Tanner Kirk Ottaway
@tottaway22
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Bakersfield. Petroleum Engineer CA PE. Economics & Business. Colorado School of Mines Grad.
Bakersfield, CA
Joined April 2012
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Top 10 Longs for 2024. Not as no brainer as 2023, but still think some good opps & good dividends to be had.
$BAK $8.82
$ASTS $6.03
$GLNG $22.99
$EC $11.92
$PBR A $15.28
$INSW $45.48
$STNG $54.72
$PARXF $14.73
$SU $31.5
$ORGN $0.84
*BAK is more of a short term play on buyout
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@SophiaKianni
That is half of what Apple made and Apple is a price setter not a price taker, economics. Further Apple doesn’t provide life saving substance. Shell provides a substance that saves millions of lives a year & provides most of everything you enjoy about life.
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$EC - 20%+ dividend coming soon. Diversified, stable outlook, political fears now known & implemented.
EcoPetrol - The Columbian O&G producer Company with avg 720mmboepd production + 2 refineries + midstream + ports + electricity with $20 per bbl net income breakeven
/1
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$PBR - one of the best values out there ~20%+ div yield at $75 Brent
Petrobras is the National Brazilian Integrated Oil & Gas Company with avg 2.7mmboepd production + 10 refineries with 1.9mmbbl capacity + power plants + Nat gas processing with est $33 per bbl op cost.
1/
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Looks like $ASTS may have launch window for the BlueBird 1-5 Mission!!! Hope we get official confirmation soon.
Friday September 13th appears to be the opening of the window! 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
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Let me be very clear…. If you’re trying to take the train to LA why get off in Cleveland?
$ASTS is going much higher from here by 2030 and the value potential is massive.
This is a once in a lifetime stock opportunity.
I am not leaving. This is just the start.
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Want to share my div forecast $EC & $PBR.
I expect $PBRA to announce a ~$0.6 div tomorrow
$EC has already announced $1.66 for rest of 23 & may be a special next Q
By the end of 2024 I est you will get $3.16 from $EC & $4.48 from $PBRA
Both incredibly cheap even at $75 oil
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Good insight from
@spacanpanman
but I would like to add something
This takes $ASTS cash +available liquidity to ~$900m. This basis is used for “going concern” & gives runway into 2026 & allows them to accelerate long lead items & launch contracts right now without even using ATM
$ASTS: A few thoughts on today.
Yes the market is overreacting to an ATM being put in place where no shares have actually been sold. The company judiciously used the prior ATMs to raise capital at great prices in a smart manner and that's not going to change. From what I
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$ASTS
@AST_SpaceMobile
is within striking distance of having enough cash in the bank (as close as $50m, but already there with available liquidity) to fully fund the BlueBird Block II 25 Sat Constellation. A huge accomplishment! I look forward to guidance at earnings on Aug 14th.
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SpaceX files STA with FCC 1/5/24 for upcoming $ASTS BlueBird 1-5 Launch. This STA is for the ground pre-launch testing of TT&C
Operation start of 3/1/24 to 9/1/24 - standard 6 month SpaceX window
I believe this is a sign we are on track for March 24 Launch of the 5 BB Block 1
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$ASTS predictions for earnings AH Wed 8/14
Launch window Sept 8-14
Cash on hand 6/31 = $300m
Cash on hand 8/14 = $375m
Upsized Debt Facility by $120m
ASIC on track & 1st ones delivered
All 25 BBs up by end of 2025
Fully funded for the 25 with cash & liquidity
Vodafone DA
🤞
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Big week for us value/div/LatAm
$EC & $PBR $PBRA going ex-div
EC on Tue 4/25 for a $0.88 payment on 5/5 (was $.83 but COP has ⬆️ vs USD). Next 2 same amount COP3953 or
$0.88 both on 9/28 & 12/21
PBR on Fri 4/28 for a $1.11 payment split between $0.55 on 5/26 & $0.55 on 6/26
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@gurgavin
Petrobras $PBR - cheapest oil major on the planet. Buying back shares 15%+ dividend and production growth. With industry leading low cost lifting.
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$ASTS
@AST_SpaceMobile
out with a brand new Insight/Blog post. This is a new form of media/PR that they haven’t used before. Nice to see them expand their media/PR! Lots of new eyes looking for info in many formats.
