Lukasz

[Lukasz @87_suited]

@UEFAComPiotrK @Patryk414094460 @BorekMati @LaczyNasPilka Wkra też fajną, Pilica również

[Lukasz @87_suited]

@endless_frank Reading a lot of comments by people who are in the red and clearly frustrated. They sound exactly the same as when we were on our way to $2. ASTS communication has been shit from the beginning and has not changed unfortunately, BUT other than that everything lines up. Be patient!

[Lukasz @87_suited]

@k_serpees @SchulzJustyna Instytucjonalnie Niemcy są naszym wrogiem w 100%. Udają przy tym przyjaciela. Wielu Polaków wierzy we wciskany im kit i dlatego idzie im tak dobrze. Powinien to rozumieć każdy kto choć trochę interesuje się polityką. A co zwykli Niemcy mówią albo myślą nie ma nic do rzeczy.

[Lukasz @87_suited]

@bez_zadecia @Bonkers9191 Jesienią to już za późno ponieważ menadżerowie i piłkarze widzą na horyzoncie 1. Styczeń i kasę. Dobrych trzeba przedłużać wcześniej. Najlepszy moment na to był jak miał kontuzję.

[Lukasz @87_suited]

@Mekk @Oskar_M04 Głowa ale i cierpliwość otoczenia, czas na aklimatyzację itd. To że jemu i Urbańskiemu się nie powiodło to głównie błędy Legii. Oni potrzebowali czasu, wsparcia i prawdziwej szansy nawet jak się coś nie uda.

[Lukasz @87_suited]

@AdamRomer13 Ja mam jeszcze kubek Davida Robinsona z 1992 roku, specjalna edycja kubków na igrzyska amerykańskiego McDonalda.

[Lukasz @87_suited]

@PortalWarszaws1 @trzaskowski_ @Policja_KSP @MSWiA_GOV_PL @KierwaOfficial2 @PolskaPolicja Ja się domagam traktowania takiego ścierwa jak w latach 90 czyli ostrym wpierdolem na psach, potem odsiadkę za usiłowanie zabójstwa, konfiskata całego majątku jego i jego najbliższej rodziny i natychmiastowa deportacja tejże a jego dopiero po kilkuletniej odsiadce.

[Lukasz @87_suited]

@RabbittLeader @MarioNawfal Falling? He is paid to do it.

[Lukasz @87_suited]

@OficjalneZero @owca_aleksandra Mogą iść normalnie na przejście graniczne i złożyć wniosek o azyl. Ciekawe czemu tak nie robią i ciekawe czemu ten pustak o tym nie wspomni?

[Lukasz @87_suited]

@K_Stanowski , tępa suko.

[Lukasz @87_suited]

@visegrad24 @a_fedorska One day, when it’s too late, most of our own idiots will realise that these guys should have been shot at right here and that such an opinion should not even have been controversial.

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨ROTH CAPITAL REITERATES $108 PRICE TARGET AND BUY RATING ON AST SPACEMOBILE

ASTS Convert Reinforces Positives; Buy

In Thursday's aftermath of a $1.1B convert, ASTS came under pressure (-17% Thursday vs. SPX down <1%) as investors wrestled with "Why," given the fully funded D2D constellation. Simply stated, it expands growth opportunity as ASTS leverages its time-to-market advantage with further financial flexibility for manufacturing, launch diversity, and potential spectrum acquisition. Additionally, ASTS has established itself as "the" viable and reputable neutral third-party for corporate and sovereign partnerships such as the pending J LEO opportunity (Japan with Rakuten) and the Vodafone JV in Europe, in our opinion. Use the weakness as a buying opportunity.

