TheKOOKReport
@thekookreport
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Grateful to be an American. Totally focused on my $ASTS investment for the foreseeable future
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Pinned Tweet
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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$ASTS - Day 20.
A new phase is upon us.
In memory of our friend Steve Larrison
@steve_larrison
, who helped so many of us learn along the way.
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As a relieved
#SpaceMob
celebrates $ASTS today, let's remember our friend
@steve_larrison
who never lost his belief in this investment but unfortunately passed away last year. I know my conviction was massively influenced by his work
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🚨A new instalment of
#hardcoredd
for $ASTS 🚨 Here I summarize the recent FCC filings relating to SpaceX and Starlink to help us understand the problem they have.
This could be one of the all-time unexpected upside surprises for a duopoly: SpaceX was a large overhang for
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$ASTS met with FCC yesterday, informing them they were ready to go.
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A nice reminder that the man driving $ASTS does not take a salary. Abel is making all of his money alongside shareholders through his stock ownership. This is what leadership looks like. Invest behind owner-operators with great vision and the ability to attract a great team.
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I cannot think of something more beautiful than having $145MM of the warrant cash put into $ASTS to accelerate Block 2, when the last fleeting hope of the shorts was for $ASTS to have to raise capital to accelerate Block 2. This is like an in-flight refueling of a fighter jet.
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You don’t put out this video unless you’re warming up a larger event. We all know FirstNet is presenting on the 25th and now we know $ASTS has been getting secret federal spectrum. Big US Government deal about to drop.
For U.S. emergency services, agencies, and the military, the stakes couldn't be higher for having broadband connectivity in rural or remote regions.
See how AST SpaceMobile aims to close crucial connectivity gaps for Americans who put their lives on the line. 👇▶️📶
#5G
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Moment of silence please. Let's remember those who are no longer with us. $ASTS.
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🚀Warrant redemption triggered today. $145mm cash to company with no net new shares
🚀Launch date probably set next week
🚀FirstNet funding seemingly taking form after board approval
🚀5G fund appears to be nearing grants. Large potential grant
🚀Vodafone, Rakuten, Bell,
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Congratulations $ASTS team!
AST SpaceMobile’s Commercial Satellites Arrive at Cape Canaveral For Upcoming Launch
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$ASTS Actual Update
I won't lie, I was approaching a full breakdown at $2 and almost bailed out of complete self-disgust and personal loathing at my ineptitude. And look at us now....
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$ASTS Gets V-Band U.S. Market Access for Block 1
.
@AST_SpaceMobile
V-band application partially granted. Full constellation and terrestrial mobile bands deferred for further consideration.
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$ASTS : Revenue today, Commercial deal with AT&T today. FCC coming shortly. Then launch.
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Thanks to all my internet friends who stood together as we all went into the darkest places with $ASTS where our best intentions and investing efforts looked hopeless just two weeks ago. I appreciate the collaboration and friendship.
We are still at the beginning.
#Spacemob
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Battle flag hoisted again. I feel like clown mode is over with $ASTS and we're about to do justice for Steve Larrison's highest conviction bet. Let's do it.
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With an economies of scale asset, if you block off enough of the market, it makes it nearly impossible for a competitor to enter because they cannot absorb their costs.
$ASTS and Starlink now own this market, with $ASTS in the far better position
MAJOR REVALUATION COMING
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$ASTS US Market Application Accepted. This matters. 4 years in the making.
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Someone opened a HUGE $55 strike call position on Friday for October. Probably nothing. $ASTS.
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Remember all the people who said $ASTS would never work? Nice to see the largest most authoritative wireless companies in the world all validating $ASTS’s milestones
Our RAN technology helped
@AST_SpaceMobile
complete a
#5G
voice call from space directly to a standard mobile phone on Earth 🚀Together, we are working on solutions that aim to expand universal coverage and close the
#digitaldivide
. Read the press release:
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The $ASTS
#Spacemob
is not one clown who rugged people, but a community of engineers, analysts, business owners, students, lawyers, and people from all walks of life. We put our minds together to identify a secular winner.
Our work is here:
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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So-called "Space Experts" right now who never took the time to understand $ASTS. Soon they'll be publishing their reports claiming they knew the whole time. Our research is free. It's also based in truth.
