S🅰️tellite Capital

🚀 Veteran investor, chasing wealth in #space & #tech. Sharing insights on satellites, rockets & more. Not financial advice. Join the journey! 📈 Follow back.

[AST SpaceMobile @AST_SpaceMobile]

Vodafone Ireland and the Irish Government test satellite technology to keep emergency services connected
https://t.co/hMHnvLb9Q8

[S🅰️tellite Capital @satellite_cap]

@EU_Commission It's different when you do it?

[Light Reading @Light_Reading]

Japanese government will invest $922 million into Rakuten's joint venture with AST SpaceMobile amid Asian governments' anxiety over reliance on Starlink.

Read more on Light Reading: https://t.co/RVnzNoO3IB

[S🅰️tellite Capital @satellite_cap]

@wave3trades @AntiFeminismGuy Some hype and squeeze could take us to over $250 very quickly. Not selling a share, adding more whenever I can. $asts

[Wave 3 Trades @wave3trades]

For the past year I traded $ASTS

But from now on I will not give up a single share

The biggest catalysts in history are coming up, every country wants a sovereign D2D satellite constellation and AST is leading the way

$ASTS sits at a $34B market cap while their “competitor” is worth well over a trillion

AST is ahead of Starlink in the D2D race which is arguably a larger TAM than Starlink direct to dish connection

The market cap divergence will begin to close and it will close QUICK

I think there’s a 20x upside

My second reason is $ASTS will be a dividend machine in the future

With 90-95% gross margins once the constellation is built out the profits will be massive

My goal is to accumulate as many shares as possible while I can still get them this cheap

$ASTS will have one of the best business models in the world, and it is not yet priced in

[S🅰️tellite Capital @satellite_cap]

@zerohedge I don’t think many people love the idea of living with a Musk-controlled monopoly. There are much better options available.

[S🅰️tellite Capital @satellite_cap]

@zerohedge I don’t think many people love the idea of living with a Musk-controlled monopoly. There are much better options available.

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

Just like that, another sector and USA-case for $ASTS

AGRICULTURE

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨 CATALYST WATCH - STAY FOCUSED™️

NEAR-TERM CATALYSTS:

➡️AST will likely ship BlueBirds 11, 12, 13 over the weekend for a potential first week of August launch aboard SpaceX Falcon 9 from Cape Canaveral
➡️Rakuten+AST will submit detailed plans for final CIAJ/MIC approval kicking off the J-LEO project. Formal approval will be in ~2H of July. Expect heavy PR and Communications around this event. My speculation is that we could see some movement around a Mitsubishi Heavy multi-launch agreement.

Upcoming Catalysts:

☑️$1B J-LEO Japan Project Formal & Detailed Announcement
☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9
☑️BB8 - BB10 Deployment and Confirmation of Operations
☑️Achievement of ~200Mbps Performance for Block-2 Sats
☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9
☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency
☑️T-Mobile Definitive Commercial Agreement
☑️Block-2 BlueBird batch launches every month
☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others
☑️Golden Dome (SHIELD Awarded, NOBLE Up Next)
☑️Execution of other DoW, SDA, DIU, and other Military Awards
☑️FirstNet Investment and Definitive Commercial Agreement
☑️FCC Approval of Ligado Modification Application
☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs
☑️Beta Testing w/ AT&T and FirstNet in 2H 2026
☑️Updates on Google Services Agmt Partnership
☑️Patnership with Meta
☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others
☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more
☑️FCC 5G Fund grant
☑️Progress on 12 to 37x Block-2 BlueBirds in currently in Production
☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS
☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027
☑️Securing +$500M of EXIM and IFC non-dilutive Funding
☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture
☑️Pursuit of L- and S-Band Spectrum Licenses Globally
☑️Pursuit of Additional Lowband Spectrum in US
☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV
☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity
☑️Catalysts the SpaceMob have yet to Contemplate

