No_Privacy_🅰️nymore
@no_privacy
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Not offering financial advice, just my opinions on a handful of companies I follow.
Joined May 2023
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Pinned Tweet
Given the recent share price gains and Reddit community growth I thought it might be helpful to recap some of the potential features that $ASTS should eventually support. It is a team effort to spread the word of what may be possible in the future.
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19
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Having followed the entire history of
@SpaceX
's Direct 2 Device journey and read ALL the applicable
@FCC
filings, I can confidently say that this post is a major sign of WEAKNESS of the
@Starlink
solution. Why do I say that? $ASTS 1/n
@ajtourville
@Starlink
After thinking it through, SpaceX Starlink will provide emergency services access for mobile phones for people in distress for free.
This applies worldwide, subject to approval by country governments.
Can’t have a situation where someone dies because they forgot or were unable
2K
4K
25K
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Oh boy! You may have to click the link twice for it to work. 66 pages of $ASTS interference analysis from
@AST_SpaceMobile
@CatSE___ApeX___
I beat you to it! 😎Happy Friday
#SpaceMob
@scottwisniews
10
27
142
Some people accuse the $ASTS
#SpaceMob
of being a cult. 🤔Sounds like the kind of group that is great to be a part of on a day like today. 💪
4
19
140
Attention new $ASTS investors. Some of you may be wondering how the heck the share price went from $2 --> $30 so quickly. The short answer is that it probably never should have gone so low in the first place. 1/n
It was great being interviewed by
@FareedZakaria
. We had an in-depth conversation about AST SpaceMobile's origins and how we're working to build the first and only space-based cellular broadband network! 🤠🇺🇸📶
#5G
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The
@CatSE___ApeX___
🐈 is getting beat yet again finding the good stuff. Happy Friday a little bit early for $ASTS fans. Latest
@FCC
filing here.
5
12
117
Here is an
@SpaceX
filing in opposition to the opposition of their SCS petition. $ASTS. Time to do some reading. 19 pages.
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I strive to deliver value to my followers, old and new. So, what do I have in store for you now? 🤔 Progress... $ASTS
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Okay so it took 14 months from the release of the roadmap to an official board vote to proceed with funding. Lots of deep DD and testing in that period. $ASTS. 🎯 product/market fit is 💯! LFG
FirstNet releases latest Roadmap for 2023.
$ASTS.
@FCC
Let's do this already. No more delays.
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Details of the expected coordination between
@AST_SpaceMobile
$ASTS and the National Science Foundation (
@NSF
) to minimize the impact of the BlueBird constellation. Sounds like they are very close to a formal agreement. 🤔🚀
3
12
102
$ASTS confirmation of 3 way calling. This was hinted at but not confirmed until now. Nice!
1
9
101
From the $ASTR 10k filed today. Looks like $ASTS was delayed by problems with Astra and picked up a license to manufacture these engines in-house. Unknown about the other supplier issue but these look like good engines.
9
15
98
The
@FCC
Report and Order for SCS is out. As expected, the
@FirstNetGov
Band 14 spectrum is included as requested by
@ATT
and
@AST_SpaceMobile
$ASTS. Only a matter of time before we see an official contract between them.
6
14
97
Insatiable followers, I have a new 🧐 assignment for you! $ASTS Hat tip to u/sgreddit125 for the notification. 🫡
@scottwisniews
@AbelAvellan
The draft rules for the Rural 5G Fund for America are out!
#SpaceMob
.
I strive to deliver value to my followers, old and new. So, what do I have in store for you now? 🤔 Progress... $ASTS
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@AST_SpaceMobile
@AbelAvellan
$ASTS. As I have said, there will be plenty of clues of the relationship with
@FirstNetGov
. This is the first confirmation I have seen of testing using High Powered User Equipment (HPUE). I suspect we will get more details eventually. Keep your 👀on the🏆!
8
18
97
3
12
88
Additional news for the $ASTS
#SpaceMob
.
