Rea Filipina

Single *-*
Macro girl

[Rea Filipina @ReaFilipina]

Im waiting daddy

[Rea Filipina @ReaFilipina]

Pick me up
#baby #follow #asian

[Rea Filipina @ReaFilipina]

Goodnight

[Rea Filipina @ReaFilipina]

@citsola You think?

[Rea Filipina @ReaFilipina]

Am i a catch?

[Rea Filipina @ReaFilipina]

@yuumi005 🤤

[Rea Filipina @ReaFilipina]

@PraewMochi OK!

[⟡.· 如意 @yuretsu_]

Morning :)

[Rea Filipina @ReaFilipina]

@meibearela 👀

[Rea Filipina @ReaFilipina]

@inkyParadisee Love the fit girl

[Rea Filipina @ReaFilipina]

@StockMKTNewz Not great Bob. Hope to see some good opportunities the next couple weeks

[Rea Filipina @ReaFilipina]

@7LukeHallard 50% drawdown! Start to nibble here

[Luke Hallard @7LukeHallard]

We published an epic five hour episode on $ASTS last month. Here's every topic it covered. If you want to cut to the chase, the BULL VS BEAR debate starts at 3h52m.

00:00:00 PART 1: THE GAP — Abel's phone call
00:03:16 90% of Earth, 3bn people, no signal
00:07:30 Fishermen, M-Pesa and GDP growth
00:11:04 When Wire Was King: the AT&T years
00:15:49 The case against universal coverage

00:22:15 PART 2: THE GRAVEYARD — all dead
00:23:15 Five companies, $17bn, no survivors
00:24:58 Iridium: the $3,000 brick phone
00:29:04 Globalstar and Apple's SOS
00:32:35 LightSquared, Ligado and the FCC
00:37:20 The handset trap and spectrum trap
00:39:55 Rocket Lab buys Iridium $RKLB

00:41:46 PART 3: ABEL — one man's company?
00:42:25 45, rich, one impossible problem
00:44:36 No salary, $50m in, 71.6% control
00:58:51 The Kerrisdale short, answered
01:05:20 Wisniewski: the banker who quit
01:11:03 Mikitani, Rakuten and the call

01:15:30 PART 4: THE SCIENCE — the physics
01:16:58 What is light? Faraday and Maxwell
01:25:46 170x further away, 29,000x weaker
01:30:36 223 sq m vs Starlink and Iridium
01:35:54 Phased arrays: 20,000 antennas
01:43:43 The bent pipe: dumb satellites win

01:56:23 PART 5: THE BIRDS — the hardware
01:58:20 Block 2: 6 up, 7 lost, 8-10 flying
02:04:48 Inside the Midland factory
02:07:05 The only chart that matters
02:14:59 The Tesla Model 3 ramp lesson $TSLA

02:18:57 PART 6: SPECTRUM WARS — invisible
02:26:54 Don't buy spectrum, partner for it
02:28:49 Ligado: $550m for $9-27bn of value
02:37:46 1,150 MHz vs T-Mobile's 5
02:43:35 Japan picks AST, Europe follows

02:49:32 PART 7: THE BUSINESS — the model
02:50:18 AST doesn't sell you anything
02:53:52 $10 a month, split 50/50
02:54:44 Scrooge McBadger objects
03:04:42 Are 90% margins credible?
03:07:04 The hidden business: defence

03:12:31 PART 8: THE COMPETITION
03:14:11 T-Satellite live: 16 million users
03:15:22 Amazon buys Globalstar $AMZN
03:20:55 Wild card: Starlink V3 and Starship
03:27:01 Badger: it's a commodity
03:32:56 China and India carve up a quarter

03:39:40 PART 9: THE MONEY
03:41:29 Valuation today is a fool's errand
03:45:22 Burn rate, and how dilution hurts
03:46:36 The billion dollar raise
03:49:46 Bears: zero. Bulls: a trillion

03:52:22 PART 10: BULL VS BEAR
03:52:56 The bull case: Abel's July tweet
03:59:46 Space AI edge computing
04:03:30 The bear concedes the technology
04:05:59 Bear: European regulatory approval
04:13:43 Bear: hostage to a rival's rockets
04:37:18 Bear: the space mob is a risk
04:39:26 Shout-outs: Kook, Anpanman, CatSE
04:49:12 The Badger reveal
04:53:21 The bookend, and the 911 call

[Rea Filipina @ReaFilipina]

@StockSavvyShay Inflation and oil prices catching up to the market.

[Rea Filipina @ReaFilipina]

@StockSavvyShay There's no way. He's always super early.

[Rea Filipina @ReaFilipina]

@mwseibel like bitcoin???

[Rea Filipina @ReaFilipina]

@Jason Rocky road ahead

[Rea Filipina @ReaFilipina]

@paxtrader777 You guys are great i love listening to you. Great advice

[PaxTrader777🇺🇸 @paxtrader777]

This was a great conversation and very fun to do. Jason is funny and engaging. I hope youse all like it.