FindingAlpha

I read filings so you don’t have to.
Special situations & value investments.

Current positions:

$SONM
$ASTS
$QS
$AUR

[FindingAlpha @thealphacompass]

@AST_SpaceMobile @Rakuten_Mobile @RakutenSymphony Your PR team is as bad as the manufacturing team

[FindingAlpha @thealphacompass]

@AST_SpaceMobile @Rakuten_Mobile @RakutenSymphony Watching you guys pump out PRs this week after doing fuck all for 5 years screams desperation. You guys took your investors for granted and now the Diluter in Chief knows he's in trouble if he has to raise again at these ridiculous prices. Just launch some satellites and stfu.

[FindingAlpha @thealphacompass]

@noledollars @spacanpanman

[FindingAlpha @thealphacompass]

@AST_SpaceMobile The only reason you've put out two PRs in 24 hours is because the bald fraud (aka Diluter in Chief) knows how incompetent he will look when he has to dilute again next year if the share price stays this low. Just build and launch the satellites and stfu.

[FindingAlpha @thealphacompass]

@disgusting_pleb It's not ASTS - it's Project Bromo, a proposed joint venture by Airbus, Leonardo and Thales

[FindingAlpha @thealphacompass]

@endless_frank Never trade growth stocks using leverage. All the best.

[FindingAlpha @thealphacompass]

@BurklesDcat @Defiantclient2 @AST_SpaceMobile @davidmarshack I've been in ASTS for 5+ years & have followed them since before they became public. I have made more money than most so I'm not sure why you are apologising. But unlike most people here I don't become religious about any investment. Mgmt have been unreliable = fair statement

[FindingAlpha @thealphacompass]

@Defiantclient2 @AST_SpaceMobile @davidmarshack I'm not being dense. What I am saying is mgmt has a track record of being over-ambitious (others would call it dishonest) with their execution timelines. I accept manufacturing cadence is improving, but we are not yet at a point where we can take mgmt at face value on timelines

[FindingAlpha @thealphacompass]

@Defiantclient2 @AST_SpaceMobile @davidmarshack "They lied last before, but not this time"

[FindingAlpha @thealphacompass]

@Space_EngGG @endless_frank You are very confused. V3s have already had their first launch.

https://t.co/DJplSha5Ue

The current V2 minis use mid-band frequencies around 1.9–2 GHz, which can meaningfully penetrate walls. You may get signal if you're standing next to a window.

[Starlink @Starlink]

The first Starlink V3 satellites in space successfully deployed their solar arrays, fired their thrusters, established connections with the Starlink constellation using radio frequencies and laser links, and captured imagery of Starship

[FindingAlpha @thealphacompass]

@Space_EngGG @endless_frank He's talking about the larger V2 satellites that support low-mid band frequencies. You're talking about the new V3s that only support the higher frequencies (which cannot penetrate buildings).

[FindingAlpha @thealphacompass]

@bryan_johnson

[FindingAlpha @thealphacompass]

@penzionerishte @scottwisniews This bald mf only knows how to do one thing and one thing only: dilute investors to oblivion. Couldn’t raise a single dollar externally until bluebirds were sitting on the launchpad and launch inclination needed locking in. Abel should’ve fired him years ago.

[FindingAlpha @thealphacompass]

@AbelAvellan @NomadBets @AST_SpaceMobile Just put the satellites in space bro. FML.

[FindingAlpha @thealphacompass]

@endless_frank @RogerEntner @TMobile @Starlink aged like milk

[FindingAlpha @thealphacompass]

@KendallHarmon6 Hi Kendall, trying to get in touch with you over stocktwits. Want to exchange some notes on SONM that I think might be of interest to you - I think a huge turnaround is coming. DM me if you can.

[FindingAlpha @thealphacompass]

$SONM announcement likely being delayed here for two reasons:

1) CME Compute Futures go live 5 October - mgmt will want to announce into market hype.
2) Business pivots tend to happen right after end of quarter - today is last day of Q3.

All eyes on October 6.

[FindingAlpha @thealphacompass]

@Nufc2Everything No ill feeling towards the player but long term this is a blessing in disguise for the club. He is shite and we should've bought another RW in the summer. Presumably the club will dip in the market come in January.

[FindingAlpha @thealphacompass]

@WatsItMataRelli To be clear: I am still bullish long-term on ASTS, but mgmt has a lot to answer for. Scott has been out of his depth since day 1 & was unable to secure non-dilutive source of funds until the first 5 bluebirds were sitting on the launchpad when inclinations had to be locked in.