2 earnings reports, when asked about the status of Blue Walker 3, you will have heard @AbelAvellan say that "assembly and testing of Blue Walker 3" is going well.
If you are like me, you would have liked a bit more detail.
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If you are like me, you would have liked a bit more detail.
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Even though I have a couple of decades of experience in aerospace and defense, I dug deeper on this subject - after all, I am a software guy, not a hardware guy.
The purpose of this thread is to share what I have learned with #SpaceMob.
Before I get started, I do need to
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The purpose of this thread is to share what I have learned with #SpaceMob.
Before I get started, I do need to
3/n
Has the partnership between Verizon and Kuiper made SpaceMobile obsolete?
A thread
$ASTS
#SpaceMob
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A thread
$ASTS
#SpaceMob
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I didn't have time to dig in at the time, but in late October, a deal was announced between Verizon and Kuiper to develop technology to harness the power of LEO based satellite broadband to provide mobile data services.
cnbc.com/2021/10/26/ver…
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cnbc.com/2021/10/26/ver…
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The only thing that could have stoked the FUD machine more is if it was StarLink instead of Kuiper that was teaming up with Verizon.
Face it, since Jeff Bezos stepped down as CEO of Amazon, he lost some of the "it" factor.
But those powers still run strong in Elon Musk.
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Face it, since Jeff Bezos stepped down as CEO of Amazon, he lost some of the "it" factor.
But those powers still run strong in Elon Musk.
3/n
If you follow me, you probably already know by know that AST SpaceMobile filed an 8-K on Friday after market close announcing a delay in the launch of BlueWalker 3.
investors.ast-science.com/node/7516/html
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investors.ast-science.com/node/7516/html
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The market did not like the news on Friday.
In the after hours, the common shares declined 12.99% from the close to finish after hours at $8.04, and the warrants closed down 18.5% to close at $3.26.
These price drops were on top of what was already a down day during
3/n
In the after hours, the common shares declined 12.99% from the close to finish after hours at $8.04, and the warrants closed down 18.5% to close at $3.26.
These price drops were on top of what was already a down day during
3/n
1/ $ASTS @AST_SpaceMobile: Invest in the Space Mobile Provider that Will Disrupt the Entire Wireless Industry.
A Different Perspective on What's Really at Stake. Mega thread Below.
A Different Perspective on What's Really at Stake. Mega thread Below.
2/ $ASTS has created the first and only patented protected, space-based cellular broadband network that can provide coverage across the entire globe.
Service is compatible with all +5B mobile phones in use today featuring 4G & 5G data speeds with low latency.
Service is compatible with all +5B mobile phones in use today featuring 4G & 5G data speeds with low latency.
3/ $ASTS wireless carriers that work with AST will enjoy absolute and unparalleled cell coverage - a game changing advantage that will redefine the competitive landscape.
