$ASTS
The crown jewel in space is satellite communications.
The crown jewel in satellite communications is direct to cell, no dish required.
ASTS is worth 5% of Starlink’s valuation.
Connect the dots.
$ASTS
If you haven’t read it:
“if AST accomplishes its objective to ‘connect the unconnected’ over the next five years it will launch the company, quite literally, into the largest subscription business & wireless carrier in the world.”
gryden.se/asts/AST_Space…@AboveAvgOdds
$ASTS
For anyone that’s still skeptical:
This is the CEO of AT&T talking about how AST is building cell towers in space.
Imagine $AMT with exponentially larger and faster scalability.
I don’t own enough shares.
$ASTS
Short at your own risk.
Starlink has 5 million subscribers.
AST partners have 600X (59,900% more) the number of subscribers.
Elon has alienated people, governments & now partners.
Let’s see how all of Europe feels about partnering with a neutral player (ASTS)
$ASTS
With Elon going nuclear on Trump, there’s a very realistic possibility that $ASTS takes the entire market and becomes a $100B company within 12 months
Why 12 months? Because that is when their network of satellites will be launched.
Superior technology without the drama
I agree on the 10-40X potential. I prefer to be realistic and go with a more conservative upside potential of 4-8X over the next 3-5 years.
But the fact that Starlink is worth probably $200B on its own means a lot. Especially considering it has inferior technology.
$ASTS
we were at $90 immediately after the Verizon DA.
It’s down 20% since then.
The only thing that happened is a $1 billion offering which would equate to about 2-3% dilution.
20% vs 2-3%
Let me reiterate this before it becomes crystal clear to the world
Your phone will ping you when you’re out of service and say “want to add satellite 5G for $10 (or whatever they decide) per month? Reply Y for Yes.”
Multiply this by 3 Billion users
The scalability is unmatched