@spacanpanman As someone that doesn’t understand “shorting” as a technical mechanic (not what it is or does) why does the number of shares short increase as the stock continues to go down? If I were thinking of shorting I would think at 60% down off ATH wouldn’t it seem like I missed the boat?
@spacanpanman As much as I can’t wait for the low band constellation to be up (much like when 4G was first deployed in 2009) the real data transfer speeds come with midband and c-band deployments. That’s when “shit just works” everywhere. Low band constellation will have major capacity issues.
@ASTS_SpaceMob Any news on when the launch is scheduled in August? Seems like this would shape out to be very early August if they’ll have the sats for 2+ weeks by the time August rolls around.
@gavmac12@tottaway22@Defiantclient2 What does this mean exactly though? Is this over 5 years? 200M revenue a year sort of thing? When does it start? Does this include a prepayment for materials/building the sats? Revenue (like with MNOs) doesn’t start until we actually have a workable constellation
@1MoreSmithHere@spacanpanman This may have been a hurdle/checklist for TMO to join ASTS? IE putting them on the same playing field as ATT/VZ with their 850 holdings (and sharing because of fragmentation). Now all carriers have nationwide spectrum coverage for their customers. TMO DA next!
@AbdrazakAlmas@spacanpanman@Defiantclient2@deepvaluedude@mathlonning I do think a lot of carriers will offer it “for free” on their premium plans. This will be subsidized by the carriers themselves in cost savings for not having to build out any more “towers to nowhere”. I’m always curious what $ASTS cut will be if there is no “50/50” price.
@spacanpanman@Defiantclient2@AbdrazakAlmas@deepvaluedude@mathlonning 2B users, $3 ARPU across markets. Defense and government uses will generate multi 1B/yr contracts, IoT might have more devices connected than people devices by 2032. The TAM is there just need metal in the sky.
@deepresearch855 I was never under the impression that we’d get any kind of Firstnet award. Firstnet contracted ATT to deploy and manage the network for their services (IE firstnet pays ATT already). How ATT manages those milestones is up to them and they’re already an ASTS customer.