🅰️ncap

🅰️🛰️🤳
$ASTS $ABCL $PGY $SOFI $MRLN
🇸🇪

[🅰️ncap @ancapspace]

@thekookreport @superaih100 @davill Top Gears attempt to kill that Toyota Hilux must be the best series of episodes in the entire Top Gear series. Epic.

[🅰️ncap @ancapspace]

@OmniAeronautica @spacanpanman If $ASTS crashes, burns and goes up in wild fireball of a bankruptcy, then @thekookreport has a brilliant career ahead of him as a mindfullness and meditation coach. The audience won't shift.

[🅰️ncap @ancapspace]

@StephenEllis_PR No, that's $ASTS traders, not investors. Big difference.

[🅰️ncap @ancapspace]

@heavyhitter2112 You're pretty new to $asts I take it.

[Anp🅰️nman @spacanpanman]

$ASTS: Quote from AST SpaceMobile in recent article:

“None of the missions planned for the next few months are scheduled with Blue Origin,” the statement said. 

“Our satellites are designed to be launcher-agnostic, and we have agreements in place with multiple launch providers, giving us flexibility across our launch program,” AST SpaceMobile added.

[🅰️ncap @ancapspace]

$ASTS
This guy will eventually see sizable revenue, but by then he might do x2 or x4, not x10 or x20.

[Jordan @jzrdan]

I genuinely don’t get the hype around space stocks…

Billion dollar valuations. Cult-like following. And what have we actually achieved?

In 1969, we landed on the Moon. With slide rules and 4KB of computing power.

55+ years later, the big “innovation” is reusable rockets. Which is genuinely impressive engineering, but it’s a cost reduction story, not a giant leap. We’re still going to the same low Earth orbit. Still haven’t put boots back on the Moon. Mars remains a press release.

Meanwhile these companies trade on vibes, Elon tweets, and government contracts dressed up as revolution.

$RKLB, $ASTS, $LUNR all priced like they’ve already colonised the solar system. Most are burning cash at a rate that would make a pre-revenue SaaS startup blush.
Space is cool. Space stocks? No thanks.

Show me some real revenue. Show me the margin. Show me a business model that doesn’t rely on the next hype cycle to stay afloat.

I’ll pass.

[C🅰️tSE @CatSE___ApeX___]

This is high level DD. I have mentioned it before, but too few discuss it

$ASTS has an aggregate interference margin big enough to scale up a lot!

Starlink spam-a-lots has to ask waiver just to operate and immediately hits diminishing returns from self interference when scaling

[🅰️ncap @ancapspace]

@znoujaim @CatSE___ApeX___ There will never be one single technology provider for the golden dome. There is room for SpaceX too.

[🅰️ncap @ancapspace]

@Msmith47251 @spacanpanman What do you base 15 months on?

[🅰️ncap @ancapspace]

@BeenThereCap Erm, spreading lies much?

[🅰️ncap @ancapspace]

@Travler402 @thekookreport One of the launch providers.

[🅰️ncap @ancapspace]

@deepresearch855 Just had that conversation. I held a little speech and showed some calculations based on very conservative numbers.
I won!

My missus is smart.

[🅰️ncap @ancapspace]

@spacanpanman When will we have a launcher carrying 48 BB's to orbit? 🤪

[🅰️ncap @ancapspace]

@redrum_2001 That's 8 catalysts from ~$128, so I guess the stock will progress as follows.
Catslyst:
1) $64
2) $32
3) $16
4) $8
5) $4
6) $2
7) $1
8) 50 Cent

50 Cent is the new target.

[🅰️ncap @ancapspace]

@MindlessMechani @endless_frank We should have a badge for those who survived the
$102 -> $49 pull back

[🅰️ncap @ancapspace]

@CatSE___ApeX___ Nice waffle logo!

[🅰️ncap @ancapspace]

@TwelveGiraffes @Spybef0rey0ubuy @juanbeme $5B is very conservative. Hennessy Funds, predict between $2.4B - $4.4B annually from domestic and foreign mil, gov and first responders. Add the MNO's on top of that.

[🅰️ncap @ancapspace]

@kingtutcap You are way too bullish there.

[🅰️ncap @ancapspace]

@endless_frank @thekookreport Such an easy short

[🅰️ncap @ancapspace]

@OmniAeronautica @Spybef0rey0ubuy @AST_SpaceMobile We can judge production cadence of sats based on their losses. So while some see losses as bad, others se it as production visibility.