@ATT
has a new SCS filing with the
@FCC
today.
@CatSE___ApeX___
and our dear friend
@FREESPEECH1017
might be interested. 🤔
5
8
89
I've picked up a # of new followers and I aim to please. New
@FCC
filing was posted. the CCA filed this 28 page filing (and 2 appendices of past filings) about the Rural 5G fund. Smells like draft rules are getting closer and they don't like them. $ASTS
6
6
88
Good morning
#SpaceMob
fam. I would like all new (and current) $ASTS investors to think of this as a "forever hold" style investment. Quick gains are obviously nice but regret is a real thing. Do your kids (or future kids and grandkids) a favor and plan to hold your shares ♾
9
5
86
Another nice way to think about $ASTS is to consider a powerhouse cash generator like $AMT - American Tower with a valuation of $100B. Unlike AMT, the
@AST_SpaceMobile
assets are able to serve the entire world, not just one specific area. Monthly chart below.
5
9
85
FirstNet releases latest Roadmap for 2023.
$ASTS.
@FCC
Let's do this already. No more delays.
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4
10
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Good morning
@mikeddano
, did you see the news that
@FirstNetGov
has authorized spending money to enable SCS services! Only a matter of time before we see a PR with
@AST_SpaceMobile
.
Whoop...there it is! Now we just need more details. $ASTS. 🥳
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76
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7
84
I have frequently felt that
@SpaceX
did
@AST_SpaceMobile
a long-term favor when they entered the D2D market. They validated the 🎯 market but SCARED AWAY potential competitors. Who else is deploying serious 💰 for this service? 🦗$ASTS
@scottwisniews
@EchoStar
@SpaceX
I am NOT a lawyer but the case they make is pretty clear to me. The obligation absolutely should be on
@SpaceX
to prove they don't cause harmful interference, not on those who would be harmed by it. SpaceX should comply with the rules as is until they can make a better case.
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84
There were absolutely signs that $ASTS was starting to stand out and attract a new assessment. IYKYK. What a difference 2 weeks makes...
Some people accuse the $ASTS
#SpaceMob
of being a cult. 🤔Sounds like the kind of group that is great to be a part of on a day like today. 💪
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I am expecting and $ASTS 🤝with
@VodafoneGroup
at any time. It got me thinking to look at the "Unconnected" population count in their markets. These numbers are old but...Wow!
#UNSDG
,
#4G
#5G
transformational opportunity.
8
11
82
There is a
@FirstNetGov
meeting on Wednesday morning. I don't know if they will put a 💍on $ASTS then but have no doubt that there is serious dating going on. The
#SpaceMob
was ahead of the crowd because we took the time to do detailed work like this. Investment banks didn't.
@AST_SpaceMobile
@AbelAvellan
$ASTS. As I have said, there will be plenty of clues of the relationship with
@FirstNetGov
. This is the first confirmation I have seen of testing using High Powered User Equipment (HPUE). I suspect we will get more details eventually. Keep your 👀on the🏆!
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@ATT
@SpaceX
@chrissambar
@scottwisniews
People occasionally ask me if the price of $ASTS will dip. What do I know? I know that a filing when the ONLY serious competitor admits their service will be "decimated" that is your 🚦from above. Green light folks!
8
5
80
Thanks to the
@FCC
vote yesterday for SCS to include Band 14 spectrum it is only a matter of time before
@FirstNetGov
and
@AST_SpaceMobile
announce an agreement. Design matters. Size matters. $ASTS. Can you feel the excitement that Suja does?
@AbelAvellan
@chrissambar
2
6
81
While most $ASTS are eager to get the official launch window, I'm counting months and 🤔the company is due to get a 📦soon from
@TaiwanSemi_TSC
(design via
@EnSilica
- thanks!). Let's 🙏 the first spin works as expected!
@scottwisniews
6
7
81
Hat tip to Censes 1-6 on Reddit for the link to this filing in the Federal Register publishing today. $ASTS Looks like
@JRosenworcelFCC
is in fact getting to it!
