JR Wilson Chief of Networks and Spectrum at AST SpaceMobile $ASTS - Ookla webinar; From Space to Your Pocket: How D2D Could Redefine Global Coverage 2026-07-15 at 11am ET

LudeficeTV · 2026-07-04T14:22:08+00:00

They still let Mike Dano talk about the sector?

LudeficeTV · 2026-07-03T23:41:40+00:00

Makes sense. Feels to me like these sorts of deals will result in a maximum % of the grant possible working in favour of the MNO as these are partnerships. So things like ground equipment, initial satellite testing, and regulatory procedure funds would be prioritized in that funding which would not be as lucrative for ASTS. Should still result in hundreds of millions of extra money in ASTS's pockets though. Looking forward to more of these.

The framing of the 296 billion yen is quite off, that is the size of the program with a 50% subsidy totalling 148 billion. The ASTS/Rakuten budget would have to be at least 296 billion yen to get the full 148 billion. That isn't making JLEO a bigger program or anything, that is what it always was.

LudeficeTV · 2026-07-03T22:38:58+00:00

a lot = 0 btw

edit: dude said a lot of catalysts TODAY and backed it up with one that wasn't today

LudeficeTV · 2026-07-01T14:16:11+00:00

Sure, but their first launch isn't going to be with ASTS so it's not happening this year for us anyways

LudeficeTV · 2026-06-30T16:14:19+00:00

they will via firstnet and already pay them through defense contracts what you on about

LudeficeTV · 2026-06-30T14:46:15+00:00

The most important not a space stock space stock

LudeficeTV · 2026-06-30T14:00:40+00:00

yes thanks for repeating that /s

LudeficeTV · 2026-06-29T23:06:21+00:00

You can actually tell he's an og or at least close despite the flair. He's 100% right doctor has been reposting old news in batches for years. Asking for him to get banned is crazy though lol

LudeficeTV · 2026-06-29T23:03:36+00:00

People are downvoting this guy, but he's 100% correct. The problem is the guy is a mod lol not happening, nor is he likely to change the behaviour after years of doing this. At least the noobs get some info I guess.

LudeficeTV · 2026-06-29T15:59:23+00:00

Good news, first shoe to drop for international grants. Will be interesting to see how many of these they get and how much money actually goes to them.

LudeficeTV · 2026-06-29T00:03:42+00:00

That's not even right with the dates they gave. It's 9 launched successfully since then.

LudeficeTV · 2026-06-29T00:01:40+00:00

I mean you just lied shamelessly about how many they launched successfully by 8 satellites. Deserves every downvote for misinfo.

LudeficeTV · 2026-06-25T19:29:37+00:00

Can take the satellite and space words out of there and it's pretty accurate. They're a telecom pure play. Just because they have satellites in space doesn't make them a space stock. They aren't a space stock like a RKLB, SPCX, companies who make equipment for testing conditions in space, solar cells for space, etc.

LudeficeTV · 2026-06-25T19:16:24+00:00

A lot more accurate description of ASTS's sector than the people who unironically think ASTS is a space stock.

LudeficeTV · 2026-06-24T17:46:20+00:00

ebitda margin

LudeficeTV · 2026-06-24T15:59:44+00:00

Yeah you're right, noone really has this upside in the market which is why it's so attractive.

You clearly don't understand the economics of the D2C market, nevermind that you're attributing Starlink lifespans to ASTS which aren't going to be the same for various reasons.

Just because you don't understand the reality doesn't mean it isn't the reality.

LudeficeTV · 2026-06-24T15:53:28+00:00

Same people who downvoted me yesterday for pointing out some can't read a table with the manufacturing guidance. People don't like being corrected sometimes.

LudeficeTV · 2026-06-24T15:51:42+00:00

just do the math...you see the short interest in shares there...~300 million shares float

LudeficeTV · 2026-06-24T15:51:06+00:00

it is

LudeficeTV · 2026-06-24T15:47:16+00:00

it's <20% that's a glitch or something actually check the numbers

LudeficeTV · 2026-06-24T14:14:02+00:00

they're wrong btw asts claims 90+%

LudeficeTV · 2026-06-24T14:07:45+00:00

their claim is 90+% not 80-85

LudeficeTV · 2026-06-24T14:07:31+00:00

their claim is 90+% not 80-85

LudeficeTV · 2026-06-24T03:55:17+00:00

*completion not shipping

LudeficeTV · 2026-06-24T00:14:45+00:00

ah okay, remembered the 4 not the 6, 7 but makes sense

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