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Agent Confirms he has 3 trips lined up through October, Potential trips 👀: - Amazon Rainforest possibly w/ Jason and other's - France w/ BMS - Japan w/ CARE - Morocco w/ Pokimane

Agent Updates

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441,085 views • 28 days ago •via X (Twitter)

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$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 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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 $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for 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$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 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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 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51,628 views • 5 months ago

‘29 Luca Briggs (Cosby) First time seeing the freshman yesterday. Didn’t get to see it in game, but what I saw before the game left me feeling pretty good about the present & future. Some of the better BP I saw, swing works, has a chance to defend in the IF, listed 6’2” w/ long limbs. Was up to 87 earlier this week. Just updated 2029 ranks and had not seen him, but he will be moving into those today, deservedly so. Prep Baseball Virginia/DC l Shooter Hunt l Jordan Jones #BeSeen

‘29 Luca Briggs (Cosby) First time seeing the freshman yesterday. Didn’t get to see it in game, but what I saw before the game left me feeling pretty good about the present & future. Some of the better BP I saw, swing works, has a chance to defend in the IF, listed 6’2” w/ long limbs. Was up to 87 earlier this week. Just updated 2029 ranks and had not seen him, but he will be moving into those today, deservedly so. Prep Baseball Virginia/DC l Shooter Hunt l Jordan Jones #BeSeen

Jason Burton

13,380 views • 5 months ago