Tim
@Tim_X94
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Growth & Tech investor | No investment advice, do your own due diligence!
Joined October 2023
They shouldn’t present it as fact, but any careful MNO observer will conclude this is possibly in the cards due to the nature of how the technology is setup (standalone from T-mobile). Basically SpaceX is a landing page away from competing with other MNO’s head on. All they need is one partner in the respective country. That’s why ASTS is in a prime position to sign them up imo.
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@tottaway22 the launch price is significantly discounted and the satellites can be insured, why not? I don’t think that would be a full payload in terms of 8 birds, but maybe 4?
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@1fantasyqb @tottaway22 For intermittent service? Would be really surprised if they don’t make Q1 2026.
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@tottaway22 Thanks Tanner, for the napkin made I tried to be really conservative and made that assumption that nothing was paid to point from cash perspective there is a really easy runway to cashflow break even. The real scenario will likely you point out even be better!
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I think what is probably misunderstood is that the US is not included in the breakeven scenario. All eyes are pointing towards a Vodafone launch in UK and Europe end of 2025 for intermittent service. That's where the revenue will come from. At least until know AT&T and Verizon said they will wait for full coverage. We will know more at the next earnings call.
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$RKLB Extreme capital efficiency at display here!
With less than $1.4B total cash injected since 2013 $RKLB has: - acquired 4 companies (plus virgin orbital assets) - built Electron - developed a family of spacecraft - built 4 launch pads - almost completed Neutron - has $400m+ in the bank Show me a more capital efficient organization that has a comparable list of achievements. You can’t. 🤷♂️
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@AlvaroMysterio @inspector_token I think Falcon 9 is significantly faster times, so too much this indeed has to be brought down.
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@AlvaroMysterio Lol, are you saying an 8 year old company which is just about to go to market is a traditional player. Are you really sure you are not stretching all this to fit your own pre determined narrative.
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