Another cool iteration on the format!
This creator (valslooks) puts herself in different locations with nano-banana and then transitions between frames with Veo.
$NVX In the last two week there have been 4 major developments:
1) on 9/29 NVX announced they delivered their first mass production of commercial-grade sample of synthetic graphite last week with production ramping in early 2026.
2) on 10/2 it was reported the US government "has offered to buy equity in Australian critical minerals companies as part of a funding package to expand its supply and cut its reliance on China."
3) on 10/9 China announced overnight that they are increasing export controls on synthetic graphite, which they control 90% of the global supply.
4) today 10/10 Trump threatens to retaliate with more tariffs
Novonix seems to be even more positioned to capitalize on the current landscape than just a month ago.
*NFA
Sources: https://t.co/9o2iOhkcyG
https://t.co/b5Qlm14WlQ
https://t.co/R2a7qmNpJv
$ASTS: Let's keep it simple. On 7/25/24 AST SpaceMobile announced the Block-1 BlueBirds were ready to ship and the stock popped +25% that day.
The stock continued to rally +193% to hit an intraday high of $39.08 on 8/21/24 in anticipation of launch. On 9/12/24 AST confirmed the successful launch of the Block-1 BlueBirds and the stock closed at $26.79, which was +61% higher than on 7/25/24.
Using the closing price today of $49.08 and applying the same +61% appreciation gets you to $79.01. Now obviously AST is much further along in terms of capital, regulatory, spectrum, and of course kicking off a massive launch campaign to deploy the full constellation ...
So is $79 the right number? $85? $95? $100?
Other near-term catalysts that can fuel a higher price include Golden Dome, Verizon DA, Bell Canada DA, FirstNet DA, more BlueBirds delivered to Florida, FCC Approval for Commercial Service ... the list goes on and on.
Are you ready? I'm ready!