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Red-bean filled bread man. Posts are ideas and opinions, not investment advice. #forsteve

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POV of $ASTS shareholder that’s owned the stock for +5 years and knows what is about to come

POV of $ASTS shareholder that’s owned the stock for +5 years and knows what is about to come

27,194 görüntüleme

$ASTS Spacemob after our entire thesis is coming together in real time and massively exceeds our expectations.

$ASTS Spacemob after our entire thesis is coming together in real time and massively exceeds our expectations.

26,916 görüntüleme

🇺🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿 The Battle of Brooklyn in Prospect Park The Battle of Brooklyn (or Battle of Long Island) on August 27, 1776, was the largest engagement of the American Revolution. British forces under General William Howe outflanked General George Washington’s army by secretly using an unguarded pass. While the "Maryland 400" made a heroic sacrificial stand, Washington's trapped army executed a brilliant night escape across the East River.

🇺🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿 The Battle of Brooklyn in Prospect Park The Battle of Brooklyn (or Battle of Long Island) on August 27, 1776, was the largest engagement of the American Revolution. British forces under General William Howe outflanked General George Washington’s army by secretly using an unguarded pass. While the "Maryland 400" made a heroic sacrificial stand, Washington's trapped army executed a brilliant night escape across the East River.

12,480 görüntüleme

$ASTS: How many times have you bought the dip?

$ASTS: How many times have you bought the dip?

17,899 görüntüleme

$ASTS: Potential roadmap to hit new all-time highs well above $130 in the next 2-3 months April ✅FCC Approval for Full US SCS Commercial Service w/ 248 Satellite Constellation ✅$45M Verizon Pre-payment Unlocked May ✅1st Batch Delivery BB8-10 ✅Golden Dome / SDA Award(s) ✅FirstNet Investment and Definitive Commercial Agreement ✅2nd Batch Delivery BB11-13 June ✅SpaceX Falcon-9 Launch 1st Batch ✅SpaceX IPO ✅3rd Batch Delivery BB14-16 ✅SpaceX Falcon-9 Launch 2nd Batch ✅FCC Approval of Ligado Modification Application

$ASTS: Potential roadmap to hit new all-time highs well above $130 in the next 2-3 months April ✅FCC Approval for Full US SCS Commercial Service w/ 248 Satellite Constellation ✅$45M Verizon Pre-payment Unlocked May ✅1st Batch Delivery BB8-10 ✅Golden Dome / SDA Award(s) ✅FirstNet Investment and Definitive Commercial Agreement ✅2nd Batch Delivery BB11-13 June ✅SpaceX Falcon-9 Launch 1st Batch ✅SpaceX IPO ✅3rd Batch Delivery BB14-16 ✅SpaceX Falcon-9 Launch 2nd Batch ✅FCC Approval of Ligado Modification Application

64,901 görüntüleme

$ASTS: What it feels like to hit a new all-time high after patiently adding and holding through a multi-month 51% drawdown

$ASTS: What it feels like to hit a new all-time high after patiently adding and holding through a multi-month 51% drawdown

41,824 görüntüleme

$ASTS: 🇯🇵 It must be Japan's lucky day. AST SpaceMobile x Rakuten are bringing true broadband satellite connectivity to the country and... GO JAPAN 1-0 BRASIL!

$ASTS: 🇯🇵 It must be Japan's lucky day. AST SpaceMobile x Rakuten are bringing true broadband satellite connectivity to the country and... GO JAPAN 1-0 BRASIL!

26,809 görüntüleme

$ASTS: AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️BB7 Launch on Blue Origin New Glenn-3 ☑️BB8 - BB10 Delivery to Florida and Launch on Falcon 9 or NG5/6 ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 or NG5/6 ☑️Block-2 Launches in Batches of 3-4x or 6-8x satellites every 1-2 months ☑️FCC Approval for Full US SCS Commercial Service ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More than 50 global MNOs ☑️FirstNet Investment and Definitive Commercial Agreement ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Unlocking portion of $20M, $25M, and $65M in Revenue Prepayments from AT&T, Vodafone and Verizon upon completion of milestones ☑️Beta Testing w/ AT&T and FirstNet in 1H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 11x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 8 to 25x Block-2 BlueBirds in currently in Production ☑️Confirmation of Production Ramp to 6x satellites a Month ☑️Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in late 2026 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Commercial agreements ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅$63M to 71M of 2H 2026 Revenue ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅1,800 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q1 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Reached +3,800 Patent & Patent pending Claims ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Signed 2-3x Additional Global MNOs, Bringing the Total to +53x Covering +3.2B Subscribers ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

