Capital Ascent

Currently speed running @AscentSolar $ASTI due diligence | Not officially affiliated with ASTI | Not Financial Advice

[Capital Ascent @Capital_Ascent]

NASA paper 5th Feb 2025

"Even if triple-junction solar cell efficiency improves to the theoretical limit of 68%, the surface area, mass, and storage volume required to support median power requirements for exploration of deep space are beyond the point of feasibility"

$ASTI

[Ascent Solar @AscentSolar]

“What excites me in general is the scale of what’s coming. Ten years ago, approximately 2 MW to 3 MW of power were deployed in space. Now you have companies like Amazon and SpaceX deploying solar in space...Looking ahead, in about five years, the industry will need hundreds of megawatts in space every year, which creates a significant opportunity for Ascent.”

- CEO Paul Warley in an interview published today with @SeeNewsRenew

🔗 https://t.co/WsanOLJF61

$ASTI

[Capital Ascent @Capital_Ascent]

@Space2Terra Yup

CAN research should be concluded and we should be hearing about results soon

@AscentSolar $ASTI

[Capital Ascent @Capital_Ascent]

NASA paper 5th Feb 2025

"Even if triple-junction solar cell efficiency improves to the theoretical limit of 68%, the surface area, mass, and storage volume required to support median power requirements for exploration of deep space are beyond the point of feasibility"

$ASTI

[TheKOOKReport @thekookreport]

🚨🚨 $ASTS WEEK IN REVIEW🚨🚨

Back at the Cape with a win. That, and more, on this week's Weekly…

[Capital Ascent @Capital_Ascent]

@CatSE___ApeX___ @threadreaderapp unroll

[Capital Ascent @Capital_Ascent]

@spacanpanman @JeffBezos @NASA @USSpaceForce

[Capital Ascent @Capital_Ascent]

It's impressive that 70-80% of SpaceX valuation is from their communications arm, not launch

Yet, rockets are sexy so penetrate more into the human psyche

Great opportunity for those willing to think rationally

The market will eventually understand

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

Given the chance..what are you buying…

SpaceX at $135 ($1.77T)

$RKLB at $115 ( $66 billion)

$ASTS at $107 ($41 billion)

[Capital Ascent @Capital_Ascent]

@Reformed_Trader On little to no news

Imagine if it can bag a contract or 2

[Capital Ascent @Capital_Ascent]

@PhilipJohnston @SauravShroff_ Let me ask

[NASA Administrator Jared Isaacman @NASAAdmin]

We go where we need to be, and today that was @NASAKennedy.

Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead.

There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems.

We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes.

@NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible.

America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸

[Reformed Tr🅰️der @Reformed_Trader]

$ASTI not caring about the space sector pulling back

[C🅰️tSE @CatSE___ApeX___]

New Glenn 4 static-fire test blew up on pad.
I hope no one was hurt.

Starship program for comparison has had ~5 full vehicle failures/losses (mostly in 2025: Flights 7, 8, 9, and others involving upper stage explosions, propellant leaks, engine failures, or loss of control).

So it’s expected in one way.

The way $ASTS has mitigated such events introducing delays/frictions is a launch vehicle agnostic satellite and contract with multiple providers worldwide.

Near term multiple booked and planned launches are all with Falcon-9, not New Glenn which was booked a bit later to try and lift 4 satellites and then scale to 6 and 8.

Long term both Blue Origin and AST will continue to produce satellites and upper stages these are the items that limit deployment on the timescale that matters which is a couple of years.

👉It wasn’t the real long term bottlenecks for deployment that took a hit👈

I would advise against rash decisions on your position as this is not a single point of failure nor a gating item for AST, they have signed up with ULA as one example. Abel Avellan quoted saying they have contract with all US launchers at this point.

New Glenn will be back in some time. Back with a bigger stack of their real bottleneck: The disposable upper stages. Which will allow a rapid cadence then.

[Capital Ascent @Capital_Ascent]

$ASTS: Pretty fireworks and another buying opportunity

ASTS is inevitable

[NSF - NASASpaceflight.com @NASASpaceflight]

Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.

https://t.co/tANS0dWyIH

[Capital Ascent @Capital_Ascent]

Don't mess with the mob

[TheKOOKReport @thekookreport]

It would be a damn shame if an account with 17,000 followers were to point out the max gamma pain point for dealers tomorrow. A damn shame! $ASTS

$130 is where a war will be fought.

[Capital Ascent @Capital_Ascent]

@thekookreport @MWM76 Sure would be a shame if lots of other accounts commented, liked, and shared that post to boost its reach with the algo...

[TheKOOKReport @thekookreport]

It would be a damn shame if an account with 17,000 followers were to point out the max gamma pain point for dealers tomorrow. A damn shame! $ASTS

$130 is where a war will be fought.

[Reformed Tr🅰️der @Reformed_Trader]

$ASTI clear breakout on increasing volume. Today pulling back currently on lighter volume. The 8ema has crossed above both the 20sma and 50sma which it failed to do both during the April spike. This current signal is more in line with December which started the breakout.

*NFA

[Capital Ascent @Capital_Ascent]

If only there was a solution to this...

$ASTS

[*Walter Bloomberg @DeItaone]

RUSSIAN FOREIGN MINISTRY ON CLAIMS THAT RUSSIA IS JAMMING GPS SIGNALS IN EUROPE FROM KALINIGNGRAD: LET THEM PROVIDE PROOF

[Capital Ascent @Capital_Ascent]

$ASTS: Not just Communications and defense stock

GLOBAL Communications and Defense stock desired by every telecom provider and every government

And there are people selling at ~$50billion market cap

😂

[PK_Fund @PK_Fund]

$ASTS
Credit: F1CKEN

I specifically love this quote from Abel:

And on the defense capability itself, from CEO Abel Avellan:

"I will not be able to describe it on this forum, but basically, it is a non-communication capability that uses the same hardware that we use on our commercial satellites. And that's been in use today."

Translation: the largest phased arrays ever flown in LEO double as space-based radar. The DoD is already using it and is scaling it materially. 2026 government revenue is going to be a needle-mover.

When this stock rerates from "communications stock" to "communications AND defense infrastructure stock," the multiple is not where it is today.