Dedicated AST SpaceMobile info hub $ASTS 🧇📲 Researching $ASTS & sharing the collective knowledge of the Sp🅰️ceMob Since 2020👇Our Podcast👇 @SpaceMobileShow
New York, USA
Joined February 2021
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🚨Today we embark on a new journey 🅰️
Happy to announce a book that has been in the works covering the entire AST SpaceMobile journey, in real time. 📙
This book won't be released until we at least have full US coverage and can test the service 📱🛰️
But I am very proud of where this is so far and wanted to share it.
Expect it to come in 2026-2027
Going to be a hell of a journey until then 🚀
$ASTS SpaceMob 🅰️ retweeted
#SoftcoreDD $ASTS The way I'd be presenting the investment case to the Street is now a 3-4 pronged progression. We have our liquidation value of IP + Ligado (subject to FCC approval), then we step out to the case where for some reason $ASTS only uses half its launch capacity (~$100), then we have using up the current launch capacity + de-risking operations and proving out commerciality ($250)...and for the dreamers out there (yours truly...), you have the mega big brain Founder Vision scenarios that you work toward in ~2029/2030, which will start to be more clear on whether they are realistic in the next 2-3 years. At that point, you'll either have a breakaway lead toward that end state (and win), or it won't pan out and you return to the middle two nodes. This is how you construct an awesome investment case that allows people to choose which level of the adventure they accept, but appreciating that given a certain stock price level, you can exit that train when you choose.
@scottwisniews is an extremely talented guy. He knows this and I bet is going to outline this clearly next week.
$115 PT remains on $ASTS
$ASTS - Clear Street reiterates $115 price target on AST SpaceMobile and maintains buy rating
Key Points:
Full integration costs ~$1.3B. Blacklift would complete AST’s end-to-end model and cut reliance on Falcon 9, with SpaceX (SPCX, Buy) reportedly turning away new bookings beyond 2028 (Bloomberg). The Firefly deal includes ~$800M upfront ($400M cash; 10-14M Class A shares) for a perpetual engine license, $250M for the first three rockets’ engines, and $250M for three years of engineering support. That is ~$900M in cash and ~3% dilution, vs. $3.7B in pro forma 2Q26 cash and restricted cash.
Near-term relief depends on two rockets returning.
ULA’s Vulcan targets a return to flight Friday, November 13, after a nine-month grounding. A successful flight would indirectly help AST by freeing Falcon 9 capacity, though AST has not publicly confirmed Vulcan contracts. A December New Glenn return would restore AST’s high-capacity option at up to eight BlueBirds per launch.
Sovereignty is a growing tailwind.
Vodafone’s (NASDAQ: VOD, NC) Tim Boddy said at Network X in Vienna that the AST venture is a stronger sovereign option than Starlink or Amazon, as its core network and radio infrastructure sit in Europe under the Luxembourg JV deal (Light Reading).
Spectrum is the opportunity the market is missing.
AST’s Ligado agreement gives it 80+years of rights to up to 45 MHz (40 MHz of L-band) for $550M at closing, pending FCC approval. SkyTerra Next would put L-band payloads on 96 AST satellites. Iridium (IRDM, Neutral) opposes, alleging spectrum hoarding; Ligado disputes it. At 45 MHz x 340M POPs x $1.10 per MHz-pop (SpaceX paid ~$1.00 for EchoStar’s 50 MHz, ~$17B), approval implies up to $16.8B in value, vs. an ~$11.7B market cap at $30.
Valuation for: AST SpaceMobile, Inc. (ASTS)
ASTS shares currently trade at ~14x our 2028E and ~6x our 2029E adjusted EBITDA of ~$0.9B and ~$2.1B, at $30. We reiterate our Buy rating and $115 price target, which implies 20x 2029E adjusted EBITDA of ~$2.1B. Our DCF cross-check, which includes spectrum, is $110 per share.
$ASTS SpaceMob 🅰️ retweeted
It’s funny that how this $ASTS rocket news would have been BULLISH AF at $100.
Now in the $20s, the market does not want to see AST spend this much money.
This losing streak is tiring.
LFG!!
We are done waiting. We are on to satellite 51 - the largest spacecrafts ever in LEO! and we are not stopping. Blacklift: built for BlueBird, built to fly!. Join me at the unveiling webcast event on Thursday, November 12 investors.ast-science.com/ 🤠🇺🇸
If there is one thing this does tell us, it’s that the demand for BlueBirds and $ASTS tech is MASSIVE
Nothing like announcing a super capital extensive new part of your business when the stocks down this much.
Long term I’m bullish on this move, seems the market hates it for now.
$ASTS
It’s funny that how this $ASTS rocket news would have been BULLISH AF at $100.
Now in the $20s, the market does not want to see AST spend this much money.
This losing streak is tiring.
IS THIS BULLISH OR BEARISH??
Someone tell me lmaoo $ASTS
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
$ASTS BUILDING IT’S OWN LAUNCH ROCKET WITH $FLY
How we feeling about this?
I do think this will be crucial in years to come that we can launch our own bluebirds and not have all these constraints like we are facing now working with partners.
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
At this point I’m feeling like once the market is back to normal and $ASTS is nearing all the sats complete / launched it will rerate insanely.
Until then, we wait, and suffer.
51 sats. Most of them in various stages of production.
$ASTS.
Amazing progress considering 46 of them are 199m2 of phased arrays, each. Huge.
Two acres worth of direct to cell phased arrays are now produced.
And for the “now they just need to launch” guys out there.
Well, yes exactly, and if that’s done this year on Falcon9s or next year on Falcon9 and New Glenn doesn’t really matter much.
It’s coming either way.
Let’s look on the bright side ,
$ASTS can’t fall an additional $100 a share
My brain is fried. Not sure what to think anymore.
$ASTS long and strong, don’t forget it.