4
12
80
I keep banging the 🥁 to pay attention to what
@FirstNetGov
is going to do. Huge increase in budget 2 weeks ago and a "big event" on Tuesday. LinkedIn posts provide additional evidence 👀. Hat tip to
@RingoBob4
from the $ASTS
#SpaceMob
! 🧇
9
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I believe that
@AST_SpaceMobile
$ASTS is likely to get regulatory approval fairly soon and that funding for many of the initial Block 2 BlueBirds will also be addressed. Terms remain to be seen but we know they can do ~15Mbps download on 5Mhz spectrum. 1/n
3
11
77
I have speculated publicly that
@FirstNetGov
would sign an agreement with
@AST_SpaceMobile
. The
@FCC
R&O voted on March 15 (effective May 30th) provided specific instructions for the FNA to coordinate with NTIA to file to include Band 14 for SCS. $ASTS. 🤔👀on the🏆!
3
5
77
@omnispace
responds to
@Starlink
with 🔥or perhaps I should use 🚗🚨analogy. David Goldman will likely respond with something nasty. $ASTS
20
13
75
The official end of July short position is out and it basically confirms minimal covering. The Markit #'s suggest the shorts have continue to add. Will be interesting to watch it play out. $ASTS.
$ASTS
Pretty amazing that the short interest continues to climb. They think dumb meme/momo retail is buying this... I'm pretty sure that's not the case.
Datasource: IHS Markit
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Whoop...there it is! Now we just need more details. $ASTS. 🥳
4
9
76
When you see a well produced video from
@AST_SpaceMobile
featuring a bunch of use cases that meet the requirements of
@FirstNetGov
(as shown below) that should make it pretty obvious where this is headed. 🤝coming. Hopefully💰to help pay for the upfront cost of🛰️as well. $ASTS
What are some of the types of things FirstNet Users want but don't have? I believe $ASTS would support almost all of these requests.
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Based on my own personal accounts with $ASTS, the vast majority of my shares are still being borrowed by short sellers. I see no evidence there has been any covering. They will eventually face reality and take the L on this one. 🍻 Happy redemption day SpaceMob!
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4
73
We keep seeing evidence that the
@DeptofDefense
is keenly interested in next generation wireless tech.
#6G
. We also keep seeing
@Cohere_MultiG
and
@LockheedMartin
on the same panel. OTFS is 🎯 for communicating with things that move fast! $ASTS.
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5
70
A new ex parte filing where the
@ATT
CEO met with
@FCC
commissioners to discuss the 4.9Ghz spectrum and its potential use by
@FirstNetGov
. He disputed the
@Verizon
contention that it would be multi-billion windfall for AT&T. I just want to put that 50Mhz to use! $ASTS.
3
5
70
Looks like the $ASTS short sellers picked a really good time to increase their position (right before the company reported amazing results on August 14th)! 🔥📈
6
3
69
End of June short position data is out. $ASTS short sellers couldn't admit defeat and added 1.6 million more shares to the position.
@KevinLMak
can compare with the daily #'s. $ASTS.
@scottwisniews
3
5
70
For those new to the party, I cannot overstate how important it is to have the technical validation that comes from
@FirstNetGov
approval to proceed with D2D services. $ASTS. They have top notch technical resources.
2
2
69
You have to click the link twice to see it. $ASTS posts a performance bond with the FCC.
4
7
70
It is so sweet that the day AFTER Jim Cramer said to sell $ASTS we get official confirmation that
@AbelAvellan
was correct in his January letter to shareholders. "Anticipated" is still not "official" but
@FirstNetGov
just approved the task order to make it so!
3
5
68
@FirstNetGov
voted for a massive increase in budget on Monday. We now have confirmation that FN staff were in Midland TX (on-site testing) the prior week
@AST_SpaceMobile
. The connection is pretty obvious. We just need an official announcement. $ASTS
5
11
67
@spacanpanman
@EricTheUmpire
I did my part to take advantage of the discount yesterday evening.
