Mojo YoYo 🅰️🛰️📱🅰️

#交易紀錄與日常發現
Dream investments of buffett type
#ASTS
#ABTC
#BAER
I hope my followers are don't mind with the fact that I enjoy some adult-themed content.

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

僅遵守此份調查報告維持原持有之股份並在每次回調時觀察狀況適時買入🐦

[Alexander @AlexfromBabylon]

$ASTS The big boss has revised down the number of satellites needed to break even (previously 20 instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do:

> Build 16 satellites
> Launch them via New Glenn (2x) or Falcon 9 (4x), probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon 9 (4 birds per flight) launches before end of 2025
> MNO's will handle the go live and deployment model to their hundreds of millions of subscribers

How realistic is this before end of 2025?

Based the Q3 2024 earnings call I think this is quite realistic, although at Q4 2024 earnings call we will probably get the fine details, however by that point the stock price might already go on a run, since then institutions will do the napkin math I do below as well.

Below is a long assessment, but the TDLR is that this company is about to hit the sweet spot of the S-curve and the market is not yet fully understanding how profound these implications will be.

The road to cashflow break-even requires:

Launch
First in March/April via ISRO the first block 2 bluebird will go up as a sort of "test" satellite for the new Block 2 generation. Judging that last time they require 2-3 months of calibration it is likely to assume the subsequent two launches with SpaceX are likely set in Q3 2025. Considering ISRO's and SpaceX track record with the vehicles I consider these "slam dunks". This would mean by end of Q3 then ASTS has 14 birds (plus Bluewalker) in orbit and operational or a close equivalent. Abel then confirmed one New Glenn launch is booked for 2025 as well, meaning the constellation would get to 22 birds, which would then mean cashflow break-even. With Vodafone's recent announcements of end of 2025 / beginning of 2026 I think an European launch for intermittent service will get the company to breakeven. Since New Glenn is a new vehicle with now just one (succesful) launch there is definitely some uncertainty in that launch that is bookmarked for end of 2025, but management confirmed they can backfill this with SpaceX. I think it is likely they have an option in the contract. Might cause a quarter delay.

If I look at it from launch perspective end of 2025 is the everything goes as planned scenario and Q1 2026 is the reasonable prediction factoring in some delay type of scenario. That would mean the company is just one year away from cashflow breakeven.

Satellites
The company confirmed in the call that they have scaled the production to meet the 45-60 birds target in 2025 and 2026. Pointing out the building blocks of block 1 (Microns) are for the most part identifical to block 2. Lessons have been learned on block 1 and those will be put to fruition on block 2. In earlier calls we also got the number of production of 2 birds per month that has the goal of scaling to 6 per month in 2026. Basically if we do the conservative math AST building 2 birds per month for nine months that would get them to have 18 birds ready in Q3 2025, which is in time for the launch campaign. This seems doable, especially after the convert were management said they are going to fast track satellite production even further then iterated in their Q3 2024 earnings. Will need to get more details on this in the next call. ASIC production seems also on schedule, but again birds can also be launched with the FPGA configuration if there are any delays. Based on my assessment I conclude that from satellite production perspective nothing will be in the way for a end of 2025 launch. Q1 earnings call will likely be a confirming event with more details

MNO
Judging on recent MNO action it is obvious they will be ready when AST is ready to launch the service, that's a no brainer for me, so no delay from this angle.

Cashrun way
After the convert the company has a close to 1 billion warchest. Based on management comments we can calculate the capital expenditures and conservatively assume nothing is paid yet: (which is not entirely true)
> 16 birds costs on average 20 million to build (source: Abel Avellan) = 320 million.
> New Glenn is rumored to cost $100 million (AST might get some discounts due to signing before first launch), Falcon 9 costs 70 million. ISRO probably in the 20 million ballpark = 260 million.
> Opex burn rate is 30-35 million, lets asumme 40 million to be conservative = 160 million.

Conclusion
Basically to get more then 20 birds up this would cost the company 580 million, with 320 million capex and 160 million of regular OPEX. With the close to 1 billion war chest this goal is easily obtainable without any additional funding or prepayments (which is extremely unlikely) and even if you factor in 2 quarters of delay there still will be sufficient cash. To conclude this basically means AST has a very credible path to cashflow break-even end of 2025 or Q1 2026. I think the stock could easily more then double if this goal is attained, which would mean from today's price within a year you get a double.

