Torterra

[Torterra @Torterra5645]

@LJC_Capital I think the bottom is in

[Torterra @Torterra5645]

@vodafone_es How much will it cost roughly

[Torterra @Torterra5645]

@LeoCapital_01 I disagree with the execution, they said 45-60 satellites in orbit EOY and now it's clear they will only get at most 20-25 (including BW3, Block 1 and BB6).

My gut feeling says it will bleed to the 50s through to early 2027 until they announce new launches and deals.

[Torterra @Torterra5645]

@spacanpanman At this pace we are looking at approx 40 satellites in late 2027 - early 2028. They keep giving Starlink time to catch up and get subscribers. Also they will surely dilute soon to fund additional launches and increased headcount. I need some pure copium right now.

[Torterra @Torterra5645]

@spacanpanman No launch in July. Bulls are cooked for a few months.

[Torterra @Torterra5645]

@retail_mourinho That's a textbook pump and dump

[Torterra @Torterra5645]

@thekookreport Claude said KDDI/SpaceX is the safer bet and likely winner due to more capital and better infrastructure.

[Torterra @Torterra5645]

@Travis624826058 @LJC_Capital @AST_SpaceMobile I bought some puts to hedge here

[Torterra @Torterra5645]

@AST_SpaceMobile This is not good, surprised market hasn't dumped on this news. There may be a delayed reaction in the coming weeks...

[Torterra @Torterra5645]

@thekookreport thanks kook

[Torterra @Torterra5645]

@spacanpanman nice, should see -5% instead of -10% today

[Torterra @Torterra5645]

@EBITDAddies The CEO just dumped some of his shares, should fall more in the coming weeks.

[Torterra @Torterra5645]

@retail_mourinho ASTS is also one good news away from the 60s

[Torterra @Torterra5645]

@HeeraniPK Japan please pump my bags, I want out of this rollercoaster

[Torterra @Torterra5645]

@thekookreport Thanks kook

[Torterra @Torterra5645]

@PK_Fund They are 6 months behind and they are being heavily shorted. They are hiring 500 more people and need to buy more SpaceX launches so the market is pricing another dilution. They can't afford another delay. Market is at ATH. The risk to reward for this stock is terrible right now.

[Torterra @Torterra5645]

@yupidcom That's true. I forgot that they needed a partner as part of the requirement. Now I'm stumped.

Just cancel the grant, no one is suitable 😂

[Torterra @Torterra5645]

@yupidcom Starlink has data sovereignty issues, I would be disappointed if they choose KDDI/Starlink. My brain says it will go to a Japanese-led consortium with MDA space.

[Torterra @Torterra5645]

@Defiantclient2 @AST_SpaceMobile Really hoped they had shipped today. Next weekend shipment is a must and will be an initial validation of their manufacturing scaling up successfully.