Recently Completed Milestones:
🚨$1B J-LEO Japan Project Awarded to Rakuten + AST SpaceMobile
✅Vodafone Espana Executes Definitive Commercial Agreement w/ AST's JV Satellite Connect Europe
✅BB8 - BB10 Launch on Falcon 9
🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum
✅Reached +3,900 Patent & Patent pending Claims
✅AT&T, Verizon and T-Mobile Joint Venture Formation
✅Achieved 99Mbps performance with Block-1 BlueBird
🚨 FCC Approval for Full US SCS Commercial Service
✅$45M Verizon Commercial Prepayment Unlocked
✅BB7 💐 Launch on Blue Origin New Glenn-3
✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird
✅7x New Design Composite Rings Delivered to Midland
✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production
✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated)
✅Partnership with Orange
✅Partnership with Taiwan Mobile
✅Partnership with AXIAN Telecom
✅Satellite Connect Europe Partnership (“SCE”) with Telefonica
✅SCE Partnership with Orange
✅SCE Partnership with CK Hutchinson
✅SCE Partnership with Sunrise Switzerland
✅SCE Partnership with Vodafone Romania
✅SCE Partnership with VodafoneThree UK
✅SCE Partnership with Vodafone Ireland
✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program
✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement
✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners
✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash
✅BB6 Unfolding Phased Array
✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program
✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US
✅$175M Saudi Telecom prepayment to be made by 2025YE
✅BB6 Launched from India on ISRO LVM3
✅Micron Production to Support 6x a Month by End of Q3 2025
✅Expanded Manufacturing Floor Space to 500,000 Square Feet
✅2,000 Global Workforce
✅Established Germany as SatCo JV operations center, filed constellation with ITU
✅Closed $420M bridge financing to support Ligado spectrum transaction
✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value
✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release
✅Verizon Definitive Commercial Agreement
✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity
✅Successful Video and Voice Testing with Bell Canada
✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval
✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union
✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network
✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions
✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet
✅Repurchased $360M of $460M 4.25% Convertible Note
✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction
✅Secured $100M Equipment Loan Facility
✅Moved to Russell 1000 from Russell 2000 Index
✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies
✅Announced Latest MNO Partnership with Vodafone Idea of India
✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs
✅FCC Accepts AST’s Application for US Commercial Service
✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST
✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC
✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten
✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14
✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC
✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit
✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026
✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten
✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO
✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair
✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations
✅Closed $460M 4.25% Convertible Debt Funding
✅Opened European Research Center w/ Vodafone and University of Malaga in Spain
✅Signed Deal w/ Singapore’s Defense Science and Technology Agency
✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

[S🅰️tellite Capital @satellite_cap]

@whatever 💯

[C🅰️tSE @CatSE___ApeX___]

🚨 $ASTS IT’S HAPPENING. FEE TO BORROW STARTS UP INDICATING FAILURES TO DELIVER.
WHILE SHARES SHORTED ARE AT ATH.
SETUP REMINDS OF 5/11 2025🚨

🐈‍⬛CATSE: ”LET’S SEE IF SHARE PRICE NOW INCREASES 3X IN HALF A YEAR.
LIKE LAST TIME”

[Wave 3 Trades @wave3trades]

THE ALGOS HAVE FLIPPED BULLISH

[S🅰️tellite Capital @satellite_cap]

@ASTS_Investors Squeeze will start soon $asts 🔥

[Nikkei Asia @NikkeiAsia]

Rakuten-led group set for subsidies to build Japan's answer to Starlink

Government readies $900m in support for homegrown satellite-to-mobile access
https://t.co/dadKYdsQ5q

[JerryHuling🅰️ @Jerry_Jr1970]

$ASTS Hey Claude, If you had to give those shorting AST SpaceMobile advice this morning, what would it be?

Claude: "Cover now, or hope you've got a very strong stomach and an even stronger balance sheet."

[S🅰️tellite Capital @satellite_cap]

$ASTS $272 coming first, then much higher 🚀

[The Value Trader @TheValueTrade]

$ASTS with an absolute monster move today..

Long Wave 3 ahead..

Strap in!

[S🅰️tellite Capital @satellite_cap]

$ASTS

[First Squawk @FirstSquawk]

JAPAN GOVERNMENT EXPECTED TO PROVIDE 150 BLN YEN IN SUBSIDIES TO RAKUTEN GROUP-LED CONSORTIUM - NIKKEI

[AST SpaceMobile @AST_SpaceMobile]

Execution in motion.

Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit.

BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37.

Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸

Built in Texas. Broadband from space. A market we invented.

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[S🅰️tellite Capital @satellite_cap]

@trapicalfarms That’s what they are trying to make you do.

[AST SpaceMobile @AST_SpaceMobile]

Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain
https://t.co/xb6Z1yt8HW