🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
ASTS accomplished more this quarter than any Company I can remember. As their unofficial chronicler, I'm in shock at their pace of play...read on, friends
ASTS accomplished more this quarter than any Company I can remember. As their unofficial chronicler, I'm in shock at their pace of play...read on, friends
🕺MWC Update
$ASTS was center stage. Here is a video of Scott. Initial service in 2025 and full service in 2026.
$ASTS was center stage. Here is a video of Scott. Initial service in 2025 and full service in 2026.
https://x.com/spacanpanman/status/1898132909464183149
🎇ASTS is a 2025 Story
Hear that Millennium, Point 72, and Citadel pods?
Un-blow yourself up and get on the rocket
Hear that Millennium, Point 72, and Citadel pods?
Un-blow yourself up and get on the rocket
https://x.com/spacanpanman/status/1896683951852331282
🤖Wait Until People Realize ASTS is like the AI Data Center on Steroids
It's all related...
It's all related...
https://x.com/CytoplasmicANA/status/1896937783673122968
🚄ASTS Momentum
It sure feels like ASTS is walking away with it. SL D2D hasn’t signed up any additional MNOs during MWC but $ASTS MOUs went from 45 to 50 and signed google 10/2024.
It sure feels like ASTS is walking away with it. SL D2D hasn’t signed up any additional MNOs during MWC but $ASTS MOUs went from 45 to 50 and signed google 10/2024.
https://x.com/CytoplasmicANA/status/1897624634280890509
🙋♂️Putting the Tech In Context
What do these achieved speeds mean in layman's terms?
What do these achieved speeds mean in layman's terms?
https://x.com/KenTabor/status/1898368779467305068
🇪🇺Vodafone and ASTS SatCo
A European focused services provider
x.com/AST_SpaceMobil…
x.com/CatSE___ApeX__…
x.com/spacanpanman/s…
x.com/peterlindmark/…
A European focused services provider
x.com/AST_SpaceMobil…
x.com/CatSE___ApeX__…
x.com/spacanpanman/s…
x.com/peterlindmark/…
🎙️Anpan Man Talks About Europe
Ever wonder what Japanese bread thinks about the land of the baguette?
Ever wonder what Japanese bread thinks about the land of the baguette?
https://x.com/spacanpanman/status/1896541915639595051
🥖Europe Facts
It's big. Europe, if tied together with a common path to market and MNO, can really punch. SatCo is opening up an opportunity that I never considered
It's big. Europe, if tied together with a common path to market and MNO, can really punch. SatCo is opening up an opportunity that I never considered
https://x.com/redrum_2001/status/1897234791961124871
💶Euro Math
The SatCo opportunity changes the game. The game was already changed in January with Ligado. Then changed again with the SDA. Too much opportunity...
The SatCo opportunity changes the game. The game was already changed in January with Ligado. Then changed again with the SDA. Too much opportunity...
https://x.com/NomadBets/status/1897233811257385249
🚑European FirstNet
I think the same expansion of opportunity radiates around Europe with SatCo. The consumer opportunity is obvious, but then will come the government, military, B2B, etc
I think the same expansion of opportunity radiates around Europe with SatCo. The consumer opportunity is obvious, but then will come the government, military, B2B, etc
https://x.com/peterlindmark/status/1896839213410074800
💸The Revenue Ramp Starts
This is what matters most. Each quarter with surging revenue and as analysts start to calculate backlog - the stock will re-rate higher
This is what matters most. Each quarter with surging revenue and as analysts start to calculate backlog - the stock will re-rate higher
https://x.com/defiantclient/status/1897336444638699541
🌶️Government Coming In Hot
Revenue is starting to come from everywhere
Revenue is starting to come from everywhere
https://x.com/scott_m_powell/status/1896938476379271434
🚀Satellite Ramp Drives Revenue Ramp
I think the share price starts to lock into this trend
I think the share price starts to lock into this trend
https://x.com/redrum_2001/status/1897279525001834890
🎶Earnings Call Notes
Here is a good summary
Here is a good summary
https://x.com/ConnectedSpaceM/status/1897044744028790924
🎅Stanford's ASTS Call Summary
Kevin breaks it down thoughtfully
Kevin breaks it down thoughtfully
https://x.com/KevinLMak/status/1897290365779976232
💲EXIM Financing
$ASTS: As expected, AST management confirmed today that one Transaction Review Committee review was completed. Strongly presuming they mean ExIm, which means AST received a Preliminary Project Letter confirming the loan amount and basic terms. The next step is TRC #2 which is the real meat of the review process before TRC #3 which is basically a final "go or no go?" before passing the application to the Board of Directors as required for transactions >$25M and then Congressional and White House approval if >$100M, which I expect that it is. All in all I expect the funding to be granted by the end of Q3 at the latest.
