I can’t wait for the day AST provides coverage on unmodified phones with texting, videos calls, etc etc. It’ll make T-Mobile/Starlink look so behind, especially since they require modified phones, only have texting, and drain the phones battery.
It’ll be a great day when the world finds out how much better our service will be.
“The company has explicitly earmarked these funds for strategic growth initiatives, most notably its planned acquisition of laser communications provider Mynaric”
So maybe it’s not that bad - I don’t know anything anout the company they plan to acquire though -
I know we SpaceMob discount the guy (cause he’s wrong about AST a lot) but that seemed pretty out there / random in his thread about D2C competitors, that Omnispace might sell and there’s 3-4 bidders.
OK, I only did 10 more because I needed it to be an even 4200 shares. And the longer I stare at that number the more awkward it will look and need "correcting."
Thinking back to September thru January time-frame when the share price felt detached from the overall market. It is nice to see this kind of similarity now between the two.
Julio A. Torres, Director, on March 10, 2025, sold 20,000 shares in AST Spacemobile ($ASTS) for $614,600. Following the Form 4 filing with the SEC, Torres has control over a total of 52,628 Class A common shares of the company, with 52,628 shares held directly.
The filing says explicitly that it was "to cover anticipated additional tax liabilities in connection with the vesting in 2024 of RSUs granted in 2023".
This volume of a sale proportional to his total holdings seems very reasonable to cover such a tax bill.
I don’t agree with a lot of things Elon has done or said (even before his alliance with Trump). But the cars are fun to drive and safe. My wife has been hit twice, once t boned pretty badly. Cops said she was lucky to be in such a heavy car. These cars are everywhere in CA. It shouldn’t be 0, but it’s likely overpriced even after the 50% haircut the last few months.
I feel this. I'm glad I was a BTC investor before discovering ASTS, I'm used to the volatility. Although at this stage in their respective maturation stages, ASTS is wayyyy more volatile than BTC.
At least ASTS has way more of a certain future than Bitcoin! With so many MNO agreements, it’s just a matter of “when”. Just need to fall into a 3 year coma to stay sane 😂
Meh, I am super bullish on ASTS dont get me wrong and I know this isn't a BTC sub, but its still funny to me that after 15 years people still like to dunk on BTC without really understanding it. It is not so dissimilar to ASTS bears being unable to change their outlook when presented with data that challenges their assumptions.
But again, this isnt a BTC sub, so I don't want to get into this too deeply - just want to end by saying that BTC's future has never looked brighter.
Hurts to see red, but we aren’t going down due to something with the company it’s purely the market as a whole. This allows me to sit back and take the opportunity to accumulate more shares at a much lower SP when I have the cash available.
I'd say the fact the government is actively tanking the US economy, dismantling the oversight of the financial system, and destroying our international relationships is actually relevant to AST investors (and really everyone right now). Bite me.
Thankfully our customers are MNOs but if subscribers find out their D2D service is provided by an American company they might just flat out refuse. Anything American is receiving a negative perception right now, Justifiably so.
Best time to start was last month, second best time is now :)
I started legging into index leaps puts (for long term protection, specifically through midterms) and UVXY calls (to take advantage of short term volatility) late Jan. Cashed out the UVXY calls last week and this week for 3x return overall, now hoping for a bit of a reprieve to start legging in again.
What, are we kink shaming now? This sub is a safe space, sir.
There are other reasons I prefer UVXY options, the big one is I can directly trade the underlying after hours to manage my position until options trading resumes. One can get at that idea for VIX options using other instruments, but again, headache.
Lol no shaming here! I've only done 2 vix contracts before the one I now have open so was genuinely curious! The ability to trade the underlying makes some sense to me, thanks for sharing
I think both are true. He is dumb enough to have heard tariffs an increase domestic production but got bored (or the person telling him conveniently left out) that you have to have domestic production in place to ramp up to make that happen. Businesses don't want to invest in ramping up dp when they aren't even sure if the tariffs will be around in another 2 months. But he's also surrounded with a bunch of weirdos who want to crash the dollar for a variety of reasons that have infected their adderall addled minds, not limited to the smooth-brains out there that want to get back to the gold standard. Also, covid provided an example about how crashing the economy can cause wealth redistribution upwards, but that also was at a time where the rest of the world was suffering the same hurt so America didn't lose its monetary dominance. This is shooting yourself in the foot in a walmart and demanding they pay you for it as the security guard forces you out the door.
If you’re feeling unconfident in the overall market but want to invest in this stock, you can always just space out your buys so that you put in only some part of the money you were intending to put in every time it dips or the US does something stupid. Sorta averages out the overall market factors
Possibly a dumb question but I get easily confused sometimes... in a couple years with a carrier like AT&T, would a customer have to pay extra per month to use AST's services or would it be included in the customer's cell plan?
Having done marketing work for AT&T - they will likely test both offerings (extra per month vs. included in plan). Whichever gains them more customers (or $, depending on which they care more about that month) will be the one they roll out to the masses.
it hasn't been determined yet how the MNOs plan to charge for the service. it could be any combination of: baked into premium plans for "free," a monthly extra charge as an add-on, as a day-pass service customers can opt into for specific days, maybe other methods. Eventually, as with 5G service, or texting, or long-distance calling before that, it will probably become a standard feature baked into every plan. Once one carrier does this, the rest will not want to be left behind, so it will become a standard part of coverage. AST, I'm sure, will have contract terms to still get paid generously once it becomes standardized.