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Through various contacts who attended the Barclays fireside chat, the President (Scott) reiterated multiple times that Block 1 is on schedule for July/August delivery and that the FCC will not hold it up (temporary approval, if needed). $ASTS also might be a monopoly...
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Just got off phone with my private banker explaining why I think it’s going to $150. They laughed at me. I said I sounded crazier when I was said the same thing when it was $2. They sobered up. $ASTS
KrazyKook, they said. 💰
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I updated the materials last night with a few updates.
$ASTS is not for everyone and studying our DD can help you arrive at the conclusion that's best for you.
This the DD.
#HardcoreDD
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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1/ For new members of the $ASTS
#Spacemob
, I realize there can be a lot of noise on the internet. But, based on Friday's "news," it seems like we might have a seminal event shortly...albeit the first of what will be many accretive weddings with most of the world's MNOs
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B. Riley is out on $ASTS. Always useful to read analyst notes from an underwriter b/c they are going to parrot the discussions management had during the bookbuild process
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The
#Spacemob
lost a true friend and leader this week. Please keep
@steve_larrison
and his family in your thoughts. He was generous with his time and shared a wealth of experience with all of us. He was the best of what a community can be.
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Whoever said there was no such thing as too much foreplay has never been an investor in $ASTS while watching AT&T tweet pictures from our satellite, of our satellite, emoji's of our satellite, references to our community, and pictures with our management team
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I have done the math and will update my posted DD this weekend. Punchline is that $ASTS is now fully financed for Block 2 (if the current launch date for Block 1 holds, triggering prepayments).
$ASTS should end quarter with >$300mm of cash
Repost Due to early morning maths 😂
A short thread on why I am not worrying about $ASTS financing in the coming months/year.
Why? - Scott recently confirmed at a conference we are operationally EBIDTA neutral after the first 5 BB1 satellites.
1/n
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$ASTS Look at the volumes when the stock was lower. The demand for stock is simply incredible. This is what a rapid adjustment to a new reality looks like.
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To understand what's happened, you only need this one picture. $ASTS is ready. 5Gs is here.
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It’s happening. 30-40% of the stock is in process of getting permanently put away in the drawer for safe keeping. This is what acceptance looks like.
#Spacemob
going mainstream
$ASTS
@ASTS_Investors
Blackrock reported. 793,416 shares added. $100M total position. Goldman Sachs added 729,187. $10M invested total. $ASTS
@spacanpanman
@thekookreport
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I think it's time we celebrate our true
#Spacemob
hero: Scott's Wife.
Scott left a multi-million dollar banking job to take a pittance + equity at $ASTS because he believed. He went through hell and I'm sure his wife carried an immense burden. "Scott's Wife," we salute you.
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Reading the FCC Approval for $ASTS Block 1 and updating the DD. First let's remember the over arching FCC decision structure:
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Look mom, I did a better FCC analysts than opposing lobbyists! My $VZ speculation was right for $ASTS
This rule about co-channels in a single GIA again points me in the direction that AT&T and Verizon might end up partnering together. I can hear it now...
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Night before the Fourth of July...time for some
#ASTSFiles
where we talk to a former employee thanks to an expert network call that was just published
$ASTS
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Wait until $ASTS is cash flowing. Starlink seems like the equivalent of 'desktop' to me, while $ASTS is mobile. It's plausible that $ASTS is one day a $100bn company (3bn covered subs, $2/month ARPU, 30% uptake, 50% share = $10bn revenue) at 10x revenue = $350 per share
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It's the final countdown...$ASTS preparing for launch
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Time to call out the battle-hardened $ASTS shareholders who stuck with their DD (not just "Ryan Cohen will probably do something"). Outside of $TSLA, I can't remember such a well documented community of die-hard investors as with the
#Spacemob
Is there a plan? F- yes there is
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Friday afternoon. It's time to celebrate last week's Olympics with the $ASTS
#Spacemob
Olympics lookback.
Let's begin. First, a Gold Medal for "Disinformation" goes to Tim Farrar. He lied for 4 years to serve his dying customers. His effort at destroying his reputation for
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I can't wait for institutions to get back from the beach. I forgot how much I hated having only retail participation.
