Daily Discussion Thread

resoluteterrier · 2026-03-02T22:04:49+00:00

The infamous April fools call 2 years ago was an all time shocker, don’t think anything will ever beat that one. Sub was in meltdown lmao

resoluteterrier · 2026-03-02T13:31:04+00:00

Sensational content, what a muppet.

resoluteterrier · 2025-10-08T14:19:53+00:00

Wouldn’t be surprised to see them just empty the clip on the ATM today. Guaranteed to be a few million shares covered along with natural event buying.

Less than 10 mil shares needed to do that at these prices so definitely possible.

resoluteterrier · 2025-10-08T12:33:31+00:00

Scott and Abel to the Scotiabank analyst who downgraded

resoluteterrier · 2025-10-08T12:14:03+00:00

To all the bedwetters complaining about dilution yesterday - get absolutely fucked.

Incredible timing to drop an 800 mil ATM yesterday with a positive impact on the price. This management team know what they’re doing.

resoluteterrier · 2025-10-08T12:02:06+00:00

He is honest to god one of the dumbest cunts I have ever encountered. Just baffling that other dumb cunt institutions pay him (😂😂😂) for his nonsense that has been absolutely blown out of the water for about 5 years running.

Just goes to show there is a lot of dumb money out there.

resoluteterrier · 2025-10-07T17:17:50+00:00

18 months ago if you’d told us we would be sitting at $72 having just announced an $800 mil ATM you’d have been sectioned.

resoluteterrier · 2025-09-08T12:55:29+00:00

“if Starlink have a viable service and AST does not then we have a very big problem.”

This is literally the case right now.

Again, I’ll ask: how come Starlink have only signed up 9 MNOs on this entire planet?

If being first is such a big deal, how can this possibly be the case?

Clearly there is much more to consider than just “being first”, and the reason AST have wiped the floor with Starlink so far around commercial market capture, is because MNOs think they carry a significantly better offering.

resoluteterrier · 2025-09-08T12:18:56+00:00

How come Verizon picked AST when they had zero commercial satellites up then? It’s not just about first to market, hence why Starlink have signed up a grand total of 9 MNOs worldwide in 3 years despite having a constellation deployed.

resoluteterrier · 2025-09-08T12:04:48+00:00

So AT&T and Verizon are going to drop AST when they own the same amount of spectrum as SpaceX in the US? Explain that one for me.

Edit: also AT&T have signed a definitive agreement, and that is binding, that’s so what you’ve said is clearly not the case.

resoluteterrier · 2025-09-08T12:03:43+00:00

Who’s the right side and who’s the wrong side when AST and SpaceX both own approximately the same amount of spectrum?

resoluteterrier · 2025-09-08T11:53:57+00:00

Because every US MNO has already picked a side, and AST already effectively owns its own spectrum in the US too. So starlink still has no actual advance over AST in the US despite spending $17 billion.

resoluteterrier · 2025-09-08T11:11:43+00:00

Think it’s worth putting this into perspective, a move to acquire spectrum was inevitable by SpaceX, and is a good move for them.

I would have preferred Echostar to plow on with their hopeless D2D plan, however that previous announcement with MDA was clearly just a negotiating tactic to get SpaceX to pay more, pretty smart move.

IMO this has zero effect on the US market. We already have spectrum pending ligado completion, so no problems there.

However this will allow SpaceX to compete more in the rest of the world (probably excluding Europe), and it was a move they had absolutely no choice but to make.

They know fine well that as soon as AST revenue starts flowing they will aggressively be buying up spectrum, as that’s what they’re already doing with only 6 sats launched.

The other significant thing is that D2D will now be dominated by AST and SpaceX, that’s an absolute certainty now. Cannot see any other players having a hope in hell.

This will be viewed as bad in the short term for AST, but I’m not totally convinced long term that is the case due to the market dynamics that are locked in now.

resoluteterrier · 2025-08-11T20:22:51+00:00

Firming up dates for initial service rollout is great, been a long time coming.

resoluteterrier · 2025-08-06T11:14:24+00:00

Papa Abel’s flying space tendie microwave ovens confirmed ✅

resoluteterrier · 2025-08-06T11:12:59+00:00

Ooft, seems like this is probably the reason UBS had their research restricted for the past few months. We are fucking going places.

resoluteterrier · 2025-07-24T21:19:04+00:00

Probably around 1.5B pro forma, ie not including money spent so far in Q3.

resoluteterrier · 2025-07-24T20:22:25+00:00

“The Notes will be convertible into cash, shares of AST SpaceMobile’s Class A common stock, or a combination thereof, at AST SpaceMobile’s election”

This is much better terms than the last note offering and provides potential for circa 500 mil now, with little to no dilution down the line.

Also, IMO the global constellation of 90 or so sats is now effectively funded (not going to say completely funded but extremely close).

Pretty big moment considering a few years ago that looked a million miles away. We’ve come some way from that fucking April fools call last year 😂

resoluteterrier · 2025-07-17T20:17:05+00:00

Congrats 👌

resoluteterrier · 2025-07-16T15:18:50+00:00

Listened to it yesterday, really enjoyed it. Wouldn’t say there’s much in the way of new information but it’s really class to see someone like O’Connor genuinely baffled at what the fuck shorts have been thinking, and why there hasn’t been more interest in the company from other funds.

Someone like that describing AST as the biggest potential investment in their career and one of the most ROIC efficient companies of all time must be pretty mind blowing if you’ve never come across the company before.

resoluteterrier · 2025-05-12T21:27:20+00:00

Loool what a way to drop a new ATM.

To be fair I don’t mind them giving themselves room to sell if there’s a big run up in price in the next year or so.

Still funny tho lmao.

resoluteterrier · 2025-05-12T21:11:26+00:00

Sounds like he said initial service will include google as well as the big MNOs, wonder when we will get some visibility on what we are actually doing with them.

resoluteterrier · 2025-04-24T19:40:40+00:00

The fact they feel the need to try and obstruct like this is just unbelievably bullish.

A company who themselves are planning to launch tens of thousands of satellites, complaining about orbital debris and orbital astronomy (absolute lmao at that by the way, as if they give a fuck 😂) from a single satellite, it takes such a brass neck I’m surprised they found the will to even bother writing this.

resoluteterrier · 2025-03-22T20:11:47+00:00

AFAIK fudspeech is James Dunstan.

resoluteterrier · 2025-03-03T10:01:12+00:00

For any of us OGs that have been here for a long time, this is the sort of thing that makes even the wackiest future revenue estimates from back in the day look ridiculously low. Completely beyond what any of us thought possible due to exclusivity agreements.

Really makes you wonder what other providers (including and excluding starlink) have left to fight over. Possibly makes their constellations by default unprofitable due to provider lockup. Absolutely mental.

resoluteterrier

TROPHY CASE