#SpaceMob
doesn't just talk up the stock, we buy when its on sale. $ASTS. Really surprised with my $25.6 fill. 😀
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2
71
In this June 28th filing
@EchoStar
requests a protective order for access to SpaceX filing details.
@omnispace
$ASTS.
@TMobile
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7
67
When
@AbelAvellan
started the design for
@AST_SpaceMobile
they partnered with
@ATT
for a very good reason. Band 14 spectrum & HPUE enables a better uplink connection (~ 8db better). They have yet to show the results but they will. 🥳 $ASTS
@scottwisniews
1
8
66
I have seen several comments that $ASTS shareholders are now stuck waiting for months for additional updates. I created a short list of potential catalysts that can happen anytime in the next few months.
@scottwisniews
.
4
9
66
@ATT
met with the FCC recently. $ASTS. They continue to advocate for the exception based process of licensing SCS. Every case is unique. Allow roaming. Allow public safety to use Band 14 for SCS, etc.
1
11
65
Not everyone was able to survive the $ASTS selloff in January of 2024. 😢. If you have large 📈, consider purchasing one of these from a former
#SpaceMob
member who is starting a new biz. Looks like a great product and hopefully we have time to enjoy it!
3
13
65
Another good day to repost this. $ASTS. When
@SpaceX
is complaining that their SCS service will be "decimated" by current FCC rules, AND your company brings in $145M in 💰that is a very good thing. Zoom out and see the big picture. Its a very good thing.
A word of caution to new and existing $ASTS retail investors. Nobody can predict share price 📈📉over short time periods but if you believe that
@AST_SpaceMobile
has built a 💰🌳don't get fancy, set up 🏕️and chill. No buying ⌚️either! Study the chart of $AMT. No regrets.
1
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6
65
If you believe
@scotiabank
, the $ASTS design should enable 5G service levels that allows MNO’s to save massively on capex/opex for coverage in unprofitable areas. 👀 on the 🏆! Even if
@Starlink
D2C texts work, the service levels don’t enable the 💰 savings!!!
3
6
65
This letter from
@AbelAvellan
told us this "government related revenue" was coming. Now need more long term, low-cost quasi-gov funding. $ASTS. Still waiting to hear from FirstNet and their plans.
3
4
64
@CatSE___ApeX___
In fairness, you were one of the biggest contributors to help INFORM those investors to appreciate the potential value of what $ASTS had created. You 💯helped me and I have helped pay it forward to help others.
#SpaceMob
. 🚀
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2
65
@vonwehhrn
The trend has changed. Dips are being bought. The potential revenue from the US market alone is staggering. $ASTS. Regret is a tough thing to live with. 🤔
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11
64
A thread on "clean sheet" design approaches when it comes to satellite D2D services and why $ASTS will have competitive advantages that are hard to beat. I was inspired to write this based on a review of this article from almost 2 years ago.
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For one,
@Starlink
constantly talks about supporting "First Responders" yet they know perfectly well that their design does not support the low band spectrum (700 Mhz) Band 14 that
@FirstNetGov
controls. That spectrum supports high power user equipment and has an 8db gain. 2/n
2
1
64
If I'm right that the
@FirstNetGov
is going to sign an agreement with
@AST_SpaceMobile
$ASTS, there will be plenty of signs of a product / market fit. $ASTS 1/n
Thanks to the
@FCC
vote yesterday for SCS to include Band 14 spectrum it is only a matter of time before
@FirstNetGov
and
@AST_SpaceMobile
announce an agreement. Design matters. Size matters. $ASTS. Can you feel the excitement that Suja does?
@AbelAvellan
@chrissambar
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5
63
You know I’m ready for a 🤝 and some 💰to make it happen faster! $ASTS. 👀 on the 🏆.
