SpaceMob (Specul🅰️tor in Chief)

A loud mob, passionate about a communications revolution. Not officially affiliated with AST SpaceMobile. Worldclass speculator and risk connoisseur

[SpaceMob (Specul🅰️tor in Chief) @AST_SpaceMob]

You landed here because you wanna know what this whole Sp🅰️ceMob thing is about

Well, there's no TL/DR for $ASTS

you are just going to have to read this exhaustive report for better coverage than any analyst

And at the end

You too will probably join the 🅰️ team

[TheKOOKReport @thekookreport]

As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of #hardcoreDD. Spread it far and wide. "This the DD"

Go to the link to download the full document

https://t.co/zlw5FGDVX4

[No_Privacy_🅰️nymore @no_privacy]

For any $ASTS investor CELEBRATING 🥳 the gains this past week, I encourage you to check out this new product from fellow / former investor @GalenMudd. He has a MADE IN THE USA cooler that is perfect for floating in water. I'm planning on more vacation days 🏖️⛺in the future!

[Anp🅰️nman @spacanpanman]

$ASTS: Another Expert Network excerpt from former senior Starlink Direct-to-Cell manager.

1) This passage highlights T-Mobile's short-term focus of wanting to be associated with something cool without assessing long-term strategic impact or even asking the most important question - does the tech even work?

2) Also confirms that at the time of the August 2022 announcement, Starlink Direct-to-Cell was pretty much a vaporware response to get ahead of the Apple/Globalstar announcement.🤷‍♂️

FORMER SENIOR STARLINK DIRECT-TO-CELL MANAGER:

"There's different reasons why telcos sign up for a service like this. T-Mobile is a very, very unique case. The genesis of all this, if you remember, was Apple was due to announce their satellite service. Elon called together a quick press conference, got everybody on stage and announced that T-Mobile and Starlink would do the same. Now, there was some efforts internally to bring this to market, but really the fire that accelerated all this was the Apple announcement.

T-Mobile, very, very historically, tends to be a huge marketing machine. What they're looking to do and what their financials have shown is that they're very good at adding subscribers. Now traditionally, that would be through having free HBO or Apple TV+. This is yet another thing that they offer to try and attract customers. Their view on this tends to be more on what is the customer acquisition story? What does it cost us to do that? What is the cost of churn as people leave? What can we do to have people in the highest ARPU bucket?

The other thing to note is they're very much tying it down to particular kinds of devices. A lot of the U.S. telcos tend to make money also through device financing. Forcing an upgrade cycle in a market where upgrade cycles have been pretty slow is a good incentive for them as well. A partnership like T-Mobile, for example, isn't as worried about the number of messages or the amount of data. It's more, what is the brand value of somebody like SpaceX, Elon, and Starlink and how does that complement the T-Mobile brand and how does that increase awareness or get more people interested in joining? Very, very different for T-Mobile."

[Kevin Chen @defiantclient]

$ASTS: 🚨🚨AST BEARS IN SHOCK AS THEY REALIZE THAT WHEN THE COMPANY SAID THE SATELLITES ARE FOR DUAL USE COMMERCIAL AND GOVERNMENT INCLUDING NON-COMMUNICATIONS TECHNOLOGIES, THEY WERE TELLING THE TRUTH💪💪

[TheKOOKReport @thekookreport]

Jedi mind trick for them to have not used up the ATM. Lol. I thought they would have and then re-file (no big deal), but by leaving a stub, they really send an "f- you" to the shorts.

$ASTS

[Anp🅰️nman @spacanpanman]

$ASTS:@thekookreport and I will be discussing the super bullish Q4 update. HUGE implications for the business and stock 🚀🚀🚀

Tuesday, March 4th @ 11:30PM ET https://t.co/fSaixYJ3yv

[SpaceMob (Specul🅰️tor in Chief) @AST_SpaceMob]

@TheodorusAtheos $ASTS This belongs here
https://t.co/AFeLFiFCuR

[SpaceMob (Specul🅰️tor in Chief) @AST_SpaceMob]

Informative paper that you should definitely DL and read, but...

