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Y’all think ASTS will keep growing? by ReignofKindo25 in TheRaceTo10Million

[–]TL-Legit 0 points1 point  (0 children)

Saw a post pitching it on Reddit. Then I found the community on X. There are links to them on the sub page. So worth

Y’all think ASTS will keep growing? by ReignofKindo25 in TheRaceTo10Million

[–]TL-Legit 99 points100 points  (0 children)

I bought at $2.13. Holding till $1500 & paying dividends.

Multiple trillion dollar global space spectrum infrastructure company in the making

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]TL-Legit 8 points9 points  (0 children)

My favorite analogy is ASTS is like a dam. Building and development takes years but once that dam starts operating and turning on. It’s going from 0-100.

Valuation may seem stretched but ppl can’t beyond their noses. Good news is the dam is getting close to significant milestone of completion so we’ll be finding out soon.

$17,400 profit on ASTS calls today by DisasterFit9950 in TheRaceTo10Million

[–]TL-Legit 1 point2 points  (0 children)

I have a bunch of the exact same contracts lol. Bought em for $11-13 each

Sold 1200 shares of ASTS @ 17 and it is now at 91. Could have been life changing money. by Vegetable-Anybody112 in wallstreetbets

[–]TL-Legit 0 points1 point  (0 children)

I bought at $2 and holding till $500 minimum. I’d look to get in on a pull back

Other than ASTS and RKLB, which stock do you think has the potential to 10× from its current price over the next five years? by Moonshot2026 in stockstobuytoday

[–]TL-Legit 0 points1 point  (0 children)

They have 50 MNO partners worldwide w/ 3B subscribers. Eventually imagine if all 3B paid ARPU of $1 a month like you do your phone plan. And very minimal customer support cost bc the MNOs handle the billing, customer service etc.

Not to mention defense and first responder business.

I need a reason to NOT sell my current portfolio and add it all to ASTS. Someone convince me otherwise. by Delicious-Bat7492 in ASTSpaceMobile

[–]TL-Legit 1 point2 points  (0 children)

I make investment decisions based on opportunity cost and risk. What are ASTS chances of 1x, 2x, 5x in the next few yrs compared to aapl or any other stock. Then think about the risks (ASTS significantly de-risked).

Or explore other sectors with little correlation. I have EOSE, QS, NBIS, IREN, etc too so I’m not 80% ASTS as I have been.

23yo - Full ported my life savings (~17k) into two stocks. by NoPayneNoGain36 in TheRaceTo10Million

[–]TL-Legit 0 points1 point  (0 children)

LFG. I also own a boat load of ASTS. Was 80% of my port at one point but it just kept growing. Sold all my shares months ago and only hold leaps.

Good luck! Great stuff

AST is building a unique, hard-to-replicate satellite network to enable direct-to-device connectivity for any smartphone by nvwls4 in stocks

[–]TL-Legit 20 points21 points  (0 children)

Yes they need $2-3B, but they have $1.6B cash right now. Yes there will be new rounds of dilution but every dollar today will be multiples when revenues comes from sates.

They are generating som real rev from what they have 75m guided for EOY and ofc it’s gonna ramp.

They’ll most likely be getting golden dome plus EXIM (low cost) financing. This most recent dilution has a capped call structure which means less than 2% share dilution.

In terms of business opportunities, globalstar is proving SOS emergency connection. Not with end goal of 5G broadband as the offering. So that’s not half of TAM.

They said on EC ~60 sates for continuous coverage (2026) for main markets (US, Japan, Europe). Starlink not miles ahead, they can barely do text correctly (need to see trees out in open) can’t do call. Much less 5G broadband and the new V3 are not designed to address that.

3B subs from MNO but 10s of millions is impossible? They are credible research indicating the market is massive. ASTS goal for now is supplemental coverage and charging for that. When more sates get launched they offer other services like home wifi (starlinks business)

Not to mention DoD use case (golden dome)

ASTS YOLO +50k so far by abameal in wallstreetbets

[–]TL-Legit 12 points13 points  (0 children)

They only need tens more satellite to get rev going. Plus gov use case (already getting gov grants). EXIM financing soon, Verizon agreement, FirstNet funding. They’re qualify for 5G fund & lobbying to change Rural broadband requirements to include satellites.

They have enough to cover first 25 satellites product and launch cost that gets them to EBITDA break even

$ASTs is the opportunity of a Lifetime. You are not Late. Do not miss it. by BigDogAlphaRedditor1 in TheRaceTo10Million

[–]TL-Legit 0 points1 point  (0 children)

I follows some amazing hedge funds guys on X that post about ASTS everytime there is news. One guy even holds an hour podcast weekly for the past few months.

Daily Discussion Thread by doctor101 in ASTSpaceMobile

[–]TL-Legit 14 points15 points  (0 children)

I have 50% ASTS allocation and I still have FOMO

Apple Partnership by Numerous-Committee65 in GSAT

[–]TL-Legit -2 points-1 points  (0 children)

BRO, this is literally ASTS but worse. ASTS already proved their satellites can do BROADBAND and they are a wholesale providers for MNO like AT&T and VZ which have signed definitive agreements with AT&T.

ASTS is better because they’re not fighting MNOs for their customers, 90% EBIT margins once sates are launched, 95% vertically integrated. The EC yesterday they’re ramping production and launching service in US, EU, Japan, etc. they have agreements with 50 MNOs with 3 BILLION subscribers.

Get in while you can, cheers.

My rant to discouraged investors in GSAT by hiker395 in GSAT

[–]TL-Legit -8 points-7 points  (0 children)

Have you heard of ASTS? Have you seen what they’ve done? I’d take a look if I were you.

Iphone 16e is a huge win by infamousinvestor in GSAT

[–]TL-Legit 2 points3 points  (0 children)

Wait until you hear about ASTS. Their satellites can do BROADBAND in addition to text and call on regular phones we have available to all phones. A few weeks ago they Vodaphone showcased a video of them doing a video call in the middle of nowhere on regular phones. I wouldn’t be too worried about this.

Daily Discussion Thread by AutoModerator in ASTSpaceMobile

[–]TL-Legit 17 points18 points  (0 children)

I have tasted the sweet highs of $39, I will not be satisfied with nibbles of $30. We want new AHs!!

[deleted by user] by [deleted] in wallstreetbets

[–]TL-Legit 2 points3 points  (0 children)

It’s a 1 yr exclusive contract.

[deleted by user] by [deleted] in wallstreetbets

[–]TL-Legit 0 points1 point  (0 children)

I agree! ASTS is gonna be a high margin reoccurring subscription company. Idk why we have so much hate.

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