ĮŽVALGOS.LT

[ĮŽVALGOS.LT @izvalgos]

@spacanpanman So not 2%.

[ĮŽVALGOS.LT @izvalgos]

@mathlonning Unlikely, that would double their cadence.

[ĮŽVALGOS.LT @izvalgos]

@philliplyle410 Ironically, in that sense one could think JV is meant to counter ASTS, not SpaceX.

[ĮŽVALGOS.LT @izvalgos]

@philliplyle410 In order to commoditize a service that service should be interchangeble, i.e., of similar quality and capacity. It is not.

All of them will go to the best provider and will use this language to enhance their negotiating positions against that provider.

[ĮŽVALGOS.LT @izvalgos]

@DS0956974543276 @deepvaluedude I had to decode your message.

I love Rocket Lab, chill.

[ĮŽVALGOS.LT @izvalgos]

@DS0956974543276 @deepvaluedude Low margin space launch companies are bringing them up.
I don't really want to participate in this, just couldn't hold back, sorry :D

[ĮŽVALGOS.LT @izvalgos]

@kevin__mak They pay out of the free money they'll receive :D

[ĮŽVALGOS.LT @izvalgos]

$ASTS just raised a 900M net offensive capital FREE WITH ZERO DILLUTION*

That's how you read it effectively.

* 1.65% rate is "free", dillution only happens if you're a millionaire

I know timing sucks, but if they got an opportunity now they act now.

The only issue I'd have is if the deployment of that capital wasn't reasonable. There is no reason to believe so.

[ĮŽVALGOS.LT @izvalgos]

$ASTS I see people hope for something positive to follow. I expect something on the next earnings call in August, not earlier.

You have to survive one month until then. Stay put for 30 days. Tally mark them on a wall if necessary.

[ĮŽVALGOS.LT @izvalgos]

$ASTS if you haven't sold so far, don't do it at this point. It doesn't matter if it goes down another 10%. And it won't more than that. The upside is very asymetric.

[ĮŽVALGOS.LT @izvalgos]

$ASTS they dilluted on a 50% drawdown for a reason. And securing more launch is not the main reason. Main reason is something that has changed relatively recently and requires capital in a timely manner. Otherwise they would have raised earlier or later, not now.

[ĮŽVALGOS.LT @izvalgos]

$ASTS In my head, the only reason they would do it at this point is if they have a need - an opportunity - that requires this scale of additional capital.

[ĮŽVALGOS.LT @izvalgos]

@AST_SpaceMobile Let's push forward. 1.6 sat/month. Let's aim for 2 as our next milestone. Let's go AST!

[ĮŽVALGOS.LT @izvalgos]

$ASTS we're at a 1.6 sat/month cadence. Low compared to the past guidance. Great compared to a year ago.

That's the number to track.

[AST SpaceMobile @AST_SpaceMobile]

BlueBird 11 at the Cape. BlueBirds 12 and 13 on the road from Midland to Florida.
Next: orbital launch imminent . 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds

[ĮŽVALGOS.LT @izvalgos]

There would be no connectivity if not for their launch business.
Launch is an enabler. This way it is much more than 8$. They're calculating this on revenues.

Of curse we could make a point that enabler is only relevant when there is something to enable.

Also RKLB trades in correlation with ASTS, I wouldn't wish them bad.

[ĮŽVALGOS.LT @izvalgos]

@shortmsger Is everything ok mate?

[ĮŽVALGOS.LT @izvalgos]

@Defiantclient2 I have no clue how people find these things and so early. I'm just glad I happen to be on their side in the investment thesis.

[ĮŽVALGOS.LT @izvalgos]

@jessdoe2000 Price movements at this volume mean nothing. Let's see if we get an official PR today from Rakuten and maybe also ASTS.