Bow27B

[Bow27B @Bow27B]

@spacanpanman @SpaceInvestor_D Thanks. On the AMIT list, always assumed that Systems and Technology Research was the association, and thought I saw a relationship at one time, but now don't see anything. On Boeing, if participating, through Fairwinds?

[Bow27B @Bow27B]

@tuff_4r Value your contribution on understanding $ASTS positioning. J-LEO appears a positive but more concerned about AMIT, PWSA, MUOS government programs, especially given recent AMIT (9 awardees) and MUOS (Boeing) awards. Where do you think $ASTS is on the US DoD contracts?

[Bow27B @Bow27B]

@moinvests28 $ASTS. $SPCX 4 biz segments: 1) launch and 2) Fixed wireless (Starlink) face reduced rev and margins due to competition, and in 3) D2D (voice, video, data + text), and 4) Orbital data centers (1KW power+cooling today), $ASTS tech dev and deployment is 2+ yrs ahead of $SPCX.

[Bow27B @Bow27B]

@MMatters22596 $SPCX has 4 biz segments: 1) launch, and 2) fixed wireless, where increasing competition will reduce margins/slow rev growth; 3) D2D, and 4) orbital data centers, where $SPCX is 2+ yrs behind $ASTS in tech development/deployment. JPN D2D standard means $ASTS gets $1B J-LEO deal.

[Bow27B @Bow27B]

@onestrong703 @endless_frank Agree. Long ASTS, but company has had a checkered history on execution and must now earn its share price. 3-6 months of "show me".

[Bow27B @Bow27B]

@keyesmn Agree. JPN keeps J-LEO $ in the country with Mitsubishi as significant launch provider. $ASTS focuses engineering resources on Mitsubishi to assure high launch/orbital insertion rate and accelerate launch. Great set up for share price.

[Bow27B @Bow27B]

@AbelAvellan Congrats to you in the entire AST Spacemobile team. Just the beginning of an accelerated launch cadence that will demonstrate superior technical capability across many use cases.

[Bow27B @Bow27B]

@gobeo_john @Aetherwizard @82ndAirborneMSG @TheSCIF No one knows who the so-called MAGA candidate was - MAGA is a philosophy not a candidate and the philosophy is most associated with Pres. Trump. That is why the individual was allowed to vote - .

[Bow27B @Bow27B]

@Aetherwizard @82ndAirborneMSG @TheSCIF You should learn as well. The law is design to avoid voter influence in the polling place, whether through political garb or polling materials reasonably related to a candidate. So why was the person allowed to vote?

[Bow27B @Bow27B]

@thekookreport Still need to place them into orbit to prove stacking is successful. Congrats premature. Committed long. It's why $ASTS has a substantil execution risk discount to $SPCX. Sat production cadence, stacking/deployment & launch cadence are the risks.

[Bow27B @Bow27B]

Combo of liquidity and execution risk discount - $ASTS successfully launched 1 satellite in 21 months. "Show me" time for $ASTS - it performs and discount disappears.

[Bow27B @Bow27B]

@spacanpanman Think the drop in price was combo of liquidity for $SPCX and sharpening relative rating based on execution, not just tech. Long $ASTS but 1 successful sat in orbit in 21 months warrants a substantial execution discount. $ASTS discount will decline with execution. Show me time.

[Bow27B @Bow27B]

@ASTS_Investors What are people hearing as the street sentiment on valuation and demand?

[Bow27B @Bow27B]

@AlexfromBabylon I agree with your observation. Launch capacity is highly constrained. Only cancellations are available. Also, considerable faring engineering lead time to work with any new launch provider

[Bow27B @Bow27B]

@CKCapitalxx No chance that $ASTS launches more than 18 satellites through the end of the year - ASTS acknowledged that it will have only a "handful" of launches this year. Last time ASTS promised a "handful" of launches by 3/31/2026, there was exactly 1 launch with 1 satellite.

[Bow27B @Bow27B]

@NingiResearch How did that short work out today?

[Bow27B @Bow27B]

@runngunn29 @justwannasayth2 @DylanByers @nickbilton @ScottPelley Anyone with any brains first has a respectful discussion in private with their boss to express their views - not in front of full staff. If I was Pelley's boss I would tell him to shut his mouth until he came up with a plan to increase viewers and ad revenue.

[Bow27B @Bow27B]

@Gubloinvestor $SIVEF targets 25% CAGR, which would put 2030 revenue, starting with a generous 2026 full year base of $44M, at $126.3M in 2030. Price is > 20X sales. Essentially, targeting to underperform market segment by 50% based on CPO and 1.6T+ transceiver markets.

[Bow27B @Bow27B]

@NikolaJoki @KCPSShain @HA_Shaban @brianm1669 But you didn't answer the question. If you are IL, do you want to collect $40M or $0? People can move their residence or business to another state and pay "their fair share". Those are your options, not some fantasy.