The space race may have ended in 1975, but it is just starting in the cellular world in the form of a new and promising technology. Join us at
#5x5Chicago
to discuss what this could mean for public safety and where FirstNet fits in:
#5x5Summit
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4
63
In light of the news that
@Verizon
is partnering with $ASTS for SCS, it is worth revisiting some calculations about the potential number of GB's per month the full size Block 2 Bluebirds will be able to provide. 1/n
@Starlink
@AST_SpaceMobile
Now that we have uplink speed we can run revised estimates of throughput. Generating 1M GB's of uplink data would require 22% utilization. 2M GB's per month would be big 💰.
0
2
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1
13
63
When
@FirsNetGov
signs an agreement with
@AST_SpaceMobile
$ASTS the world of first responder agencies will know that rigorous testing has been performed because of sites and people like this. They understand the requirements and how to test properly.
Step inside the Boulder FirstNet Lab and the Public Safety Immersive Test Center!
0
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5
64
In light of the $ASTS 🤝with
@Verizon
, I believe it is only a matter of time before we see multiple MNO's in Brazil sign up. Huge country, underutilized 700 Mhz spectrum. Agriculture is big for Brazil. Product / Market fit is ideal. 👀on the 🏆!!!
Hat tip to
@RingoBob4
on the use of D2D in Brazil. $ASTS
@AnatelGovBR
. 700 Mhz spectrum is ideal for SCS coverage. Looking forward to seeing test results and 🤝and most importantly,💰to make it happen.
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63
Vodafone and Cohere are testing the future state. Simple base stations with most intelligence in the cloud where processing is cheaper. $ASTS is perfectly aligned with this approach while
@Starlink
wants to put their base stations in LEO. 🤔.
In a recent video interview (last week), Paco Martin,
@VodafoneGroup
Head of
#OpenRAN
, addressed the
@Cohere_MultiG
Universal Spectrum Multiplier 50% improvement trial in Spain (solves low and mid band congestion for FDD bands), follow up testing that has been completed since, as
0
1
17
1
2
62
I cannot overstate how important I believe this post is showing uplink performance using 5Mhz of spectrum. Uplink connection quality is critical to quality of service and advanced features (see my pinned post) $ASTS.
Proud to represent exclusively our partner
@AST_SpaceMobile
at
@nokia
booth in
#LEAP24
in Kingdom of Saudi Arabia. Mobile connectivity from space directly to normal smartphone.
#4G
#5G
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5
62
With Chris Sambar on the BOD the FirstNet Authority should have confidence that the needs of first responders will be at the top of the priority list. Let’s see one more commercial agreement for Band 14 spectrum and SCS!
AT&T and AST SpaceMobile Announce Definitive Commercial Agreement - Great news for
@FirstNet
and all first responders.
2
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5
62
Lots of filings for the Rural 5G fund today. Here are $ASTS 's comments.
Interesting that they support performance of 35/3 Mbps. They must be confident they can deliver that level of service.
5
10
61
New
@FCC
filing on the Rural 5G Fund. Draft rules have been on circulation since March 2024. Hopefully they will reach consensus and get that program moving. $ASTS. Would be nice for
@AST_SpaceMobile
to win 10% for the hardest to reach areas.
2
5
60
$ASTS. Johan is not active on this platform but has 17k+ followers on LinkedIn. This post has 89 comments already. Word is really just beginning to spread about the impact of this new technology. 🚀to launch this summer. Lot's to look forward to.
4
7
60
Guess who just joined
@Cohere_MultiG
? Focused on satellite NTN and D2D he looks like a perfect fit. $ASTS
#6G
IYKYK.
@JohanWibergh
3
6
61
A 📈share price for $ASTS generates a positive feedback loop as it becomes much easier to obtain financing and increases negotiating leverage with the vast majority of MNO's that have not signed DA's yet.
I have not reread the transcript yet but I had time to digest the call. Short thesis is 🤔? Path to sufficiently funded constellation is looking much brighter. From whom will the short sellers acquired shares to cover this position? 🤔. I have my 👀on the🏆(MNO's w 💰)
2
3
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2
60
Ask yourself this question today: "Do you want to own MORE $ASTS before or after the
@FCC
makes it clear they are going to be approved to offer service?" 🤔 Don't be like all the peeps who are thinking "I wish I bought more when it was $2/share."
