Regard Capital

Spectrum Trader

[Regard Capital @SpectrumTrad3r]

@kevinxu for every winner, there's me

[Regard Capital @SpectrumTrad3r]

@LeoCapital_01 Nailed it

[Regard Capital @SpectrumTrad3r]

@spacanpanman ASTS won’t purchase it outright, it’ll be a lease which allows grain to keep the spectrum. There can multiple lease holders so it likely won’t cost $6b in future payments. FCC wants this spectrum used so could be hard for a SPCX deal without current lowband capabilities.

[Regard Capital @SpectrumTrad3r]

@endless_frank Frank we need you on another podcast with this energy

[RocketT🅰️nk123 @RocketTank123]

$ASTS $TMUS - FCC has granted AST a 30-day STA to test the 7x7 MHz spectrum recently licensed by T-Mobile and sold to Grain. According to the STA, the terms of this grant are based on an agreement(s) made between AST and T-Mobile.

[Regard Capital @SpectrumTrad3r]

@StockSavvyShay Any mention of financing?

[Regard Capital @SpectrumTrad3r]

@LuckyStuey Stuey do you mean bb6 will be dead metal after testing is complete? Is there a chance it commercialises once beta testing starts and what’s the impact of the no depreciation of bb6. Thanks

[Regard Capital @SpectrumTrad3r]

@spacanpanman What time we thinking

[Regard Capital @SpectrumTrad3r]

@tottaway22 Will insurance settlement for bb7 hit the headline figures this ER?

[Regard Capital @SpectrumTrad3r]

@spacanpanman Did we ever figure out how the shorts are covering on low volume days

[Regard Capital @SpectrumTrad3r]

@spacanpanman There’s a dip ?

[Regard Capital @SpectrumTrad3r]

@erocknine1 @oskar_mirek @spacanpanman Wouldn’t be a spectrum deal, still works through MNOs, however, technically block 3 satellites on global L/S band NTN could run it without the MNOs

[Regard Capital @SpectrumTrad3r]

@REdebtlawyer @spacanpanman Estimated was 6-7m vs actual 11-12m why the variance

[Regard Capital @SpectrumTrad3r]

@REdebtlawyer @spacanpanman Delta hedging works dynamically, depending on how far OTM the strike is. The base of my question is to see how much many organic shorts there are outside of arb hedging

[Abel Avellan @AbelAvellan]

BlueBirds 8, 9, and 10 are now fully deployed to their full size, each the world's largest communications arrays operating in Low Earth Orbit.

We invented a new way to design, manufacture at scale, deploy, and fly lightweight composite stackable architecture combined, with the world's largest and most advanced direct- to-device and radar phased-array with the ability to launch them in groups of 3, 5, 6, or 8 on a single launch.

Our BlueBird platform brings together high-performance space-based cellular broadband with peak data rates approaching 200 Mbps, space AI edge computing, and many mission-critical government applications, all on one platform where the largest-ever size matters!

BlueBirds 11, 12 and 13 are already at the Cape preparing for their imminent launch. BlueBirds 14, 15 and 16 are right behind them. Production has already moved through satellite 42.

All of this is happening in Texas. 🤠🇺🇸📶🌎📱

[AST SpaceMobile @AST_SpaceMobile]

BlueBirds 9 and 10 are now successfully deployed in orbit.

Two more of the world's largest commercial communications arrays have joined our growing constellation. Another step closer to the future of cellular broadband from space.

With BlueBirds 11, 12, and 13 at Cape Canaveral preparing for their imminent launch, and production advancing through spacecraft 41, we continue to execute at scale.

Innovation in orbit. Execution in motion. 🌎📶📱🇺🇸

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Regard Capital @SpectrumTrad3r]

@WhaleTwits Yep yep market doesn’t care

[Regard Capital @SpectrumTrad3r]

@SpaceInvestor_D Interesting how they’re already building ground stations without knowing the constellation architecture. Seems to suggest they’re partnering with a service provider in the interim?

[Regard Capital @SpectrumTrad3r]

@leomgrahamm @Defiantclient2 Your example is very good and simple to follow. The part is the call credit spread (premium paid between long 80 strike and short 150) was around ~100m over ~7 years which end up being an extra ~1.4% premium paid amortised over 7 years. Total cost 1.625% + amortised premium paid