@thekookreport@C1_dF9432@grok Have we ever figured out what the facility in Homestead FL is for? Wondering if this will be a 2nd production facility or testing or storage waiting for launch. Or where they add composite rings?
How far along is the build and status of sister site in Midland TX?
AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners
businesswire.com/news/home/2026…
@BenJawanda Not production issues, it is launch cadence. Delays with NASA launch and others pushes back BBs. The setup facility at the cape is only so big. The agreement with SpaceX makes ASTS mum on news of launch delays.
@wave3trades@ObserverofStuf I own 3 vehicles free and clear. Just applied for car loan(s) ON EACH for more green powder to add. $42 is insane!
I can't keep buying every dip but I can sure try.
*NFA
$ASTS Been thinking over the timing of the last shipment and various comms, and am now thinking that ASTS may have iterated their shipping processes a bit.
Warning: A lot of conjecture here.
A thread.
@Akslfak Also it may be forcasted that if launch is constrained and manufacturing is not (most recent mention on starting BB50) the bottleneck may not only be launch availability but storage of the finished sats and then housed in Homestead. Anyone have insites on that facility?
@Akslfak@Akslfak Yes! Great thread. Though we don't know how much progress tge facility in Homestead, FL is at, one can forcast this facility will be a location that stores or completes some sort of final assembly. Possibly where the composite rings will be flown to? Thoughts?
@wave3trades Yep macro, spacex ipo > spacex grain news. If only the market knew how it actually works.
My guess is that in a few years when all 3 US MNO premium plans all have sat coverage, people will still think it is starlink but we spacemob will be sitting on this cash cow of revenue.
$ASTS: My two cents on the last 24 hours and $SPCX buying Grain’s 800 MHz spectrum:
I have held AST since December 2024. I have read everything written, listened to every podcast, followed every development, seen the stock at 17 and 133, thought about the company and long-term thesis literally everyday and constantly reassessed my thesis.
I’m not going to go through the latest development and tell you why I think it’s net bullish for AST. Other people have already done that well. What I will say is that the original thesis was always that D2D would be a duopoly between AST and Starlink.
I also want to say that it is shocking to see all the generalists come out of the woodwork today and confidently assess the situation, predicting Starlink’s total dominance and global MNO monopoly, while also revealing that they know close to nothing about the industry or AST.
From a respected PM on here:
«Blue Origin, $ASTS and Other Sats names: Imagine taking any of these to a PM right now. I have no clue how this plays out but I know what the PM is saying "you want to take an inferior business against Musk (in his prime) and on his home turf?!?"»
It’s been repeated ad nauseam, but I will say it again: We’re so early.
I added calls at $47.
- FCC disclosed contract between $ASTS and $TMUS related to spectrum subsequently sold to Grain
- MNO JV specifically designed to form a blockade against SpaceX and immediately verified by $ASTS in not unsubtle ways that they are the beneficiary
- all MNOs go and shitcan SpaceX and their hope to get an MVNO
- Sambar joins $TMUS
- $TMUS scrubs website of SpaceX
- MNO JV closed
This week? Maybe. Next week? Maybe. Eventually? In my view - YES.
Beta service soon so we’re getting to the point where you aren’t waiting for Godot
40 Followers 2K Followingonly private elite here!! l will mainly talk about crypto market price action analysis etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @retail_mourinho _X
9 Followers 310 Followingonly private elite here!! l will mainly talk about crypto and stock market price action analysis, ONLY FOR A FEW PEOPLE MAIN ACCOUNT @SJCapitalInvest
922 Followers 7K FollowingDedicated AST SpaceMobile info hub $ASTS 🧇📲 Compiling and sharing the collective knowledge of the Sp🅰️ceMob Since 2021👇Checkout our show👇 @ASTSpaceOdyssey
24K Followers 508 FollowingWebsite for AST Spacemobile investors where you can learn all about the company and it's aim to connect the unconnected 📶
Join the Sp🅰️ceMob! 🤳🛰
2K Followers 7K FollowingNo massive antenna, no mobile broadband from space.
ASTS cracked the D2D code: engineering giant Saikyo LEO arrays that seamlessly fit into standard rockets.
10K Followers 1K FollowingConsultant in satellite communications and wireless spectrum. I enjoy annoying billionaires, especially the "(Former) Trillionaire"
3K Followers 277 FollowingCanal en español para la comunidad hispanoparlantepara comprar y difundir sobre la mejor tecnología de telecomunicaciones del presente y futuro, AST SPACEMOBILE
655K Followers 165 FollowingOfficial account for Rocket Lab, the end-to-end space company. We build rockets and spacecraft that open access to space to improve life on Earth.
9 Followers 310 Followingonly private elite here!! l will mainly talk about crypto and stock market price action analysis, ONLY FOR A FEW PEOPLE MAIN ACCOUNT @SJCapitalInvest