x.com/defiantclient/…
$ASTS: As expected, AST management confirmed today that one Transaction Review Committee review was completed. Strongly presuming they mean ExIm, which means AST received a Preliminary Project Letter confirming the loan amount and basic terms. The next step is TRC #2 which is the real meat of the review process before TRC #3 which is basically a final "go or no go?" before passing the application to the Board of Directors as required for transactions >$25M and then Congressional and White House approval if >$100M, which I expect that it is. All in all I expect the funding to be granted by the end of Q3 at the latest.
x.com/defiantclient/…
🤫Dilution Talk
I agree with Tut here. ASTS views a social contract as existing with the Spacemob and we appreciate it.
I agree with Tut here. ASTS views a social contract as existing with the Spacemob and we appreciate it.
https://x.com/kingtutcap/status/1896965609818349821
🤡Earnings Call Spaces
Anpanman and I talked about it.
Anpanman and I talked about it.
https://x.com/spacanpanman/status/1897142443851825270
😜Anpanman Can't Stop Talking
Talk all day, talk all night.
Talk all day, talk all night.
https://x.com/BrettKrieger12/status/1897315951491887294
🔬10K Review
Bluebird launch schedule:
We expect to ship the first next-generation Block 2 BB satellite to the launch provider by the end of April 2025 for a launch estimated to occur shortly thereafter, which will commence our launch campaign of approximately 60 Block 2 BB satellites in 2025 through 2026. The timing of shipment of the first Block 2 BB satellite is contingent on a number of factors including satisfactory and timely completion of the assembly and testing of the Block 2 BB satellite, regulatory approvals for the launch, readiness of the launch vehicle, logistics and other factors, many of which are beyond our control.
x.com/kingtutcap/sta…
x.com/peterlindmark/…
x.com/defiantclient/…
Bluebird launch schedule:
We expect to ship the first next-generation Block 2 BB satellite to the launch provider by the end of April 2025 for a launch estimated to occur shortly thereafter, which will commence our launch campaign of approximately 60 Block 2 BB satellites in 2025 through 2026. The timing of shipment of the first Block 2 BB satellite is contingent on a number of factors including satisfactory and timely completion of the assembly and testing of the Block 2 BB satellite, regulatory approvals for the launch, readiness of the launch vehicle, logistics and other factors, many of which are beyond our control.
x.com/kingtutcap/sta…
x.com/peterlindmark/…
x.com/defiantclient/…
🫔Scotia Bank Assesses the TAM
ASTS is putting up proof points each day that bolster the TAM expectations
ASTS is putting up proof points each day that bolster the TAM expectations
https://x.com/forsuremaya/status/1898372351604965406
📣Industry Awareness
Deloitte puts out an industry paper
Deloitte puts out an industry paper
https://x.com/redrum_2001/status/1898411311123378655
🚒FirstNet Is Getting Closer To Announcement
It was a question of when, not if. FirstNet is now looking closer and closer to becoming an announced reality for us.
