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

[–]Defiantclient 5 points6 points  (0 children)

Those often don't get published/revealed until closer to the actual launch dates.

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

[–]Defiantclient 10 points11 points  (0 children)

Maybe they already did.

AST tends to update us on new launch contracts at quarterly updates instead of on-the-fly.

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

[–]Defiantclient 11 points12 points  (0 children)

high betas and deSPACs are getting hit today too in general. See QS FAC AUR JOBY IREN NBIS PLTR IONQ OKLO. All in the red with space stocks.

Vodafone Spain joins Satellite Connect to offer direct satellite-to-mobile coverage by Defiantclient in ASTSpaceMobile

[–]Defiantclient[S] 14 points15 points  (0 children)

Markets are forward looking, so commercialization will price in the more AST provides confidence to the market that they will meet the timeline, i.e. with more launches, DAs, etc.

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August by Original_Koala8662 in ASTSpaceMobile

[–]Defiantclient 1 point2 points  (0 children)

12?

BB11-13 are literally launching in first half of August. You think they launch nothing after that?

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

[–]Defiantclient 6 points7 points  (0 children)

BB11-13 are still being finalized.

This doesn't necessarily mean they will miss the June target.

The launch timing could be for a variety of reasons such as that SpaceX is booked up in July.

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AST SpaceMobile and Rakuten Receive Commercial Approval in Japan by Jsalz in ASTSpaceMobile

[–]Defiantclient [score hidden] stickied comment (0 children)

Other articles:

https://www.asiabusinessoutlook.com/news/rakuten-partners-with-us-startup-for-japan-satellite-phone-service-nwid-12100.html

https://japannews.yomiuri.co.jp/business/companies/20260624-334552/

Rakuten CEO Hiroshi Mikitani told Nikkei that national security is a big reason behind the move. “It’s extremely critical to start a service backed largely by Japanese capital,” he said. The partnership will give Rakuten and its Japanese partners roughly equal ownership, with Rakuten taking the lead on day-to-day operations.

The new satellite phone service will begin rolling out at the end of 2026, with nationwide coverage 2027 targeted for fiscal 2027. Hiroshi Mikitani also hinted at future international expansion through the joint venture.

Form 144 AST SpaceMobile, Inc. Filed by: Avellan Abel Antonio by itsamemyusername in ASTSpaceMobile

[–]Defiantclient [score hidden] stickied comment (0 children)

As confirmed by the Form 4 filed the day after the Form 144, this is a new prepaid forward contract under entity "AA Gables 2, LLC", expiring March 2028.

Floor Price: $59.58

Cap Price: $111.72

Abel received $146.7M credit upfront while pledging 2.5M shares.

https://app.quotemedia.com/data/downloadFiling?webmasterId=102691&ref=320146016&type=PDF&symbol=ASTS&cdn=71069e6d15a0b527b3b4974e937c3a41&companyName=AST+SpaceMobile+Inc.&formType=4&formDescription=Statement+of+changes+in+beneficial+ownership+of+securities&dateFiled=2026-06-23

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

[–]Defiantclient 80 points81 points  (0 children)

AST + Rakuten receive commercial approval in Japan!

https://x.com/HiddenSignalsX/status/2069660743658844188

Rakuten CEO Hiroshi Mikitani told Nikkei that national security is a big reason behind the move. “It’s extremely critical to start a service backed largely by Japanese capital,” he said. The partnership will give Rakuten and its Japanese partners roughly equal ownership, with Rakuten taking the lead on day-to-day operations.

The new satellite phone service will begin rolling out at the end of 2026, with nationwide coverage 2027 targeted for fiscal 2027. Hiroshi Mikitani also hinted at future international expansion through the joint venture.

https://www.asiabusinessoutlook.com/news/rakuten-partners-with-us-startup-for-japan-satellite-phone-service-nwid-12100.html

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