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$ASTS - these are the best “zombie” satellites I have ever seen.
Congrats to the AST team!
Go for 🚀
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$ASTS launch campaign plan coming soon! Fully continuous service starting early 2026. Government work starting very soon.
Big stuff in the works! Glad to be part of the “fervent retail investor base”! Apppreciate the shoutout
@MorganLBrennan
🅰️🚀
.
@MorganLBrennan
breaks down the latest space news: the return of Polaris Dawn crew and
@AST_SpaceMobile
launch of smartphone satellites.
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So your telling me I can buy
@ScorpioTankers
$STNG for cheaper than last yr going into strong part of the yr with YTD rates (~$34k) matching the record 2022, share count ⬇️>8m, debt ⬇️$200m with only ~$400m in debt due in next 1.5yrs which they will earn in next 1.5qs
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Breaking Sp🅰️ceMob $ASTS news…. I think I’ve finally figured out who
@CatSE___ApeX___
is and who he works for….
He obviously works for the
@NASAKennedy
space center and designs their T-Shirts! 🐱 🐈⬛
#StayCurious
#BlueBird1
#Spacemob
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$BAK
#BRKM5
Braskem sale update
Things are moving along with some new info today
- Prates says PBR DD is done & Adnoc is almost done
- Prates wants a partner & wants it done in H1. Slightly delayed due to CPI & cleaner if wait a bit
- article claims that Aramco & Kuwait now
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Just left Cali for Cape Canaveral for the
#BlueBird1
@AST_SpaceMobile
$ASTS launch.
Couldn’t be more excited to see this groundbreaking tech get launched to space! Excited to meet my Sp🅰️ceMob friends
#FutureOfConnectivity
#ConnectingTheUnconnected
#SpaceMob
@ATT
bringing the🧇
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Took $ASTS merch and representing
@AST_SpaceMobile
at the Ritz in Orlando! Doing a little celebration of the fantastic launch & what is to come!
🚀 🍾 🥂
Congrats to the
#ASTS
team on this historic day!
Thanks
@scottwisniews
&
@AbelAvellan
for the invite. Really is special.
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@mattmurley19
@spittinchiclets
Can you also start the rumors on Crosby to Avs for Johansen and a prospect & 2 picks?
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I think my favorite $CCIV x
@LucidMotors
rumor/theory is that CCIV = 204 and this Thursday is 2-04. So surely this means 99% merger is happening Thursday.
@SpacBobby
@DoctorSpac
@SpacTiger
@SpacTraderinTra
@SPACtrack
@SpacGuru
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@UndeniableNtwrk
Called weather and living in a flood plain. There is nothing about this that is abnormal….
Good thing hydrocarbons have made us safer from these events than ever before. Checks data, climate deaths and tragedy lowest in history…
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Huge milestone for
@AST_SpaceMobile
today with the completion of the 5 BlueBird Satellites planned to launch early September!
Congratulations & thanks for all the hard work
@AbelAvellan
@scottwisniews
that you & your team have done.
Look forward to more exciting news soon!
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@ATT
@AST_SpaceMobile
@WaffleHouse
Hey that’s me! Thanks for the waffles! They were absolutely delicious! 🧇 🅰️🚀🤝🙏
#SpaceMob
#AST
#ASTS
#ATT
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@PCMag
Probably should change the headline as that’s very misleading. VZ & AT&T are simply asking for SpaceX to follow the agreed upon rules. They are not derailing anything. It should be “If FCC approves a SpaceX request it may cause harmful interference with AT&T, Verizon, & other
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What a way to start 2024 with $ASTS ⬇️ 20% They set a timeline, didn’t hit it & didn’t think market needed an update. They were wrong & corrected AH. Appreciate the update but wish they did it PM. I think the price action post Xmas made them think it wasn’t needed
Takeaways ⬇️
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This is pretty huge news. 5G straight to cell phone from satellite, 14mpbs, video calls, downloads, and more. First of its kind technology. This will change the game for remote locations & emergencies. No cell service will be a thing of the past.
@AST_SpaceMobile
$ASTS
@ATT
5G connectivity from space directly to everyday smartphones is confirmed in another historic first by our team and industry partners
@ATT
and
@VodafoneGroup
!!! AST SpaceMobile invented space-based cellular broadband and is working to build the first and only space-based cellular
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$GLNG - Golar officially ordering their 1st MKII FLNG vessel with an option for a 2nd. I like Golar for its simple to understand & long duration cashflow coming.