Hat tip to Censes 1-6 on Reddit for the link to this filing in the Federal Register publishing today. $ASTS Looks like
@JRosenworcelFCC
is in fact getting to it!
4
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6
60
While some have speculated that the rise in $ASTS is short covering driven, all the shares I acquired on Friday via option exercise have now been lent out. Similar story from others. Doesn't smell like short covering to me. 🤔
4
1
59
Thanks for the question
@chrissambar
to
@AbelAvellan
at minute 24 of this recording.
"Is there really a competitor Abel? I don't know that there is at this point." $ASTS 👀 on the 🏆
1
6
59
Hey
@mikeddano
, remember when you said that
@Starlink
was ahead of
@AST_SpaceMobile
? Perhaps this 66 page filing could make you reconsider? Look like $ASTS has no problem EXCEEDING the OOBE limits the
@FCC
has in their R&O.
Oh boy! You may have to click the link twice for it to work. 66 pages of $ASTS interference analysis from
@AST_SpaceMobile
@CatSE___ApeX___
I beat you to it! 😎Happy Friday
#SpaceMob
@scottwisniews
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27
142
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3
58
Over the past year or so I have 📈 my followers quite a bit. I hope you have enjoyed my posts, mostly about $ASTS. The only other company I typically post about is $PCT
@PureCycleTech
. The video below is 10 minutes and well worth your time IMO.
5
4
57
Well, why not try to put pressure on regulators using a really big megaphone called Xitter? Yup. That's where you end up when skipped the whole "first principles" way of thinking about how to solve the D2D problem. The RIGHT answer is a giant👂(aka $ASTS giant phased array) 6/n
1
2
58
@FCC
new rules will save lives!
@AST_SpaceMobile
@AbelAvellan
@scottwisniews
$ASTS. Its been a LONG journey to get to this day. Nice to see the regulations reflect what is now technically possible and proven.
1
7
58
@mikeddano
More evidence that
@FirstNetGov
's budget increase is likely to support Block 2 satellites from
@AST_SpaceMobile
$ASTS. 🤔
2
7
58
I ❤️ having Johan on the $ASTS Board of Directors. Excellent addition. Cohere has the goods we need!
The video is 2 years old and has 824 views. Kind of a shame for something that has the potential to dramatically increase spectral efficiency and boost the value of $2.5 trillion in assets. OTFS is perfect for supporting NTN like what
@AST_SpaceMobile
is creating. $ASTS
4
1
24
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4
56
The
@FCC
will publish the official agenda 1 week before the meeting. Will we finally see the proposed rules for the Rural 5G fund? My guess is that we will. Consensus was formed. Time to get on with it!
@JRosenworcelFCC
7
2
57
For new retail investors who have purchased $ASTS, or are thinking of doing so, please spend the time to read postings like this on the Reddit community. It is worth the time to know why so many people think
@AST_SpaceMobile
is special and worth holding for a very long time.
Given the recent share price gains and Reddit community growth I thought it might be helpful to recap some of the potential features that $ASTS should eventually support. It is a team effort to spread the word of what may be possible in the future.
7
19
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0
57
Hey
@BenStiller
, next time you help create an ad for
@ATT
and
@AST_SpaceMobile
you should ask to be paid in shares of $ASTS! Would have earned 4-5x times as much 💰! Hey
@scottwisniews
, is Ben invited to the 🚀🎉?
AST SpaceMobile Announces First Five Commercial Satellites Completed Final Assembly and Ready for Shipment the First Week of August
107
228
1K
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I have a strong suspicion this accusation against
@ATT
is not going to work out well for
@SpaceX
.
@chrissambar
know how to build a solid network and run a proper study. They will bring the goods when challenged. $ASTS.
@scottwisniews
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