🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Policy lock in, more FCC ground work, and a large slate of catalysts. That and more, on the Weekly 💋ASTS Is Hot Again (until Friday)

More attention. Does this stuff matter? Yes, in the sense if someone new is looking at it, the more surrounding validation that ASTS is a real company helps lower the threshold for people digging into the story. Then they will 🅰️themselves.

https://x.com/ast_spacemobile/status/1891857921673216127?s=61

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

T-Mobile blows its Super Bowl ad on $ASTS, FCC approvals, Anduril CEO is an investor, and more… 🤯T-Mobile Advertises…$ASTS?

Wait, what the? Who had this on their bingo card? A T-Mobile advertisement for Starlink causes $ASTS to nearly double? Lol. Stocks are crazy. What's even funnier is that it flushed out that one of the great tech titans revealed he owned $ASTS. We are not alone.

x.com/elonmusk/statu…

x.com/PalmerLuckey/s…

x.com/PCMag/status/1…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Everything, all at once. That, and more priceless insights in the Weekly… 🌋BREAKOUT!

I FELT IT LAST WEEK. And Boom, everything all at once.

https://x.com/Reformed_Trader/status/1887623297623318716

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

ASTS announces its US FCC approvals to begin testing. Everything is coming together.

https://x.com/ATT/status/1885391128028950718

⚙️Block 1 Works

Video call. Fully transparent, no photo shop. End of story

https://x.com/ast_spacemobile/status/1884724724837519538?s=46

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Trump's Boy Brendan Carr gives ASTS the go-ahead, convertible bond successfully placed, a cleaned-up balance sheet and more in the Weekly 🏁ASTS Gets a Brendan Carr Approval

The Trump administration approved $ASTS testing on AT&T spectrum on the 3rd full day of its administration. The path for commercial operations starts now.

apps.fcc.gov/oetcf/els/repo…

🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin makes orbit on the first try, Starship faces on its seventh. ASTS has a flurry of FCC paperwork as ISRO seems to be gearing up for more business. That and more on The Weekly... 🤖Getting Up to Speed?

Listen to your favorite Fanboi's or get the real things on our Weekly Spaces

https://x.com/jusbar23/status/1881317331261170142

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

A transformational Ligado deal, Los Angeles in crisis, an FCC permit, and a lighting a very large BONG... 💎Arbitrage

One man's expensive to deploy spectrum is another man's gold.

https://x.com/mc_khristina/status/1877441098865348979

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Blue Origin hot fires successfully (despite earlier market rumors), some year in reviews, STA updates, and much more... AST SpaceMobile’s Transformational Year:
ASTS has undergone a significant evolution over the past year, transforming from a company grappling with technical and financial uncertainty to one with strong partnerships (Google, Verizon, AT&T), validated FCC approvals, government deals, and an emerging satellite technology platform. Block 1 deployment has shown real progress, and ASTS is now positioned as a potential leader in the direct-to-device satellite market. Challenges remain in scaling, securing additional funding, and achieving full regulatory approval.

Competitive Landscape: ASTS vs. Starlink:
Expert interviews highlight AST SpaceMobile’s unique approach with high-capacity satellites and large antennas, enabling superior speeds (20–100 Mbps). In contrast, Starlink leverages its rapid satellite deployment and spectrum agreements with T-Mobile to offer near-term services but with limited capacity and slower speeds (1–2 Mbps). Both companies face regulatory, technical, and financial hurdles as they race to capture growing demand in satellite-based IoT and connectivity markets.

Market Dynamics and Catalysts:
Key upcoming catalysts include potential BAML analyst coverage, further FCC spectrum decisions, and advancements in ASTS’s satellite deployments. Spectrum reuse and beamforming technologies remain critical to ASTS’s ability to scale and compete effectively. Meanwhile, broader telco market changes, like Verizon selling 6,300 towers and AT&T phasing out copper networks, underscore the push toward capital-efficient infrastructure and advanced wireless technologies.