I expect >$1.75B EBITDA by 2029 on a $3.5B MC right now
Gimi = $151m
Hilli = $300m
MKII = $500m
MKII = $500m
+
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Top 10 Longs for 2023. Very long Energy with high dividends. ASTS & ORGN are speculative picks with a lot of de-risking & news in 23. Will update at YE.
$ASTS $3.97
$ORGN $4.94
$EC $10.03
$PBR A $9.81
$BTU $29.44
$RIG $4.67
$NMM $26.34
$STNG $54.72
$PARXF $14.73
$SU $31.5
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I was pretty close with my est! $PBR with a great earnings & issuing a $0.74 dividend! $PBRA is still an incredible opportunity. At <2PE, world class reserves, & $1.92 in divs for 23 so far. 20% of portfolio
My estimate was $0.69 & $7.5bFCF with actual of $0.76 & $7.9b
Which by the way $PBR should report Q1 in 2nd week of May which I expect them to report another solid qtr & issue another div payable in July.
My estimate is an additional $0.35 to $0.7 dividend
FCF = $7.5b * 60% = $4.5b or $0.69 per ADR.
For reference Q4 was FCF was $9.3b
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Adnoc going to Brazil in Jan & Lula on board for the buyout of $BAK
My opinion = PBR will join deal ⬆️ ownership >51% voting to appease gov & ADNOC will increase offer to R$40-45 to get deal done with the extra cash from not buying as much & solve Novonor debt issues.
Nov will
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$PBR exdiv day. Total payment is 2.8595 Reals per shr or $1.14 per adr (conv to $ & 2x). Each payment will be adj to Selic rate & conv so could go ⬆️⬇️
Fair value at open
$PBR close of $11.50 = $10.36
$PBRA close of $10.46 = $9.32
Thanks
@G_A_Wilson
for the handy breakdown
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“Adnoc… will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras”
Looks like DD is continuing. Maybe offer is accepted?
$BAK
#BRKM5
$BAK - As I’ve been saying, the patient will be rewarded with >75% from here ($7.9 -> $14-$15.5) within 3-5 months
“These are fears that may soon dissipate: for now, ADNOC's offer provides for the offer of tag along to minorities, according to sources who know the proposal
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@thekookreport
Wow, this has escalated all the way to the top. President of SpaceX meeting with head of FCC. Should get an answer soon, but SpaceX trying everything they can to get that waiver, means everything else hasn’t worked yet
I don’t see how FCC could approve it with the interference
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These are the best looking “zombie” satellites I have ever seen.
#IYKYK
Looking forward to seeing this groundbreaking technology in action thanks to FCC &
@AST_SpaceMobile
they will save lives & improve the lives of millions (billions?) of people $ASTS
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Best risk/reward in market right now is $BAK - Braskem
#BRKM5
I have no idea how to explain price action over the last week when several stories have broke that.
ADNOC wants it
Apollo is out (tried to get as cheap as possible & more complex)
PBR prefers ADNOC as partner
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@KevinKileyCA
Kern county & Bakersfield tried to not enforce the rules & even discussed a sanctuary county from Covid lockdowns and he threw a fit and was looking at cutting all funding to the county.
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Took delivery today of our
@Rivian
R1S Launch Edition. Been waiting 2.5yrs! It’s great so far! Surprising many that a Petroleum Eng got one, I’ll explain our reasons later. Planning on sharing the gritty details on cost in CA, power usage, if it’s greener, learnings & more
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$ASTS secured an additional $115m funding. Q1 24 BB1-5 launch & start of BB2s in 2024! With a specific comment about “Received multiple indications of interest for strategic investment, including both equity-linked investments & non-dilutive commercial payments”
@AST_SpaceMobile
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$BAK - As I’ve been saying, the patient will be rewarded with >75% from here ($7.9 -> $14-$15.5) within 3-5 months
“These are fears that may soon dissipate: for now, ADNOC's offer provides for the offer of tag along to minorities, according to sources who know the proposal
Braskem: ADNOC vai oferecer tag-along aos minoritários, segundo fontes
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$ASTS -absolutely huge news that they completed worlds 1st unmodified cell phone call through a satellite
🔑 is now the $. They have enough to get 5 BB1s, but need another $600m to get 20 BB2s by mid 25
Disappointed in price today, but the time will come
@AST_SpaceMobile
@ATT
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@SophiaKianni
Finding & using oil & gas saved the forests and the whales. Whales were nearly going extinct & forests were being burned to provide heat & light. Thank you Oil & Gas!
