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TheKOOKReport Profile picture
@thekookreport
Jan 5 • 25 tweets • 10 min read • Read on X
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more… Image
🚀 $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.
⁉️Why $ASTS

On paper, one of the most scalable business models I have seen.

Image
🏌️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

Image
Image
🫖Tea Leaves on Production Rate

Catse looks for clues on production pace

Image
📡Tendeg Ramping Up

More demand, more people Image
🏆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…
🇬🇧UK STA Summary

Funny enough, as I was typing this, there was an AT&T FirstNet advertisement. We're in a simulation... Image
🇹🇷Turkey STA Summary

A Spacemob member pointed out that the test area is very close to the Turkey department of device Image
💫Starlink Comparison

Starlink's amended Japanese STA has 5x5 MHz. Hard to make that useful.

fcc.gov/ecfs/document/…Image
🔙Backhaul Bandwidth

Catse digs a bit deeper into the UK STA

🔭Telescope Protection

ASTS continues to report its progress to the FCC. Signs of life.

Image
🏰ASTS Tech Moat

A nice year end summary of the pace of innovation at $ASTS

Image
🔵New Glenn Launch

If for no other reason, this will be fun to watch

Image
🇮🇳If it's in the newspaper…

ISRO busts onto the scene talking about $ASTS and their foray into US commercial launches

Image
🦘Bluebird 2 Launch Watch

Reports out of India show that $ASTS launch might have jumped the queue

Image
📰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…
🚀ISRO Has A Busy Year

Nice overview of what's going on with ISRO

Image
📺India Launch

Cool video showing the most recent ISRO launch (at min 30)

🏦Fidelity Buys

Remember the power of large accumulation

Image
🇳🇴DNB Nor Spreading the Word

Iversen educating Scandiland

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🇦🇺Australia Government Funding

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…
🇪🇺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…Image
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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More from @thekookreport

TheKOOKReport Profile picture
Apr 27
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FCC Chair Carr and Senator Ted Cruz drop by to congratulate Abel, Golden Dome kicks off, 5G Fund expectations rise, ISRO Launch soon, and much more on this week's Weekly... Image
🎌Rakuten Meeting

CEO Hiroshi Mikitani told a briefing Wednesday that Rakuten would provide voice, video, text and "other" services when it starts in the fourth quarter of 2026.

While Japan has dense mobile coverage in built-up areas, its difficult terrain and numerous offshore islands mean most carriers cover only about 70% of the total territory.

x.com/AST_SpaceMobil…

x.com/RakutenGroup/s…

x.com/Light_Reading/…
🤱Rakuten Explains the TAM

Lots of opportunities.

Read 28 tweets
TheKOOKReport Profile picture
Apr 20
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

FM-1 progress coming soon, Golden Dome heating up, and much more on this week's Weekly... Image
🚀ISRO Firming Up

There is one launch ahead of us and then it's go time

x.com/ISROSpacefligh…

x.com/CatSE___ApeX__…
✅Bluebird Block 2 Launch

The administrative thresholds continue to get met

Seeing this filing means the operator (through the U.S. administration) has taken an early and essential regulatory step. The ITU framework sets the stage for official recognition of the satellite’s frequency usage and ensures no uncoordinated interference emerges

x.com/CatSE___ApeX__…
Read 29 tweets
TheKOOKReport Profile picture
Apr 6
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

The world is over, but $ASTS continues to be in control of its destiny with nuanced details in regulatory filings showing that a large base of government revenue appears to be cooking. That, and more, on this week's Weekly... Image
👶Beta Boys

Beta is back. Wholesale liquidations of the market is always super fun, but it gives you a second chance. A great stock won't ever go back or rewind itself unless a) the market pukes or b) something bad happens.

Analogues:

October 1987 saw an enormous single‑day collapse (“Black Monday”). One month later, the market was roughly flat to slightly down (depending on the exact start/end points). November 2008 saw a vigorous +18 % rebound in the month after the local low, even though the global financial crisis continued well into 2009. March 2020 bottomed on March 23; the rebound one month later was approximately +25 %, reflecting the swift policy response and rapid market snapback.

x.com/Geiger_Capital…
🫰Tariff Exposure

NomadBets breaks down the key issues

Read 22 tweets
TheKOOKReport Profile picture
Mar 30
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Son, are we winning? Apparently, but last week it didn't feel like it. Ligado got signed, the future is bright but macro and FUD separate the men from the boys...that, and more on this week's Weekly... Image
🤗SpaceMobile Cares

The Company respects its shareholders

📡Ligado Signed

The DA is signed. The implications of this are enormous. ASTS is ever-evolving and capitalizing on opportunities to maximize the value of their innovative technology

Read 35 tweets
TheKOOKReport Profile picture
Mar 23
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Block 2 gears up, FUDsters freak out as ASTS once against prepared to strike, and much more... Image
🪷ISRO Launch Coming. Not May Day, but a Day in May or June

It will be exciting to see the start of the main campaign. Block 2 Bluebird 6 starts the wave of launches that will occur over the next 12 months

x.com/CatSE___ApeX__…

apps.fcc.gov/els/GetAtt.htm…

x.com/CatSE___ApeX__…

x.com/ISROSpacefligh…Image
🧑‍⚖️Guidance Confirmed

Nice to see everything reiterated

Read 27 tweets
TheKOOKReport Profile picture
Mar 16
🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Verizon gets excited, government work heats up, and the market is busy getting clobbered Image
🚵Progress Vs. Price

It's astounding to see how much the Company has accomplished since August.

🩳Who Are The Shorts?

A tin hat theory for the ages

Read 27 tweets

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