M🅰️X
@ToTheMadMax
HODL'er of ASTS with possibly best opportunity of any stock IF THEY EXECUTE. Other musings. Do your own DD. Not a financial advisor and not providing advice.
$ASTS I updated my banner picture. Why? This picture encapsulates exactly what @AST_SpaceMobile is that anyone can recognize in 5 seconds and why it is so big an opportunity. 5G from space directly to your UNMODIFIED cell phone (completely brand/model agnostic), an end to those…
1/ $ASTS: 🚨 VODAFONE DISCUSSES ITS CLOSE STRATEGIC PARTNERSHIP WITH AST SPACEMOBILE @VodafoneGroup May presentation covers its strategic partnership w/ AST Spacemobile: history, technological development, testing, future plans for SatCo JV and Q&A YouTube:…
At the end of Q1 2025 let's take a look at the holders in $ASTS 🕵♂️ Strategic partners now are the largest holders in the company owning 26%. Abel still hasn't sold a single share since the company went public 💪 Institutions are continuing to build their position and I'm…
$ASTS:🚨AST SPACEMOBILE FILES FCC REPORT OF SUCCESSFUL BROADBAND SERVICE TESTING WITH AT&T AND VERIZON + 90-day initial testing utilizing five Block-1 BlueBird satellites over 700MHz and 800Mhz spectrum successfully demonstrated voice calls, text messaging, video conferencing…
$ASTS : 🚨AST SPACEMOBILE DISCLOSED IN AN FCC FILING TODAY THAT IT PLANS TO LAUNCH 20x BLOCK-2 SATELLITES BY THE END OF 2025 "Planned Upcoming Satellite Launches: AST SpaceMobile anticipates launching up to 20 satellites, including FM1 and excluding the five in-orbit Block 1…
2/ $ASTS: Here's a look at two space leaders in terms of market cap, cash and debt. The $RKLB cash number may be higher if they tapped the remaining $397M of ATM capacity at the end of May.
$ASTS / $RKLB / $RDW The Missile Defense Agency just released a draft solicitation for a $151B multi-award IDIQ to build a next-gen, multi-domain missile defense system (GOLDEN DOME).
The Missile Defense Agency just dropped a draft solicitation for a $151B multi-award IDIQ for a multi-domain missile defense system. (Think Golden Dome architecture.) Primes & startups onboarded to the vehicle will fight for contract $$ on individual task orders.
$ASTS AST SpaceMobile just raised $500M+ with a high-conversion convertible bond + capped call. Here’s why this isn’t just about cash. It’s in part a strategic move to qualify for multi-billion-dollar DoD programs like GoldenDome. 🛰️💰 🧶🐈⬛ 1/n
1/ $ASTS: $575M Convert Offering +Initial 20% Conversion Premium: $72.07 +Capped Call Raises Premium 100%: $120.12 +2.375% Coupon +Maturity 5 Years +$560M Net Proceeds +$47M to Purchase Capped Call Convert + Capped Call = 4.79M underlying shares or 1.4% dilution
The garden variety 5% correction is overdue $SPY $SPX
Ignore any capped call mechanics for a moment, it complicates things unnecessarily. You want $500M of cash today. Stock is trading at $60/share. You could call up institutions and say "I want to sell $500m of shares". Maybe they bid $55/share (10% ish discount). You get $500m…
$ASTS Wait a minute. . .you can actually make a VOICE CALL with a standard cell phone with @ATT?? @TMobile SMH.
#BREAKINGNEWS On Monday, July 21, @ATT & @AST_SpaceMobile successfully completed the first-ever native voice call (VoLTE) and text (SMS) made directly through AST's Block 1 satellites with a standard cell phone using 🅰️T&T spectrum and passing through the AT&T core network.…
For building, and building fast. $ASTS
$575 million is a ton. What’s the purpose I wonder for that much $$?
$ASTS: ASTS WILL HAVE OVER $1.5B CASH WARCHEST ASTS had $939.4M of cash as of 6/30/25 and w/ latest offering of $500M convert + $75M overallotment option + likely upsizing, ASTS will end up with over $1.5B of cash on its balance sheet heading into multi-launch campaign
$ASTS: This is why convert investors love AST SpaceMobile and are willing to take 2.375% coupon vs. 4.25% in January. My guess is we have a dip tonight/tomorrow from hedging and then the stock moves higher. The company is going to have an absolute WAR CHEST
$ASTS: AST SpaceMobile launches $500M convertible. This is a really smart move given the deal will price off of $60.06 closing price. Assume 20% initial conversion premium = $72 Add capped call structure to get to = $120 Raising $575M gross (w/ shoe) for likely 2% dilution
The wait is finally over and the beginning of a new era is upon us. Next month begins a launch cycle where every 30-60 days $ASTS satellites will be going up to further build out the constellation. The ISRO launch is one satellite, and the September SpaceX launch will be three…
🛜 U.S. Leadership in Wireless 🇺🇸 Today, we paved the way to unlocking more airwaves (spectrum) for Americans. All done thanks to @POTUS’ Big Beautiful Bill restoring the FCC’s Spectrum Auction Authority. “More spectrum means more building.” - @BrendanCarrFCC Read more 🧵⬇️
$LIDR Nailed it! Give this oracle a follow...sheesh!
$LIDR is the smallest lidar stock sitting at $16M market cap. The theme appears to be catching on so I'm in for a trade. It spiked over $4 at the start of this year from a similar level. Perhaps we get a similar move in coming weeks *NFA
AST SpaceMobile, FirstNet push ahead with plans for D2D sat service for first responders dlvr.it/TM5Cmf
🚨 The launch of the LVM3-M5 / BlueBird Block-2 mission is now set to take place next month! 🚀 Upcoming launches for ISRO 🗓 1. GSLV-F16 / NISAR -> 30 July 2. LVM3-M5 / BlueBird -> August 2025