🅰️pollosCurse

$ASTS Some thoughts on those doubting management and criticizing delays. It’s lost on me how some of you missed that after the Blue Origin mishap and SpaceX delays, AST showed up swinging a big DPAS certification, essentially banning dweebs from doing curls at the squat rack during peak hours. It became apparent to me a while ago that AST’s technology is unprecedented and has capabilities that are not only valuable to the US, but also to Allied nations. This is why I believe the next big-ticket item will be NATO. Much like Northrop Grumman has a direct contract with NATO AGS for the RQ-4D, I expect to see something similar from AST SpaceMobile…this route bypasses foreign military sales so it fits. The program is coincidentally named HALO, not to be confused with AST’s existing HALO contract. So far, I’m really liking what I see. This is exactly the type of aggression and creativity with regulations and politicking that you want from a company pursuing global business. @AbelAvellan @scottwisniews keep pressing 🫡

$ASTS Death by a million cuts, but for the short side. Congrats #spacemob

$ASTS Fathom the demand signal to fund this. NATO will soon be a customer, guaranteed.

I believe $ASTS will eventually generate at least 15b in annual revenue. -Net Profit Margin: ~75% -Fully Diluted Shares: ~420M 15x Earnings: ~$170B Market Cap = ~$400/share 25x Earnings: ~$280B Market Cap = ~$670/share We’ve been in the trenches for YEARS. DEVELOPING. BUILDING RELATIONSHIPS. BUILDING MORE CAPABILITIES. NAVIGATING REGULATIONS. These are solid foundations built brick by brick. You cannot just “enter” this industry with a new cool satellite. The ass pain I feel today is commensurate with the strength of moat and future business AST is clawing into. If the market was always correct and efficient, no one would ever make money. Congrats if you got in at these prices, this is actually fucking crazy.

$ASTS Never thought we’d see this price again but here we are. My stance has always been to wait for revenue and still is. DCF modeling/reliable predictions will follow. I’ve had the regret of selling too early before and am not making that mistake again. Side note- I’d rather AST not PR anything right now. Everything will signal blood in the water no matter how positive. It’s a WARZONE out there be safe and stay focused.

Cats outa the bag again $ASTS

$ASTS HAPPY FIRDAY #SPACEMOB Grateful for the ideas and research all of you share! ….while subjecting yourselves to all the tomato throwers! The mental ROI has to be questionable some days I’m sure. Have a great weekend!!!

$ASTS First time in a long time I’ve touched the position. Converted a small amount to LEAPs today…had to take action. $40 is comical

37 days ago, on Sep 8th, the USSF submitted a memo in support of $ASTS for testing on 902–928 MHz for radiolocation…“Important national security objective”…“Space Based Sensing and Targeting”. This request was approved on Oct 9th. If we put the AST SpaceMobile story on a pie chart, this would account for a visually small piece of the DD…I’ll let the reader imagine what this part of the story represents in future revenue. I think the general public is having a hard time defining AST; is it a defense play? Is it a telecom play? Is it a niche phone service play?...and this is where I get excited. It. Is. All. Of. Those. Things. Its is a diversified, multi-use platform that will be integrated into critical functions of the economy on a global scale. $40 should have you extremely excited if you’ve got some deployable capital.

$ASTS Vulcan Centaur and New Glenn coming back on line in roughly the same quarter will blow minds. Also, some of you are sick f*cks relishing in this chaos adding more. Hehe me too

Welp that’s it folks. $ASTS in the trenches I’m destined to be permapoor. After some weighty deliberation, I’ve decided to pivot my account for my 50 bot followers. First order of business is a pivot survey: 1.) Middle aged workout guy. 2.) Put “Capital” after something and replace “I” with “we” on every post while submitting deep dives on random names generated from ChatGPT. Please see attached for branding.

All the M&A talk…everyone is expecting a huge buyout…I don’t think that’s the case. I think $ASTS will be acquiring an AI edge compute company…something like Visto360 or another. It’s the picks and shovels play for the massive amount of data that will be transmitted in space soon. Falls in line with Abel’s strategy.

$ASTS Welcome to the creep: everything sucks and is delayed, something must be broken, 5-minute news cycles spin you around and disorient you. Then the light switch turns on and illuminates the thesis buried and lost in the news cycle. -commercial cell phone -government IRC/missile detection/radar/comms/PNT -IoT - FUTURE APPLICATIONS X Times a factor of every foreign country that follows suit. As pan man says,: STAY FOCUSED

$ASTS I’ve watched the “Corporate September” video several times. It really comes off as an attempted psyop to say “I swear bro this is all we are, connecting smart phones so you can talk to grandma from Mount Everest”…..”please don’t brand us as a multi-national defense infrastructure play”. There’s alot of reasoning behind this to be fair. Many US companies have been blacklisted on export controls (China) for certain metals/other materials. There’s also a persistent cyber security threat that I’m certain AST is already dealing with. I believe silence from management at the moment is tactical and advised. It all started with BB6. Imagine what they’re seeing now.

$ASTS That’s it I’ve had it. I knew something was up, #spacemob we have been duped. As @SayNoToTrading has discovered, the launch costs, customer acquisition, and subscription service of AST is a repeat of Iridium from the 90s. Selling my 25 shares tom at open I’m out bros.

If you’re holding $ASTS and haven’t read the latest earnings call transcript, do your self a favor and read it. It’s not an exaggeration to say we’re going to bring in multiple billions sooner than a lot of people think. It’s simply a function of launch. After that, it’s a light switch…just “turned on”. And for the doubters: use your imagination. ASTs sat bus alone is the largest most powerful machine in LEO. What applications can you imagine are restricted by power output and size? Well, they aren’t anymore.

A story in two parts from 8/11 to 8/21 lol:

$ASTS 7.2m shares traded today. It will probably stay like this forever and never go up again. Selling my 25 shares to JaneStreet tom I’m out bros.