The STA includes the buffer zones: Establishing 96 km buffers at U.S. international borders with Canada and Mexico shows foresight to avoid international regulatory conflicts. This goes to the problem that Starlink will have, especially in Europe
apps.fcc.gov/els/GetAtt.htm…
It was a question of when, not if. FirstNet is now looking closer and closer to becoming an announced reality for us.
The STA includes the buffer zones: Establishing 96 km buffers at U.S. international borders with Canada and Mexico shows foresight to avoid international regulatory conflicts. This goes to the problem that Starlink will have, especially in Europe
apps.fcc.gov/els/GetAtt.htm…
🇧🇷Brazil
Nice catch by Anpanman. Abel was just in Brazil. My guess - inking more MOUs / DAs / Gateways
Nice catch by Anpanman. Abel was just in Brazil. My guess - inking more MOUs / DAs / Gateways
https://x.com/spacanpanman/status/1898049435403268437
🇦🇺Australia
Legislation to support UOMO is expected to be introduced in 2025, with the full rollout planned by late 2027. However, many Australians are likely to benefit from expanded coverage before then. The Australian Government’s broader vision aims to make Australia the most connected continent by 2030, with UOMO a cornerstone of this ambition.
x.com/redrum_2001/st…
x.com/defiantclient/…
Legislation to support UOMO is expected to be introduced in 2025, with the full rollout planned by late 2027. However, many Australians are likely to benefit from expanded coverage before then. The Australian Government’s broader vision aims to make Australia the most connected continent by 2030, with UOMO a cornerstone of this ambition.
x.com/redrum_2001/st…
x.com/defiantclient/…
🇯🇵Japan Testing
Faster cycle times. Momentum.
Faster cycle times. Momentum.
https://x.com/defiantclient/status/1898300837992022149
🪖SDA Pace
The SDA is going to flood the zone
The SDA is going to flood the zone
https://x.com/SemperCitiusSDA/status/1898122762402533748
🪖More Military Facts
As the world rearms, ASTS is at the center
As the world rearms, ASTS is at the center
https://x.com/astlurk/status/1896870868783182043
🏹The Military Will Increasing Rely on Next Gen Solutions
Want to guess if Anduril wants Spacemobile
Want to guess if Anduril wants Spacemobile
https://x.com/anduriltech/status/1897301332559847561
🏪Let's talk Ligado…
What a way to convert MOUs if the MNO is stuck on their own spectrum issues
A Telecom potluck: MNOs bring the customers and ASTS brings the spectrum
What a way to convert MOUs if the MNO is stuck on their own spectrum issues
A Telecom potluck: MNOs bring the customers and ASTS brings the spectrum
🍊Starlink vs. ASTS According to Starlink
ASTS is integrated with the MNO. Starlink is a separate roaming network
ASTS is integrated with the MNO. Starlink is a separate roaming network
🤗Global Sensation
People around the world are understanding Spacemobile. We have only begun.
People around the world are understanding Spacemobile. We have only begun.
https://x.com/peterlindmark/status/1897249703286464895
🔍Interoperability Clues
Fairwinds is helping us flip more cards. The implication of OISL is that we can be a second vendor to Starshield for the military. This is THE CARD TO FLIP.
Fairwinds is helping us flip more cards. The implication of OISL is that we can be a second vendor to Starshield for the military. This is THE CARD TO FLIP.
https://x.com/spacanpanman/status/1897751260981608492
🫥Elon No Tiene Amigos Nada Más
Who else can he realistically contract with for D2D? European vendors? Vodafone?