Regulatory and Legal Developments:
Viasat has filed complaints against Starlink’s spectrum use, emphasizing interference and procedural concerns. This adds complexity to the regulatory landscape as ASTS and others vie for approval. ASTS’s ability to navigate these challenges will be pivotal for its success.

Investor Sentiment and Financial Developments:
Tax-loss selling and prior high trading volumes at levels above $25 suggest a reset in investor expectations, creating opportunities for a fresh start in 2025. ASTS’s recent shareholder decisions and redemptions also provide clarity on its financial position going into the new year.
Industry Highlights:

Telco Evolution: AT&T’s $6B annual maintenance cost for copper networks highlights the operational burdens of legacy infrastructure. Phasing out copper could unlock billions in recoverable resources.
Blue Origin and SpaceX Updates: Excitement continues in the space industry, with milestones such as static fire tests for upcoming launches.

IoT Potential: The adoption of 5G spectrum for satellite communication opens new avenues for integrating satellite connectivity into cars, industrial sensors, and more.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Christmas is coming. Many updates and tidbits that advance our knowledge of AST Spacemobile...read on, friends 🚀 $ASTS WEEK IN REVIEW 🚀

Video Calls Now Possible:Beta services launching in early 2025 with FCC support. Each satellite delivers 1M GB usable capacity, covering vast regions.
50 MOUs secured for global partnerships.

Saturno Project Partnership:Collaboration with Vodafone and Spain for satellite-driven connectivity.
Focus on bridging the digital divide and innovating space technology.

5G Fund Progress: FCC rules effective Jan 2025 to fund ASTS's rural deployment. $50M annual funding likely for infrastructure expansion.

Global Opportunity: $ASTS emerging as the mobile-first leader, contrasting with Starlink's fixed solutions.
Partnerships with telecom giants like Vodafone ensure strong growth potential.

Industry Disruption: Competitors face challenges in compatibility and public perception. AST SpaceMobile poised for rapid adoption in underserved regions.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Vodafone DA, stock market frustration, and much more in the Weekly 🚀 $ASTS WEEK IN REVIEW 🚀

🌐 Vodafone Deal:
10-yr agreement, >20 Mbps speeds, covers 60+ markets. France locked w/ #1 (Orange) & #2 (Altice). A game-changer for MNO partnerships!

📡 Global Expansion:
Gateways going live globally. Big 2025 marketing push incoming. 🌍

💸 Revenue Potential:
DB sees $4.5B by 2030 (50/50 split). Long-term deals boosting EXIM financing. 📈

📶 Tech Edge:
Spectral efficiency now 4 bps/Hz. Adaptive modulation = reliable satellite-to-phone connections.

🛡️ Military & Regulatory Wins:
DoD & Navy partnerships in play. FCC fast-tracking permits. 🛰️

📈 TAM Growth:
Beyond mobile – laptops, AR/VR devices, & more. ASTS redefines connectivity!

🔥 Competitive Advantage:
Starlink? Meet your match. ASTS's commercial moat keeps growing.

🎥 Narrative Power:
Documentaries & killer visuals drive the $ASTS story forward.

#ASTS #SpaceMobile #SatelliteBroadband

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

$ASTS gets industry recognition as well as a lot of attention at AT&T's analyst day, as much more... 🍰Summary

Achievements and Industry Position:
Recognition: $ASTS was named the "2024 Emerging Space Company of the Year."

Industry Alignment: Positioned at a critical intersection of technology and connectivity trends, such as satellite communication.
Trading Sentiment:

Market Dynamics: Noted trading patterns where $ASTS is seen as a pair trade against Starlink news, with investors reacting to perceived competition.

Zoomed-Out Perspective: Investors are encouraged to focus on the long-term structural advantages and milestones of $ASTS.
Competitive Insights:

Starlink Comparisons: Differences highlighted between $ASTS's higher speeds and capacity versus Starlink's shared-beam model.

Investor Challenges: Difficulty for institutions to invest in $ASTS due to pre-revenue status and competition with Elon Musk's ventures.

Satellite Operations: Updates on AST5000 ASIC development for enhanced performance in space environments.