But Tim management is going to accelerate again right? Yes, I think what happens is that management before convert was very focused on that 20-25 bird scenario, but I think now management is really going to put the pedal to the medal to get as fast as possible to continous coverage of 40-60 birds. Meaning instead of optimizing the cash position everything will be focused on accelerating sattelite production and probably buying additional launch capacity from SpaceX. We will know more during the Q4 call, but this is how I think it will play out.

Very excited about the next 1-2 years. It will be a game changer for the company and my portfolio :)

Attachments
Relevant extracts from the Q3 2024 earnings call:

Launch
"As Abel and Scott detailed, during the early fourth quarter, we secured launch contracts with providers to enable us to launch up to approximately 45 Block 2 BlueBird satellites with options for additional launch vehicles up to approximately 60 Block 2 BlueBird satellites through 2025 and 2026"

Launch schedule
"So we will -- the cadence will be probably 1, 4, 4, 8, 8, 8 until we get to 60. And the New Glenn is designed to be reused 25 times and the multitude of them being built and with the first one scheduled to actually be this year."

Operating costs burn rate
"Consistent with the first, second and third quarters of 2024, we estimate that our adjusted cash operating expenses for the fourth quarter, excluding some remaining ASIC costs, will come in within a range of $30 million to $35 million as we continue to scale production of our Block 2 BlueBird satellites in preparation for our 2025 and 2026 launch schedule."

ASIC chip integration for Block 2 birds (Block 2 will both have FPGA and ASIC chips)
"And post that later in '25, mid-2025 to third quarter 2025, we will be including our ASIC in our subsequent launches."

Scaling up Block 2 production
"In Midland, we basically have scaled up to have the ability to produce the Microns that are required for Block 2 and then basically meet our target of 60 satellites during '25 and '26. We have done the vast majority of all the investment required for that. And basically, the same technology that we did launch in Block 1, it will be what it will be used on Block 2 satellites as it relate to the Microns for subsequent Block 2 satellites. So they're basically the same Microns, the same infrastructure for the next few launches. using our current Micron that is successfully operating now in Block 1."

&

"We currently expect our average costs of direct materials and launch expense per satellite for our Block 2 constellation to be in the range of $19 million to $21 million, an increase from our prior estimate of $16 million to $18 million per satellite as a result of actual launch costs recently contracted"

[Kevin Chen @Defiantclient2]

$ASTS: The delivery is scheduled to arrive in ~1.5 hours

https://t.co/dPdRdEx1Xp

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

@comuniero35 @DanteePacheco Crazy follow 🤣 but we are the team🤣

[Intl Econ Observe @IEObserve]

美國和委內瑞拉的最新的能源協議，目標是將原油日產量提高到超過 150 萬桶（目前約125萬桶），這項為期25年的雙邊計劃開發17個戰略油田

川普說美國透過與私人企業的合作成立新私人合資公司，獲得委內瑞拉超過 650 億桶已探明石油儲量的多數控制權。（約占委國總儲量的五分之一）。

美國獲得該新公司約55%的有效產出權益（包含股權＋以成本價優先購油權），石油主要用於美國戰略石油儲備與軍方。

委方預估可獲得超過2090億美元稅收／收入（以每桶65美元計算）。���生產並出售一桶油，約有19美元直接流入委內瑞拉政府。

委方強調仍保有自然資源所有權與主權，只是引入美國資本、技術與營運能力來重建因制裁與投資不足而衰退的石油業。

[AST SpaceMobile @AST_SpaceMobile]

A new satellite connectivity capability is taking shape in New Zealand.

@2degreesmobile has officially opened the Marton Satellite Ground Station.

The gateway links AST SpaceMobile’s global satellite system with 2degrees’ core infrastructure, advancing integration to deliver voice, broadband data and text directly to everyday smartphones, without specialized devices.

With nearly 50 gateways in various stages of completion, installation, and planning, we continue to build out our global gateway footprint, bringing us another step closer to commercial service for people to stay seamlessly connected wherever they live, work and travel.

