Dries (@Driesnails) profile picture

Dries

@Driesnails
Joined August 2026
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Photo by Dries (@Driesnails)Photo by Dries (@Driesnails)Photo by Dries (@Driesnails)Photo by Dries (@Driesnails)Photo by Dries (@Driesnails)
$ASTS maybe a proposal to reflect on, can ASTS not buy 1 F9 in full from SpaceX who is retiring the fleet and do its own launches? Of course big price to be paid but still… a dedicated F9? Thinking out of the box here
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$ASTS just wondering, how come we are not permitted to launch from Vanderberg station by SpaceX whilst Cape is “paused”? Are there some technical restrictions or is our launch agreement only for Cape?
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$ASTS just wondering; if ASTS is able to reach 6/month production (which I think they can by now) where can they store them safely as long as the launch crunch remains. It is not so that you can keep them in a freezer. Anyone?
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$ASTS just wondering, keeping into account that having 8sats on NG in 2027 also requires NG to deliver at 8 different points in space… can NG do this even? It is not so that they can spit out 8 at 1 moment…it needs meticulous positioning. Anyone knows?
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$ASTS should give insight in production cadence, 1 KPIs is all we need: sats fully tested. According to me this does not breach any launch agreement. We do not care in various stages of production…only completed matter. From there we conclude ourselves what goes good/wrong.
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$ASTS well Bandwagon 5 has cleared the launchpad…if we now not get a launch slot assigned soon than something is really cooking between ASTS and SpaceX. Congrats with the launch SpaceX. Next…
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$ASTS we made the manifest finally. If you would see who else is there in 2026 you can scratch all Telesat orders as they are not ready
Image from Dries (@Driesnails)
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$asts something strange is happening with the Bandwagon 5 launch date. This morning after the supply launch left Cape they moved Bandwagon to T-5 days. Now this 8 hours later they put it back to end of October…freeing up a gap for an extra launch OR blocking ASTS exit to launch
Image from Dries (@Driesnails)
Image from Dries (@Driesnails)
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$ASTS the current reality
Image from Dries (@Driesnails)
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$ASTS actually it is funny to see all this hassle for losing some spectrum on the US market… the entire world gives us their spectrum Let $SPCX have a crumble… we get the entire loaf of bread Think HUGE … now think HUGER SPCX remains a dwarf. ok, they get the moon and mars
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How is the 150-200million revenue guidance for 2026 of asts broken down in separate groups of revenue streams
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$asts On J-Leo we want the financial and logistical details. 50% of costs are subsidized. how will Rakuten and ASTS divide the 50% the JV needs to fund itself, will Rakuten cover most? also the revenue split of services? will we get also access to Mitsubishi rockets? Exiting!
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I see this as bullish for $asts! They will need to build a crowd control guardrail at the ASTS HQ entrance to keep order on all MNOs flooding to ASTS to team up to compete for their future existence… money flows tsunami to ASTS coming up
ASTS Investors 🅰️ (@ASTS_Investors) profile pictureASTS Investors 🅰️
@ASTS_InvestorsOct 6
The FCC have granted SpaceX the authority to launch a 15,000 satellite D2D constellation. The satellites will operate between 326-335km meaning a far higher burn rate and CapEx cycle compared to AST SpaceMobile. The fact they need so many shows the deficiency vs the large arrays of AST. $ASTS $SPCX
Image from ASTS Investors 🅰️ (@ASTS_Investors)
Image from ASTS Investors 🅰️ (@ASTS_Investors)
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$ASTS I know that you are still busy with creating the constellations but I already like to give an extra future TAM element for @AST_SpaceMobile. Please plan for a new future need: in order to extend lifespan in busy LEO develop refueling sats to service other sats in fuel need
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Replying to @thekookreport
@thekookreport so your stories turned out to be true 🙏
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The one that we can expect catalysts to appear soon for ASTS…you and some others have great sources (and some good intellect)
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$ASTS @AST_SpaceMobile has 1 day left to achieve more than 3 satellites launched into LEO during Q3/2026. If they have no shipment/launch/BB11/other material news tomorrow latest they will be lynched at the next ER as they will again have a low than expected EPS. Good luck 🍀
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$ASTS no problem that SpaceX reduces F9 launches after 2027. As long as BO is up running stable again during 2027 plus J-Leo launches are likely served by Mitsubishi itself (they are not granted an increased launch cadence for nothing for the years to come). All peachy 🚀
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And I of course hold SpaceX to their currently already agreed multiple launch agreement to further deploy in 2026 and early 2027. But first Crew-13 needs to be launched
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$ASTS still has 6 weeks to get its act together on production/launch cadence news as otherwise they will be subject to some serious questioning in the Q&A session from the analysts at the next report on 9 Nov. Even Berenberg might be there. like another slogan:”just do it”
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$ASTS Finally Crew13 is up for launch. Happy to see them go soon…ASTS site 2 can start moving our birds into boxes and ship of to FL. Next stop LEO
Image from Dries (@Driesnails)
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