@leomgrahamm@AwesomeBeast321 I'd say it is both. Also, raising cash to increase launch cadence and monetize the constellation quicker is not necessarily bearish. It's just an unfortunate consequence of BO mishaps, which have been priced in.
@stangerx1 In what world do you think governments just hand over $1B in a lump sum the day after signing off... for a 3 year buildout.
Just deposit it in $ASTS's account the day of approval please.
From what I understand, they work with multiple companies to achieve parity, so it’s definitely not all being built by one manufacturer.
The satellites are relatively small, which allows them to be produced/launched quicker. I don't think L3Harris is going to integrate their technology to BBs
@heroinvstr Are you making a new SPAC deck?
Take this pie in the sky analysis, divide by 10.
That share price could realistically happen in 2028 with a larger multiple.
@JKeynesAlpha@QuantumScapeCo Hey guys, we've got a secret OEM partner, actually we have three... but shhh, it's a surprise. Military apps? Data Center Uses? Super real, trust us. PowerCo timeline? Whenever the vibes are right.
One of the more frustrating investments I believe in.
@deepvaluedude I had never encountered a TAM this massive, one that could be realistically captured and monetized at the highest margins I’ve seen pretty much anywhere.
Reading the initial SPAC deck, it almost sounded like a pipe dream.
@wave3trades Good call. Swing trading has worked great for many, but they're going to miss the boat sometime in the next 12-24 months when it goes parabolic.
@LeoCapital_01@gran7charles When most people talk about a short squeeze, they’re not picturing a once-in-a-lifetime moonshot like GameStop (hopefully).
They’re talking about shorts covering and unwinding positions as the price rises — which then fuels the fire even more.
Has happened w/ $ASTS before
@spacanpanman $ASTS The government pays for your hardware and lets you keep the excess revenue... that's not a subsidy, that's a sugar daddy with excellent credit.