covidel

Engineer. Don´t like hysteria nor propaganda.

[covidel @covidel186]

@orwell2022 @Hache_Berlin
Let's look at 🇷🇴. Full Lockdown 24/03-14/05/20.>65yo could leave the house only 11:00-13:00!
Result: disaster in cardio, diabetes and pulmonary deaths
Source: National Institute of Statistics
https://t.co/n4yVpw5Rhq
https://t.co/kn3sXS4pvK

[Orwell2024 @orwell2022]

So we found something better thanks to. @Hache_Berlin.

Closing in on the finish gate. Focus now team reality. Get ready to gybe the spi! No mess up please.

CDC has broached! Look. Now we get them.

https://t.co/lhbXd9b3PD

[covidel @covidel186]

@valuations_ congratulations for the piece. I am in this field too, and am cheering for AST. At the same time, who does not want to see there is a long way ahead till this becomes a profitable business, better be ready for some pain.

[covidel @covidel186]

@SJCapitalInvest @tilmancompounds I think it's a bit overpriced despite the great job is doing. I have invested in it when it was <10 USD/share and made good money on it. Now I waiting for a serious pullback to load more, I like their coming reusable rocket.

[covidel @covidel186]

@SJCapitalInvest @tilmancompounds Great work, thanks for sharing!
Have you ever looked into Roketlab (space play, nothing to do with quantum)?

[covidel @covidel186]

@redrum_2001 SatCo will provide services to govs. However, it will be its own system, not IRIS2. Whether AST is involved in IRIS2 or not is not the relevant point here. SatCo itself is a great thing and positions AST closer to get licenses for EU S-band 2GHz (and access to EU market).

[covidel @covidel186]

@redrum_2001 😅
it's an honest question. Where is the relation between IRIS2 initiative and SatCo?
there is no evidence this joint venture (where the satellite operator and supplier is a US company) will getting IRIS2. AST does not need IRIS2 to be relevant, it has its own path - D2D :)

[covidel @covidel186]

@redrum_2001 SatCo is not IRIS2, it's another constellation and different purpose, different governance, different use cases, different technology, etc. IRIS2 has its own filings, under DE and FR.
The angle behind SatCo is a different one - get licensing rights for part of 2 GHz MSS band.

[covidel @covidel186]

@redrum_2001 We start giving cult vibe...Let's look at facts:
SatCo - 344 sats
- 28 sats (520 km, 53°)
- 192 sats (690 km, 53°)
- 28 sats (685 km, 98.13°)
- 96 sats (690 km, 66°)

IRIS2 - 264 sats at 1200 km.

Frequency bands - SatCo - L and S according to the filing. IRIS2 - Ku/Ka/Ka-Mil

[covidel @covidel186]

@redrum_2001 What about Eutelsat as satellite operator of 1200km and Airbus (platform) and Thales (payload)?
AST is a US company with factory in US, not in the EU. The whole point of IRIS2 is to have an independent EU system.

Is there any evidence pointing to SatCo? Honest question.

[covidel @covidel186]

@thekookreport Can you elaborate on IRIS2?
What arguments in favour of a US company building the secure connectivity system of the EU? There is already a framework for IRIS2 and AST is not in it https://t.co/OkRiCFXS1p
Also, AST has no experience with Ku- Ka- and Ka-Military

[covidel @covidel186]

@CatSE___ApeX___ the MSS 2 GHz band is heating up!

[covidel @covidel186]

@CatSE___ApeX___ thank you :)

[covidel @covidel186]

@redrum_2001 I think the S-band priority rights are misunderstood. In the EU, Viasat and Echostar are incumbens for the past 18 years. AST still needs to go up against them and others to get some post-2027 (when licences will be renewed). The recent acquisition is not a guarantee.

[covidel @covidel186]

@redrum_2001 who are the competitors? why don't they have resources and expertise?
On the spectrum front, I don't see a significant moat.

[covidel @covidel186]

@CatSE___ApeX___ @TheodorusAtheos interesting! exciting times ahead.

[covidel @covidel186]

@CatSE___ApeX___ @TheodorusAtheos The others are also trying to get multiple MSS bands. I guess no operator will say no to more spectrum, especially in the EU, where is pretty much "gifted" with no auction/money spent, just the promise to bring the spectrum in use. Just curios what will end up being rolled out.

[covidel @covidel186]

@CatSE___ApeX___ @TheodorusAtheos if true, it will be impressive. I believe much of the recent announcements have to do with the S-band licensing rights for the next 20 years in the EU & AST wants a slice. Not sure yet if embarking both L and S MSS is real - in my pov, L/n255 is sufficient for the mission.

[covidel @covidel186]

@CatSE___ApeX___ I need to look more into the details of Block 3 array. Going L+S could also be one of the reason the array needs to be much bigger (not the only reason)

[covidel @covidel186]

@CatSE___ApeX___ great digging.
Will ASTS deploy an L-or an S-band system finally? On our satellites we have an antenna for L-band and another for S-band as antenna gain is frequency dependent. Will AST interlace L and S elements on Block 3 array?What about the 850 MHz used for SCS today?