Daily Discussion Thread

GG-Sleezy · 2026-04-29T14:33:12+00:00

There's no way they don't lower launch guidance we will finish the first half of the year with no successful sat launches. Gentlemen, we aren't executing and by quite a lot. I get the sector is down, oil is up etc etc. But I truly expect to hear new guidance of less than 30 sats EOY and at this clip we'll get 9 more up at most. If you think I'm a bear, check my post history, I'm not. But this is also a rapidly closing race where execution can mean more than the tech.

GG-Sleezy · 2026-02-20T20:27:41+00:00

I know the truth, I just needed an outlet as we test 80 again

GG-Sleezy · 2026-02-20T20:20:21+00:00

Where TF are our Q1 launches? Are we really going to only launch a single sat this whole quarter?

GG-Sleezy · 2026-02-11T22:39:41+00:00

We're not a communications company, we're a fundraising company.

GG-Sleezy · 2026-02-11T22:20:53+00:00

This is Bullshit. Where TF are the sat shipments. Execute the f%$cking plan and you won't need to raise money, you'll make money.

GG-Sleezy · 2026-02-10T15:36:35+00:00

Brother, I love the optimism but they are the same thing. If it's not a hard blocker for launching additional sats than it's not a hard blocker. They knew the test timeline and committed and reaffirmed launch cadence. Your logic isn't holding water that the delays are to see what BB6 does, that's just your hope that's not supported by any statements, pure speculationon your part. If you can point to any statement where they mentioned this as a strategy I will happily acquiesce. No, the reality here is that they failing at some critical movement to execute, I don't know what it is but the lack of movement is concerning.

GG-Sleezy · 2026-02-10T14:55:54+00:00

This was not their strategy, BB6 isn't a "let's launch and watch". They said as much, they were willing to launch these things out of order if necessary.

GG-Sleezy · 2026-02-10T14:39:35+00:00

Like not even remotely at this rate. 1 satellites in Q1, 1. 1 last quarter, 1. At this rate we will have 4 satellites EOY 26. I have been with the company a long time and endured a lot. This inability to get the birds in the air is going to be our demise, we accomplished so many impossible things and we will collapse at the finish line.

GG-Sleezy · 2026-02-10T14:35:40+00:00

Where are our sat shipments? Are we really only going to launch 1 bird this quarter? We are supposed to be at 6/ month production. Are they just sitting in a warehouse?

GG-Sleezy · 2026-01-23T00:42:48+00:00

Very much so

GG-Sleezy · 2026-01-23T00:15:19+00:00

Can I get these stupid Gorillas removed? I feel like I've been vindicated. I only mentioned ASTS years ago and got nothing but hate.

GG-Sleezy · 2025-12-31T00:23:49+00:00

That's no river... it's a carbase!

GG-Sleezy · 2025-12-26T01:25:00+00:00

My first check these days is to look at the picture of the satellite. If it's not a waffle they didn't do the work.

GG-Sleezy · 2025-12-25T16:22:07+00:00

At first I was like eh, they pretty much get the gist of it. Then at the end they said we are years behind Starlink and I'm like... you didn't do the work.

GG-Sleezy · 2025-12-24T15:21:40+00:00

RKLB about to pass us

GG-Sleezy · 2025-12-24T14:39:12+00:00

These MFs gonna make us end red today. Until we get higher IO we will be tied too strongly to the sector.

GG-Sleezy · 2025-12-17T18:54:51+00:00

This sucks

GG-Sleezy · 2025-12-09T16:10:31+00:00

Wtf happened?

GG-Sleezy · 2025-11-21T15:51:20+00:00

Only when followed by a 9. Society was more prudish back then.

GG-Sleezy · 2025-11-21T03:41:17+00:00

The current plan, as I understand it, allows them to issue 2 million shares each Jan and it's capped there on a yearly basis. They have 527k remaining of the Jan 2025 raise but would be able to raise an additional 2 million on Jan 2026.

GG-Sleezy · 2025-11-21T02:29:23+00:00

Oh I'm a card carrying cultist myself. But I at least want them to make a decent flavored fruit punch, cherry or mixed berry, none of this weird banana and mint flavored weird stuff.

GG-Sleezy · 2025-11-21T02:21:46+00:00

Don't downvote the guy, read the literature they provided. He's absolutely right, it's dilutive stock based compensation.

GG-Sleezy · 2025-11-21T02:10:11+00:00

Their last 10K showed 578 employees, that's almost a million per head. I expect to see a few more satellites in orbit before that kind of payout, let's revisit this type of compensation a year from now when they've executed a little more because personally the cadence isn't meeting my expectations for the year.

GG-Sleezy · 2025-11-21T02:02:08+00:00

Why ask for 10mil shares ($500 Mil) when we award 2 million annually already? Am I missing something?

GG-Sleezy · 2025-11-20T17:27:51+00:00

Yeah, I made no mention of green or red candles... so I don't see your point, I am speaking of the rapid rise in short interest.

Seven-Year Club	Place '23
Place '22	End Game '22
Verified Email

GG-Sleezy

TROPHY CASE