Regulatory Milestones: Progress in FCC approvals, including spectrum leasing arrangements and compliance.
Partnerships:

AT&T Collaboration: AT&T's strategy emphasizes $ASTS's role in augmenting terrestrial services. AT&T and Verizon's spectrum contributions bolster $ASTS's offering.

Catalysts and Future Outlook:
Upcoming Catalysts: Regulatory approvals, new launches (e.g., Bluebird 2), government contracts, and initial operations/revenue.

Long-Term Vision: Potential for significant revenue growth and impact on mobile network operators' subscriber value.

Geopolitical and Global Context:
International Developments: Regulatory challenges in Namibia for Starlink, opportunities in Europe, and competitive positioning in the Indian market.

MNO Partnerships: The strategic choice to collaborate with mobile network operators ensures smoother market entry and broader adoption.
Investment Insights:

Valuation Potential: The potential for exponential growth if milestones are achieved, highlighting parallels with historical tech successes.

Market Awareness: Awareness and investment traction are still in the early stages, with significant room for growth.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

$ASTS is set to receive FCC approval, Starlink gets to pursue its defective system, FUD Busting, and much more on this week's Weekly Week in Review Highlights:
Global Expansion and Partnerships: Permits filed in Turkey with Vodafone. Notable collaborations with AT&T, including mentions of their strategic investments and upcoming Analyst Day.

Competitive Landscape: Critical analysis of Starlink's limitations, regulatory challenges, and service model, highlighting $ASTS's edge in technology and market positioning.

Market Opportunities: Emphasis on the scalability and economic potential of commercial space applications, with $ASTS poised to revolutionize telecommunications, especially in underserved areas.

Investment Case for $ASTS: Focus on its superwholesale model, strategic partnerships, and visionary leadership driving innovation.
Financial health underlined by significant cash reserves and successful satellite launches.

Key Takeaways from DB Conference: Observations on industry lethargy versus $ASTS's dynamic approach, with leadership seen as focused and mission-driven.
Analysis of historical failures in satellite
communications and how $ASTS is breaking that mold.

Regulatory and Competitive Insights: Updates on FCC approvals, spectrum battles, and the impact of lower orbital altitudes on satellite longevity and efficiency.
Starlink's challenges with interference and its perceived struggles to compete with $ASTS.

Technological Innovation: Discussion on space-based power generation and other potential non-communication applications for $ASTS's technology.

Market Trends and Sentiment: Shift in generalist investor sentiment towards space stocks, with $ASTS emerging as a long-term growth story.
Analysis of adjacent industries and their role in $ASTS's success, including military and government programs.

Broader Space Economy: Highlights on the growing valuation of space companies like SpaceX and the potential for market disruption in the telecommunications sector.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

The wet dream of shorts is about to turn into a nightmare for them. I will also try to do a Spaces to cover these topics tomorrow and will schedule it when I know my schedule. 🤘Key Highlights:

Sources and Uses of Funds: Analysis suggests the company may be pursuing less dilutive financing strategies, signaling long-term confidence.
Government funding, MNO prepayments, and EXIM support remain key potential catalysts.

Growing Interest: $ASTS presentations are drawing larger crowds, with institutional investors starting to take notice.

Market Sizing: The satellite market potential, especially in D2D communications, is vast, with both consumer and military applications on the horizon.

Short Seller Debunking: Recent short theses are critiqued, highlighting gaps in their assumptions and reinforcing the long-term investment thesis for $ASTS.

Technical Developments: Continued testing of BW-3 and updates on beam size efficiencies showcase $ASTS's technological edge.

Leadership Moves: CEO Abel Avellan's estate planning transaction signals confidence in $ASTS's future while aligning shareholder interests.

Policy & Regulation: Changes at the FCC, including new leadership, are likely to shape the regulatory landscape favorably for satellite communications.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Bezos finds a new way to get his rockets off. That and much more on this week's "Week in Review..." 🤠In this week's Review, you'll find the following topics

Highlights:
Earnings Call Summary:
Best earnings report to date.
Signed Multi-Launch Agreement (MLA) for 60 launches.
Successful initial operations of Block 1 satellites.
Key partnerships with AT&T, Verizon, and Rakuten confirmed.
Progress on government contracts, including significant EXIM financing application.
Updated CAPEX guidance indicates a path to cash flow positivity.