Fundamental difference in payload architecture between the top two is glaring omission

And Starlink V2 direct-to-cellphone will not do "broadband" like $ASTS, and even their SMS will NOT be operational in 2024

1/

[PCMag @PCMag]

The deal with Vodafone promises to help AST SpaceMobile power satellite-to-phone services across Europe amid a growing rivalry with SpaceX's cellular Starlink service. https://t.co/Ym5gS2CZ3U

[Kevin Chen @defiantclient]

$ASTS: 🚨🚨🚨 "STARLINK RIVAL" AST SPACEMOBILE HAS BEEN SECRETLY WORKING WITH GOOGLE TO ADD SUPPORT FOR THE SPACEMOBILE NETWORK ON ANDROID DEVICES. 📱🛰️📡

The parties executed a definitive agreement on October 18, 2024, to provide, among other things, certain services to each other and have agreed to collaborate on product development, testing and implementation plans for SpaceMobile network connectivity on Android devices. The "Services Agreement" is for a term that is three years after continuous commercial service coverage, for end users at certain satellite orbit inclinations, subject to auto-renewal for successive three-year periods unless either party terminates.

$GOOG $GSAT $AAPL

[AST SpaceMobile @AST_SpaceMobile]

Vodafone and AST SpaceMobile sign agreement to create direct-to-device satellite service provider https://t.co/iVr1vSMgpM

[Only6inches 🅰️ @Only6inches]

$ASTS Throwing this out there. Can anyone photograph a BlueBird satellite for the mob?

Cheers to whoever knows someone that knows someone that can/wants to do it.

[MTC🅰️pital @InvestingIdea]

$ASTS going into MWC, earnings and business update week with the latest Vodafone deal 🤑🔥🚀

[MWM @MWM76]

$ASTS god this is BIG!

https://t.co/u4YCKJYHre

[Fox News @FoxNews]

Never lose cell service again with this space-age satellite tech https://t.co/4mQFGRuWIr

[C🅰️tSE @CatSE___ApeX___]

Never lose cell service again with this space-age satellite tech https://t.co/DpSuC2Ef8i #FoxNews

$ASTS @AST_SpaceMobile $T #🧇 $VZN @ATT @Verizon $ASTS 🅰️

[TheKOOKReport @thekookreport]

🥊Starlink Beatdown Coming

#Spacemob does not need to, nor should it publicly beat down on Ben and others. Let them have their echo chamber. The true dirty work will happen on the docket.

https://t.co/6XfMQxkO7N

[TheKOOKReport @thekookreport]

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

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

[Anp🅰️nman @spacanpanman]

$ASTS: I told fellow Sp🅰️ceMob on Monday that I've never been more bullish about our setup. It feels like June last year heading into the Block-1 launch in September, except we are SO MUCH FURTHER ALONG with $1 Billion in the bank. I think $39 will be a distant memory and be future support as we make a new All Time High in the coming weeks.

The first Block-2 BlueBird satellite is launching in early April with a number of catalysts occurring before then:

Highly Likely
+ AT&T Video/Data Demonstration
+ Verizon Video/Data Demonstration
+ Q4 Update Early March
+ FCC Application for Full US Market Access w/ AT&T and Verizon
+ Bank of America Research Coverage
+ Roth Capital Research Coverage

Possible
+ Verizon Definitive Commercial Agmt
+ MNO Definitive Agmts
+ AND MORE

[Only6inches 🅰️ @Only6inches]

$ASTS Mass excavator operator in mines talking about paying $20,000/month for GPS.

And you thought people in the field (miners, oil rigs operators) wouldn't pay $10/month per worker for wireless coverage.

[SpaceMob (Specul🅰️tor in Chief) @AST_SpaceMob]

@defiantclient @FirstNet @FirstNetGov @AST_SpaceMobile

[Dr. 🅰️ Killinger @DoctorKillinger]

$ASTS institutions are loading the boat in this #spacex #Starlink competitor that just announced FCC Grant Of Special Temporary Authority (STA) In the United States with Strategic Partners AT&T $T And Verizon $VZ #StocksInFocus #spacemob #ASTSpacemobile #ASTS