🛫Tony 🅰️pps 🦑

$POSC since $0.55 Holding to $10 $ASTS since $21.25 Holding to $500 $KRKNF since $5.35 $MRLN since $6.03 Holding to $50

[Kevin Chen @Defiantclient2]

$ASTS: Today @AbelAvellan basically unveiled the fact that @AST_SpaceMobile will become one of the most valuable companies in the entire world.

[🅰️netysse 🇫🇷 @anetysse]

🚨 “AST SpaceMobile will one day be the largest company in the world.” — $ASTS SVP of Launch Operations (30-yr space veteran) drops a bombshell on Blacklift! 🚀👑

Mark McLaren, SVP of Program Management APAC Gateways & Launch Operations at AST SpaceMobile (and key engineering leader since 2020), just posted an unfiltered reaction to the Blacklift Unveiling Event (Build. Launch. Connect.): 

When the executive leading ASTS's launch operations puts that kind of conviction in writing, the message to the market is monumental! 📈💥

#ASTS #Blacklift #SpaceTech #Launch #Telecom

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

$MRLN This is huge and way better then expected! I think $5 is coming sooner than we think!

Great work

[Shawarma Capital @ShawarmaCapital]

$MRLN Q3 just dropped.

✅ Revenue $3.5M vs ~$2.2M expected, up from $2.2M last quarter
✅ Adj. EBITDA loss narrowed to -$24.1M (from -$27.8M)
✅ $161.6M cash, no debt
✅ Guiding 2027 opex "meaningfully below" 2026, with a plan funded "into 2029, without depending on capital raises"
✅ New $8.9M SOCOM C-130J task order + an AFRICOM CASEVAC win

⚠️ The +$73.8M "net income" is a $103.6M non-cash warrant gain. That's the stock falling, not the business earning.
⚠️ $170.6M of Series A preferred sits ahead of common. That's more than all the cash.

Ops are improving. The cap stack is still the story.

NFA

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

@whitecliffsofg @spacanpanman I’d say we get a 30-40% high on news of that. I think we slowly get back up to $60 around the new year

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

$ASTS $RKLB Friends in this “space” is what makes this industry a 10,20,50+ trillion dollar industry!

[marco @planetsidemarco]

Watching the @AST_SpaceMobile Blacklift unveiling video this morning and something that sticks out to me is just how similar their satellite structures are to rocket body structures.

Not entirely the same obviously but close enough that the pivot into developing and building a vehicle structure doesn’t seem like too much of a leap for them.

[Anp🅰️nman @spacanpanman]

$ASTS: I'll try to fire up a space in the next hour or so with some initial thoughts and insight.

The future is extremely bright

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

@spacanpanman 30x - 50x times bigger….you heard that correctly…”Know what you own” $ASTS

[Anp🅰️nman @spacanpanman]

$ASTS: T-Mobile and Deutsche Telekom are coming 😁

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

15 mins……

$ASTS

[AST SpaceMobile @AST_SpaceMobile]

Don’t miss it. The Blacklift Unveiling Event goes live today at 10 a.m. ET. Hosted by award-winning journalist Dr. Fareed Zakaria tune in to hear Abel Avellan and the AST SpaceMobile team discuss how we will serve more people, more places and more markets with our new rocket, Blacklift.

Watch here: https://t.co/PPEos3Jy0w

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

@Jam3sJam3son This was sarcastic not literal😂

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

Something big is going down tomorrow!!

Remember from the earnings call…..”I’m very very very bullish”

$ASTS could see a 50%+ day…..

[Morgan Brennan @MorganLBrennan]

.@AST_SpaceMobile CEO @AbelAvellan will join me on @CNBCMorningCall tomorrow!

$ASTS

[Telesintese @telesintese]

A Brisanet em parceria com a AST SpaceMobile, prevê uso de 700 MHz para conectar celulares em áreas remotas; companhia vai investir em infraestrutura em 2027.

👉🏻 Saiba mais em nosso Site: https://t.co/GPcF8lFxfJ

#Brisanet #ASTSpaceMobile #Satélites #D2D #Telecom

[TheRealSalDePaol🅰️ @DepaolaSal]

$ASTS Direct to Cell Satellite service is a 2 play race. SpaceX vs AST Spacemobile.

With Elons announcement of plans to become the next big telecom company, now AST has the world at their side.

With every major MNO worried about Musk taking clients, It is now every telecom company, PARTNERED WITH AST, vs SpaceX / Starlink.

They now need AST to survive. This alone should make AST one of the most valuable companies in the world.

Space is the final frontier in telecom and AST holds the keys.

https://t.co/fqDGm141Hb

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

@WORLDSTAR She need a job, I’m Hiring

[Anp🅰️nman @spacanpanman]

$ASTS: AST SpaceMobile Consensus Street Estimates After Analyst Updates for 2026-2032

Revenue
2027: $567M
2032 $6.1B

EBTIDA
2027: -$46M
2032: $4.8B

[Anp🅰️nman @spacanpanman]

$ASTS: $2.3B non-dilutive funding pipeline for next 6-12 months looks great

Breakdown:
$1B J-LEO awarded, majority of proceeds received during 2027
$100M awarded Space Force AMTI
$1.2B quasi US Government within next 6 months

Quasi USG funding:
2x smaller subsidy programs, one received and second in process
1x smaller debt facility awaiting final approval
1x larger debt facility, passed initial approval and targeting mid 2027

[🅰️ituninglab @aituninglab]

$ASTS: WHY UNVEIL BLACKLIFT IN NYC?

I've been thinking about this.

They're obviously not bringing a fully operational rocket to Manhattan. So what exactly is Abel planning to unveil on November 12?

My theory: This is less about showing off a rocket and more about presenting a much bigger vision to Wall Street.

Institutional investors. Strategic partners. A roadmap toward launch independence.

Maybe detailed engineering plans. Maybe something we haven't heard yet.

But here's what I really want to know: Who's actually building Blacklift, where, and how will they get it flying by 2028?

The NYC location makes this particularly interesting.

I suspect Abel wants the market to see ASTS as more than a satellite communications company.

Pure speculation, of course.

November 12 can't come soon enough. $ASTS

[Anp🅰️nman @spacanpanman]

$ASTS: Even though I was tired, I couldn’t sleep last night. I’m too excited about AST’s future after that Q3 call.

The last time I felt this way was after we announced Verizon. We then ran from $5 to $39.

[Merlin @MerlinAero]

Merlin has been awarded an $8.9 million task order to advance our C-130J autonomy program with @USSOCOM from design into integration.

Following the completion of PDR and CDR, this next phase includes system integration, ground test preparation, cybersecurity approval, and airworthiness acceptance, with human factors evaluations, failure mode testing, and simulated flight-test dry runs to verify system behavior and readiness ahead of flight demonstrations.

Read more in our press release. https://t.co/0bPtemupLQ

[🛫Tony 🅰️pps 🦑 @SpaceMobASTS]

@AST_SpaceMobile Can’t make it on short notice. Would be awesome tho!