Bobby Noggins

[Bobby Noggins @NogginsBobby]

@Defiantclient2 @RKLBMan Well said, Kev.

[Bobby Noggins @NogginsBobby]

$ASTS J-LEO

[Rakuten Group @RakutenGroup]

Rakuten and AST SpaceMobile are launching Rakuten AST, a joint venture to build a D2D satellite network in Japan🚀

With $1B in support from Japan’s MIC, Rakuten AST will build disaster-resilient, uninterrupted communications infrastructure for Japan.

https://t.co/qvvmzdFyG3

[Bobby Noggins @NogginsBobby]

@spacanpanman Source: YouTube https://t.co/GrPT92F4Qz

[Bobby Noggins @NogginsBobby]

@thekookreport My base case has been we'd get DPAS for a long time now.

I do think you're giving the shorts too much credit though. Shorting one of a company's ($SPCX) biggest customers ($ASTS) as a hedge doesn't exactly demonstrate an in-depth understanding of the sector.

[Bobby Noggins @NogginsBobby]

@NomadBets Phew! Fixed it.

[Bobby Noggins @NogginsBobby]

@spacanpanman Absolute carnage here in London. The trading floor has become like a French riot!

[Bobby Noggins @NogginsBobby]

@wallstengine

[Bobby Noggins @NogginsBobby]

@Defiantclient2 @AST_SpaceMobile 100% and this is why I'm not worried about SpaceX stiffing us on launch.

[Bobby Noggins @NogginsBobby]

@CatSE___ApeX___ Also provides a friendlier alternative to Starlink.

[Bobby Noggins @NogginsBobby]

@CatSE___ApeX___ $ASTS will become a huge part of US foreign policy, especially when it comes to Africa and the strategy of 'getting in before the Chinese'. This could decide whether billions of Africans are shopping on Temu or Amazon.

[Bobby Noggins @NogginsBobby]

@igorsushko And they're not 'kids' either. Average age - 38.

[Bobby Noggins @NogginsBobby]

@elonmusk What is actually going on in Ukraine, Elon, is they were invaded by Russia. You're right, some clever businessmen will profit from this, but it is you, not them, who are condeming ordinary Ukrainians to die, undefended from indescriminate drone attacks. Why?

[Bobby Noggins @NogginsBobby]

@realjoncooper @AST_SpaceMobile Yes, maddening. $ASTS started this whole D2D business. $SPCX are just copycats (bad ones at that)!

[Bobby Noggins @NogginsBobby]

@peter_adderton Peter, you are putting the cart before the horse. $T invested in $ASTS nearly 10 years ago, when the idea of connecting to a mobile phone from LEO was considered cloud cuckoo land! $SPCX are the ones forced to invest in more towers. Talk about going backwards.

[Bobby Noggins @NogginsBobby]

@StratcomCentre Trump probably realised blaming Ukraine was just making him even more unpopular.

[Bobby Noggins @NogginsBobby]

@Defiantclient2 Probably not so relevant to the Japanese market, but MNOs will want to use satellite connectivity in their Christmas marketing. Having even a patchy service running will allow them to say "satellite service available NOW! keep loved ones safe at this special time of year"

[Bobby Noggins @NogginsBobby]

@spacanpanman Still struggling to see benefit of moving from high margin global satellite model to low margin local tower model. Is this all in the name of achieving vertical integration? Is control of wireless data transmission within a single country more important than profits?

[Bobby Noggins @NogginsBobby]

@thekookreport only people born in the 1970s do this btw

[Bobby Noggins @NogginsBobby]

@thekookreport You should adopt the English system of using Celsius until it gets really fucking hot and then switch to Fahrenheit.