EBS NJ, 2569.91, emphasis on 69, is also operated by:
T-Mobile USA 🇺🇸
As an $ASTS investor (or short) you might want to ask yourself why the FCC files pre-coordination filings with the ITU on behalf of $ASTS for 4 T-Mobile USA bands.
What might come of that, later.
🐾
8/8
@KevinLMak Is this still in line with your current thinking? Since this tweet we’ve seen:
- Musk/Trump breakup
-Bezos/“congrats” post
-ASIC integration update
-Ligado resolution
-Vodafone & Airbus
-various PT upgrades
@AndrewRangeley good recap on current state of sat phone wars - think more nuance is needed to unpack quotes. “Not an important business op ~today~”… big difference once full asts constellation buildout is done
https://t.co/E86c0PtD6P
@spacanpanman@thekookreport@kingtutcap
Can’t believe tmus cfo said this- “And at this point in time, we're now over 500 sat[s]…. when I think about the next D2C satellite co, I believe they have around five satellites and we have now so 100 times the satellites.”
Not remotely an apples to apples comp given unit size
@KevinLMak Great points, esp about prev. on-the-fence investors. RE the airbag comp: its noteworthy that 1) this tech is IP/protected relative to airbag rollout & 2) exclusivity agrmnts in diff markets. MNOs left behind&settling w/ subpar alts could face issues down the road (Rogers&Lynk)