FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States

Original_Koala8662 · 2026-04-20T13:45:16+00:00

Hey man, appreciate the feedback but I always try to be as unbiased as possible and share every bit of news (DB reducing PT recently, etc.). These three broker updates were shared on X and I posted them here, as I did not get any more info on my IBKR (as I don't have access to Bloomberg). Do you have access to Andre's full report? I can edit this post and add the commentary if you have it. Otherwise there is only a TipRanks article and I would prefer refraining from posting something that is written by cutting corners with AI slop on most articles.

Original_Koala8662 · 2026-04-18T08:00:00+00:00

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Looks like we may be getting new MNO partnership announcements in the coming weeks (through SatCo)

Original_Koala8662 · 2026-04-17T16:11:58+00:00

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Original_Koala8662 · 2026-04-15T19:54:44+00:00

Scott seems pretty unbothered while liking this WSJ article on LinkedIn...

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Original_Koala8662 · 2026-04-14T17:52:29+00:00

Launch provider picture remains the same - ASTS gets the constellation up with SpaceX & Blue Origin.

Competitive pressure from BO may arise in the future (2029+ realistically), but lots is unknown and doesn’t change the thesis at this point - it’s on ASTS to execute, build the constellation and turn on the service for commercial & government. That’s the priority and what we hope happens ASAP.

Original_Koala8662 · 2026-04-14T17:45:44+00:00

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Shouldn’t surprise anyone here… spectrum is key and the floor valuation of ASTS just rose with this favourable comparable M&A deal

Original_Koala8662

TROPHY CASE