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

@miiiyukiiiiii 龜龜龜龜龜龜哈哈

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

@endless_frank You know perfectly well that even if he announced the news before, it wouldn't have gone up😆

[战斗室 @7warroom]

德克萨斯州麦金尼市的一场地方听证会上，来自伊朗的难民埃里·伊萨（Eri Isa）走上发言台。

面对正在讨论新建伊斯兰中心项目的议员，他第一句话就震住了整个大厅：
“我是来自伊朗的伊斯兰教法幸存者。”

伊萨当着议员的面，把神权意识形态的扩张路径拆得一清二楚。
在势力弱小的阶段，他们用和平的说辞隐瞒意图；到了第二阶段，就会像今天的英国和加拿大一样，推行双轨执法、用反歧视动议压制异见，把对宗教的批评直接扣上种族牌。

他把两套体制摆在桌面上比对。
美国的宪政根基是政教分离，“凯撒的归凯撒，上帝的归上帝”。
而沙里亚法（Sharia）的本质是“信仰与国家合一”，神权凌驾于世��法则之上，与自由世界的制度根本无法兼容。

最深重的代价，永远由身处其中的普通人来扛。
在神权高压下，任何质疑教条的人都会被称为卡菲尔并遭清洗。伊萨留在伊朗的那些朋友，如今要么身陷囹圄，要么早已没命。

“如果不听我们这些教法幸存者的警告，你们一定会后悔。”
这位亲历过自由被夺走的人，把话撂在了德州议会的桌面上。

[Lukas C. H. @GewoonLukas_]

This morning's Starlink launch, Starlink Group 10-49, was the final planned Starlink launch on Falcon 9 from Florida. Future Starlink launches out of the East Coast will launch on Starship, and SLC-40 will only be supporting customer launches from now on. 🫡

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

@NomadBets ....company is like a child that never grows up

[たぴこ㌠ラ㍑ @everydaypien8]

初心者向け全裸混浴おすすめ10選

1. 法師温泉 長寿館（群馬）
2. 白骨温泉 丸永旅館（長野）
3. 河内温泉 金谷旅館（静岡）
4. 川俣温泉 仙心亭（栃木）
5. 加仁湯（栃木）
6. 四万温泉 積善館（群馬）
7. うなぎ湯の宿 琢ひで（宮城）
8. 乳頭温泉 鶴の湯（秋田）
9. 夏油温泉 元湯夏油（岩手）
10. 北温泉 北温泉旅館（栃木）

[Eric Daugherty @EricLDaugh]

🚨 WOW! This Christian pastor walked up and WENT BERSERK on Muslim Dearborn MI City Councilmembers trying to push Sharia Law

"You're only ONE PERCENT OF THIS NATION! We are NOT a nation of Muslims, we are a nation of CHRISTIANS! We are one nation under GOD!"

"YOU are up under Sharia Law!"

"You have seen what has happened in this city, and it is my people that have funded you. It's my people that made sure that you have what you have, and you spit on us. You degrade us!"

"We have LOST this city. This is a city that is no longer up under American laws. We are up under Sharia law. We will not have it anymore. ENOUGH IS ENOUGH!"

🙏🏻��🇸

CHRISTIAN NATION!

[fox hsiao @pirrer]

日本人的手機走到收不到訊號的地方，會自己連上衛星，服務開通兩個月就有 500 萬人實際連上過。不用換手機，不用申請，目前也不用另外付費。

docomo Starlink Direct 今年 4 月 27 日上線，全部資費方案都涵蓋，含 ahamo 在內約 2,200 萬名持相容機種的用戶都能使用，支援 89 款機型，用的就是現有的 LTE 手機，沒有加裝任何硬體。Starlink 官方帳號這週給的數字更高，說已經接上 650 萬以上的 docomo 用戶。

目前��做的是收發簡訊、使用指定 App、相容機型可以傳資料，但撥打語音電話不行。服務也只在完全沒有地面訊號的戶外才會啟動，人在 4G 或 5G 覆蓋範圍內、或者連著 Wi-Fi 的時候，衛星不會接手。範圍是日本國內含領海，也就是基線外 12 海里，部分地區仍可能連不上。

