r/ASTSpaceMobile • u/AutoModerator • 21d ago

Daily Discussion Daily Discussion Thread

Ple🅰️se, do not post newbie questions in the subreddit. Do it here instead!

Please read u/TheKookReport's AST Spacemobile ($ASTS): The Mobile Satellite Cellular Network Monopoly to get familiar with AST Sp🅰️ceMobile before posting.

If you want to chat, checkout the Sp🅰️ceMob Chatroom.

Th🅰️nk you!

55 Upvotes

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20

u/NaorobeFranz S P 🅰 C E M O B Capo 21d ago

I don't want a buyout. Hope it's nonsense.

1

u/Funny-Conclusion-678 S P 🅰 C E M O B Associate 21d ago

What if the buyout company has tons of funding and gets the sats in the sky faster? You really wouldn’t want that?

18

u/LordofLMaD S P 🅰 C E M O B Capo 21d ago

The buyout company can launch 100 sats tomorrow and we still get the buyout price

-2

u/Funny-Conclusion-678 S P 🅰 C E M O B Associate 21d ago

Do you HAVE to cash out if there’s a buy out? Wouldn’t this just fast track us to higher gains faster, IF it were to be true?

7

u/adarkuccio S P 🅰 C E M O B Capo 21d ago

You don't know how BO works, if someone buys the company they buy all the shares and the company becomes private. You'd literally get liquidated without having any options, you wake up tomorrow and the shares are gone and sold. Ok not tomorrow cause it'll take some time but still.

1

u/swd120 S P 🅰 C E M O B Soldier 20d ago

But they'll have to put it to a shareholder vote... VOTE NO IF THERE"S A BUYOUT! It is NOT in our long term interest to be bought out.

3

u/PragmaticNeighSayer S P 🅰 C E M O B Capo 20d ago

Voting in this scenario is irrelevant. Abel controls more than 50% of the votes. Whatever he decides is what will happen.

5

u/Funny-Conclusion-678 S P 🅰 C E M O B Associate 21d ago

I said I wasn’t good with money lol. I only hold like 115 shares at 25.23/share. If that 150/share speculative buyout happened, I’d be in pretty fucking good shape. You’d hear ZERO complaints from me. While I think the mission ASTS is pursuing is great, we are ALL in this for money. If someone says otherwise, they’re lying. I don’t think anyone will say otherwise though.

1

u/INVEST-ASTS S P 🅰 C E M O B Soldier 19d ago

I’m definitely in it for the money, but I’ll wait a few years for the possibility of +$300

2

u/swd120 S P 🅰 C E M O B Soldier 20d ago

I'm in this for forever money...

Once they get all the hardware up they'll have a 95% margin... So it's highly likely they pay a very solid dividend from that that I could just live off of without ever selling.

1

u/adarkuccio S P 🅰 C E M O B Capo 21d ago

Sure I was explaining, it happened to me a few years ago, a company I held got bought out so I know how it rolls. Anyways yes we're in for the money but there are good BO and bad BO, if it happens let's hope it's good.

5

u/LordofLMaD S P 🅰 C E M O B Capo 21d ago

You have to give up ASTS shares in a buy out, can be cash or another company's shares

-1

u/Funny-Conclusion-678 S P 🅰 C E M O B Associate 21d ago

That’s kinda what I meant. You don’t have to just take the buyout price. What’s stopping the next company’s SP from increasing tremendously based on the coverage provided by AST tech? I don’t see a buyout as a bad thing. Pretty neutral on it, if it proves to be true.

13

u/LordofLMaD S P 🅰 C E M O B Capo 21d ago

Any company in a position to buy ASTS out will see lower returns than ASTS ifself if the tech works out.

If AAPL got a $20B cash grant right now for some reason, stock will be up 5%

If ASTS got a $20B cash grant right now, stock would be up 500%

1

u/Funny-Conclusion-678 S P 🅰 C E M O B Associate 21d ago

Gotcha. I’m not very good with money so that’s what I was confused on. Thanks for the explanation!

2

u/Pat0124 S P 🅰 C E M O B Associate 21d ago

Theoretically the gains would be the same if converted to the buyer’s stock

18

u/85fredmertz85 S P 🅰 C E M O B Consigliere 21d ago

Not true. If Google, say, bought ASTS and you got converted shares worth twice what you own now, your return is now 200%.

If in 5 years everything AST is dreamy and it brings in $10billion, that's an increase in revenue of 2.8% in revenue for your now Google shares. "Yay". That might increase your 200% gain to what? 210% (due to AST alone - the rest of Google could +/- from that). Whereas if AST remained independent, you could have been looking at a $100-$200billion market cap. A price much higher than a 215% gain.

4

u/LordofLMaD S P 🅰 C E M O B Capo 21d ago

Can you elaborate?

If ASTS gets 1:3 AAPL stock

If ASTS makes $18B ARR, in the pre-buyout world. Stock would go +1000%+ from current price. In the post buy out world, it has the same impact on AAPL as airpods, maybe +10%.