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Braskem $BAK
#BRKM5
- Q4 earnings are out - news headlines look a bit rough, but details matter
Net loss driven by ⬆️ Q4 provisions in Alagoas
Beat Q3 even with ⬇️ sales
Margin ⬆️ & spreads have ⬆️ in Q1
No near term debt issues >72 months in cash
24 guide should ⬆️ v 23
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@carlquintanilla
@PortofLA
@CNBC
Hey
@carlquintanilla
this is extremely misleading…. Fact checkers should be all over this. Really not much has changed on the supply chain and shipping problems.
@mintzmyer
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Lastly, thank you to
@AST_SpaceMobile
&
@scottwisniews
for listening to shareholders concerns today & providing an update. Hopefully they learned something & continue to improve.
Please go back to early December with the updates, that was a good week.
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@GavinNewsom
Your own administration just released a report that there is no evidence of price gouging and that the price discrepancy in CA is due to taxes, regulations, and state guidance. This is a blatant lie
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@contrarian8888
Added at the end a couple comments from people that government has budgeted a $EC 90-95% payout. Considering they own 88% and if that ends up being true then dividend will be $3+. Hopefully by April.
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More information today on Braskem buyout to go along with Prates in UAE.
“Audit by Adnoc and Petrobras at Braskem should end within 3 weeks”
CPI starting & if it ends quick should bring information to market soon.
$BAK
#BRKM5
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@AST_SpaceMobile
We are very excited to see the launch of BlueBird 1-5 & the benefits you are bringing to the world with your partners
@ATT
@VodafoneGroup
@Rakuten
@AmericanTowerUS
@cisnerosadriana
@Scottwisniews
@AbelAvellan
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$BAK confirms offer from Unipar to buy the majority from Novonor at R$36.5. That is $14.94 per ADR.
If Petrobras exercises right of 1st refusal then ADRs do not get tag along. Otherwise should get the full amount if Novonor accepts.
ADNOC was ~R$30 NPV but was not final offer
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I have substantially increased my $BAK to nearly 15% of port. All signs point to this deal being legitimate & likely. As well as I see nothing in the bylaws that indicate ADRs will get anything less than 100% tag along rights. Offer for ~$19 per adr shr. Downside is back to $8
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Looking forward to 2024 hoping for another strong year. Thank you to
@MarhelmData
&
#tankers
for a strong 2023 ending up 48%.
Got lucky in the last couple weeks of the year after making many mistakes throughout the year with too much leverage & chasing.
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@CAgovernor
@GavinNewsom
Please read any of the recent reports. This is extremely misleading to people. Almost all the blame is on you & legislators.
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In summary here is my opinion/spec for what deal we finally see
1- total raise of >$400m
2- convertible above current share price. Maybe $7.5
3- funding syndicate is Vodafone, AT&T, AMT, Nokia, Saudi, Telefonica
4- close by Jan 19
This is all speculation & my interpretation
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@IversAudun
After the 1500 people here saw what we saw. They had a brief nap near open but once woke up and realized market didn’t see or hear what we all saw. Many of us started buying.
It’s a no brainer long term.
$asts
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Bonus - Based on BW3, I do not think full FCC approval is needed for launch. “AST does not have authority to operate on these frequencies in the U.S., but testing must be done prior to launch of the satellite, which is being manufactured in and launched from the U.S.”
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@AndrewRangeley
$BAK
#BRKM5
Braskem should get a binding offer buyout as soon as this week from ADNOC (maybe PIC/SABIC interested increase price) between $14-$18 per ADR. Should trigger tag along rights for adr holders. Currently at $9 downside if no deal or tag along is $5-6 until cycle turns
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@AbelAvellan
Thank you Abel for the awesome experience. It was great to meet you and your team after so many years.
Excited to continue supporting you guys on your mission!
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@AST_SpaceMobile
@AbelAvellan
Excited to see it get commercialized soon this year! Going to be good next 2 months leading up to the launch of the Bluebirds!
Hopefully when you close the strategic investment soon we can get an investor presentation laying out the timeline/deployment schedule?
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$EC @ $11.10 = 7.9%
*inc the next two that are set is 23.8% ($2.64 @ current exchng rate) for the yr
$PBRA @ $10.42 = 10.65%
$PBR @ $11.60 = 9.57%
PBR - I project at least another $1 div (20%+ yield) this year with oil >$75 even with CAPEX increasing from $10b to $16b in 23
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$PBR Overall
Investing outlook depends on your oil price forecast. If oil avg $75, investing in $PBR here is min 20% dividend yield pr yr & if oil is higher you could have a $0 cost basis within 2yrs.
9/end
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Using AST filing of 7/19 with launch 9/10 is 53 days or 1/5/24+53=2/27 which is to early considering start of STA is 3/1/24, but none the less this signals everything is on track
Best case = start of testing BB1-5 similar to Starlink4-2 of 3/1/24 & launch 3/19. Be in FL by 2/19
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@CAgovernor
Am I big oil? I’m a father of a 2yr old daughter. We live, work & produce in CA to provide energy people demand. Simple as that. There is no “big” or “scary” or “in shadows” just regular people. Easiest way for prices to come down? Cut taxes, increase supply, or lower demand
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@mattswider
@elonmusk
@theshortcut
@TMobile
@SpaceX
Think you need a little more research
SpaceX currently does not have approval because the service causes interference (~18% reduction in capacity) with regular towers which take priority. SpaceX is requesting a waiver but it may be denied.
Meanwhile AT&T & Verizon already have
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@thekookreport
@scottwisniews
And was the last one to leave making sure everyone that wanted to chat or take a picture got to.
The guy killed it today! Hopefully he can get some rest now.
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@thekookreport
I had a very similar thought when I saw it. Their initial investment was in series A back in 2018. Why was $ASTS on the top of his mind when posting this as the 1 investment to highlight when the investment was 5 years ago….
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@SophiaKianni
The science is not conclusive, there is no crisis-please show me 1 model from last 30yrs that has correctly projected sea level, temps, storms, deaths, etc. None have been right.What is conclusive - deaths from climate are at an all time low.We have never been safer from climate
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@MohnishPabrai
Belridge (Shell&Exxon) still producing over 50k bopd & the returns for them were massive. In excess of $30b cash returned.
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I wonder what they are hinting at & smiling about. Could it be the want to buy the rest of Braskem and invest & grow the business as partners?
Not often you see it laid out this clearly what is coming….
$BAK
#BRKM5
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@spacanpanman
Well said - the thesis we have been pounding the table on for years is finally playing out. Just took a bit longer than we expected
Excited to see what comes!
Reminder - if your plan was to take the train from New York to LA, don’t get off in Pittsburg - still a long ride left
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@KevinLMak
I’m shocked too, maybe need the money asap to secure ASIC tapeout & future launch’s. That being said they need to communicate that to us so shareholders understand. Complete silence is the killer.
I and many others have sent numerous letters to IR with no response. Maybe you
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@KevinLMak
I find it crazy that AT&T dropped $85b on TimeWarner & $48.5b on DirectTV and $16b a year in capex can’t find $200-500m to help reduce their capex costs & enhance service & differentiate over everyone else.
Honestly that’s what is so shocking to me. That being said them
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Hopefully I got everything correct & waiting for
@CatSE___ApeX___
to verify & thank you to
@_Joe_Peters
for the help with the FCC filings.
@beefwellingtoni
@StunningFeline
@CameronVoegele
as well
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@DeepSailCapital
Looking at 100% return within 3-4 months on a $BAK buyout from ADNOC. Some complications, but it will happen. Target is $15.2 & if offer gets increased (as Novonor wants) then could get as high as $18 from today $7.45.
Worst case you get a strong earnings potential company at a
“Adnoc… will arrive in Brazil in January to continue its investigations into Braskem in another stage of the acquisition process that is being negotiated with Novonor and Petrobras”
Looks like DD is continuing. Maybe offer is accepted?
$BAK
#BRKM5
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@FredericLambert
I just got my
@Rivian
R1S delivered on Friday and so far it is an amazing vehicle. Looks even better in person than pictures.
