🚨🚨 $ASTS WEEK IN REVIEW🚨🚨
Verizon gets excited, government work heats up, and the market is busy getting clobbered
Verizon gets excited, government work heats up, and the market is busy getting clobbered
🚵Progress Vs. Price
It's astounding to see how much the Company has accomplished since August.
It's astounding to see how much the Company has accomplished since August.
https://x.com/spacanpanman/status/1898946332905083346
🩳Who Are The Shorts?
A tin hat theory for the ages
A tin hat theory for the ages
https://x.com/KevinLMak/status/1899922405314691108
❔Broken Correlations
$IRDM gets downgraded because of the disruptive threat by $ASTS, so algo's see $IRDM going down and blast all satellite stocks.
$IRDM gets downgraded because of the disruptive threat by $ASTS, so algo's see $IRDM going down and blast all satellite stocks.
https://x.com/spacanpanman/status/1899905108101513575
🚀ISRO Launch Prep
The Bluebird Block 2 launch is coming.
The Bluebird Block 2 launch is coming.
https://x.com/ISROSpaceflight/status/1901153296771150041
🚑DA Watch: FirstNet
FirstNet is heating up. Most contracts will have some conditions precedent in them. We don't always know the timing ,but the signs are there
FirstNet is heating up. Most contracts will have some conditions precedent in them. We don't always know the timing ,but the signs are there
https://x.com/jusbar23/status/1900170065816813867
🔨Vodafone Details
Battery commodity (telecom exec ret.): Talking to the Head of Vodafone (VF) Partner Markets Europe yesterday Two interesting nuggets #1 Productization has been moved to Group Level making this a big strategic move beyond just signing up another channel partner that would have been hosted directly in partner markets. #2 Partner market fees for smaller telcos to join the VF alliance have taken a huge hit over last 5 years. With VF having sold off another 2 major markets (Spain, Italy) the leverage in the Global Roaming business is being depleted and this is where the AST partnership comes in adding major weight to the volume of traffic generated within the VF footprint which increases the bargaining power for VF in negotiating Global roaming agreements. Side Note: VF currently has roaming agreements with close to 200 MNO’s making it one of the biggest wholesale players in the industry. Few investors will have understood the magnitude of this G2M for ASTS going forward.
x.com/messages/16297…
Battery commodity (telecom exec ret.): Talking to the Head of Vodafone (VF) Partner Markets Europe yesterday Two interesting nuggets #1 Productization has been moved to Group Level making this a big strategic move beyond just signing up another channel partner that would have been hosted directly in partner markets. #2 Partner market fees for smaller telcos to join the VF alliance have taken a huge hit over last 5 years. With VF having sold off another 2 major markets (Spain, Italy) the leverage in the Global Roaming business is being depleted and this is where the AST partnership comes in adding major weight to the volume of traffic generated within the VF footprint which increases the bargaining power for VF in negotiating Global roaming agreements. Side Note: VF currently has roaming agreements with close to 200 MNO’s making it one of the biggest wholesale players in the industry. Few investors will have understood the magnitude of this G2M for ASTS going forward.
x.com/messages/16297…
🏋️♂️Vodafone Leveraging Its Network
$ASTS helps them get the max value from their relationships
$ASTS helps them get the max value from their relationships
https://x.com/ArneLutsch/status/1899422872344388076
🎙️Verizon Interview
While of course they add the perfunctory, "well out network is perfect, but where it's imperfect.." The key things are how they mention "seamless." They confirm 'real time high speed data.' He keeps mentioning how seamless the service is.
While of course they add the perfunctory, "well out network is perfect, but where it's imperfect.." The key things are how they mention "seamless." They confirm 'real time high speed data.' He keeps mentioning how seamless the service is.
https://x.com/spacanpanman/status/1900634618950545752
📵99% Coverage Is Misleading
Here is an interview from a former $ASTS employee showing the 'in-fill' opportunity in major cities. Seamless matters.
Here is an interview from a former $ASTS employee showing the 'in-fill' opportunity in major cities. Seamless matters.
https://x.com/Only6inches/status/1899755674877173822
🇺🇸Sizing US Market
300*.1*.6*120 = $2,160MM from consumers in the US at $10/month at 10% adoption among AT&T / Verizon. This excludes all other use cases.
