Thread by @thekookreport

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Massive cash influx from warrant redemption and huge collision of retail investors who did not know how to exercise them

THE INTERVIEW: Chris and Abel. Goddamn. This was Chris' first rocket launch. Chris loved the #Spacemob energy. F- yeah. We're here. Chris got his platoon back, but this time we're more diehard than what he was used to with the SEALS. Did SEAL training involve holding a stock down 90%? I think not.

Chris goes directly to $ASTS replacing terrestrial CAPEX. This is about avoidance of future CAPEX, which will have incredible ROI. This is the ScotiaBank thesis and frankly, more powerful than our original thesis. "Abel is one of the great inventors of our time." Chris had same reaction when Abel launched a phone into space for Bluewalker-1. When I learned that I sat back and thought, "this guy thinks differently." I wasn't alone.

Abel said something I love, "We're a very proud American company." Giddy up.

ASTS VIDEO: A cool recap video showing the incredible launch. I view this was a way $ASTS of telling investors that things are going well.

BIRDWATCHING

AT&T INTERVIEW: The independent corroboration continues. All the stats, capabilities, etc are verified by the people who invented the actual phone. Once again talking about how terrestrial economics help determine when ASTS gets used. As ASTS gets more dense and higher capacity, it'll compete more and more with terrestrial. They also talked about it as a secondary redundant network that works "seamlessly"

Vodacom: Vodacom gave a speech in front of the FCC chairwoman about $ASTS

CONFIRMATION OF NATO DEALS: The British, as usual, wear bright red to the battle so everyone knows they are coming

PATENTS AROUND NON-COMMUNICATION USES:

The non-communication applications mentioned in the patent include:
Earth Observation: Using the satellite array to monitor and collect data about the Earth's surface for various purposes, such as environmental monitoring, disaster response, and land use.

Radar and Synthetic Aperture Radar (SAR): Using the satellite array to gather detailed images and data of the Earth's surface, including through clouds and at night, which can be useful for mapping, surveillance, and resource exploration.

AIS (Automatic Identification System): Tracking ships and vessels globally to enhance maritime safety and logistics.

Weather Analysis: Gathering meteorological data to improve weather forecasting and climate studies.

Internet of Things (IoT): Supporting the connectivity of a vast number of devices (like sensors and tracking devices) in remote or hard-to-reach areas.

Signal Collection and Relay: Intercepting or relaying signals for various purposes, such as intelligence gathering or extending coverage in space and remote regions.

Deep Space Communication and Observation: Facilitating communication with deep space probes and monitoring distant celestial bodies for scientific research.

Geo-location: Providing precise positioning and location data, potentially useful for navigation and tracking applications.

STARLINK PROBLEMS: an independent analysis of why the Starlink D2D system won’t work. He shows the overlap of spectrum and why Starlink's interference will mess up everyone's network. Apparently T-Mobile has a history of "going first has led to the outcome of doing things wrong."

There is a saying, "he who is first, shall be last"

STARLINK PROBLEMS: It's really just too crazy. No need to even read this, but it's just another comment document highlighting how out of control Starlink is.

fcc.gov/ecfs/document/…

STARLINK PROBLEMS:

STARLINK PROBLEMS:

STARLINK PROBLEMS: This is a cool summary of the architectural difference of moving beams vs. fixed beams.

CANADA SCS:

TAM: A nice check in from our friends in Africa explaining the reality many people face in getting connectivity

T-MOBILE SPECTRUM APPROVAL FOR ASTS: Interesting to see where this goes

VODAFONE VIDEO: Cool to see more partner support.

IMPLICATIONS OF TAX: This was a great analysis that shows just how retail screws itself over time by paying for roads and bridges when they actually wanted to own a stock

#HARDCOREDD: NSFW

#HARDCOREDD

#HARDCOREDD

#HARDCOREDD

#HARDCOREDD

WARRANTS: The warrants are gone. The cash is in the bank. A lot of people totally f-ed up their positions during exercise, which sucks, but now the cluster of people selling their warrants and setting off algo's who were seeing real money flow and shorted the crap out of the stock on it is done.

SHORT INTEREST: It surged. Welcome back to the playground, losers

Cool #Spacemob Content: This one really took the cake

Cool #Spacemob Content: Really cool graphic here

Cool #Spacemob Content: SpaceMob car…

Cool #Spacemob Content: But then someone had to bring a gun to a knife fight….holy crap this is awesome