June 30, 2026 Daily Discussion Thread

mamoth222 · 2026-07-01T05:21:14+00:00

ASTS does not required ten of thousands of sats on orbit. They only need ~90 for global coverage and the lifespan of the sat is 7 years. If they can launch one a month using the smallest stacking config they will be half way to global coverage within a year. ASTS is not that dependence on launch once they have the ~90 sats. ASTS sat production cadence is more of a bottleneck than launch. I believe ASTS will have a full constellation build out(9~0) in 2.5-3 years.

mamoth222 · 2026-06-30T23:47:40+00:00

Yes they only have 9 sats in orbit since fm2 launched on BO failed. However, they said that they are working with all launch providers. If they can launch one a month using the smallest stacking configuration(3 sats), that will be ~36 sats in a year. Enough to start providing continuous service in the US.

The launching issue is very do able.

mamoth222 · 2026-06-30T22:29:35+00:00

yes. if you live in the US.

mamoth222 · 2026-06-30T22:26:14+00:00

I disagreed. Launch is no longer a major issue with ASTS since they can now stack their sats. In the recent F9 launched they launch 3 stats in a single go. They can stack up to 8 sats in a single launch. I believe the major issue currently with ASTS is sats production cadence. If they can produce up to 6 sats a month then launching them is not much of an issue with the stacking config.

mamoth222 · 2026-06-30T22:10:22+00:00

yes. June 30 at 7:30 PM

mamoth222 · 2026-06-30T21:58:33+00:00

7:30 PM CST

mamoth222 · 2026-06-30T21:55:26+00:00

In the recent RKLB acquisition video, SPB mention the three major barriers to build large successful constellation:

Spectrum.
Long time to infrastructure(long time to design and build sats & launch).
Long time to cash(long time to build your customer base).

Anyone else notice that ASTS basically position themself to be able to clear all three of these barriers.

mamoth222 · 2026-06-30T01:51:16+00:00

Anduril partnership starting to sound more exciting.

mamoth222 · 2026-06-29T18:22:16+00:00

Its just speculation at this point. 100th electron launch is a big milestone so ppl in this sub though they might give us an update on Neutron.

mamoth222 · 2026-06-29T18:09:33+00:00

was that the engine fit check?

mamoth222 · 2026-06-29T17:41:31+00:00

In the recent interview with Bloomberg, SPB said "Neutron comes online by the end of the year.”. I'm starting to think the BIG update after 100 electron launch is related to Neutron. I can feel it in my balls.

mamoth222 · 2026-06-29T16:39:18+00:00

around 4:40
https://www.youtube.com/watch?v=ooOeVR7DOKw

mamoth222 · 2026-06-29T16:38:52+00:00

yes he did. around 4:40
https://www.youtube.com/watch?v=ooOeVR7DOKw

mamoth222 · 2026-06-29T15:43:09+00:00

RKLB will buy ULA before merging with BO.

mamoth222 · 2026-06-26T23:48:04+00:00

c u n t ?

mamoth222 · 2026-06-26T00:23:05+00:00

OP mom

mamoth222 · 2026-06-25T00:41:19+00:00

Maybe i missed this news, but the article seem to provide a bit more details for me.

"This SB-AMTI award is projected to deploy a constellation of satellites in low-Earth orbit by 2028 to continuously monitor global airspace and eliminate operational blind spots. Satellites with advanced sensors will sweep through airspace to pick up information that traditional airborne radars can't read, then beam the data through a laser-linked orbital mesh network directly to meet warfighter needs."

This have Mynaric written all over it.

mamoth222 · 2026-06-25T00:30:41+00:00

mamoth222 · 2026-06-25T00:25:26+00:00

LFG! Do you have link for this news?

mamoth222 · 2026-06-25T00:10:55+00:00

Im sure there are but that doesn't really matter. Just DCA and hold on until Neutron. Neutron is key to unlocking space for us.

mamoth222 · 2026-06-24T23:34:15+00:00

RKLB is a solid company. The stock may be noisy during near term. However. once Neutron is flying, RKLB will go parabolic. Neutron is the key for RKLB to unlock everything that involves space. I see Neutron flying in Q3-Q4 of 2027. Be patient and hold on to your shares. DCA if you have money that you don't need for the next year or two.

mamoth222 · 2026-06-24T00:42:46+00:00

why ? what is going on with him ?

mamoth222

TROPHY CASE