$ASTS - SpaceX’s Starship can carry +100,000 kg into space
This means Starship could potentially hold 12 - 18 composite Bluebirds per launch.
1 Falcon 9 launch costs around $74M
1 Starship launch is estimated at $90M
A big boost to launch cadence when Starship becomes commercial sometime in 2027 if testing continues to go well. 🚀
$ASTS $VZ CEO DAN SCHULMAN JUST CLOSED THE DOOR HARD ON A SPACEX MVNO RELATIONSHIP AND REAFFIRMS COMMITMENT TO THE JV! ALSO SAID PHYSICS WISE EXTREMELY DIFFICULT TO COMPETE WITH THE QUALITY OF TERRESTRIAL NETWORKS FOR DIRECT TO CONSUMER SATELLITE OPERATORS!
“We think that satellite is very complementary to our service. We want to work with the satellite providers, primarily through the JV with T-Mobile and AT&T. There is no reason that we can see to extend an MVNO to any satellite player, and there's no way that anyone can get access to our MVNOs as well. I hope that answers your question.”
Unfortunate truth, but with this we are nearly bottomed…
Here are the stocks that you should be buying now:
$RKLB at $63
$ASTS at $56
$GOOGL at $319
$TSLA at $313
$NBIS at $187
$CIFR at $23
$AMD at $520
Come back to this post in December, & you’ll be thankful you listened…
$ASTS Bears think the MNO JV is some kind of cartel to force d2d operators into minimal profits.
In actuality, by pooling together contiguous blocks of spectrum available for d2d, MNOs have reduced the transactional cost for AST to access larger blocks of spectrum than negotiating and leasing spectrum with each MNO individually.
This ultimately benefits the MNOs AND the d2d operators. And the operator(s) with the best technology win.
Todo accionista de $ASTS debería poner una orden de venta a $200 para todas sus acciones ahora mismo en su broker.
Que el mercado vea esas ordenes hoy y sepa que no vendemos.
@Reformed_Trader@spacanpanman@bernabebm01
MIRAE ASSET INCREASE THEIR AST SPACEMOBILE POSITION BY 930,000 SHARES
Their position was worth $83m at the end of Q2 💰
Q2 2026 - 939,123
Q1 2026 - 8,880
Change - ⬆️ 930,243
$ASTS