Convert pressure provides an attractive entry point: This past week, the announcement of a $1.1B convert placed significant pressure on ASTS shares, as the action appeared to conflict with prior comments of the constellation being fully funded. So what happened and why now? Simply stated, we believe that the incremental growth opportunity continues to crystallize with MNO engagements and potential for dedicated sovereign LEO constellations (J LEO below). Consequently, estimated proceeds of $983M, after a capped call with a $149.20 strike price (~1.5% dilution) will be used for manufacturing capacity, securing launch vehicle capacity, and spectrum (an increasingly important asset in the space race). So while initially perplexing, we view the financing as opportunistic and a positive reiteration of the emerging D2D opportunity.

Early 2027 constellation launch: Consistent with our outlook, ASTS has reinforced achieving 45 satellites and the commercial launch of the constellation in early 2027 (we expect 1Q27). In general, this reflects the delays around launch vehicles, specifically Blue Origins' New Glenn May launch pad explosion. While Blue Origin continues to make progress and is expected to return to the launch rotation by year end, this has pushed the expected launch cadence into 2027. In the interim, ASTS continues to lean heavily on Starlink's (SPCX-NC) Falcon 9 while qualifying other launch vehicles such as United Launch Alliance's (ULA) Vulcan.

Partnerships and J LEO: ASTS has established itself as a unique and reliable neutral third-party partner for terrestrial MNOs and governmental organizations. This starts with the Vodafone JV which provides favorable access to European spectrum and appears to be continuing with Japan's Rakuten. At present, Japan's Ministry of Communications has agreed in principle to subsidize a Rakuten Group-AST SpaceMobile JV to the tune of ¥150 billion (approximately $926 million) for a new LEO constellation with dedicated Japan capacity. In essence, this provides more global capacity for a global ASTS constellation while establishing sovereignty for national access, in this case Japan. We believe this could create an arms race of sovereign capacity in G-20 countries. ASTS is the ideal partner for these potential emerging constellations, in our opinion.

Reality setting in on Starlink: As we have previously articulated, ASTS has a time to market advantage over SPCX for broadband D2D and more attractive MNO partnership model, in our opinion. Starlink Mobile's 7.4M D2D sub base is narrowband, or text and emergency services. Broadband D2D capabilities require the next-gen V2 satellites which will also await the commercialization of the Starship launch vehicle. Given recent Starship headwinds, we would expect broadband D2D services in late 2027 or 2028, at best. This provides AST SpaceMobile with a 12-24 month time-to-market advantage (even accounting for its own recent Blue Origin headwinds). Additionally, ASTS's MNO partnership approach (60+ operators and growing) provides a significant channel with 3B+ current subscribers vs. Starlink's 1.7B pops covered under 30 MNO agreements. The bottom line is ASTS's D2D has a performance, time to market and a partner momentum advantage over Starlink, in our opinion.

[Lukasz @87_suited]

@WeszloCom Chorwaci również ponieważ to oznacza że ta technologia nie jest wiarygodna i decyzja z boiska (Gol) w meczu Chorwatów powinna pozostać.

[Lukasz @87_suited]

@LegiaKosz Galatasaray, Alba, Porto

[Lukasz @87_suited]

@przemekbator A przynajmniej nie można mieć pewności po tych powtórkach więc nie wiem na jakiej podstawie zmienili decyzję.

[Lukasz @87_suited]

@stary_nick @Sluzby_w_akcji Sienkiewicz też

[Lukasz @87_suited]

@Vlad_CS Jedyna zrozumiała dla mnie opcja to taka że jeszcze będzie rok wypożyczenia i ogrania w ekstraklasie, wszystko inne nie ma żadnego sensu. Trudno inaczej zrozumieć ‘odpalenie’ raptem po kilku treningach …

[Lukasz @87_suited]

@K_Stanowski A co może robić alkoholik

[Lukasz @87_suited]

@chasecashman @WillTownTech @ATT @TMobile @Verizon @TMFAssociates Stop poking the bear 😉

[Lukasz @87_suited]

@NKrytykiem @Merkuury Nie jest sprzeczne. Mogą sobie zatrudnić 100 obcokrajowców ale w kadrze na mecz może być tylko tyle. To tak jakby nie zgodne z prawem było ograniczenie 11 na boisku …