PMat

[PMat @PMatarangas]

@BlackScholesMan But...but...The Bear Crew says Big 3 will partner with SpaceX for DTD because...ummm...because...well, I can't remember why, but they are ALWAYS right! They are professional consultants!

[PMat @PMatarangas]

@Labyrinth5L @scott_m_powell It finally got to me today as well. Hang in there.

[PMat @PMatarangas]

@scott_m_powell Maybe it's because misery loves company, but I appreciate your transparency. Tough stretch indeed.

[PMat @PMatarangas]

@Defiantclient2 @SpacBobby Now why ya gotta rain on my parade!

[PMat @PMatarangas]

@peter_adderton @EdBraiman @TMFAssociates Oh!!! Nevermind...I didn't see the word "mobile"

[PMat @PMatarangas]

@peter_adderton @EdBraiman @TMFAssociates My wife definitely agrees with this point. 100%!!!

[PMat @PMatarangas]

@PauldotBudd @thekookreport @peter_adderton SpaceX pitched DTD market at $750B. And If what Peter is saying is true regarding a "global" consortium, then AST MC should be closer to half that $750B.

[PMat @PMatarangas]

I'm not a conspiracy kind of person...but...The Anti-ASTS Bot Army has been unusually busy the past ten days. I'm used to seeing the regular, predictable Bear Crew crap, but the recent release of this Bot Swarm is jarring and a very obvious coordinated attack. Just look at the replies under Abel's latest tweet. 90% Bot Baddies parroting the same nonsense talking points...and now they will probably come after me. Ha! Elon has said publicly, and his actions prove this, that he won't delay launches, or squeeze AST like one of the analysts suggested. But this ridiculous Bot Swarm is a blatant coordinated attack from 'someone' who benefits from a suppressed AST stock price. Remember Bezos' famous words, "The stock is not the company and the company is not the stock..." Ive added at $47 and $43 and I'll add more if it drops below 40. Im enthusiastically LONG $ASTS and not selling.

[PMat @PMatarangas]

@DefinitionsNew @ShortSeller Spoken like a true Greek!

[PMat @PMatarangas]

@peter_adderton @FCC @BrendanCarrFCC @JusticeATR One other thing Peter...What's your thoughts on the incredibly important and high stakes DTD market in Mongolia! 😜

[PMat @PMatarangas]

@peter_adderton @FCC @BrendanCarrFCC @JusticeATR Sounds like a very sound decision. The same logic many of us came up with when we formed our theses and saw this SpaceX threat coming 18-24 months ago. There's definitely risk here, as Prof Mak has often pointed out. But to use a quote I have embraced: "We like the risk!"

[PMat @PMatarangas]

@alisk @cto451 @RogerEntner @elonmusk @FCC @ligado @viasat Great...none of this answers my original question.

[PMat @PMatarangas]

@scott_m_powell More fish pics!

[PMat @PMatarangas]

@endless_frank @ASTS_SpaceMob Oh Frank...don't sell your bottom.

[PMat @PMatarangas]

@Drew2Par @PK_Fund Well said.

[PMat @PMatarangas]

@tharkundur @tottaway22 Agree 100%. Posts pleading for PR or communication from the management team the very day after Abel tweets. Must be Crybaby Bots.

[PMat @PMatarangas]

@RogerEntner @REdebtlawyer @matthew_plum81 @FCC @Starlink Are you being cryptic here to drive engagement for clicks? Or is this vagueness intended to provide you a plausible deniability route, in case you're wrong? If you actually know how, then please tell us the path SpaceX uses to get around ASTs contract with Ligado. Thank you.

[PMat @PMatarangas]

@SpaceMobActual @thekookreport

[PMat @PMatarangas]

@peter_adderton Wow, I'm confused. I thought churn was a bad thing?

[PMat @PMatarangas]

@unkunkpmp Is it possible that SpaceX is a different kind of beast than the other MVNOs? I'm not any kind of expert on all things telecom, but the carriers are clearly very leery of SpaceX. Maybe the way Elon has operated in Ukraine and Russia, or his recent tweets about India cause fear?