$ASTS: AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️BB7 Launch on Blue Origin New Glenn-3 ☑️BB8 - BB10 Delivery to Florida and Launch on Falcon 9 or NG5/6 ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 or NG5/6 ☑️Block-2 Launches in Batches of 3-4x or 6-8x satellites every 1-2 months ☑️FCC Approval for Full US SCS Commercial Service ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More than 50 global MNOs ☑️FirstNet Investment and Definitive Commercial Agreement ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Unlocking portion of $20M, $25M, and $65M in Revenue Prepayments from AT&T, Vodafone and Verizon upon completion of milestones ☑️Beta Testing w/ AT&T and FirstNet in 1H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 11x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 8 to 25x Block-2 BlueBirds in currently in Production ☑️Confirmation of Production Ramp to 6x satellites a Month ☑️Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in late 2026 ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Commercial agreements ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅$63M to 71M of 2H 2026 Revenue ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅1,800 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q1 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Reached +3,800 Patent & Patent pending Claims ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Signed 2-3x Additional Global MNOs, Bringing the Total to +53x Covering +3.2B Subscribers ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

51,628 görüntüleme

$ASTS: 🤯 Bro, it happened ➡️ $124.32

$ASTS: 🤯 Bro, it happened ➡️ $124.32

52,096 görüntüleme

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$ASTS: 🚨🇳🇿 2DEGREES AND AST SPACEMOBILE TEST VOICE CALLS, VIDEO CALLS AND MOBILE BROADBAND DATA SESSIONS OVER STANDARD 4G AND 5G HANDSETS IN NEW ZEALAND DURING THE MONTH OF AUGUST "HI MARK - IT'S MARK!" 😁 2degrees has opened a satellite ground station in Marton and completed voice-call and broadband data tests on standard smartphones through AST SpaceMobile's network. The facility is among the first commercial AST SpaceMobile ground stations worldwide and is intended to support the rollout of direct-to-device satellite mobile services in New Zealand. Paul Goldsmith, Minister for Media and Communications and Minister for Space, opened the site as 2degrees marked a new stage in its satellite connectivity programme. The Marton station will connect with 2degrees' core network and support voice, data and messaging services for users outside existing mobile coverage. Engineers from 2degrees and AST SpaceMobile have been testing the system during August. The trials included voice calls, video calls and mobile data sessions using standard 4G and 5G handsets rather than dedicated satellite phones or extra hardware. 2degrees said it has invested millions in the local ground station. It also said calls, data and messages on the service are designed to originate and terminate on the 2degrees core network without passing through another country or jurisdiction. Mark Callander, Chief Executive, 2degrees, described the project as a response to persistent coverage gaps in New Zealand. "AST SpaceMobile approaches satellite connectivity in a unique way. The service is designed to offer voice calling, data and SMS, extending connectivity into places that have traditionally been difficult to serve. 2degrees has invested millions in building a ground station locally, providing access to advanced technology that will enable connectivity for Kiwis outside traditional coverage areas," said Mark Callander, Chief Executive, 2degrees. 2degrees has not given a launch date for customers. Further testing will continue before it confirms timings for trials and a commercial launch. Callander also linked the timing to the pace of AST SpaceMobile's satellite deployment. "AST SpaceMobile has a robust launch roadmap, and with each additional satellite deployed, service availability increases. We will offer the service commercially when service availability reaches a level we consider viable," said Callander. Global push AST SpaceMobile is building a direct-to-device satellite network through partnerships with mobile operators rather than standalone satellite handsets. It has agreements with more than 50 mobile network operators globally, including Verizon, AT&T and Rakuten, covering a combined subscriber base of nearly three billion. That operator-led model has become a key part of the emerging race to provide mobile coverage from space. Telecom groups are exploring satellite links as a way to extend service in remote and rural areas, where conventional mobile towers are harder to justify on cost grounds or face geographic constraints. New Zealand's terrain and dispersed population have made that challenge particularly acute in some parts of the country. For 2degrees, the Marton ground station provides domestic infrastructure as it seeks to add satellite links to its existing mobile network. Chris Ivory, Chief Commercial Officer, AST SpaceMobile, framed the New Zealand deployment as an early commercial step in the company's international expansion. "New Zealand's early adoption of AST SpaceMobile's technology and deployment of commercial ground infrastructure position the country at the forefront of space-based cellular broadband. Working alongside 2degrees, we are bringing a new satellite connectivity capability and advancing the integration of our networks to deliver voice, broadband data and SMS directly to everyday smartphones, without specialised devices," said Chris Ivory, Chief Commercial Officer, AST SpaceMobile. Article:

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spacanpanman's profile picture

$ASTS: It’s Time

Anp🅰️nman

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spacanpanman's profile picture

$ASTS: Mobile Broadband Everywhere

Anp🅰️nman

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spacanpanman's profile picture

$ASTS: Have a great weekend all

Anp🅰️nman

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