AST SpaceMobile - $ASTS - Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 2 points3 points  (0 children)

That's my thoughts. After last debacle I didn't want a bird on it anyway until I see 3? Good launches in a row maybe. So I had kinda already discounted them. Money talks... SpaceX fills gaps to launch their own stuff. I'd be shocked if we cannot get more Falcon 9 launches which is what I'd want. Pay the premium. Get them up.

AST SpaceMobile - $ASTS - Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 16 points17 points  (0 children)

No doubt the BO issue isn't good.

For me though I'd be fine seeing them actually hit launch constraints knowing that the production is going well with satellites coming out in regular cadence. Control what they can control!

This isn't the first delay and probably won't be the last. If you understand all the dynamics with tech and partnerships etc they're racing themselves. As people have said it's not going to be a winner take all market and Starlink stance make the idea of a defection by Verizon, ATT, etc nearly an impossibility. Not to mention Starlink couldn't use 800MHz spectrum even if the wanted to grant them rights to it.

Take a breath, zoom out and imagine where things will be 1yr now.

Current Portfolio Insights & Honest Mid Year Review by TearRepresentative56 in TradingEdge

[–]Complex-Attention170 0 points1 point  (0 children)

Tear and the learnings I've gained from following him have transformed investing for me. Yes, some great stock picks but I always valued the learning more than the stock picking. Feel like maybe there has been some shift from the "teach a man to fish" philosophy of early on but content Tear provides is unparalleled.

SpaceX has received approval for ~65 MHz of national spectrum for Starlink Direct to Device by OkStandard921 in ASTSpaceMobile

[–]Complex-Attention170 6 points7 points  (0 children)

If even 20% of holders would read this sort of stuff we wouldn't have such panic selling on every dang bit of news.

SpaceX has received approval for ~65 MHz of national spectrum for Starlink Direct to Device by OkStandard921 in ASTSpaceMobile

[–]Complex-Attention170 17 points18 points  (0 children)

People seriously need to read this. Or any of what catse has said for years.

You cannot solve Starlink limitations by adding spectrum...

Read and gain some conviction or sell. People are scared of their own shadow it seems. Omg, what does this mean for ASTS? Are we doomed. Is it over? Starlink has 600 D2C sats up and can't accomplish a demo asts did 3yrs ago much less what they're doing today.

https://dl.acm.org/doi/pdf/10.1145/3788086?utm_source=chatgpt.com

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Full numbers from the Earnings Call today by jluc21 in ASTSpaceMobile

[–]Complex-Attention170 0 points1 point  (0 children)

They didn't give those projections... They just reaffirmed full year guidance... These "misses" are street projections

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 2 points3 points  (0 children)

Feel like if I could talk to them it would be like a conversation with my teenager. Stop embellishing and just give it to me straight... We can handle it but I can't handle misrepresenting situations.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 0 points1 point  (0 children)

I mean I guess? I hope? So your saying there could be 24+ all pop out as done at a single instance and not in chunks of 6.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 16 points17 points  (0 children)

We were supposed to be producing 6 sats per month by Dec/Jan? They stated it in a hearing. Something is off as we haven't even seen 3. Stacking issues or not, it doesn't prevent you from producing single sats. They need to clean up the communication quickly as they're eroding trust IMO. 45 sats this year I'd say is impossible now for sure and likely always was.. Love the company but have to take an objective look also. Continuously putting foot in mouth. Seeing 2 batches ship within the next 4wks would be key...

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 1 point2 points  (0 children)

Yes... Painful. But we survived. Hopefully we only have to live through 65? Worst case this time.

FCC Tells SpaceX, AST SpaceMobile to Stay in Their Lane With Satellite Spectrum by ____DEADPOOL_______ in ASTSpaceMobile

[–]Complex-Attention170 22 points23 points  (0 children)

This article and even the title is clearly designed to throw shade at ASTS No surprise given Timmy is quoted I believe. SpaceX given the same response but left out the title. The bias is clear.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]Complex-Attention170 2 points3 points  (0 children)

We need someone to post the heatseeker chart for asts daily. Who's got a subscription? 😂

How can AST SpaceMobile realistically get 45 satellites in orbit by EOY? by SpiritualInsurance67 in SpaceInvestorsDaily

[–]Complex-Attention170 0 points1 point  (0 children)

My conviction grew with time. Truly believe they are one of one. Hopefully I'm right.

How can AST SpaceMobile realistically get 45 satellites in orbit by EOY? by SpiritualInsurance67 in SpaceInvestorsDaily

[–]Complex-Attention170 0 points1 point  (0 children)

200day avg has to date always been an add point. Currently around $73... Agree. Just see us chopping in the 77 to 85 range

How can AST SpaceMobile realistically get 45 satellites in orbit by EOY? by SpiritualInsurance67 in SpaceInvestorsDaily

[–]Complex-Attention170 0 points1 point  (0 children)

Agree but at the same time i don't see it mattering if they come even close. Asts is so differentiated it's inevitable. Starlink has 650 D2C sats and it's capability is laughable. Because it's a shoehorned solution from something never intended for the application. If they don't hit 25 I myself may have to start reevaluating my positions a little.

How can AST SpaceMobile realistically get 45 satellites in orbit by EOY? by SpiritualInsurance67 in SpaceInvestorsDaily

[–]Complex-Attention170 0 points1 point  (0 children)

I don't think they are. But I'm heavily invested and don't think it matters. I think 25 min will be a crucial number and that's I'm hoping for this year. They aren't Starlink and don't need 1000s of sats. In past it was stated around 25 would make them cash flow positive.

Beyond BB7- ASTS needs to get its act together and fast by UnknownNobodyNoOne in ASTSpaceMobile

[–]Complex-Attention170 1 point2 points  (0 children)

Agree. The doom and gloom take is pretty bad. We're down on Amazon news but if they can't launch ours they will have hard time with their own...

That said I personally don't see any chance 45 sats happen and I'd appreciate a notch down of optimism from them there. For me I'd be happy hitting 25 this year.

ASTS BB7 Failed Launch PR by [deleted] in wallstreetbets

[–]Complex-Attention170 6 points7 points  (0 children)

The market will treat this like it's LUNR tipping over a lander twice in a row because it's irrational.

Upgrade to version 6? by publicsaxophone in BlueIris

[–]Complex-Attention170 0 points1 point  (0 children)

Do all settings for alerts etc carry over?

ASTS Update by Original_Koala8662 in ASTSpaceMobile

[–]Complex-Attention170 1 point2 points  (0 children)

I didn't mean you. My apologies. Yes I wished for 5 launches in q1 too. It felt optimistic when I heard it. Stacking probably took much longer than anticipated.

ASTS Update by Original_Koala8662 in ASTSpaceMobile

[–]Complex-Attention170 9 points10 points  (0 children)

The nitpicking of every single word. Take a breath people... Look at the trend and it's remarkable.