@David_Tracey Been buying SMH in my kids accounts since last Aprils tariff crash. Time horizon is like 13-18 years lol. Not planning to touch it at all, thinking it’ll do ok.
@thekookreport You should let us all know how many shares you rode from $2 to $2000 right before you sail off into the sunset and we never hear from you again
@Temple_Eight@ChairmansLedger There’s many other launch providers than SpaceX.
Your point about Starlink spending less money for launch doesn’t mean it will get more market share. At&t and Verizon chose AST, and t-mobile is paving the way to leave Starlink too. Where’s their market share?
@Reformed_Trader As you said in your other post though, the valuation would have to be enormous. ASTS has all the MNO’s needing us to succeed. The market is ours, and our success is inevitable with patience.
I don’t see how Abel would see 200B even a little enticing today if we’re…
@thekookreport I don’t see why Abel would have any interest. We’re at the point of inevitability. We’ll get there by just having patience and letting things play out. Not sure why Abel would be enticed to sell today for a fraction of what it’ll inevitably be worth tomorrow.
@Spybef0rey0ubuy Elon first announced D2D in like 2022. They’ve already been competing with ASTS for 4 years. Sure they’ve gone faster, but haven’t made anything better. AST has demonstrated 100+mbps, SpaceX has demonstrated SOS texting.
@endless_frank I would feel very disappointed with a $250/share buyout. Have to imagine Abel and management who are much more invested than me would be that much more disappointed not getting to see it through to the end.
@thekookreport Listening to the kook report on Sunday night gets me all bulled up for +5% in Monday morning premarket. Really I should listen to it midday Monday when we’re -10% for no reason.