Lightm🅰️n @ironbeegle - Twitter Profile

about 18 hours ago

@kingtutcap I feel $SPCX is a story stock. "Colonize mars"? "Expand consciousness into the universe"? But why? Come on, dog. That just feels like a fanciful story used as a waving matador's cape to ease resource extraction.

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IronBeegle retweeted

Alexander

@AlexfromBabylon

2 days ago

$ASTS This is a good example of the misinformation being spread by Starlink and its senior management and using the X megaphone to amplify their false narrative. Usually it’s borderline, but this time it really is factually incorrect misinformation. Everything is spun like a win, while in reality it’s not. For X it does not matter, the Elon content creators happily promote the narrative for clicks and ad money. Encourage everyone to read the official filings with ANATEL and form your own conclusions. SpaceX bought Echostar 2GHZ spectrum including international rights for $20B, however time and time again it turns out that this money did nothing more then buy an extremely expensive seat at the table. ANATEL refused SpaceX 30x30 mhz claims via filings and instead wanted to promote competition via 10x10 mhz slots divided between Omnispace, SpaceX and AST. Meanwhile SpaceX has been begging ANATEL for 15x15 mhz, because otherwise their inferior constellation could not make it work for broadband. ANATEL was initially hesistant, but after reflection and heavy lobbying from SpaceX figured out Omnispace / Lynk even though it has first priority rights above Starlink it is just a paper sat constellation, so it gave them an additional 5x5 mhz until June 2029 the base 10x10 mhz till feb 2038. In June 2029 it will figure out if Omnispace is real or not and if not it can be granted permanently. However what is underreported is that ANATEL did the same for AST. A base 10x10 mhz until 2038 and 5 mhz additional spectrum So what actually happened is ANATEL GAVE HALF OF SPACEX INTERNATIONAL S-BAND 30x30 MHZ SPECTRUM TO AST SPACEMOBILE IN BRAZIL. Acquisition cost for AST? ZERO! Fun thing this will be a repeatable model for a lot of key markets! AST did not PR this win, Starlink made stuff up and is running with the misinformation narrative. Lesson: don’t rely just on SpaceX megaphone on X for your information of what is really happening in the field. This is also where the alpha is. Novice space investors fall for these narratives. Make sure you don’t make the same mistake!

AlexfromBabylon's tweet photo. $ASTS This is a good example of the misinformation being spread by Starlink and its senior management and using the X megaphone to amplify their false narrative. Usually it’s borderline, but this time it really is factually incorrect misinformation.

Everything is spun like a win, while in reality it’s not. For X it does not matter, the Elon content creators happily promote the narrative for clicks and ad money.

Encourage everyone to read the official filings with ANATEL and form your own conclusions.

SpaceX bought Echostar 2GHZ spectrum including international rights for $20B, however time and time again it turns out that this money did nothing more then buy an extremely expensive seat at the table.

ANATEL refused SpaceX 30x30 mhz claims via filings and instead wanted to promote competition via 10x10 mhz slots divided between Omnispace, SpaceX and AST.

Meanwhile SpaceX has been begging ANATEL for 15x15 mhz, because otherwise their inferior constellation could not make it work for broadband.

ANATEL was initially hesistant, but after reflection and heavy lobbying from SpaceX figured out Omnispace / Lynk even though it has first priority rights above Starlink it is just a paper sat constellation, so it gave them an additional 5x5 mhz until June 2029 the base 10x10 mhz till feb 2038.

In June 2029 it will figure out if Omnispace is real or not and if not it can be granted permanently.

However what is underreported is that ANATEL did the same for AST. A base 10x10 mhz until 2038 and 5 mhz additional spectrum

So what actually happened is ANATEL GAVE HALF OF SPACEX INTERNATIONAL S-BAND 30x30 MHZ SPECTRUM TO AST SPACEMOBILE IN BRAZIL.

Acquisition cost for AST? ZERO!

Fun thing this will be a repeatable model for a lot of key markets!

AST did not PR this win, Starlink made stuff up and is running with the misinformation narrative. Lesson: don’t rely just on SpaceX megaphone on X for your information of what is really happening in the field.

This is also where the alpha is. Novice space investors fall for these narratives. Make sure you don’t make the same mistake!

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