AVG DUDE

[AVG DUDE @AVGDUDESD]

@FindleysFinance @timoassi No they just have done more research and have seen it from all the angles. You just saw the trunk of an elephant and thought it’s a snake we have all done that at some point.

[AVG DUDE @AVGDUDESD]

@ursamajortech Hypersonics at cost and space propulsion. Looks attractive if Ursa Major can scale up and execute.

[AVG DUDE @AVGDUDESD]

@tottaway22 @laorlet @zimman16 @AST_SpaceMobile Follow Tanner. The production cadence is matching up they are through production hell now it’s just math and repeating results through execution until the constellation reaches scale.

[AVG DUDE @AVGDUDESD]

@FranciscoSpace5 The value is in the services provided which is the satellite capability. The satellites are the value the rocket is the means of getting them to orbit. $ASTS, $PL, $RKLB and $SPCX will make their money on the satellites and space systems.

[AVG DUDE @AVGDUDESD]

@ricci_nov @yatharthmann Tip of the hat 🎩 superb point.

[AVG DUDE @AVGDUDESD]

@Light_Reading Can AST lease or buy their spectrum after SES tires of giving them money for bad technology?

[AVG DUDE @AVGDUDESD]

@K_holdings_ @spacanpanman Probably IOT, DOW and emergency government communications based on the conference call. They cannot make D2D work but PNT and limited communications yes.

[AVG DUDE @AVGDUDESD]

@Mattgyver1212 @Yeah_Dave They can put more power in orbit per satellite than anyone else and they have a cool heat patent everyone else has to to work around. Blue origin is coming back and other launchers are joining the launch stable.

[AVG DUDE @AVGDUDESD]

@MDETME2 @Defiantclient2 @scottwisniews @SpaceX @blueorigin Mitsubishi, ULA, ISRO

[AVG DUDE @AVGDUDESD]

@BlackScholesMan EOS why have they not connected the dots???

[AVG DUDE @AVGDUDESD]

@DGretta_Author Mission Beach 🏝️ in San Diego.

[AVG DUDE @AVGDUDESD]

@OmniAeronautica Ouch everyone ok?

[AVG DUDE @AVGDUDESD]

@leopoldasch Run it back Leo! ignore the haters and congratulations.

[AVG DUDE @AVGDUDESD]

@d_pf86 Dave Atell reference 🫡

[AVG DUDE @AVGDUDESD]

@USN_Submariner That’s hilarious. Thankfully we get it back this fall.

[AVG DUDE @AVGDUDESD]

@Stonefoxcapital Is the series of bad takes because you are from Tulsa Oklahoma and AST is from Midland Texas?

[AVG DUDE @AVGDUDESD]

@evantindell Do not get in front of a fixed cost business train 🚂 with parabolic revenue growth.

[AVG DUDE @AVGDUDESD]

@HLC_actual The US isn’t in Afghanistan anymore.

[AVG DUDE @AVGDUDESD]

@Pivotal_Capital Haha do you even know the eleven government use cases outside of mobile networks for these satellites ? Please short it. You are going to be on the wrong side a fixed cost business with multiple revenue streams. @thekookreport @spacanpanman

[AVG DUDE @AVGDUDESD]

@SpaceMobFan @laorlet 90 of those and the globe 🌎 will be covered.