8 月 14 日 docomo 宣布要升級這套服務，跟 Starlink Japan 簽約導入次世代的 Starlink Mobile V2 衛星，語音通話、高速瀏覽、IoT 裝置直連都要做，目標是 2028 會計年度導入。Starlink 官方帳號的說法是 V2 上線後能給手機 5G 等級的連線體驗，串流、瀏覽、打電話都跑得動。

時程之所以拉到 2028，跟 V2 的衛星部署節奏有關。V2 用相位陣列天線加上自研晶片，Starlink 宣稱資料密度可達第一代的 100 倍，指的是整體容量，不代表每支手機速度快 100 倍。SpaceX 規劃用 Starship 發射，目標 2027 年中開始部署，一次可載 50 顆以上，累積��約 1,200 顆才能做到全球連續覆蓋。目前在軌的手機直連衛星約 650 顆，依 SpaceX 申報文件服務範圍約 30 個國家。

同一個星期，Starlink 的另外一條產品線在越南正式開賣。這是要裝碟型天線的固定寬頻，跟日本那套手機直連是兩回事。家用套件約 390 美元，小型的 Starlink Mini 約 329 美元，月費從 100 Mbps 方案的約 43 美元到家庭標準方案的約 65 美元。商用硬體約 440 美元，流量方案每月約 56 美元起含 50 GB，最高的 2 TB 約 474 美元。

越南 2 月就把執照發了下去，試辦五年、最晚 2031 年 1 月 1 日前結束，全國上限 60 萬個用戶終端、4 座地面閘道站。試辦條件之一是不限制外資持股比例，SpaceX 因此可以透過全資持有的 Starlink Services Vietnam 直接營運，不必找當地業者合資。

台灣卡住的正是同一道門檻，《電信管理法》規定公眾電信網路業者的外資直接持股不得超過 49%、直接加間接合計不得超過 60%，董事長還必須具中華民國國籍。2021 年 SpaceX 曾與 NCC 協商來台提供服務，因為堅持 100% 獨資而破局。

立法院在 7 月 21 日三讀通過了修正案，衛星通信業者經 NCC 審酌國家安全等七款事項核准後，可以豁免持股比例與董事長國籍的限制。不過同時通過的第 95 條規定，這些新增條文的施行日期由行政院另定，NCC 的申請程序與審查基準子法也還沒訂出來。附帶決議另外要求，把衛星地面接收站與資料落地台灣境內列為審查的重要考量。

法規鬆綁之後，還有對方要不要來的問題。���位部長林宜敬在立法院表示，數位部主動接觸過 SpaceX，對方回覆台灣 4G 與 5G 人口覆蓋率已經超過 99.9%、商用市場不大，沒有把台灣列為優先市場，他也保留這可能是談判策略的可能性。台灣想要低軌衛星的理由，本來就跟平常收訊沒什麼關係，重點在海纜被切斷的那一天。

日本那 500 萬人什麼都沒做，手機走到山裡收不到訊號，自己就連上去了。🛰️

[Kevin Chen @Defiantclient2]

$ASTS $SPCX: This looks like Starlink's retort to J-LEO being awarded to @AST_SpaceMobile & @Rakuten_Mobile.

However, here's why Starlink lost, and why they could never dream to win in the first place 👇

There are two key aspects to winning J-LEO:

1) Low-band spectrum compatibility, and
2) Data sovereignty

FIRST, WHY LOW-BAND?!

Exceptional Propagation: The longer wavelengths of low-band frequencies travel longer distances and penetrate deeper into buildings and through foliage compared to higher frequencies. This will translate to a more consistent and reliable cellular experience, no matter your location. This ensures that signals will reach you in areas not possibly covered by mid-band frequencies.

This means NOT REQUIRING A LINE OF SIGHT TO THE SKY which is a criteria for using Starlink, Globalstar, Iridium, and other similar mid band satellite services.

This is why on June 24, a subcommittee of Japan’s MIC advisory council approved the use of 700 MHz for satellite D2D—a band only Rakuten holds, among Japan’s four MNOs.

It should be noted that @FirstNetGov's Band 14 is also in the 700 MHz range.