Strategic and Operational Updates:
$ASTS announced regulatory progress and plans for continuous constellation coverage by 2026 (ahead of market expectations).
Multi-launch strategy diversifies launch providers (SpaceX, Blue Origin, ISRO).
Detailed updates on individual launches, including upcoming ISRO and SpaceX flights and Blue Origin’s New Glenn potential.
A new schedule tracker highlights launch cadence.

Market and Investor Sentiment:
Stock faced short-term volatility, attributed to perceived manipulation post-MLA announcement.
Jim Cramer maintains a cautious stance, while community members argue the stock's upside potential.
Discussion on how the market underestimates $ASTS's long-term network monetization potential.

Military and Government Opportunities:
Growing government/military interest, including NATO discussions and SDA contracts.
Non-communication use cases (e.g., radar, GPS, phased arrays) offer additional growth areas.

Regulatory and Financial Progress:
FCC filings for AT&T and Verizon enable testing and spectrum allocation.
EXIM financing discussed as a key component of long-term low-cost capital structure.

Competitive Landscape:
Updates on SpaceX’s growing valuation and capacity, alongside Starlink challenges.
Industry dynamics highlighted by the collapse of rivals like Rivada.

Global Expansion:
Focus on India and the Middle East, with strategic moves like the ISRO launch providing market footholds.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Trump, Founder of the Space Force, is back...a tough week for the stock price, but many fundamental events are ahead for next week. Read on. 😶‍🌫️This week will cover the following:

ASTS Earnings Preview
I'll share my thoughts on what could happen on the Earnings Call on Thursday

ASTS Keeps Scaling
Expect updates on accelerated plans to launch commercial service soon.

Potential ASTS Acquisition
Speculation on Amazon or Google potentially acquiring $ASTS for telecom assets, similar to big tech’s entry into other markets.

Kamala Trade Impact
Market expects government support for SpaceX, but 70% of the U.S. market is tied to $ASTS.

$ASTS as DoD's Ace
Significant potential for ASTS in U.S. defense applications, backed by recent insights from a UT Austin Professor.

Defense Applications Expand
More details on ASTS’s defense applications from expert sources.

Ariane BB2 Launch
Anticipation of at least one launch with Ariane, according to sources.

Short Sellers on ASTS
Shorts are targeting ASTS, comparing it to Starlink, but investors remain bullish on $ASTS’s unique position.

Government Opportunities
ASTS is well-positioned for national security contracts, highlighted by a recent SDA award.

FCC Support & 5G Expansion
Commissioner Brendan Carr supports technology developments benefiting ASTS and the DoD.

Nokia 6G Summit
ASTS featured as a critical technology asset for defense applications at the summit.

Canadian Support
Canadian Space Agency backs ASTS, with Bell Canada also showing support.

New Zealand Partnership Misstep
Some concerns over a New Zealand telecom partnership that may not align with ASTS’s strategic goals.

Starlink's Misleading Claims
Allegations of Starlink overstating service accuracy, raising questions for private investors.

Bezos and Blue Origin
Bezos’s New Glenn rocket is nearing launch readiness, a significant milestone for Blue Origin.

Apple and Globalstar Partnership
Overview of Apple’s $1.5 billion satellite smartphone investment with Globalstar.

KOOKGPT Expansion
KOOKGPT is accepting blank term sheets for new AI company initiatives, with standard NVCA terms preferred.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Good things are coming, read for more. 📢 ASTS Milestone Announcement

AST SpaceMobile is signaling exciting developments ahead! They’re “getting ready to operate and provide commercial services,” suggesting the start of significant milestones.

https://x.com/AST_SpaceMobile/status/1851782816889012307

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

$ASTS gets included in an incredible US Military Project, becomes a Prime Contractor, and completes the unfurling of all 5 Block 1 satellites. Read on for more! ASTS Block 1 Satellite Unfurling Ahead of Schedule:
AST SpaceMobile completed the unfurling of its five Block 1 satellites six weeks after launch, moving ahead of schedule. This rapid deployment primes the satellites for upcoming commercial and U.S. government operations, showcasing ASTS's commitment to timely and reliable performance.

