🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more…
UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more…
🚀 $ASTS Weekly Highlights 🚀
🌐 Major Updates:
UK & Turkey STAs received with spectrum consents.
Fidelity increases holdings, signaling confidence.
Launch News: Reports from India suggest an earlier Bluebird 2 launch by ISRO, and New Glenn mission upcoming.
📊 Key Insights:
Production pace hinted at 17 satellites in progress.
Competitive moat fortified: IP, regulatory, and commercial advantages.
🌍 Global Moves:
Australia’s $1.1B rural connectivity plan includes LEO trials.
Starlink Gen 3 satellites promise gigabit speeds, raising stakes.
🌐 Major Updates:
UK & Turkey STAs received with spectrum consents.
Fidelity increases holdings, signaling confidence.
Launch News: Reports from India suggest an earlier Bluebird 2 launch by ISRO, and New Glenn mission upcoming.
📊 Key Insights:
Production pace hinted at 17 satellites in progress.
Competitive moat fortified: IP, regulatory, and commercial advantages.
🌍 Global Moves:
Australia’s $1.1B rural connectivity plan includes LEO trials.
Starlink Gen 3 satellites promise gigabit speeds, raising stakes.
⁉️Why $ASTS
On paper, one of the most scalable business models I have seen.
On paper, one of the most scalable business models I have seen.
https://x.com/Stefano47271344/status/1875669319402844637
🏌️Stock Price Drivers
November and December proved slower than we expected. 2025 is off to a bang. I think the stock could trade in-line with this chart
November and December proved slower than we expected. 2025 is off to a bang. I think the stock could trade in-line with this chart
https://x.com/redrum_2001/status/1875666760378335429
🫖Tea Leaves on Production Rate
Catse looks for clues on production pace
Catse looks for clues on production pace
https://x.com/CatSE___ApeX___/status/1874912240903827632
📡Tendeg Ramping Up
More demand, more people
More demand, more people
🏆FCC STA Grant for Turkey and UK
Lit the Bluebirds up! Vodafone is first to start testing. Can you hear us now, Verizon? Let's get our US spectrum lease assignment done so we can get the service going in the States
apps.fcc.gov/els/GetAtt.htm…
Lit the Bluebirds up! Vodafone is first to start testing. Can you hear us now, Verizon? Let's get our US spectrum lease assignment done so we can get the service going in the States
apps.fcc.gov/els/GetAtt.htm…
🇬🇧UK STA Summary
Funny enough, as I was typing this, there was an AT&T FirstNet advertisement. We're in a simulation...
Funny enough, as I was typing this, there was an AT&T FirstNet advertisement. We're in a simulation...
🇹🇷Turkey STA Summary
A Spacemob member pointed out that the test area is very close to the Turkey department of device
A Spacemob member pointed out that the test area is very close to the Turkey department of device
💫Starlink Comparison
Starlink's amended Japanese STA has 5x5 MHz. Hard to make that useful.
fcc.gov/ecfs/document/…
Starlink's amended Japanese STA has 5x5 MHz. Hard to make that useful.
fcc.gov/ecfs/document/…
🔙Backhaul Bandwidth
Catse digs a bit deeper into the UK STA
Catse digs a bit deeper into the UK STA
https://x.com/CatSE___ApeX___/status/1875571930889384316
🔭Telescope Protection
ASTS continues to report its progress to the FCC. Signs of life.
ASTS continues to report its progress to the FCC. Signs of life.
https://x.com/MichaelBoy64231/status/1875102298625720637
🏰ASTS Tech Moat
A nice year end summary of the pace of innovation at $ASTS
A nice year end summary of the pace of innovation at $ASTS
https://x.com/TheodorusAtheos/status/1874165234182852672
🔵New Glenn Launch
If for no other reason, this will be fun to watch
If for no other reason, this will be fun to watch
https://x.com/SpaceInvestor_D/status/1875529674421424160
🇮🇳If it's in the newspaper…
ISRO busts onto the scene talking about $ASTS and their foray into US commercial launches
ISRO busts onto the scene talking about $ASTS and their foray into US commercial launches
https://x.com/LPM1985/status/1874525591388746115
🦘Bluebird 2 Launch Watch
Reports out of India show that $ASTS launch might have jumped the queue
Reports out of India show that $ASTS launch might have jumped the queue
https://x.com/CatSE___ApeX___/status/1874558507233722875
📰More News Out of India
“In February or March we will be launching a US satellite for mobile communication, this satellite will enable voice communication on mobile phones. It will be an interesting mission," an NDTV report quoted as saying Dr Jitendra Singh, the minister of science and technology.
This will also mark the first time that an American company's large-scale communications satellite will be launched from an Indian rocket.
x.com/htTweets/statu…
“In February or March we will be launching a US satellite for mobile communication, this satellite will enable voice communication on mobile phones. It will be an interesting mission," an NDTV report quoted as saying Dr Jitendra Singh, the minister of science and technology.
This will also mark the first time that an American company's large-scale communications satellite will be launched from an Indian rocket.
x.com/htTweets/statu…
🚀ISRO Has A Busy Year
Nice overview of what's going on with ISRO
Nice overview of what's going on with ISRO
https://x.com/ISROSpaceflight/status/1874794754367770683
📺India Launch
Cool video showing the most recent ISRO launch (at min 30)
Cool video showing the most recent ISRO launch (at min 30)
https://x.com/isro/status/1873772618563936269
🏦Fidelity Buys
Remember the power of large accumulation
Remember the power of large accumulation
https://x.com/spacanpanman/status/1873787276754362784
🇳🇴DNB Nor Spreading the Word
Iversen educating Scandiland
Iversen educating Scandiland
https://x.com/Schnyggsomfan/status/1874785511661039929
🇦🇺Australia Government Funding
Money from governments will be a theme
x.com/Only6inches/st…
infrastructure.gov.au/sites/default/…
Money from governments will be a theme
x.com/Only6inches/st…
infrastructure.gov.au/sites/default/…
🌠Starlink Gen 3
SPACEX TEASES 1TBPS STARLINK SATELLITES FOR GIGABIT INTERNET SpaceX’s next-gen V3 Starlink satellites promise 1Tbps download bandwidth—10x the speed of current models. Each launch via Starship will add 60Tbps capacity, scaling the network for gigabit speeds in congested areas. With over 4.6M users, Starlink aims to redefine global internet access.
x.com/MarioNawfal/st…
SPACEX TEASES 1TBPS STARLINK SATELLITES FOR GIGABIT INTERNET SpaceX’s next-gen V3 Starlink satellites promise 1Tbps download bandwidth—10x the speed of current models. Each launch via Starship will add 60Tbps capacity, scaling the network for gigabit speeds in congested areas. With over 4.6M users, Starlink aims to redefine global internet access.
x.com/MarioNawfal/st…
🇪🇺Europe Fakes It
This headline might be true. It might be the first 5G connection from a random LEO satellite to a ground station. It was not the first 5G connection from a LEO satellite to an unmodified handset
esa.int/Applications/C…
This headline might be true. It might be the first 5G connection from a random LEO satellite to a ground station. It was not the first 5G connection from a LEO satellite to an unmodified handset
esa.int/Applications/C…
For those who want to go over these materials with me tomorrow, let's tentatively schedule 7:30 PST EST for a Spaces.
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