$ASTS - Clear Street's new updated SpaceX valuation by segment: Connectivity: $1.2T SI: $2.3T Space: $111B AST SpaceMobile's Current EV: $16B We are still early!

$ASTS instead of complaining and getting emotional about the recent price action, I reduced my cost basis down from ~$70 to ~$52 per share

SpaceX just reported $5.25B in quarterly connectivity revenue with 45% operating margins. That’s nearly $21B annualized. Now consider $ASTS. ASTS has carrier partnerships representing 3B+ subscribers. If just 5% generated $2/month in revenue for ASTS, that’s $3.6B annually. At 10%, it’s $7.2B. Of course, Starlink’s revenue is primarily broadband, not direct-to-cell. And ASTS still needs to prove commercial scale, pricing and profitability. But SpaceX just demonstrated how lucrative satellite connectivity can become. The opportunity for ASTS isn’t necessarily to replicate Starlink. It’s to monetize connectivity through the billions of smartphones already in people’s pockets. That’s a compelling opportunity, even if capturing it is far from guaranteed.

It literally doesn’t matter what happens, $ASTS will be red a minimum 4%+ nearly every single day at open for months. Starting to wonder why and how this is legal. Just another day of this BS. Long and strong. Today’s sellers are next years fools.

AST SpaceMobile Advances Service Readiness Ahead of Initial Space-Based Cellular Broadband Coverage in Key Global Markets businesswire.com/news/home/2…

$ASTS - AST SpaceMobile Targets 500 Million Subscribers Through European Carrier Partnership

Some of Europe’s biggest mobile operators agreed to create a consortium that will bid on satellite spectrum and offer direct-to-mobile service as they try to stave off competition from Elon Musk’s Starlink service bloomberg.com/news/articles/…

MIDLAND, Texas--(BUSINESS WIRE)--AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, welcomes the Letter of Intent signed by its mobile network operator partners Deutsche Telekom, Orange, Telefónica and Vodafone to explore a potential joint bid for Mobile Satellite Services (MSS) spectrum as AST SpaceMobile continues to advance service readiness across Europe. The collaboration among Europe’s four largest mobile network operators is expected to accelerate network integration, improve the customer experience and extend coverage into areas without reliable mobile connectivity. The initiative supports a coordinated approach to spectrum access and service deployment, strengthening European digital data sovereignty while enabling operators to deliver space-based cellular broadband through their existing mobile services. “Europe’s mobile network operators are taking an important step toward extending connectivity to every subscriber, wherever they live, work and travel,” said Wayne Thorsen, Chief Commercial Officer of AST SpaceMobile. “Our role is to support our partners with the satellite technology, spectrum capabilities and ground infrastructure needed to deliver cellular broadband directly to the phones people already use. Together, we are building a third layer of connectivity that expands coverage and strengthens the resilience of Europe’s mobile networks.” AST SpaceMobile’s existing European joint venture, Satellite Connect Europe, AST SpaceMobile is providing a dedicated network of European-operated ground infrastructure that link its BlueBird satellites with mobile operators’ core networks. This infrastructure is designed to support coverage across Europe, a market with over 500 million mobile subscribers, while keeping data handling and service control within European jurisdiction. Operators retain their customer relationships as satellite connectivity extends the reach of their terrestrial networks. AST SpaceMobile’s BlueBird satellites feature the largest communication satellites ever deployed in low Earth orbit and connect directly to standard, unmodified smartphones, backed by 3,900 patent and patent pending claims. The company has demonstrated peak download speeds of 98.9 Mbps, with next-generation satellites expected to deliver peak data rates approaching 200 Mbps. These capabilities are designed to support voice, video and broadband services for consumers, businesses, first responders and governments. The Company’s satellite technology can tune across approximately 1,150 MHz of mobile network operator partners’ low- and mid-band spectrum globally. Together with AST SpaceMobile’s S-band priority rights, this flexibility enables the Company to combine participating operators’ spectrum with satellite spectrum to support expanded coverage and capacity in European markets, subject to applicable authorizations. $ASTS

Amigos, he vendido $ASTS, Ha sido principalmente por una razón, la desconfianza que me he generado el management estos últimos meses. EL hecho de ocultar información del BB11, diluir las acciones cuando se prometió que eso no pasaría, no llegar a los 45 satélites y no decir nada, mentir acerca de la importancia de Blue Origin. Además, de haberme equivocado valorando la empresa, la tecnología es buena, pero he llegado a la conclusión de que va a ser un seguro de cobertura y una empresa de defensa más que otra cosa. Es algo que llevaba pensando un tiempo, pero el hecho de ser la primera acción la cual me multiplicó x2 me hizo "enamorarme" de la compañía. De esta empresa aprendo a no enamorarme de ninguna ccompañía. Recojo un 55% de ganancias y buscaré una nueva oportunidad.

Let me clarify why I changed my position on AST SpaceMobile. It started when the DT Telecom CEO publicly called on MNO CEOs to block SpaceX from securing MVNO deals. I've been calling for the @FCC @BrendanCarrFCC and @JusticeATR to step in and establish regulatory protections to ensure fair competition for MVNOs for some time now and that simply hasn't I believe the logical next move for MNOs is to build or acquire a credible alternative to SpaceX to put investor's fears aside and to stop the volatility in there Share price every time spaceX hints at them building a mobile network😀 And that's where for me AST comes in. I could be wrong, but I believe the MNOs will ultimately look to secure AST, either through the joint venture they announced, a strategic acquisition, by a form of global consortium why because thats what I would do. the last thing the world's largest mobile operators should want is to become dependent on a single satellite provider that could ultimately become their biggest competitor. To be clear I haven't changed my view on AST's technology or its going it alone chances of success I still consider huge challenges for them. I've changed my view on its strategic value. And sometimes strategic value is worth a hell of a lot more than the business itself. Now this is not investment advice just my personal veiw.