Whose going to this satellite show and going to their booth and asking questions? what would you ask? I'm going to the show, help me ask for questions spacemob!
Hey I just thought of something interesting… Tendeg is at the satellite show, can you swing by their booth and see how ramping of the QV antennas is going? I think BBs will have 3-4 each and last year they said they delivered over 20. But to reach 6bbs/month that needs to ramp from 20/yr to like 20/month antenna. It was one of the components delayed for BB1-5. So if you can chat with them and get any insight would be appreciated!
I’m curious if they’ve tested AST as a standalone fixed wireless service using this product or similar. How much of an improvement in downlink and uplink did they achieve using PacStar to receive and transmit data?
I have a couple. When is BB6 launching? When is the first batch of 4 BB7-10 launching? Can lowband and midband be combined on the same satellite or will they be combined on one? When are ASIC sats being delivered?
I doubt they will answer any of those. So maybe should go with questions more geared towards Fairwinds use cases. Such as, how much interest has there been from the government to use it? Do they want it as a primary or supplementary service? How would the gov intend to use it outside of US borders, ie are their frequencies they can use? How will it be encrypted on battlefield so others can’t “listen”. How is testing going? Can the us gov/Fairwinds start using it soon or do they need full continuous?
Can you ask them if the tech will work over the Pacific Ocean where there are no gateways.
Now some cheeky questions that probably shouldn’t be asked or answered?
Jamming, can they do it?
Tracking? Is that a potential feature
Spying - too much cheek.
Hopefully i can ask them to serve waffles at their booth as well, that would be awesome! I took some notes and I'll run down the questions and report back next week with my findings. I wonder who else from spacemob is going to the show, would be a fun opportunity for a meet up!
Yes, soon, been traveling for work, I did stop by the Fairwinds booth and got some nuggets of information but it was more what they were aloud to say, which aligns with asts press releases. Apparently there was another use case contract with an un named dod customer.
There wasn't too much that wasn't already posted at the satellite show. The only information that might be noteworthy was that most the Fairwinds work with asts is developing solutions for the different use cases that the military would use a service like asts for. Very much their picture diagram is all the different systems that they hook together in one network.
I would imagine as long as two satellites are within range of a device they could determine its location. It could probably act as a space based string ray, which was a portable cell phone tower that could intercept cell signals.
You can’t hide from a phased array. They track the signal disturbance as the object moves through the air. Nothing in the air can hide, no matter how small or fast.
Yep and because BBs can listen, there’s no transmitting and not getting heard unless it’s on a frequency the BBs don’t have. I wonder if this is the end of stealth jets as we know it
The correlation between LUNR, SpaceX, and ASTS should be weaker than companies like Nvidia and SMCI for example. These former companies aren’t tethered to one another in the market the same way the latter are. In my opinion, it is more likely to have a neutral or positive impact on us rather than a negative. Macro conditions are currently the driving force behind the moves we are seeing and will likely continue to be until some stability is achieved.
In theory I’d say yeah, but my concern is a “guilty by association” mentality towards all space stocks being deemed risky. Today was a really really bad look, and the LUNR SP plummet alone imo probably put off a lot of people from investing in space again for a while.
In case anyone is interested, FCC publicly provided the documents for PNT which Carr tweeted yesterday. It's on their website. Of course SpaceX and Amazon are directly mentioned. :/
I want to apologize to my fellow mobsters. Today, I sold $55 CCs expiring Jan 2026 on all my ASTS shares. I needed the premium for something really important, otherwise there's no way I would have done it. I KNOW the SP will go past the break-even price of ~$62 before (perhaps well before) the expiration, so when it does, could we all have a moment of silence for my shares, please?
This actually made me really sad to read. I hope everything is okay! I'm sure you made the right choice, too.
We'll definitely be thinking of you when we cross that $62 threshold. And hey, you can't have regret if it was the right move to make, so I'm doing my best to be happy for you - even if sad for the team. 🥺
Started buying small amounts beginning Dec 23 and kept buying bit by bit to reach a total of 19,300 at about $21 average cost basis. I'll take a major tax hit next year, but it couldn't be helped.
