Search results for asts

$RKLB $ASTS $VOYG - The space triangle of success 👇 ♥️ Like 🟦 Save 💬 Comment & 🔄 Repost this is how you support me in continuing to create value for you 😊 🤝 Three complementary leaders building the future of the space economy: > $RKLB World-class launch + spacecraft manufacturing, now supercharged by the acquisition of Iridium. This creates a fully vertically integrated powerhouse with its own global satellite constellation, spectrum, and recurring revenue from comms/PNT services. Launch, build, operate, all under one roof. > $ASTS Pioneering space-based cellular broadband. Direct-to-device connectivity from orbit, partnering with major telcos to bring high-speed coverage to every corner of the planet. Massive TAM in mobile connectivity. > $VOYG Advanced space infrastructure, defense solutions in partnership with $PLTR and Anduril, propulsion, and Starlab, the next-generation commercial space station. Also focus on the microgravity market for in-space manufacturing, drug discovery, materials science, and R&D that’s impossible on Earth. The perfect triangle: ▶️ Access to orbit + operations (RKLB + Iridium) → Global connectivity (ASTS) → Orbital infrastructure & microgravity economy (VOYG). Bullish on all three for the long haul. 🚀 What’s your take on this trio? Let's discuss below 👇

I’ll say this one last time. My July outlook: Bullish: $MU ~ $SNDK ~ $MRVL ~ $CRDO ~ $ALAB ~ $NBIS ~ $CRWV ~ $APLD ~ $IREN ~ $OKLO ~ $RKLB Hold: $NVDA ~ $AMD ~ $AVGO ~ $TSLA ~ $ASTS ~ $VRT ~ $PLTR ~ $SOFI Bearish: $PLTR ~ $OPEN This is not a prediction for attention. This is positioning before the next rotation becomes consensus.

$ASTS $VOD: Full article Xavier Niel has taken a 16 per cent stake in Vodafone Group for £4.4bn, a move that will make the French billionaire the FTSE 100 telecoms group’s largest shareholder.  Niel’s Vega entity acquired the position from Emirati telecoms group e& for 110 pence a share, a 15 per cent premium on Vodafone’s closing price on Thursday. The move is the latest step in Niel’s European telecoms expansion, which has seen him build established businesses in France, Italy, Poland and Ireland.  Niel has long had an interest in Vodafone, acquiring a 2.5 per cent stake in the business in 2022 through his investment vehicle Atlas Investissement, which it later sold. He has previously considered taking a larger stake in the business, according to people familiar with the matter. Under the deal, which is subject to regulatory clearance, the stake will be held by “three financial institutions” until such approvals are given, and will also see e& relinquish its board seat, the company said on Friday. Vodafone’s shares rose 13 per cent in early London trading on Friday. Commenting on the announcement, Niel noted Vodafone’s quality assets and “diversified geographic footprint”. He added: “We are confident Vodafone can deliver sustainable growth and strong cash flow generation over the long term and — as an anchor investor based in Europe — we are ready to contribute our deep sector expertise and operational knowhow to its future success . . . We have a proven track record of helping businesses to perform better and create substantial shareholder value.” Vodafone on Friday described the Niel family group as a “supportive, long-term shareholder”, adding: “They recognise the quality of our diversified operations and have confidence in the new chapter of Vodafone’s growth.” Niel owns significant minority stakes in Millicom, which operates in Latin America, and Sweden’s Tele2. His son, Jules Niel, sits on the board of Millicom, while at Tele2 he appointed the chief executive of his French telecoms company Iliad, Thomas Reynaud, and his deputy Aude Durand, to represent him. E& said the decision to sell its stake reflected “the natural evolution of its strategic priorities, enabling the group to sharpen its strategic focus on core businesses while unlocking the value created through this investment”. Vodafone has been undergoing a turnaround under chief executive Margherita Della Valle, who has sought to sell the group’s struggling businesses and strengthen its key markets. In May, Vodafone announced it would acquire CK Hutchison’s 49 per cent stake in their UK joint venture Vodafone Three for £4.3bn to take full control of the company. Della Valle also sold the company’s Spanish and Italian units in 2024 and 2025 respectively, and announced that Vodafone would sell its 50 per cent stake in its Dutch operation earlier this year. https://t.co/O99PKDshvg

$ASTS $VOD: I wonder if Satellite Connect Europe is a notable part of his investment thesis. 🤔 Commenting on the announcement, Niel noted Vodafone’s quality assets and “diversified geographic footprint”. He added: “We are confident Vodafone can deliver sustainable growth and strong cash flow generation over the long term and — as an anchor investor based in Europe — we are ready to contribute our deep sector expertise and operational knowhow to its future success . . . We have a proven track record of helping businesses to perform better and create substantial shareholder value.” Vodafone on Friday described the Niel family group as a “supportive, long-term shareholder”, adding: “They recognise the quality of our diversified operations and have confidence in the new chapter of Vodafone’s growth.” ... Vodafone has been undergoing a turnaround under chief executive Margherita Della Valle, who has sought to sell the group’s struggling businesses and strengthen its key markets. https://t.co/O99PKDrJFI