1) STARLINK IS NOT COMPATIBLE WITH LOW-BAND

Both Starlink Mobile V1 and V2 cannot serve low-band frequencies because they are physically designed to serve mid-band frequencies. This is a physical hardware decision that cannot be solved with software, as a result of the literal physical spacing of antennas on the satellites.

Low-band antennas have wider element spacing than mid-band antennas because lower radio frequencies have longer wavelengths, which require larger physical distances between antenna elements.

(This is also why the gigantic aperture of AST's design is key to enable low-band.)

2) STARLINK DOES NOT SUPPORT SOVEREIGNTY

The AST SpaceMobile system uses a transparent "bent pipe" architecture that respects data sovereignty. The local operator/partner owns and controls all of the data that is bounced off AST's BlueBirds, including owning and operating the ground gateways. All data is routed within the country as the NodeB base station is located on the ground at the gateway instead of on the satellite in orbit.

In contrast, with regenerative architectures such as Starlink Mobile (and Amazon Leo, by the way!), Starlink becomes a roaming partner existing in parallel instead of as an extension to the terrestrial network. Work with Starlink and give up control of your data. Data passes through Starlink gateways before your own. Starlink could also transmit the data somewhere off country as the NodeB base station is on the satellite in orbit and all of the satellites talk to each other with OISLs.

Read more about sovereignty here: https://t.co/ivxLMSYMhh

THE FUTURE

Expect the J-LEO model to be repeated across G20 countries and NATO, worldwide. As it stands, Starlink cannot hope to compete against AST SpaceMobile for all of these mission-critical and sovereign constellations. As @scottwisniews mentioned in the AST Q2 earnings call, AST is already in discussions with various parties. 🤝

[Starlink @Starlink]

When Starlink Mobile’s next-gen V2 service launches in Japan with @docomo, it will deliver 5G speeds to mobile phones with streaming, browsing and voice calls.

The V1 service today is already connecting Docomo's 6.5M+ customers with apps and messaging in remote locations 🛰��📱

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

反諷嗎？沒用的，贏得選舉，立下法律，源頭管制才是解決辦法

[Rafa 🇪🇸 ✝️ @rafetavlc]

Queridos musulmanes de España:

Mi familia y yo hemos decidido mudarnos a un país musulmán. Todavía no hemos elegido cuál — seguimos comparando cuál ofrece el mejor paquete de beneficios.

Naturalmente, todos mis vecinos quieren venir también. Y los vecinos de mis vecinos. Y sus colegas. Y los colegas de sus colegas. En nada, medio país aparecerá con maletas y un vago sentido de derecho adquirido.

Como una gran comunidad cristiana, necesitaremos unos pequeños ajustes:

Por favor, empezad a construir iglesias inmediatamente. Iglesias de verdad, con campanas. Campanas bien fuertes, que se oigan desde la plaza del pueblo.

También necesitaremos cerrar ciertas calles una vez al año para nuestras procesiones. Tranquilos, no es cinco veces al día — no somos animales.

Cada supermercado debe tener cerdo de verdad, jamón serrano, chorizo, panceta y fabada en lata. Ahora somos minoría, así que tendréis que ser comprensivos y acomodaros a nuestro estilo de vida.

Traemos todos los perros. Esperad muchos Labradores felices dejando regalitos en vuestras aceras. Necesitaréis parques caninos, y tendréis que sonreír mientras los paseamos delante de vuestras mezquitas.

Ya que estamos, vuestras fiestas religiosas son un poco… demasiado. Podrían ofender a la comunidad cristiana, así que agradeceríamos que las eliminarais discretamente. Gracias.

En escuelas y lugares de trabajo, nuestros niños y empleados deben poder llevar crucifijos grandes, comer bocadillos de jamón en la cantina y, en general, irradiar vibra cristiana sin que nadie se escandalice.
También exigimos salas de oración en cada edificio, además de traductores porque no tenemos intención de aprender árabe.

Si algo de esto se rechaza, por favor enviad una lista de direcciones de comisarías para poder denunciaros por discriminación, cristianofobia y mala leche en general.

Una cosa más: si mis hijos queman vuestra bandera porque España acaba de ganar un partido de fútbol, por favor sed comprensivos. Les echaré una bronca muy seria. Incluso podría hacer que escriban “perdón” 50 veces.

