Predict your own $ASTS price target with my free revenue model. Fill in your own estimates of subscriber usage and play around. The Google Sheet link below is 'view only', you'll have to create a copy for yourself and then you can do whatever you want. docs.google.com/spreadsheets/d…
I recommend using a desktop. Also if you find any mistakes in formulas or have other suggestions, please reach out. @AST_SpaceMobile DD is a collective SpaceMob research so any help is appreciated! Enjoy!
(Try not to mess with the last three tabs, stick to the front tab, orange boxes. The formulas are a house of cards)
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One thing to understand is how much of a huge industry disruption this is. I've read&watched many interviews about D2D and the whole sat-industry is pretending @AST_SpaceMobile doesn't exist. I know it wasn't a videocall yet, but I have no doubt we will hear about that soon: 🧵👇
Hughes Network company's COO Paul Gaske said to LightReading about D2D that for them anything more than messaging is more than a decade away. lightreading.com/satellite/echo…
I've finished the AST SpaceMobile Revenue Calculator Model 3000 (V 1.0)
Running the first numbers, it's going to be a rocky run-up till the constellation. But also, this company is going to print so much f-ing money it's ridiculous.
In this thread i'll explain the model.
First, I searched through all available FYQ4/22 reports of the MNOs disclosed by AST and compared the subscribers of each individual country to the ones shown in the investor presentation map👇
After that I pulled the data from each individual country from worldbank.org :
* Total population
* Ages 0-14
* Total mobile subscriptions
* Rural / Urban - ratio
* Internet penetration
* Income category