Z🅰️ch retweeted
$ASTS Ex T-Mobile employee "in the long run it helps AST".
@thekookreport, you are not wrong.
Z🅰️ch retweeted
sure, expand it to 24 teams...
but you'll NEVER take away our memories.
2006-2023 (the most MAGICAL era of college football)
Z🅰️ch retweeted
tl;dr $ASTS is cheap right now
Honestly, I never expected the stock to stay this low, below $50. Closing at $47, @AST_SpaceMobile is criminally undervalued with a marketcap of 18B, and is arguably pricing in nearly zero extrinsic value.
+ Q2 financial statement notes total shareholder's equity (assets minus liabilities) at 2.4B
+ @DeutscheBank values the @LigadoNetworks deal at 19B
That's a total of ~21.4B of measurable value which you could argue should be a 'floor'. But sure, technically the Ligado deal is pending @FCC authorization (which I believe is coming without question) so maybe you want to apply a discount to it. Either way the current marketcap is close to intrinsic value.
This ignores all of the extrinsic value and goodwill associated with the:
+ Proven technology
+ Constellation progress of 12 BlueBirds in orbit plus BlueWalker 3 (13 payloads)
+ BB14-16 getting ready to launch as we speak
+ Production maturity of having up to BB50 in various stages of production, including microns completed to at least BB36
+ Approximately 3,900 patents and patent-pending claims, of which 2,100 patents have been granted or approved
+ All of the partnerships and strategic investments with major MNOs, Google, American Tower
I could go on.
Z🅰️ch retweeted
🚨 $ASTS Last batch of satellites now all fully deployed 🚨
As expeced the datapoint fitness issue causing glitches was a first sign of full deployment. Confirmed just now by the bstar drag spike we see as the SpaceForce data model finds a better fit to the now much bigger surface area suddenly causing increased drag.
🐈⬛CatSE: ”Time to stunt on the bears who falsely said the BlueBird11 satellite had problems”
🚨 $ASTS BLUEBIRD11 IN FULL DEPLOYMENT? 🚨
The dashed lines in upper two panels here shows an major inclination and a major eccentricity glitch in the latest spaceForce TLE while the SupGP data from ASTs own satellites telemetry system does not.
Historically for all other bluebirds there has been either eccentricity or inclination glitches like this (sometimes both) on the last SpaceForce TLE before the full deployment is made obvious in a large BSTAR drag spike.
The glitches are due to mismatch of the data points upon the deployment between where it is and where its supposed to be without deployment.
I expect the cause of this glitch to be revealed by the next TLE. The alternative explanation to the glitch would be thruster tests on increased power.
As obvious from the other panels the spacecraft has been using propulsion since around sept 10.
Z🅰️ch retweeted
楽天が26年内に衛星通信 スペースXに対抗
nikkei.com/article/DGXZQOUC0…
米衛星通信のASTと組み、スマホの直接通信サービスを始めます。スターリンクではまだ対応していないビデオ通話を武器に、先行するスペースXを追います。