My best friend and I were always amazed how the market typically gave you a last second chance. Here is it. $ASTS
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SpaceX strategy was launch a bunch of crap and then assume the FCC would say, “since you already spend the money.”
It was a “move fast and break….err, interfere with things” mentality that SF engineers espouse but doesn’t play well in more conservative industries where
SpaceX is warning the FCC that access to its forthcoming cellular Starlink system will be derailed if the regulator grants requests from AT&T and Verizon.
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I think Kevin does appreciate our resolve.
To be clear, what many of us (who are "retail" in name, but not by any other measure) think we found is the next $NVDA.
We have a tech, regulatory, and commercial moat in one of the largest markets in the world. $ASTS is providing
@KevinLMak
SpaceMob is a group that's been holding for 3+yrs. We went through the absolute gutters while keeping faith in our collective DD. Our chat was a very dark place at $2, but now this group (85 prs) holds 6% of the freefloat so $30 is an insult to sell if $200+ will change our lives
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Today $ASTS reveals an accomplishment that might not be appreciated in full today, but in time, will change the world.
@steve_larrison
- nice DD.
Our partner
@AST_Spacemobile
has completed the first two-way voice call using the Bluewalker 3 (
#BW3
) satellite 🛰️ 🌠
It’s the first time anyone has achieved a direct voice connection from space to everyday cellular devices. A next major step in mobile communications.
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Abel is a world-class founder and you just don't see it very often. My bet has always been on the team. They had shake-out issues as they moved from R&D and production, but make no mistake, this team is world-class.
$ASTS. As Abel said, "This is the big one."
#MeetTheTeam
A key aspect VC's focus on is team building and whether a Company is able to scale talent AND attract "A" talent. $ASTS is a Series C stage company. We want to see the patterns for new talent acquisition. Would experienced industry veterans bet on a bad apple?
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For anyone new to $ASTS, you ask:
"WTF does this Company do?"
"What is the revenue opportunity?"
"What's it worth if your fairytale is true?"
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Is this an open letter to $TMUS?
You don’t publish a letter like this unless you are about to ring the bell. $ASTS
AST SpaceMobile CEO Publishes Letter to Partners, Shareholders, and Future Space-Based Cellular Broadband Network Users
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This is how I'm thinking about the evolution of risk at $ASTS. We have been knocking down "if" statements and the stock price has responded. The unlock after we knock down the remaining ones leaves the stock pretty much unbounded (to me, $100-200 is "unbounded")
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@ATT
Whoever runs strategy there is crushing it. This is like your bold move with Apple 15 years ago - doing something your competitors thought was insane. You are going to put a lot of distance between yourself and other MNOs by being the first with Spacemobile service.
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🚨***BREAKING***🚨
TheKOOKReport is pleased to show a burst of activity at $ASTS Odessa plant. A burst like this would be consistent with final prepping of Block 1 and potentially load-out. Consistent with $ASTS recent cadence of PR and tweeting, it might be time
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Here is the $ASTS update from B. Riley.
I'm so proud Tim Farrar blocked me. That happen basically right when the stock bottomed, proving potentially once and for all he's Opposite Man
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Wow, it looks like $ASTS might be in control of its destiny after all. This is important:
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The unfurling must have gone well today? $T is starting to pound their chest about their prescient move to back $ASTS. They did the same thing with exclusivity around the iPhone when it was new and doubted
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My only conclusion after this letter is that $ASTS are now IMMINENTLY preparing for the satellites to leave the facility.
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An update from B. Riley, who has stayed consistent on $ASTS, pointing out the favorable security $ASTS has (force convert the notes). Remember, by combining $T and $VZ, $ASTS has all but locked-in a monopoly (60-70% market share). Gotta execute, but the prize is there.
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Shiiiiitttttt, what? A Swedish farmer (actually a signal intelligence officer in a NATO country) was right instead of a lazy consultant who is paid by the competition?
$ASTS
As I think, funny how many of the early NPA investors were Army signal intelligence officers.
Ouch. This burns. Poor T-Mobile.
FCC today reiterates the rule of Aggregate (yes Tim) PFD level that T-Mobile and Space-X want to change.
This means Space-X and T-Mobile can not apply for commercial service.
While starting today AST, Verizon and AT&T can.
