Profile avatar
truej.bsky.social
Random thoughts and comments on life, finance, and technology.
52 posts 24 followers 12 following
Prolific Poster
Conversation Starter

$ASTS. Check out this Goldman Sach report…

Scotia Bank $ASTS Update

AT&T, FirstNet, and $ASTS are coming!

Verizon and $ASTS make video call!

👀 $ASTS

$ASTS article from Politico EU www.politico.eu/sponsored-co...

Dogs are always good.

A great read regarding the different approaches to D2D. I believe $ASTS is taking the best approach.

I periodically post high quality $ASTS content from Xitter as a service to those who have rightfully abandoned that platform. I'm doing my best to lure a special 🐈 over here but still WIP. In any case, this chart is great. I'm a skeptic of the SpaceX private value however...

AT&T owns 2.7% of $ASTS! 6,260,440 shares.

For anyone wondering why $ASTS had such a strong move higher today I say there are several reasons. 1, chart breakout last week, 2. TMobile promotion of D2D service at high $/month, and 3 & 4 in the screen shots below. Anduril + $ASTS is a great fit. Short interest is high post conv debt offering.

$ASTS I hope retail isn't giving away all the shares to institutions. The following institutions have added more shares in Q4: - Charles Schwab +135,008 with total of 1,266,713 shares - Oppenheimer +7,991 with total of 854,063 shares - Bank of New York Mellon +234,517 with total of 641,678 shares

$ASTS is doing something right when SpaceX and Starlink are threatened enough to throw shade.

$ASTS - Is it possible? Will there be any satellite related service?

$ASTS from Anp🅰️nman 🇺🇸AST SpaceMobile has signed 45 Mobile Network Operators (MNOs) representing 2.8 Billion subscribers for its broadband service. 🇺🇸Starlink DTC has signed 8 MNOs representing 261 Million subscribers for its text messaging service.

For those wondering what to look forward to for $ASTS: Short Term - Verizon Deal Agreement + Lease Agreement - Full ASTS SCS Filing - Launch of BB2 from India - More AT&T and Verizon Test Results - March Earnings Call Mid-Long Term - EXIM Funding - FirstNet Funding - DoD Contracts/Revenue

$ASTS Forbes article

Verizon + ASTS

I agree with these posts. $ASTS. The MNO's know perfectly well that SpaceX is or will be a direct competitor. They have a retail operation and a marketing channel. The wholesale only approach of @ast-science.com is a big reason why I expect them to capture 80%+ market share.

Bloomberg ASTS

SpaceX barely does texting. ASTS already does video calls!

ASTS

Deepseek users beware:

Good ASTS article.

FCC has granted ASTS the special temporary authorization for testing with AT&T.

JPMorgan Chase & Co. purchased an additional 174,000 shares of ASTS increasing their holdings by 235.9%. Don’t let Wall Street institutions take all your shares…

$ASTS Deutsche Bank Update.

This approval is very important. Testing will show the world how well the technology works. There are still those who doubt the capability and bandwidth of the satellites, but the test results should quell all doubts. After that all MNOs will be lining up to sign.

Some great news. Looks like Fidelity Investments is starting to accumulate $ASTS. Still a very modest position but once they have done the work there is likely to be more $ where that came from.

Blue Origin’s New Glenn had a successful test fire. Now aiming to launch in January. If successful $ASTS can launch 8 satellites at once!

$ASTS - Deutsche Bank believes $4.5 billion in revenue from Vodafone alone by 2030. ASTS and Vodafone entered into a 10 year deal.

$ASTS - Ahead of the competition in terms of partnerships.

$ASTS

Great analysis on the current status of $ASTS www.hennessyfunds.com/insights/Foc...