Ste

[Ste @Stesterer]

@cryptomocho I've been invested in a few UK investment trusts that are for private equity only. This one has had space X for years. https://t.co/hI4otZlqnp

[Ste @Stesterer]

@jrIndUSA @LeoCapital_01 @SpaceX The rest of the world will soon open up. There isn't much additional cost dealing with 30 million, to 300 million+. Meta, Google etc. all want access to the emerging markets that don't have good internet, providing high speed internet to the masses will open up so many markets.

[Lux Singularity @investmentAGI]

$ASTS read this article posted on 29th. Here is the important part "After this story first posted, AST SpaceMobile provided a statement to Fierce saying its near-term launches are unaffected by Thursday’s explosion. “None of the missions planned for the next few months are scheduled with Blue Origin,” the statement said.

“Our satellites are designed to be launcher-agnostic, and we have agreements in place with multiple launch providers, giving us flexibility across our launch program,” AST SpaceMobile added."
FOCUS ON MULTIPLE PROVIDERS. Stay positive.
Here is the original link.
https://t.co/8bj9Snfs53

[The Wealth Hustle @richreduk]

$BLG - BluGlass

You can't say you were not warned about this one.

I got shaken out 50% of my position on the manipulation candle and added it back the next day when I could see what was happening. I added into strength today, still want to buy more. Let's see how it trades next week. Things are looking good, though.

The Shake & Break. Classic textbook stuff.

[QuantumPhotons @GaNPhotons]

@PhotonCap there’s a major pure-play component gap here: BluGlass (ASX: $BLG). While you rightly point out that elite system integrators like TOPTICA are private, BluGlass is a listed semiconductor foundry specializing exclusively in Gallium Nitride (GaN) visible lasers (violet, blue, and -

[Asp_INVSTR @invstr_asp]

#Photonics trade really taking off overseas. Not much to pick from on the ASX but $BLG $BLG.ax starting to get some interest . (Held)
Recent deal with Toptica and a US defence extension

[Asp_INVSTR @invstr_asp]

Past 40c and it’s blue skies imo $blg

[Ste @Stesterer]

@TheObserverCap Thoughts on $BLG another Oz company with defence links

[Ste @Stesterer]

@aleabitoreddit @MacnBTC $BLG. $30 MC. US defence contracts. quantum computing, defense, bio-medical, and AI/data storage. Recent 6 million capital placement. Unveiled next gen GAN chips. $100 mil commercial pipeline. 3 new patents in pipeline. Massive market. Only 30mill MC!

[Ste @Stesterer]

@elonmusk feature suggestion. The option to have an automatic post come after your last post, from you stating, this is my last post, any others after this are spamming bas#@rds and not me.

[Ste @Stesterer]

@aleabitoreddit @MacnBTC $BLG. $30 MC. US defence contracts. quantum computing, defense, bio-medical, and AI/data storage. Recent 6 million capital placement. Unveiled next gen GAN chips. $100 mil commercial pipeline. 3 new patents in pipeline. Massive market. Only 30mill MC!

[Ste @Stesterer]

@cryptomocho Yeah, an Oz company

[NASA Administrator Jared Isaacman @NASAAdmin]

We go where we need to be, and today that was @NASAKennedy.

Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead.

There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems.

We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes.

@NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible.

America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸

[Pir🅰️nha Plant Capital @PiranhaCapital]

Because I’m not a loser, I mean “consultant”, and it actually matters whether I’m right or wrong, I do things like read SEC filings.

[Leo Edge @LeoCapital_01]

Some excellent forensic work on $ASTS Falcon 9 launch contracts from the SEC filings. Credit @PiranhaCapital for the dig.

TLDR: At least 10-12 Falcon 9 launches are likely already contracted for 2026, not just the 2 publicly manifested (June/July).

The math: 10 F9 launches × 3 satellites per launch = 30 new satellites + 6 existing = 36 by year-end.
Add one Vulcan or ISRO mission = 40-45.

Friday’s 15% drop assumed ASTS had no backup plan after the New Glenn explosion. The SEC filings show they signed an MLA for 8 additional Falcon 9 launches back in Q4 2025 - six months before New Glenn blew up.

The 45-satellite target was never dependent on New Glenn the way the market panicked it was which is what I said in my posts yesterday!

This is why you read filings instead of headlines!

$ASTS 🛰️

[Ste @Stesterer]

@MichelleMaxwell I'm not sure if this is the same in the US. In Scotland, there are many variations of ticks, and so, only certain areas have ticks that can cause lymes. In most areas, the ticks don't cause lyme disease.

[Ste @Stesterer]

@cryptomocho Yeah I'm liking this one.

[Ste @Stesterer]

@Spybef0rey0ubuy Pricing this to perfection? Are you saying if the company manages to do what they are saying, then it should only be worth the current value?