A social community site fanning the flames of the Paul Finebaum Show. Love him or hate him along with us. Currently on hiatus. $🅰️STS - #MAGA.
Birmingham, Alabama
Joined January 2010
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Our sources confirm that @JimTuscaloosaAl has followed @finebaum since grade school.
See "Jim" in the photo below:
Finebaum F🅰️n retweeted
Texas beat Tennessee
Tennessee beat Auburn
Auburn beat Georgia
Georgia beat Alabama
Alabama beat Kentucky
Kentucky beat LSU
LSU beat Miss State
Miss State beat Mizzou
Mizzou beat Florida
Florida beat Texas
…and that’s just part of the SEC Story
Finebaum F🅰️n retweeted
American operators hold ~1,000 MHz of low and mid band spectrum, tunable on the @AST_SpaceMobile network. With our current satellites in orbit and in build, our United States partners will access critical low-band and mid-band spectrum that no one can match!
When combined with the mobile network operators' extensive spectrum assets, and in combination with AST SpaceMobile controlled 45 MHz of L-band spectrum, users will see peak data rates of nearly 200 Mbps from the largest-ever satellites in low Earth orbit.
Together we are making the strongest, most resilient, AI ready networks on the planet. 🇺🇸 🌎📶📱🤠
Finebaum F🅰️n retweeted
$ASTS 🚨🐂 Follow the smart money! Institutions LOADED UP last quarter more than 30 MILLION shares added by the funds shown here alone! 🤯
Morgan Stanley: +4.12M
Marex: +3.58M
Jane Street: +3.56M
Norges Bank: NEW +3.33M
Vanguard: +3.32M combined
UBS: +2.06M
Goldman Sachs: +1.56M
BlackRock, State Street, VanEck and many more were buying too.
While retail watched the volatility, Wall Street accumulated the future of global connectivity. Know what you own®️.
🅰️🔥📈
📰 NEW: FCC Plan Could Connect Everyday Gadgets to Space Satellites
“Federal regulators are taking steps to expand how everyday wireless gadgets interact with satellite networks, aiming to merge space technology with everyday consumer tech.” 🛰️ bbcmag.com/fcc-plan-could-co…
I'm calling the $ASTS bottom at $68.77 and I am all in for the ride to the moon. Who's with me?
Finebaum F🅰️n retweeted
Watch Falcon 9 launch the @AST_SpaceMobile BlueBird 11-13 mission to orbit xitter.cf/i/broadcasts/1RJjppmjY…
$ASTS ALL IN.
What she said.
$ASTS fell ~16% AH on the word “dilution.” The market read the headline. Almost nobody read the structure.
There are two kinds of dilution. One funds the burn: shares sold at the low because the company has no choice. The other buys the bottleneck: long-dated capital that attacks the one constraint holding the thesis back. Today was the second kind, and the term sheet says so five different ways.
→ $1B convertible due 2034. Seven and a half year money. Not one share sold at $56.
→ Converts at a premium to be set at pricing. Dilution only happens meaningfully higher.
→ Management is spending part of the proceeds on capped calls, real cash whose only job is pushing the effective dilution price higher still. Companies that don’t care about shareholders skip that line item.
→ Settlement at the company’s election: cash, shares, or mix. If the thesis works, they can pay 2034 in dollars, not paper.
→ Institutions asked to eat $1B of unsecured ASTS credit. They said yes.
And the key is the use of proceeds: securing additional access to orbit and cutting reliance on third-party launch. Their launch provider is also their direct competitor. And it’s about to IPO. You do not want your supply chain owned by the company you’re disrupting. This is $1B of independence.
Why the ugly tape anyway? Convert buyers short the stock on announcement to hedge. That flow is mechanical, indifferent, and temporary. Flows, not verdict.
Read term sheets, not headlines.
Yes, bad timing today.
Long 🟠 $ASTS
Finebaum F🅰️n retweeted
BlueBird 11 arrives at Cape Canaveral.
BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Execution in motion. Manufacturing at scale.
Built in Texas. Broadband from space. A market we invented. 🌎📶📱🇺🇸
#ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds
Finebaum F🅰️n retweeted
Execution in motion.
Another delivery to Midland. In the world's largest cargo aircraft, for the world's largest satellites in low Earth orbit.
BlueBirds 8, 9, and 10 are in orbit and operational; 11, 12, and 13 are next. Satellites in production through BlueBird 37.
Nearly 60 mobile network operators. Over 3 billion subscribers. World's first space-based cellular broadband network. Designed to connect directly to everyday smartphones.🌎📶📱🇺🇸
Built in Texas. Broadband from space. A market we invented.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds