AT&TheKOOKReport
@thekookreport
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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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They f-ing did it. Orbit. First try. "We got to orbit safely". That multi-launch agreement y'all were worried about. yeah, this guy did his research. $ASTS
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I think Elon suppressed this tweet. Incredible. $ASTS. Like and retweet it please!.
AST SpaceMobile makes groundbreaking satellites that connect everyday smartphones to 4G/5G cellular broadband from space. The use cases for subscribers and other consumers could be revolutionary. 🤳📶🛰️.
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The year is 2028. $ASTS stock is $500 and I recently bought Baja California from the Mexican government. This will be how I arrive at the Courtyard Titusville for Block 20 launch, adorning all my collected mission patches from prior launches. $ASTS
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While Starlink is using Elon's flamethrowers to fend off attacks from everywhere, $ASTS had a lovely meeting with the FCC where Abel met with the the FCC and had a nice chat about full constellation deployment. and. THE 5G FUND!!!!!!!!!!!!. We always thought the US Government
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$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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CONGRATULATIONS TO THE TEAM. The value creation is just starting. $ASTS
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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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Please reserve your entire Sunday afternoon for Kook’s Weekly spaces.
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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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Reminder on how to make real money when investing. $ASTS
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$ASTS met with FCC yesterday, informing them they were ready to go.
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$ASTS met with the FCC again and reminded them that the 5G Fund is consistent with the performance their technology can provide. When they get those grands (my estimate is at least $300MM), the market will be shocked. But you, dear reader, will not be.
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🚨🚨$ASTS WEEK IN REVIEW🚨🚨. Were you out last week? Want to catch up on $ASTS news so that you can hit the ground running in September? . Welcome to the $ASTS Weekend Update with as much relevant content from the prior week in one easy-to-use thread
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I woke up thinking more people would have been up late last night as I was studying this deal and realizing just how important this was. I'm not that surprised that instead, it's just "another day." Yes, this deal is incredible complex. Yes, handling complexity is my middle.
@thekookreport For those value investors or there - ASTS MC is $7.5bn with a valuable asset worth $10bn. Let that sink in. .
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Not that I’m surprised, but I’m surprised how quickly $ASTS absorbed the hedging impact from the converts. Locked and loaded for a great 2025.
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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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If you want to know how ruinous the psychology of stocks is, look at me. I made a verifiable fortune in $ASTS so far, but the emotional side of my brain has no recollection of May - August. The human brain is so dependent on dopamine that the negative feedback of the last month
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OG Spacemob. $ASTS.
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It’ll be more obvious in hindsight. In the meantime…. $ASTS. When stock goes to $100 maybe I’ll see if I can buy the Waffle House in Cape Canaveral so we can put an 🅰️ on it. Anyone who shows proof of share ownership dines for free*. *drinks and gratuitous not included.
$ASTS is the absolute crown jewel asset for every space players on earth, and it's for sale at $6.5 billion only.
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#HardcoreDD Want to know why $ASTS is going to $250-500? Trust the science, bro. It can operate anywhere because it was designed for purpose. As I study RF engineering, the absolute elegance of what $ASTS has achieved is just electromagnetic artwork
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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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We’re just sitting here about to be amazed when $ASTS is up 30% on a multi-launch agreement that won’t be news if you listened to the company’s own interviews
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. Trump, Founder of the Space Force, is back. a tough week for the stock price, but many fundamental events are ahead for next week. Read on.
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. A BIRD SPREAD ITS WINGS: The first Block 1 bird unfurls AHEAD of schedule
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#HardcoreDD Much more will follow as I continue to analyze this Ligado deal but for a preview, here is a quick tear sheet. Again, much more to come as I study and gather information. $ASTS
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. UK and Turkey STAs received, Fidelity loads up, ISRO potentially early launch, New Glenn launch date and more…
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131 people joined to talk about $ASTS where I gave 0 seconds of advanced warning and did it at 3:30am EST time. If people ever want to doubt the fortitude of the $ASTS investment community, I don’t know what to say. This isn’t a meme stock…
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. $ASTS gets industry recognition as well as a lot of attention at AT&T's analyst day, as much more.
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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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When I try to explain to people the upside shock potential once Block 2 is up and Wall Street takes notice, I'm not kidding around. I think there will be true shock once people understand the go-to-market strategy and the rate of growth. $ASTS
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$ASTS #Spacemob Results have been peer reviewed and we believe we have another unfurling. Let's go!
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. $ASTS is set to receive FCC approval, Starlink gets to pursue its defective system, FUD Busting, and much more on this week's Weekly
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Dear Shorts:. Yep. #Spacemob is dug in for the fight. Rumor is this was bought, not leased. Good luck. $ASTS
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@BrendanCarrFCC What’s the penalty? Enforce it. People look to commissioners like yourself to have faith in our institutions. There are a lot of people who applaud the sunshine you bring.
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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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Only hundreds of executives, officials, and investors from around the world up at 2am for a launch. Nothing to see here. $ASTS.
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Now that "binary" risk is gone, my personal view is that on any given day we could see Bank of America initiate on the stock. I think this will be a big deal. $ASTS.
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It's truly astounding that the bone fide monopoly in space is now saying $ASTS is engaged in anti-competitive practices. It'll be fascinating to see how this pans out. I don't think it actually matters since the MNO's allocate the value and they already chose, but this side
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. Good things are coming, read for more.
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. 2 more birds join the flock; AT&T shows the end game, and much, much more. This week's $ASTS Week In Review also includes an upfront summary
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Repeat of August with stock manipulation but tomorrow we are limit up. $ASTS. Blue Origin + existing vehicles is a home run.
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. The storm has passed, literally and metaphorically. Solar storm messing with drag is over and the Starlink STA is more obviously a nothing burger.
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Reminder: any serious investor in $ASTS should read this to understand the vision and the source of conviction.
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. $ASTS gets included in an incredible US Military Project, becomes a Prime Contractor, and completes the unfurling of all 5 Block 1 satellites. Read on for more!
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. The wet dream of shorts is about to turn into a nightmare for them. I will also try to do a Spaces to cover these topics tomorrow and will schedule it when I know my schedule.
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@scottwisniews No, THANK YOU!!! We saw you walking around in the rain making sure everyone got on the right bus at 2:30am. We know you made sure they dried to bleachers so everyone wasn’t wet. We know you made those awesome gift bags with all the cool $ASTS gifts. We know you did all this.
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Not too hard to read into this. We’re about to hit prime time. $ASTS.
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$ASTS. No chance Apple is working with $TMUS and not with $T and $VZ. Everything is showing how dialed in the industry is to get SCS rolled out.
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Congratulations $ASTS team!
AST SpaceMobile’s Commercial Satellites Arrive at Cape Canaveral For Upcoming Launch
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THEY DID IT!!!! AT&T throwing a waffle party!!!!!! $ASTS $T.
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The institutional accumulation continues with $ASTS. Blackrock continues to grow its position
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An exciting week ahead for $ASTS. @KevinLMak has asked me to provide more serious math instead of memes . Unfurling 1 BB1 gave us a 12% stock price increases. Full constellation of 95 means 94 more unfurlings --> . $26 * (1 + 12%)^94 = $1,100,189 per share. Just math, brah
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Good luck to shorts ballsy enough to short into the long weekend. If SpaceX can start lighting candles again, you have a potential 50% slap in the face when $ASTS confirms a date next week. What a load…like being short an ICBM in the face
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$ASTS Actual Update. I won't lie, I was approaching a full breakdown at $2 and almost bailed out of complete self-disgust and personal loathing at my ineptitude. And look at us now.
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$RKLB up 20%. lol. You have to have some man sized balls to be short $ASTS right now. I hope we are using Neutron. Slick ride and looks count for something, right?. Let’s blow some fairings
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. Bezos finds a new way to get his rockets off. That and much more on this week's "Week in Review. "
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. Trump's Boy Brendan Carr gives ASTS the go-ahead, convertible bond successfully placed, a cleaned-up balance sheet and more in the Weekly
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Amen. $ASTS.
License granted: AST??Science LLC.Dates: 12/29/2024-06/19/2025.Purpose: Please see Exhibit A for description of test effort with Vodafone.
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Wow, a lot to unpack here later. $ASTS is on the war path and now seemingly a step closer to my “nuclear” upside case as they vertically integrate to control the world’s scarcest asset: spectrum.
AST SpaceMobile Announces Agreement for Long-Term Access to up to 45 MHz of Premium Lower Mid-Band Spectrum in the United States for Direct-to-Device Satellite Applications.
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My wife is just hearing me yell, "f- yeah" and has no idea what's going on. Go NG-1.
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$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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$ASTS : Revenue today, Commercial deal with AT&T today. FCC coming shortly. Then launch.
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$ASTS Pretttayyy bullish for the Head of Partnerships & Partnerships for Hyperscale (what what?) from Nokia to join as VP Commercial for $ASTS. In fairness, probably the easiest sales job in the world - selling a differentiated service no one else can offer. That said, great.
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I realize I'm not the first to point out how important a published launch cadence will be for $ASTS. Getting to 72 unit per year capacity will allow the market to start dialing in the TAM opportunity for the Company. Sell side models will get refined and investors will have.
.@MorganLBrennan breaks down the latest space news: the return of Polaris Dawn crew and @AST_SpaceMobile launch of smartphone satellites.
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Weekly coming in a few hours and Spaces tonight. Had a lot going on, but god help me, if the bears are going to call me a Fanboi then I can’t let them down. Sending some $ASTS cheerleaders just to tide people over. Funny enough, a troll made these $ASTS cheerleaders
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Interesting flight path right now. Casual part of the world where there is no reason to have non-communication applications. $ASTS.
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🚨🚨 $ASTS WEEK IN REVIEW🚨🚨. Massive cash influx from warrant redemption and huge collision of retail investors who did not know how to exercise them
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Once again ATT wins coolest Fortune 500 social media manager award. $ASTS. @KelloggsUS is never going to understand the spike in demand that is coming for waffles.
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Thanks to all my internet friends who stood together as we all went into the darkest places with $ASTS where our best intentions and investing efforts looked hopeless just two weeks ago. I appreciate the collaboration and friendship. We are still at the beginning. #Spacemob
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😎$ASTS.
License granted: AST??Science LLC.Dates: 01/23/2024-05/29/2025.Purpose: Please see Exhibit A for description of test effort with AT??T.
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$ASTS will be at this conference. Look at the revenue projections. Considering $ASTS has 70% of the US market and no FCC compliant competitor….the opportunity seems likely to accrue to them and their partners
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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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Lately, $ASTS has shown a tendency to hit shorts with max pain into quarter end / month end (Scott is a killer). The trend is pretty clear, and we are now stabilizing at the low end of the band. Into quarter end, another max pain event for the shorts could be coming
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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 is. 1). Not a real company, just a meme stock, but.2). Backed by a global coalition of leading telecoms, and.3.). A stand up of AT&T, and.4.). A monopolist preventing competition
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Another SpaceX filing begging the FCC to approve their system and mostly using the first responder angle to apply pressure (almost certainly in vain). As we all know, FirstNet is with $ASTS.
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I think this will be a huge market for $ASTS. Its MNO partners will have a great B2B expansion story to sell their enterprise customers . It’s also cool how $ASTS has become the stock footage of what a satellite is.
Global satellite IoT subscriber base to reach 26.7 million by 2028
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It does not look very good for Starlink. Let's review so people can understand the issues (again). $ASTS.
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