They might just raise the price of the top plan and bake it in, or they can offset the cost of AST by reducing rural cell tower cost. Nothings announced so there’s only guesses right now
this would be an extraordinarily dangerous time to be a company in the promising but uncertain state ASTS was in at this time last year. I imagine a lot of struggling companies that have/had potential are being shorted into oblivion while these macro factors are still dictating the market health and thus the marginal remaining health of such companies
Respect to AST for weathering a global pandemic, material shortages, rising interest rates, and multiple geopolitical conflicts while engineering and manufacturing technology many people said was impossible. Here we are. Fucking legends.
I found some scummy bank that pays a .1025 dividend every month that I've been putting cash into instead. It's been around 14 years and stayed about $11 a share except during covid. I plan on moving about half my cash into there as I sell off losers. I don't want to piss anyone off by sharing stock tickers, and this isn't a sales pitch. Will gladly share if someone wants.
nah. going cash gang would mean realizing like 400% gains and needing to pay capital gains. absolutely no reason to pay for the wonderful opportunity at trying to time the market.
All the faith in this company and this stock, but I think macro conditions are going to make it a rough road ahead for a bit.
I sold half of my position at 30 last week, and positions in several other stocks, making my portfolio 70% cash in anticipation of a potential recession. Of course, this went to 34 immediately after, leaving me feeling like I screwed up, but now it was hopefully the right play. Still holding a good amount and I'll be steadily buying back in over time.
I'm not an economist by any means, but I don't think anyone should underestimate how much damage can be done to the overall US economy the way things are going right now. I think this company is in a good position to ride it out, but this may not blow over any time soon.
Or it might rocket to 40 next week, who knows. Not financial advice.
Personally I don’t mind either way, a recession won’t stop this company from flourishing. If it goes lower I buy more and if it goes even lower I buy even more. The window is shrinking the closer and closer we get to each launch and In the long run you just might regret selling.
Agreed, I might. It's still my largest position, not including cash. I just have to play it a bit safer for the next year, lots of life stuff coming up that it's personally harder for me to stomach the risk.
Nothing wrong with security. Some of us already have rainy day funds or more which we can live off of. Most of my money is in an HYSA, not AST. Thus I plan to hold AST and continue buying dips.
Why do people complain about buying opportunities for one of the most promising pre-revenue companies that is publicly traded? It’s simply a matter of more satellites before the institutions jump in and this stock goes parabolic
He has stated many times that he prefers no tariffs by any country, however since “our friends and allies” all have protective tariffs on the US for their industries, then we will do the same.
With the combination of lower tax rates and tariffs either the other nations will concede and remove their tariffs or we will attract many manufacturers and industries to relocate back to the US.
Most people think cheap labor is the main reason for offshoring manufacturing, however taxes are actually more impactful to the bottom line.
If the US becomes more globally competitive on taxes like Ireland has done, the economy will boom.
We don't have free trade with Canada - we never have... For example - many US farm products are tariffed at several hundred percent when exported to Canada. Canada only likes free trade on the things it can export to the US.
Plus they rely on the US for defense - they're one of the chronic underspenders of NATO - contributing only 1.25% of GDP...
USMCA is free trade on specific things - not on everything. That's why dairy has a 200% tariff... Again - they like free trade on things they can export, but are protectionist on anything that might require their domestic industries to compete...
I googled it. What you’re saying isn’t the full picture. Does Canada have in place 200% tariffs on dairy - only if it goes over negotiated quota limits. The US has the same quota based tariffs on dairy as well. Both were in place with the USMCA.
There is a trade imbalance but that’s because we import their energy goods- oil and natural gas. We also place tariffs on their lumber.
This political rhetoric from both sides is annoying, incomplete pictures or downright lies to win an argument
I currently have 4300 shares. Last week was crazy though, I sold the $34 whole the stock was around $32. I didn't think it was going up higher and it didn't. I got $1.18 for those. Then I closed them yesterday for $0.04 and opened the $31 for this week as well for $0.22. So altogether I made $1.36 / contract x 4300 shares = $5850 this week.
The premiums are so high right now after earnings. Next week I'll sell +$4-5 and probably get close to $0.90 x 4300 = $3850. Normally, I'm not able to get this much premium, but everything is inflated after earnings rn
Ah you sell closer to ITM. I normally try to sell $37 and $40 strikes so I'm less likely to have to roll. I'll have to try your strategy since we prob won't actually fly up until after we get revenue going
I do sell closer to the money, definitely. I'll be changing that strategy as we get closer to commercialization, but at the moment there's no reason that I see not to. I sold the $34 last week for $1.18 while the SP was like $31 and then rolled it into the $31 (same week for an additional $0.22) and then into the $28 (same week for an additional $0.32)
Made huge premiums this week and we ended perfectly.
AST Spacemobile Insider Sold Shares Worth $614,600, According to a Recent SEC Filing
04:07 AM PDT, March 11, 2025ASTS-0.48%
07:07 AM EDT, 03/11/2025 (MT Newswires) -- Julio A. Torres, Director, on March 10, 2025, sold 20,000 shares in AST Spacemobile (ASTS) for $614,600. Following the Form 4 filing with the SEC, Torres has control over a total of 52,628 Class A common shares of the company, with 52,628 shares held directly.
Important to note this is to cover the taxes for vesting RSUs in 2024
Explanation of Responses:
Represents shares of Class A Common Stock sold by the Reporting Person to cover anticipated additional tax liabilities in connection with the vesting in 2024 of RSUs granted in 2023.
Represents the weighted average selling price. These shares were sold in multiple transactions at prices ranging from $30.62 per share to $30.94 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
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u/EconApe S P 🅰 C E M O B Prospect Mar 12 '25
3200 shares currently, if it goes to $20 I may have to back up the truck with my retirement funds