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BW3 left Midland to Ca for preflight testing on 7/19/22
Arrived to Florida 8/9/22
Removed Pre-Flight tags 8/31/22
Launched 9/10/22
BB1-5 do not go to CA for pre-flight test
Only 30 days pre launch for satellite arrival. BBs need to get to Florida by 3/1/24 for end of March.
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@CAgovernor
@GavinNewsom
Did you even read the report from your own commission? Nothing hidden. “These reasons include the isolated nature of the state’s transportation fuels market, a special gasoline recipe that reduces air pollution, environmental program costs, and taxes.”
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1 - saying January vs Q1 is bold considering the last 1.5month window they gave was missed. Makes me think it’s very close
2 - I don’t think the deal is linked to current share price, I think it’s already set. Otherwise would have tried to release earlier or add other news
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Braskem - $BAK
#BRKM5
Final CPI report is set for May15th. Clarity around total liabilities, political issues & risks for co will be significantly reduced in 30days
I thought binding offer could come before AGMs next week, but both sides are using it as negotiating tactic
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@spacanpanman
Here it is highlighted for those of you who don’t want to go find it. $ASTS
#BlueBirdBlock2
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@ATT
Got here a bit early but needed to make sure they were ready for you!
The waffles are delicious!!!! 🧇 🚀 🅰️
$ASTS
$ATT
#SpaceWaffle
#ATT
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@AbelAvellan
@scott23192
may be able to start picking up different signals soon. Although I still think they need an STA to broadcast on the LTE frequencies.
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Which by the way $PBR should report Q1 in 2nd week of May which I expect them to report another solid qtr & issue another div payable in July.
My estimate is an additional $0.35 to $0.7 dividend
FCF = $7.5b * 60% = $4.5b or $0.69 per ADR.
For reference Q4 was FCF was $9.3b
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BW3 as example was launched 9/10/22 w/ Starlink 4-2 sats
ASTS=STA on 7/19/22 for 8/1 start of testing
SpaceX=4-2 STA on 7/19/22 start of testing 8/24 - 2/24/23
SpaceX start of testing 8/24 - 9/10 launch= 17d or 3/19/24 expect date
Using SpaceX filing 7/19 to 9/10 launch= 53d
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“We are doing something very very big… We can really affect a billion lives”
This sure feels like something big is coming. A great interview showing what
@AbelAvellan
is all about. Very happy to be a shareholder & hope others see the possibilities soon.
Commercial service
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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Let's all go to the
@iHeartRadio
Music Festival!
#iHeartRadio
Click the link!
http://t.co/zojkPka5L9
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@JohnLogani
Who’s selling? We aren’t selling at $25 or $39. Many of us won’t reduce till $100+.
Thesis is to strong and too big of an opportunity.
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@traderstewie
Good thing there may be positive news coming as well with a launch date likely announced this week.
And all kinds of other potential catalysts could happen at anytime like additional MNO deals, FCC filings, FirstNet investment. All of this and more should be soon for $ASTS
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@KlendathuCap
@marketplunger1
Red rising series is fantastic. Obviously the first 3 are the best.
I think they signed movie rights away so bet it becomes one at some point.
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My forecasted Div
$EC had net income of 26.6T Q3. I est FY22 will be ~33T. At 50% that’s a $1.7div. At 70% it’s a $2.4. Since the gov gets 88.5% of payment I’m leaning towards high side as this will offset the gov debt without moving cash.
4/
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$EC has its risks, but is it worth it. Trading at a 2.5x FCF, a 20% div coming ($1.7-$2.4), & implemented political issues. None of this included their other bus units that are generating profits as well. They also have an approved 3yr plan which lays out expenses.
/end
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@ConnectedAST
@no_privacy
@thekookreport
@spacanpanman
There are 2 sets of warrants. Private and public. Private default to cashless redemption and thus less dilution. There are 12,671,037 public warrants that could be exercised & would bring in $145m. The fully diluted shares outstanding possible right now is 329,415,262. The actual
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Bonus - Couple of comments that Colombian government is budgeting a 90-95 $EC payout to cover the balance of FEPC. If true this would be a 30T+ COP div or $3+… we will see. Either way big payment to shareholders coming soon.
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@ASTS_Investors
Tuesday November 21st
$500m
FirstNet = $150m
AMT = $100m equity
ATT = $50m
Vodafone = $50m
Telefonica = $50m
PIF/Saudi Telecom = $100m
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