@vontuchman@SianSyltty Teleoperaattorit ATT & Vodafone yms omistavat spectrumit, AST:llä yhteistyösopimus ja käyttöoikeus. Lisäksi viimeviikolla saatiin maaliin Ligado sopimus ja ASTS on nyt käyttöoikeus L-band spectrumiin 80vuoden ajan.
@vontuchman@SianSyltty Asts etu on satelliitin koko ja teknologinen etumatka kilpailijoihin n. 3-5v ja yli 3500 patenttia. 5G yhteys kaikkialla, D2C bisneksen lisäksi satelliiteilla dual-use mahdollisuus mm. Firstnet ja DoD contracteja odotellessa. 50MNO partneria, Starlinkillä vain yksi.
@vontuchman@SianSyltty Olen holdannut 2021 asti ja ostellut tasaisesti dipeistä. Suosittelen tutustumaan ajan kanssa jotta ymmärtää firman bisneksen. Sijoituspäätös maksaa itsensä takaisin kymmenkertaisesti parin vuoden holdilla. Vertailun vuoksi Starlink valuaatio 250b, ASTS 15b.
@kingtutcap "With over 600 dedicated satellites that automatically connect to your phone" Imagine having 600 satellites and being unable to provide nothing more than poor sms-service😂
$ASTS:🚨AST SPACEMOBILE UPSIDE CATALYST SEASON IS UPON US. A REVIEW OF WHAT LIES AHEAD AND RECENT MILESTONES ACHIEVED.
If you liked the last few weeks of stock price performance, you're going to love the next few weeks and months!
Upcoming Catalysts:
+ FM-1 Shipment, STA Approval, and Launch
+ Verizon Definitive Commercial Agreement
+ FM-2 + Block-2 Launches in Batches of 3x-8x satellites every 1-2 months
+ Unlocking portion of $20M, $25M, and $65M in revenue prepayments from AT&T, Vodafone and Verizon upon completion of milestones
+ FCC approval for full US commercial service
+ Golden Dome Award(s)
+ Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Bell Canada, Telefonica, Saudi Telecom and more than 50 global MNOs
+ FirstNet definitive agreement
+ AT&T, Verizon, Vodafone, Rakuten Beta Testing
+ Initiation of Research Coverage by Bank America, William Blair, Goldman Sachs, others
+ Expansion of 6x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit and more
+ FCC 5G Fund grant
+ AST SpaceMobile joining US Large Cap Russell 1000 Index
+ Speculation: strategic investment by Apple, Blue Origin/Amazon, Microsoft, others?
+ Progress on 40x Block-2 BlueBirds in Production
+ Production to ramp to 6x satellites a month by the end of 2025
+ Proposal for AST PNT service accepted by FCC as alternative to GPS
+ Delivery of $50-75M of Revenue expected in 2H 2025
+ Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in 2026
+ Securing +$500M of EXIM and IFC non-dilutive funding
+ Catalysts the Sp🅰️ceMob have yet to contemplate
Recent Completed Milestones:
+ Executed definitive agmt and entered into multi-party settlement to secure Ligado’s 45MHz of L-Band spectrum covering US and Canada
+ FCC accepts AST’s application for US commercial service
+ FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
+ Verizon and AT&T Spectrum Lease Agreements Filed w/ FCC
+ FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
+ FCC grants STA for Firstnet evaluation on public safety Band 14
+ AST SpaceMobile forms SatCo Joint Venture w/ Vodafone to better serve European market
+ Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
+ AST5000 ASIC development finished and now being integrated into Block-2 sats
+ Successful video calls completed w/ AT&T, Verizon, Vodafone and Rakuten
+ Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
+ Reached +3,650 patent & patent pending claims of which 1,650 have been granted across 36 patent families
+ Initiation of Research Coverage by Roth Capital, Cantor Fitzgerald and Oppenheimer
+ Established coordination agmt w/ US National Science Foundation covering satellite and ground-based astronomy operations
+ Closed $460M convertible debt funding and almost $300M of equity over last few weeks
+ Signed 2-3x additional global MNO, bringing the total to +52x covering 3.2B subscribers
+ AST secures 74% more mfg space in Midland, TX, Homestead, FL, and Barcelona, Spain - now at 338,000 sqft
+ Opened European research center w/ Vodafone and University of Malaga in Spain
+ AST Signed Deal w/ Singapore’s Defense Science and Technology Agency
+ AST joined 5G Automotive Association, which develops and promotes 5G-based solutions for connected autonomous vehicles
Here’s a 18‑tweet thread comparing the technical architecture of AST SpaceMobile vs. Starlink D2C, highlighting deep structural and engineering moats that separate the two satellite-to-cell approaches:
🧶🐈⬛
🚨”NOT ALL SYSTEMS ARE CREATED EQUAL.” $ASTS 🚨
- Abel Avellan.
1/
@Original_MaCe@JukkaLepikko Tämähän vain kertoo sen miten ihmiset eivät ymmärrä mistä edes puhuvat. Puhutaan FSD:stä ja suomessa se yhä sekoitetaan autopilottiin ja näiden eroa ei edes insinööri ymmärrä 🤦♂️