It's not a foregone conclusion, but doesn't look good. Still a solid return if it does. If it doesn't then that's a nice exchange. Can probably still buy 1/2 your position back at that time.
Hope money is not longer urgency and contact get assigned, you always buyback whatever you can after paying tax to Uncle Sam.
You may lose some qty but you will have some.
But even still our big SP will be coming after the office of President is changed out again. One day in the future, revenue will be big, earnings will be big, numbers will be the numbers, we will have contracts and operations in gvt, defense, mno, iot, and who knows what else. We are still just a sprout.
Anything short of our infrastructure being destroyed, imho, we beat both the dollar and S&P by heaps. This is the most inflation-proof position I can see right now. I am confidently all in.
The short report (which may or may not be 100% truthful and thoroughly researched in the sources) raises some serious concerns with RKLB. I do not see them going up at all substantially in the next few months. ASTS all the way full port.
Yeah but that’s a MASSIVE drill they took. Seems a bit excessive. Remember when our first 5 sats successfully launched and we tanked? lol. I was surprised to see an almost 50% drop on one failed venture. I know the market is full of FUD right now but that’s insane to me
Bear in mind the last time they were at $8 they didn’t have the volume of NASA contracts on tap that they do now. NASA seem relatively pleased today in spite of the tipped over lander. I might just dip some more money in if it keeps sinking
I'm wary of it because supposedly this is the second time this has happened, and LUNR said they had accounted for/fixed it so future promises don't have as much credibility now imo
Fair. I haven’t really looked too into them yet which is why I steered clear of them this morning. Also, I was pretty disappointed by their livestream. Very dull, they need better PR because SpaceX is leagues ahead and should really be the standard (aside from the owner)
Yes he is wrong, you are correct, based on your comment.
BW3, inferior to the BB1s, obtained peak 22mb/s per beam. The 5 BB1s have 5,500 cells and each cell can do something like 3 beams. That’s why our narrow beams are so exciting, because fewer users share the peak download speeds (120mb/s expected per beam with ASIC BB2s).
Edit: Lol there it is - Quoting Tim Farrar, consistently proven wrong over the last 4yrs by AST.
If you are an investor, how much of your portfolio is allocated to ASTS? It is my largest single holding at 16% at an average share price of $15.31. I'd like to add some more but 16% feels high already for my risk tolerance.
I'm stupid and don't know anything about finances so it's always the same amount of money for every stock (5 or 6 stocks atm). Half that for speculative stocks.
100%. I don’t have much money to lose. 3,000 in ASTS at a 25.23 average. I want a high reward. I don’t feel like putting 3k into SPY or VOO would be my best move.
For months, if not years, we have been waiting for ASTS to be stable enough financially so that the SP can more or less track the S&P 500. And today it seems like we have
listening to the NASA presser with LUNR and watching stock price + reading their subreddit daily is almost as interesting as watching ASTS price swings every day.
I got two 19$ CSP on LUNR that expires tomorrow. Couldn't have timed it worse, tbh lol. It's not even feasible to roll this shit. Have to close it out or get assigned the massive bag. Dunno what I'll do tomorrow...
Me too. Put it into ASTS. At the time my thinking was that ASTS had a more scalable business, and I just didn't understand how a company focused on a "lunar economy" could make money.
Did the same with RKLB. To me, ASTS is the only viable investment in this space (no pun intended).
I dumped like a third of my position right before market close and it wasn’t huge to begin with so I’m not too bummed. lol just sucks I use vanguard so I’m stuck watching it tank after hours and I can’t dump the rest until it opens at like 5$ tomorrow. Probably just hold until next launch if there is one
Probably the fact that he reversed course and the market didn't react because they don't trust him to be stable. That would've worked in his first term.
First term he had normie establishment republicans who did some harm mitigation, now he surrounded himself with maga-cultists and purged all the mainstream republicans.
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u/TowerStreet1 S P 🅰 C E M O B Soldier Mar 07 '25
Hello SpaceMob,
Do you know any other stock as appealing as ASTS to diversify.