Por último, queremos beneficios generosos, vivienda gratuita y dinero de bolsillo mientras “nos integramos” durante las próximas tres generaciones. Trabajar es opcional, obviamente. También queremos beber alcohol y apostar de vez en cuando en las carreras de caballos.

Y cuando hace buen tiempo nos gusta ir sin camiseta. Tened paciencia. Ya os acostumbraréis.

Agradecemos vuestra tolerancia por adelantado. Al fin y al cabo, ¡la diversidad es nuestra fuerza!

Atentamente,
Un Cristiano Muy Razonable

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

Diversity是這樣用的喔😂尊重多樣性不是讓外來移民直接壓過��住民
但如果要這樣說原住民變成少數民族與之矛盾

不可否認，人類喜歡的是有序跟多樣性無關

有些人瘋起來就是直接開放不跟你講秩序

亞洲人最直接的例子就是宗教信徒買了一堆魚類放生，不管是什麼魚放生了就是在做正確的事，最後變原生物種的生態浩劫

亞洲人用放生跟西方世界解釋那些大開放的左派人士跟瘋狂的大放生信徒一樣，只是他們放生的是人，直接影響到的也是人🙃

[Casey Krol @CaseyKrol]

If you look closely, you'll see Poland is running critically low on diversity and desperately needs a minimum of 1,000,000 Somalians to fix this.

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

AST space mobile偉大的整合了美國三大電信商

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇺🇸 FCC FILING HINTS THAT AST SPACEMOBILE AND T-MOBILE HAVE EXISTING WORKING AGREEMENT IN THE USA

👀 FCC Grants AST SpaceMobile 30-day STA to test 800MHz spectrum recently licensed to T-Mobile and sold to Grain Management. STA must comply with "existing agreements between AST and T-Mobile"

➡️ The 30-day STA is to test 817–824 MHz / 862–869 MHz (7x7 MHz) nationwide cellular spectrum using up to 100x commercially available phones. AST is testing to evaluate “additional spectrum and capacity” for nationwide broadband direct-to-device service.

🚨 The most interesting part is Condition #7: the FCC says all testing must comply with “all existing agreements between AST SpaceMobile and T-Mobile USA.” This is strong evidence that AST and T-Mobile already have a direct contractual/technical relationship around this spectrum.

🚨 The timing is very notable. The FCC approved the T-Mobile-to-Grain spectrum transfer on 7/1, AST filed this STA on 7/2, the deal closed this week, and the FCC granted AST authority today. This suggests that Grain acquired this spectrum with AST as a key monetization/deployment path, with T-Mobile still involved 👀

✅Strategically, this could be much bigger than a simple test. If AST can layer this 7x7 MHz block alongside the 850 MHz spectrum already tied to AT&T/Verizon, it creates a much larger low-band D2D footprint and raises the possibility that AST becomes a neutral satellite-RAN layer serving all three national carriers ➡️ TELCO JOINT VENTURE ⬅️

👉Recall AST disclosed that it expects to deploy 100MHz of spectrum in the USA. I covered how Grain Management is likely a key piece of the puzzle by contributing 14MHz of paired cellular spectrum

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

AI所需要的通訊晶片規格

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

大英帝國 最快速

[C🅰️tSE @CatSE___ApeX___]

🚨 $ASTS AST SPACEMOBILE IS CLEARED TO BEGIN DIRECT-TO-CELL (D2C) SERVICE IN THE UK WITH VODAFONE 🚨

A notification filed to FCC 2026-08-11 18:58 shows this:

https://t.co/2rKRnfchFB

The filing has a copy of the UK license.

[Mojo YoYo 🅰️🛰️📱🅰️ @Lo_Do_Ko]

太棒了，英國

[C🅰️tSE @CatSE___ApeX___]

🚨 $ASTS AST SPACEMOBILE IS CLEARED TO BEGIN DIRECT-TO-CELL (D2C) SERVICE IN THE UK WITH VODAFONE 🚨

A notification filed to FCC 2026-08-11 18:58 shows this:

https://t.co/2rKRnfchFB

The filing has a copy of the UK license.