300*.1*.6*120 = $2,160MM from consumers in the US at $10/month at 10% adoption among AT&T / Verizon. This excludes all other use cases.
https://x.com/Only6inches/status/1899730693611016544
🛹The Revenue Ramp
Why are people getting excited about $ASTS? The prospect of this type of earnings growth is unheard of.
Why are people getting excited about $ASTS? The prospect of this type of earnings growth is unheard of.
https://x.com/spacanpanman/status/1899470828284084627
🇳🇿2 Degree MNO Contract
New Zealand is now a place for us. With >1MM subscribers, the Company has 20% market share.
"As part of this initiative, 2degrees will invest in the development of its own dedicated ground station in Aotearoa, reinforcing our commitment to providing innovative solutions that expand connectivity across the country"
I point out the last part b/c FUDsters try to pounce and say ASTS gets stuck with the bill. They don't.
"It’s a multi-million dollar commitment,” a spokesperson said."
thepost.co.nz/business/36061…
x.com/AST_SpaceMobil…
New Zealand is now a place for us. With >1MM subscribers, the Company has 20% market share.
"As part of this initiative, 2degrees will invest in the development of its own dedicated ground station in Aotearoa, reinforcing our commitment to providing innovative solutions that expand connectivity across the country"
I point out the last part b/c FUDsters try to pounce and say ASTS gets stuck with the bill. They don't.
"It’s a multi-million dollar commitment,” a spokesperson said."
thepost.co.nz/business/36061…
x.com/AST_SpaceMobil…
♟️Chess to Box SpaceX In
Suck the MSS out of the system and ASTS is stronger because of what it can offer to MNOs, but also starve SpaceX
Suck the MSS out of the system and ASTS is stronger because of what it can offer to MNOs, but also starve SpaceX
🚪Dish and Echostar Bowing Out
As Spectrum is available, it means they are likely giving up on their own D2D systems
As Spectrum is available, it means they are likely giving up on their own D2D systems
https://x.com/CatSE___ApeX___/status/1900839168554475895
🛗The Elevator Pitch Is Getting Spread
$ASTS is a simple story everyone can understand. And they will.
$ASTS is a simple story everyone can understand. And they will.
https://x.com/StockSavvyShay/status/1898725154815103159
🪖Connection with Prime Contractors
The L3 Harris connection has implications for $ASTS getting government contracts
The L3 Harris connection has implications for $ASTS getting government contracts
https://x.com/CatSE___ApeX___/status/1901011043221991614
🫂Channel Partnerships
This is what a channel partnership looks like. Other people spend money to sell your services into applications and customers that you otherwise would not reach efficiently
This is what a channel partnership looks like. Other people spend money to sell your services into applications and customers that you otherwise would not reach efficiently
https://x.com/scott_jenn63528/status/1900373456463810695
✈️Government Applications of $ASTS
We know that $ASTS can be used as a back-up GPS system.
"So this month, I will ask the FCC to vote on an inquiry that can identify technologies that offer PNT solutions to complement our GPS system."
We know that $ASTS can be used as a back-up GPS system.
"So this month, I will ask the FCC to vote on an inquiry that can identify technologies that offer PNT solutions to complement our GPS system."
https://x.com/BrendanCarrFCC/status/1897391283066560835
🇪🇺European Opportunity
One has to think that SatCo is oriented to get these ESA contracts. If they do, it's all incremental money over the sunk cost of the constellation
One has to think that SatCo is oriented to get these ESA contracts. If they do, it's all incremental money over the sunk cost of the constellation
https://x.com/defiantclient/status/1900231433693913408
🇪🇺🇪🇺More European Opportunity
Europe's secular trend of re-arming should play well into the Vodafone relationship
Europe's secular trend of re-arming should play well into the Vodafone relationship
https://x.com/seraphim_space/status/1900206931827958000
🌠Starship Issues
Has SpaceX taken on too much? How can they manage so many different work streams?
Has SpaceX taken on too much? How can they manage so many different work streams?
https://x.com/defiantclient/status/1899156682410012787
💳Starlink Limitations
There are many reasons why Starlink does not use 5x5 MHz, but it's an interesting observation anyway
x.com/CatSE___ApeX__…
x.com/TJ_Cooney/stat…
There are many reasons why Starlink does not use 5x5 MHz, but it's an interesting observation anyway
x.com/CatSE___ApeX__…
x.com/TJ_Cooney/stat…
Will aim for Spaces tonight - probably around 8:30 PST / 11:30 EST.
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