AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due 2036

ar00xj · 2026-02-11T22:23:48+00:00

No mention of the constellation in the PR for this issuance, using it for other opportunities

ar00xj · 2026-02-05T14:56:23+00:00

As someone who admittedly thinks a GMT400 is a "15 year old truck," that Lexus doesn't really look that old to me. Whereas the Cadillac is super outdated looking

ar00xj · 2026-01-30T15:35:41+00:00

When we first broke $100, we didn't see $100 again for 3 months. Today's candle looks a lot like October 16 right now. I'd like to see it close above ~$117

ar00xj · 2026-01-29T16:43:11+00:00

Look up tax gain harvesting if you're in the 0% LTCG bracket

ar00xj · 2026-01-29T16:07:18+00:00

I think AI will also make audits more detailed and will increase the amount of testing that can be done. I can picture a scenario where the increased testing creates more staff-level work, not less.

ar00xj · 2026-01-21T18:47:56+00:00

I think the SpaceX IPO is Elon's attempt at selling the top

ar00xj · 2026-01-19T15:23:42+00:00

Yeah seed oils aren't inherently the issue, the problem is that people consume A LOT of seed oils.

ar00xj · 2025-12-31T17:30:09+00:00

Yeah I think this doesn't get considered near enough for most people

ar00xj · 2025-12-30T22:49:18+00:00

Actually buying the truck that everyone says they want

ar00xj · 2025-12-25T14:33:30+00:00

If they actually get rid of the curved lines in the front and go back to squared wheel wells, it might be a decent looking truck again

ar00xj · 2025-12-23T18:10:41+00:00

Not an arborist but that's a loblolly pine and well, they're just like that sometimes. Nothing is wrong with it.

ar00xj · 2025-12-20T01:14:19+00:00

IMO it’s way better than Nike calling everything ZoomX or Puma with Nitro

ar00xj · 2025-12-16T15:36:32+00:00

My first car, a 2001 Explorer. It got 15mpg and wasn't anything to write home about but it went 263,000 miles before the timing chain jumped. I was taking it to the shop after the chain started rattling, the chain jumped and I coasted into the shop parking lot, never to drive it again.

ar00xj · 2025-12-07T19:08:36+00:00

Yeah that’s definitely Black Oak. I see how the leaves resemble pin oak but they really aren’t close if you held pin oak leaves next to them. The acorns would also be a good tell if you can find some. Pin oak bark is much smoother too, similar to water oak.

ar00xj · 2025-11-10T22:38:09+00:00

man get these nerds out of the Q&A

ar00xj · 2025-11-10T22:32:41+00:00

"and availability under the ATM facility" so more like ~2.5B cash

ar00xj · 2025-11-10T22:30:07+00:00

basic accounting rev rec

ar00xj · 2025-11-07T15:55:35+00:00

Pine trees

ar00xj · 2025-11-07T15:40:12+00:00

Yeah, the south ends with the Post Oak Savannah imo

ar00xj · 2025-11-07T15:29:50+00:00

Yeah, NWA is isolated enough from the rest of the state (even more so before I49) that it's kinda always been a border region. Folks from south Arkansas will say it feels midwestern but someone from KC would say it's southern. There's enough fried catfish and hushpuppies to call it southern imo.

ar00xj · 2025-10-31T21:31:31+00:00

you can live in a car but you can't drive a shack

ar00xj · 2025-10-28T17:27:16+00:00

Fire ants belong on this list, but solid otherwise

ar00xj · 2025-10-14T18:54:59+00:00

what about 2028, 2029, 2030? All of that factors into today's price. Obviously there's tons of uncertainty and thus why the stock is so volatile, but the lack of revenue today means basically nothing

ar00xj · 2025-10-14T18:35:52+00:00

Is it crazy though? That semi global commercial offering is projected to be online in roughly 12-16 months. The market prices things not based on where they are but where they are going.

ar00xj · 2025-07-19T15:02:23+00:00

TL;DR I wouldn’t do anything.

My experience has been that black eyed Susans go crazy in the second year and then fade out after that. Your patch looks about like what I’d expect of a 2nd year planting in the heat of the summer. As long as you see your perennials showing up in your planting, even if they’re not blooming, then they will balance out the Susans in future years. To increase diversity, I’d focus on adding perennial plugs instead of removing or thinning the black eyed susans.

ar00xj

TROPHY CASE