Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.
I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.
We will fly again before the end of this year. Gradatim Ferociter.
Convoy complete.
BlueBird 9 has officially arrived at Cape Canaveral, ahead of the next Falcon 9 launch campaign. 🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱
#ASTSpaceMobile#Broadband #ConnectingtheUnconnected
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️
Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.
TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).
The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.
Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.
The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!
This is why you read filings instead of headlines!
$ASTS 🛰️