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🚨🚨🚨$ASTS Launch Update🚨🚨🚨
A
#Spacemob
research (who wants to stay anon) visited Midland yesterday and evaluate any clues.
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$ASTS My bet is that on Wednesday Scott delivers a death blow to the shorts
$ASTS Adding short sentiment comments to the graph for dramatic effect.
May I remind shorts, or rather inform, that I know of a twitter chat group (~85 pers.) that's holding more than 6% of the free float with no intend to sell a single share before triple digits.
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I have to admit, this is what I think could happen to $ASTS if we get FCC and satellites in transit to Florida. Once Block 1 is up and working, I don’t see what stops this from going to $100-200 within 2-3 years. What stops it?
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Case in point - more relaxed today as we shave off heat than when we’re ripping 25% and causing the world to scream at me to sell when I don’t want to. $ASTS
I just want the warrants redeemed to add gas to Block 2 acceleration. Think like an owner and you get paid like one
People ask me how I cope with the pressure of a position like $ASTS?
:
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SPECIAL REPORT AHEAD OF $ASTS’S EARNINGS CALL PART 1. Anxious? Worried? Let’s compile what we know so that everyone can be as best positioned as possible into the Nov 14 update call. This piece was a team effort of
@spacanpanman
@catse
and
@steve_larrison
and myself
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Are you seeing the soaring $ASTS share price and want to know if it’s a suitable investment for you? Here is the
#Spacemob
user manual so you can make an informed decision for yourself
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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Let's just recognize what this is for $ASTS. A produced video like this with Fareed doesn't happen randomly. You don't make this when you don't know your future. This is likely to be part of the public introduction of ASTS + Partners. Incredible PR work by Management
NEW VIDEO: Watch journalist
@FareedZakaria
interview
@AbelAvellan
— Founder, Chairman & CEO of
#ASTSpaceMobile
— about the only company that's connected everyday smartphones directly to broadband internet using a satellite in space. 😮🤳🛰️📶
#5G
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And jeez, I just wonder if there will be a definitive contract from Rakuten for $ASTS? If only there were signs.
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You know, it's just the world's best telecom company tweeting a picture taken from $ASTS's satellite. Probably nothing. There were no signs.
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Dear
#Spacemob
, this is the $ASTS bear case. The benefit of this is that now, in theory a lot of funds will look into the stock. Knee-jerks will pass. More eyes and more money engaged in a battle ground stock gives investors their day in court. Ignored no more.
We are short $ASTS. Report avail at . A classic 2021 SPAC, ASTS is a $2bn pre-revenue satellite company, hemorrhaging cash trying to bootstrap an absurdly grand vision that has no chance of getting off the ground (1/8)
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$ASTS They did it.
I wish
@steve_larrison
could have seen it. I'm glad Tim could. Congrats
@AST_SpaceMobile
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$ASTS DAY 6. Despite all conceivable odds, we did it. And just think about all the ammo that
@scottwisniews
is potentially holding back to ensure August is an event-laden month.
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The craziest thing about $ASTS is not that Abel has kept all his shares, but that the goddamn SPAC sponsor has refused to sell. Is there any other SPAC where the sponsor cuffed themselves to the ship and threw the key away? Those under the hood BELIEVE
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I’m laser focused on this. At $18, $ASTS has its own event bc of an influx of cash that allows them to really control their own destiny
Wonder if shorts dialed that into their thesis?
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What is $ASTS and why is it up >40%? Here is the user manual for you to make your own determination. Ready, study, think. If for nothing else, it's a fascinating general interest story.
As new investors discover $ASTS, it is time to welcome them into the fold and share the complete collection of
#hardcoreDD
. Spread it far and wide. "This the DD"
Go to the link to download the full document
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$ASTS This means the BW-3 has been massively de-risked. It’s passed all the tests and remember aerospace company Safran among others has been involved in his design and testing. You don’t launch unless it worked.
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I'd be lying if I didn't say I had this actual conversation with Anpanman today. I know my mind might be racing ahead, but big thinkers...they think big. If you have studied $ASTS absolutely obsessively for 4 years, you know you can bridge to $250++ with some execution
@Ranjith92880710
@thekookreport
You’re right. And while things look good right now, I do think people are getting a little ahead of themselves. A long way to go for this process.
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