@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.
@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.
@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.
@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.
@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.