Promotion to Prime Contractor in the HALO Project:
AST SpaceMobile advanced from subcontractor status to prime contractor with the U.S. Space Development Agency (SDA) under the HALO initiative. This pivotal promotion allows ASTS to manage contracts directly, highlighting its growing technical maturity and strengthened industry relationships.

HALO Demonstrations Begin with ASTS as Key Player:
ASTS is among 19 companies chosen for the SDA’s HALO project, aiming to enhance missile tracking and communication capabilities in low-Earth orbit. The initial orders involve the launch of two satellites within 12 to 18 months, with the possibility for larger contracts as the program expands.

FCC Compliance and Strategic Diplomacy: While regulatory hurdles are common in satellite communications, ASTS has maintained steady compliance with FCC requirements, contrasting with recent publicized disputes by SpaceX. ASTS’s smooth navigation of these processes underscores its meticulous approach to regulatory compliance.

FirstNet and New Spectrum Gains Support Future Expansion: AT&T’s FirstNet received additional spectrum, furthering ASTS’s potential reach for emergency and public safety communications. As the FirstNet network grows, ASTS is positioned to provide valuable satellite-based connectivity for first responders and emergency personnel.

Spotlight on Government Spending for Space Initiatives: The Pentagon's $14 billion Next-Gen OPIR program reveals a sustained emphasis on large-scale satellite procurement. ASTS’s modular satellite technology aligns well with such ambitious government initiatives, offering high-altitude solutions ideal for persistent surveillance and missile tracking.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

2 more birds join the flock; AT&T shows the end game, and much, much more. This week's $ASTS Week In Review also includes an upfront summary Unfurling Progress: With the recent milestone, three satellites are now operational, continuing to expand our coverage.

Bloomberg Interview Success: Scott delivered an impressive interview, highlighting our network's strategic focus. Key takeaways include: Over 45 MOU partnerships with 2.8 billion subscribers.
A vertically integrated model, enabling us to scale production to six satellites per month.
A clear message to shorts: we are differentiated, focusing on shareholder value.

Market Dynamics & Competitive Landscape: The narrative is shifting significantly in our favor. Our positioning has evolved from being seen as a "tiny player" to a formidable competitor in the market.

Government Engagement: Our solutions continue to resonate with government needs, particularly in the U.S., positioning us as a crucial partner for long-term strategic initiatives.

Talent Acquisition: We're pleased to welcome Luiz Abud to the team. With his expertise and insights, particularly from his time at Nokia, we expect to accelerate the commercialization of our technology.

Investor Confidence: Institutional interest is growing, as evidenced by BlackRock's increased stake in our Series A stock. This shift towards long-term holders underscores the market's belief in our growth trajectory.

Key Partnerships & Market Moves: The recent Verizon spectrum deal has strategic implications, especially as it positions us alongside leading telecom players in shaping the future of satellite-based communication.

Expanding Opportunities in Mexico: Our collaboration with regional partners is well-timed as the country navigates regulatory challenges. ASTS offers a promising solution for 5G expansion, making it a valuable partner for regional telecom giants.

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

The storm has passed, literally and metaphorically

Solar storm messing with drag is over and the Starlink STA is more obviously a nothing burger. ASTS MET WITH FCC COMMISSIONER: ASTS confirmed it will meet all the rules (unlike someone else). ASTS is once again talking about the 5G Fund and it's eligibility.

licensing.fcc.gov/myibfs/downloa…

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

A BIRD SPREAD ITS WINGS: The first Block 1 bird unfurls AHEAD of schedule TIME TO EXECUTION. As Tut points out, 70 days from factory floor to unfurling. Execution is what will drive the stock price to big boy market caps ($100bn+).

https://x.com/kingtutcap/status/1842192637945618743