Kevin Chen
@defiantclient
$ASTS, $QS, $AUR, $JOBY | economics, theology, philosophy, and the UAP phenomenon
It's showtime! @jobyaviation CEO JoeBen Bevirt is on @BloombergTV with @EdLudlow tonight to talk Joby and the future of air mobility. Preview here: youtube.com/watch?v=wxNRKC…
$ASTS : official ligado/ASTS authorization document Lot to digest, but the big details are already known casedocs.omniagentsolutions.com/cmsvol2/pub_47…
AST SpaceMobile reaches deal to bankroll Ligado’s Viasat settlement spacenews.com/ast-spacemobil…
$ASTS: Russell 1000, ASICs completed and ready for integration, commercial SCS application, Verizon and AT&T lease agreements, and Ligado lock-in. All in one week. 🔥 If you're new here, I invite you to read @HennessyFunds' write-up on @AST_SpaceMobile. It's a fantastic high…
You don't think Ligado clarity, SCS filing, or the spectrum leases that went with it qualify as real news? Id allow that it might be priced in by longs, but at the very least it feels like real news to the shorts that's driving them to cover.
+ Top 1000 company status
AST SpaceMobile Set to Join the U.S. Large-Cap Russell 1000® Index feeds.issuerdirect.com/news-release.h…
🚨 $VZ + $T spectrum lease with $ASTS filed 🚨 $ASTS just locked it in FCC accepted the Verizon lease. This is Band 5. Nationwide low-band. Real deal. $T and $VZ both leasing their airwaves to AST. The two 🦾 carriers in the 🇺🇸 just handed over the keys for D2D from space.…
$ASTS: Here's the latest on our FM1 STA 👇 AST has responded to the latest round of comments from FCC and SpaceX. There was a theory that we wouldn't be able to get FM1 approval without the full SCS application going in, and that just went in yesterday so if that was a hurdle…
Vzn and AT&T massive servicelink spectrum filings just dropped. $ASTS 🐈⬛CatSE: ”Sorry, I got carried away forgot the all caps. How is your position TimF?” 🤡 TimF (short): ”Fetal.” 🚨BREAKING AST FILES FOR MASSIVE VERIZON 850 MHZ SPECTRUM AND AT&T 700+850 MHZ SPECTRUM 🚨
🚨NEW @ASTSpaceOdyssey PODCAST 🛰️- AST SpaceMobile Deep Dive with @spacanpanman 🔥 We cover: 🗞️Recent News & Updates 🚀Upcoming Future Catalysts 🅰️SpaceMob Origins & Impact 🎙️Anpan's Background and $ASTS interest Find on Youtube, Spotify & Apple here: linktr.ee/ASTSpaceOdyssey
While nice to see $asts green in a sea of red, market still not fully digesting the implications of this MSS spectrum acquisition. It’s basically game over in the US and Canadian markets for d2d. Ast is and will be a monopoly until proven otherwise. Yes, AST’s tech is miles…
$ASTS STRIKES 80-YR DEAL FOR U.S. & CANADA MID-BAND SPECTRUM -- BACKED BY $550M FINANCING 👀
1/ $ASTS makes big chess move in the space-to-phone race by locking up 45 MHz of nationwide mid-band spectrum for 80+ years. That’s the single largest D2D spectrum haul on record and in spectrum-land, that’s like buying the last beachfront property.
$ASTS: 🚨 AST SPACEMOBILE ENTERS INTO MULTI-PARTY AGREEMENT INMARSAT AND VIASAT TO RECEIVE LONG-TERM ACCESS TO LIGADO'S PREMIUM 45MHZ L-BAND SPECTRUM IN US + CANADA SUPPORTED W/ $550M NON-RECOURSE DEBT. The Term Sheet, when approved, provides that as part of Ligado’s ongoing…
$ASTS Yes Tim, I know Tim. (Ligado settlement) FINANCE 101: Companies win by borrowing cheap and deploying capital into asymmetric, higher-return outcomes
But actually all that cash comes from AST...
$ASTS: Ligado estimates the value of its L-Band spectrum at $39B. AST SpaceMobile's BlueBird satellites will unlock this value by enabling direct-to-device usage without causing interference issues feared by the DoD and other gov agencies. ASTS current market cap is $12B 👀
$ASTS: 🚨 AST SPACEMOBILE ENTERS INTO MULTI-PARTY AGREEMENT INMARSAT AND VIASAT TO RECEIVE LONG-TERM ACCESS TO LIGADO'S PREMIUM 45MHZ L-BAND SPECTRUM IN US + CANADA SUPPORTED W/ $550M NON-RECOURSE DEBT. The Term Sheet, when approved, provides that as part of Ligado’s ongoing…
Tim- 1 “AST needs a waiver of the Geographic Information Authorization (GIA) rule clear evidence they lack nationwide spectrum.” The new SCS rules explicitly anticipate waivers when a satellite operator aggregates spectrum from multiple terrestrial partners. The FCC has…
From the full SCS application, $ASTS notes an accelerated launch campaign of MORE than 60 BB2 satellites set to launch through the end of next year. Does management have another updated launch schedule for us?
Scoop w/@marisaataylor : Trump-Musk feud just hit orbit: SpaceX’s role in the $175 bln Golden Dome missile defense project is suddenly in jeopardy. First real blow to Musk’s government business since their fallout.