Who else can he realistically contract with for D2D? European vendors? Vodafone?
https://x.com/crussian17/status/1897743696294191236?s=46
💔The Love Is Gone
Italy is following Canada and everyone else. Petty, honestly. But this is the world.
x.com/zerohedge/stat…
x.com/MWM76/status/1…
Italy is following Canada and everyone else. Petty, honestly. But this is the world.
x.com/zerohedge/stat…
x.com/MWM76/status/1…
💩Starship Problems
I'm starting to think there is a bigger problem here.
x.com/NorcrossUSA/st…
x.com/petemuntean/st…
I'm starting to think there is a bigger problem here.
x.com/NorcrossUSA/st…
x.com/petemuntean/st…
🚔Starlink Waiver
We had originally assumed Starlink would get waivers and then were frankly surprised when they did not. Now they are back and able to operate at a higher power level. Let's see if there is interference. It also increases the power level that $ASTS will be able to operate at down the line. Workable technology is only part of the puzzle here. You also need MNOs.
x.com/MarioNawfal/st…
x.com/BrendanCarrFCC…
We had originally assumed Starlink would get waivers and then were frankly surprised when they did not. Now they are back and able to operate at a higher power level. Let's see if there is interference. It also increases the power level that $ASTS will be able to operate at down the line. Workable technology is only part of the puzzle here. You also need MNOs.
x.com/MarioNawfal/st…
x.com/BrendanCarrFCC…
📓Some Prior Research On This Issue
😘Starlink Interview
Expert calls spill the beans
I think one thing that you'll see with AST SpaceMobile is because of the way they're set up, there will be partners out there that absolutely make better sense to go with AST SpaceMobile. There's a few reasons for this. One is some people just hate Elon and Elon's game, and they absolutely don't want to do business with somebody that they perceive as being volatile or that doesn't have any business ability, if you will. There's going to be a subset of people that will never want to get in business there. There's another subset of people. Telcos historically are used to being the top dog in negotiations. When they work with Ericsson or Nokia or whatever, they're buying in volume, they're putting a lot of money in. They like being the top dog. When you work with Starlink, you're very much not. For people that want to exercise a lot of control and to make sure that they can oversee every single detail, Starlink doesn't operate as a vendor in the way that other OEM manufacturers or vendors operate. The dynamic is not easy for everyone to stomach. The third reason is the architecture that we talked about. If you're just another tower within the larger system that they have, they have full control. If you're a roaming partner who's also using your own spectrum, that changes the dynamic in terms of how much control you're yielding over and also the ability to have the finer customer service experience that telcos may want to have even if they don't deliver. That's going to be a lot harder with somebody like Starlink.
x.com/spacanpanman/s…
Expert calls spill the beans
I think one thing that you'll see with AST SpaceMobile is because of the way they're set up, there will be partners out there that absolutely make better sense to go with AST SpaceMobile. There's a few reasons for this. One is some people just hate Elon and Elon's game, and they absolutely don't want to do business with somebody that they perceive as being volatile or that doesn't have any business ability, if you will. There's going to be a subset of people that will never want to get in business there. There's another subset of people. Telcos historically are used to being the top dog in negotiations. When they work with Ericsson or Nokia or whatever, they're buying in volume, they're putting a lot of money in. They like being the top dog. When you work with Starlink, you're very much not. For people that want to exercise a lot of control and to make sure that they can oversee every single detail, Starlink doesn't operate as a vendor in the way that other OEM manufacturers or vendors operate. The dynamic is not easy for everyone to stomach. The third reason is the architecture that we talked about. If you're just another tower within the larger system that they have, they have full control. If you're a roaming partner who's also using your own spectrum, that changes the dynamic in terms of how much control you're yielding over and also the ability to have the finer customer service experience that telcos may want to have even if they don't deliver. That's going to be a lot harder with somebody like Starlink.
x.com/spacanpanman/s…
🫰Starlink Free Cash Flow
Because they have to fly lower, the replacement CAPEX appears far higher
Because they have to fly lower, the replacement CAPEX appears far higher
🙄GS Is Doing Somethign
The squid does not put out research randomly. What's happening? goldmansachs.com/insights/artic…
The squid does not put out research randomly. What's happening? goldmansachs.com/insights/artic…
#SpaceMob
Watch this video to get your heart pumping. Gave me chills.
Watch this video to get your heart pumping. Gave me chills.
https://x.com/TheRealCPHPhD/status/1898101931454681154
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